3 Replies Latest reply: Feb 21, 2018 6:24 PM by Santosh Reddy M RSS

    How to allocate tokens and give access to QlikSense Streams for Excel Uploaded Users

    Melodie Petrone

      Hi,

       

      I have been successful in uploading a group of users via the Excel (ODBC) data connector.  The Excel spreadsheet tabs have these columns:

       

      User tab:

      userid                       name

       

      Attributes tab:

      userid                       type                        value

       

      When I click on Users from the QMC and search by user directory, I see these entries:

       

      When I click on the information icon for one of the users that was uploaded I see this information.  Note: GROUP

       

      I set up a User Access Rule on the QMC:

       

      My assumption is that when a user is assigned the attribute of group=Brazil, a token will (automatically) be granted when the user logs in.  This is NOT the case.  In order to allocate the token, I have to click Allocate in User Access Allocations in the QMC.  Similar to the User Access Rule, I have the group=Brazil condition in one of the (Brazil) streams.  Again, I was assuming that if the user is assigned the attribute of group=Brazil, they will (automatically) have access to the stream.  That is NOT the case

       

      What am I missing?  How do I get all the users that are uploaded in my Excel spreadsheet allocated a token and added to a stream without manual intervention?

       

      Thank you in advance

       

      Melodie

      Chubb

        • Re: How to allocate tokens and give access to QlikSense Streams for Excel Uploaded Users
          Santosh Reddy M

          Hi Melodie Petrone,

           

          Does all the Excel Users belong to any particular group ?

           

          If they have a common attribute setup a User Access Rule to the common attribute.

           

          If they don't have a common group, then add a new column in the excel to create a new group like eg: ExcelUsersgroup or  QlikUsersGroup

           

          **********

          You can also create a new rule based on the "User Directory" in QMC

           

          ((user.userDirectory="EXCELODBCUDC"))


          Let me know if this works for you

           

          Thank you

           

          Regards

          Santosh M

            • Re: How to allocate tokens and give access to QlikSense Streams for Excel Uploaded Users
              Melodie Petrone

              Hi Santosh,

               

              In answer to your questions:

               

              Does all the Excel Users belong to any particular group ?   Yes, if you take a look at the screen shots above, you will see 5 users listed.  I expanded the properties of one of the users to show that they belong to the group Brazil.  The same is true for the other 4 users

               

              If they have a common attribute setup a User Access Rule to the common attribute.  See the screen shot above that shows the access rule specifying GROUP=Brazil

               

              If they don't have a common group, then add a new column in the excel to create a new group like eg: ExcelUsersgroup or  QlikUsersGroup.  -  The attributes tab of the spreadsheet shows 3 columns entitled userid type and value.  The TYPE field has the word GROUP and value TYPE.  Do you think I am using those values in the attributes tab correctly?

               

              **********

              I think you can also create a new rule based on the "User Directory" in QMC - Yes, I thought of that, however, I would have to create a new UserDirectory connection for each 'group' of users I want to allocate tokens for.  I.E.  ExcelUsersGroupBrazil, etc.

               

              I know I'm missing something obvious but can't see it

              Melodie