How to crawl Qlik Sense Enterprise on Windows

Once you have configured the Qlik Sense Enterprise on Windows permissions, you can establish a connection between Atlan and Qlik Sense Enterprise on Windows.

To crawl metadata from Qlik Sense Enterprise on Windows, review the order of operations and then complete the following steps.

Select the source

To select Qlik Sense Enterprise on Windows as your source:

  1. In the top right of any screen in Atlan, navigate to +New and click New Workflow.
  2. From the Marketplace page, click Qlik Sense Enterprise Windows Assets.
  3. In the right panel, click Setup Workflow.

Provide your credentials

To enter your Qlik Sense Enterprise on Windows credentials:

JWT authentication

  1. For Host, enter the hostname for your Qlik Sense Enterprise on Windows instance.
  2. For Port, enter the port number for your Qlik Sense Enterprise on Windows instance.
  3. For Authentication, keep JWT as the authentication method.
  4. For JWT token, enter the JWT you generated.
  5. For Virtual proxy prefix, enter the prefix for your virtual proxy.
  6. Click the Test Authentication button to confirm connectivity to Qlik Sense Enterprise on Windows.
  7. Once authentication is successful, navigate to the bottom of the screen and click Next.

Windows authentication

  1. For Host, enter the hostname for your Qlik Sense Enterprise on Windows instance.
  2. For Port, enter the port number for your Qlik Sense Enterprise on Windows instance.
  3. For Authentication, click Windows Auth.
  4. For Username, enter the username for Qlik Sense Enterprise on Windows in the domain\username format.
  5. For Password, enter the password for Qlik Sense Enterprise on Windows.
  6. For Virtual proxy prefix, enter the prefix for your virtual proxy.
  7. Click the Test Authentication button to confirm connectivity to Qlik Sense Enterprise on Windows.
  8. Once authentication is successful, navigate to the bottom of the screen and click Next.

Configure the connection

To complete the Qlik Sense Enterprise on Windows connection configuration:

  1. Provide a Connection Name that represents your source environment. For example, you might use values like production,development,gold, or analytics.
  2. (Optional) To change the users who are able to manage this connection, change the users or groups listed under Connection Admins.
    🚨 Careful! If you do not specify any user or group, no one will be able to manage the connection β€” not even admins.
  3. Navigate to the bottom of the screen and click Next to proceed.

Configure the crawler

Before running the Qlik Sense Enterprise on Windows crawler, you can further configure it.

On the Metadata page, you can override the defaults for any of these options:

  • To select the assets you want to exclude from crawling, click Exclude Streams. (This will default to no assets if none are specified.)
  • To select the assets you want to include in crawling, click Include Streams. (This will default to all assets, if none are specified.)
πŸ’ͺ Did you know? If an asset appears in both the include and exclude filters, the exclude filter takes precedence.

Run the crawler

To run the Qlik Sense Enterprise on Windows crawler, after completing the steps above:

  • To run the crawler once, immediately, at the bottom of the screen, click the Run button.
  • To schedule the crawler to run hourly, daily, weekly, or monthly, at the bottom of the screen, click the Schedule & Run button.

Once the crawler has completed running, you will see the assets on Atlan's asset page! πŸŽ‰

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