How-to: QlikView in the Cloud!

CloudShare’s virtualization platform makes it easy to quickly and cost effectively stand up key resources for any size QlikView deployment whether it be a single server for quick dev/test initiatives or multiple servers to explore an end-to-end enterprise topology. In this post we’re going to look at creating a development environment on the CloudShare virtualization platform in order to jump start a QlikView project.

I’m assuming that since you are reading a blog post about how to setup a QlikView environment in CloudShare, you know what QlikView is, but just in case you don’t…

“With QlikView, organizations can rapidly deploy fast, flexible Business Discovery apps that provide information workers with dynamic views of the information they need to make decisions. Unlike most business intelligence software, with QlikView information workers can ask and answer the next question, and the question after that, without going back to an expert for a new report or data visualization. The answers are already there, available through simple clicks and taps.” (source: “The QlikView Business Discovery Platform“)

This post will cover:
• Creating and Configuring the CloudShare Environment
• Installing and Configuring the QlikView Server
• Connecting QlikView Desktop to QlikView Server

Creating and Configuring the CloudShare Environment:

To install QlikView server in a CloudShare virtual machine we must first provision the environment from the CloudShare web portal. Here we can name our new environment and add a single virtual machine to the environment. For our single server we’ll choose “Windows Server 2012 x64 Standard” template and give it a name and description.

machinelist

Next, we need to increase the resources that this server utilizes in order to meet the minimum required resource for a QlikView server. Per the initial release manual for QlikView Server 11 (http://us.demo.qlikview.com/download/) we will require the following hardware specification to support a development or testing environment. However, in order to achieve better performance more resources may be required if your QlikView documents are of any significant size. Being able to easily and reactively adjust environment resources is one of the key benefits of deploying QlikView to CloudShare’s virtualization platform.
The minimum requirements for a QlikView server are as follows:

qlikview

To increase the resources for our QlikView Server we’ll edit the environment and edit the hardware for our virtual machine. Once completed we’ll save changes which causes the VM to reboot.

machinename
To connect to the new VM we can either use a RDP connection from your machine or connect to the server via the RDP connection from the CloudShare web portal. A simple way to retrieve an RDP file to connect from a local client is to download the file directly from the web portal by clicking “RDP file”.

rdpfile
Installing and Configuring the QlikView Server:

After our VM is provisioned and the appropriate resources have been allocated we can start the QlikView server installation. We can download all components from QlikView’s download page ( http://us.demo.qlikview.com/download/ ).

(Note: You must be a licensed customer or partner in order to access the download page.)

From the download page we can select the preferred language, product, version, release number, file type, and OS to download the correct file.

qlikiewpage

Click “QlikViewServer_Win2012andUp.exe” to download the file and run when complete.

openfile

Note: In the event that you get an error after running the installer that says “the operating system is not adequate for running QlikView server” make sure that you have downloaded the correct version of the installer.

Click “Next”

qlikvviewinstall

Select your region. In this case we’ll select “United States”

region

Accept the terms and license agreement

ula

Enter a User Name and Organization

organization

Change the destination folder or leave it as the default

install
Select “Full Installation, Single machine with QlikView Webserver”. QlikView services can be scaled out to multiple machines to separate workloads or support redundancy and clustering. In this environment we will use the QlikView Webserver that ships with the product, however you can use Microsoft Internet Information Services (IIS). Using IIS will give you more control over the web front end configuration.

fullinstall

Enter a User Name and Password that will be assigned to run the QlikView services.

(Note: this user much be a local administrator on the machine.)

logon

At this point we don’t have a user to assign as the service account so we will quickly create one. Opening the Computer Management Console, select “Local Users and Groups”, and create a new user. In our case we will call the user “QVService”, assign the user a strong password, and set the password to never expire.

QVSerice

Next, we will as the QVService user to the local administrators group on the server.

usergroups

Returning back to the service account screen we will enter our new user and password and click “Next”

logonon2

On the Service Authentication screen we will select “Use QlikView Administrators Group” and click “Next”.

(Note: The group QlikView Administrators will be a local security group created as part of this install process.)

setadmingroup

Click “Install”

completeisntall

completeisntall2

Click “Finish”

finishinstall

To verify that the install was successful and that all services have been started navigation to the Services console and find the QlikView services. All services should be running under our new service account.

checkservice

From the Start menu two new applications will be available: QlikView Access Point and QlikView Management Console.

startclickview

Configuring QlikView in Management Console

Once QlikView server is installed and all services are up and running we need to access the Management Console to finish the QlikView configuration. QlikView’s Management Console is exactly what it sounds like, the console from which you manage or administer QlikView Server.

We can launch Management Console from either the start menu or by opening a browser and navigating to http://localhost:4780/qmc

runmgnt

Our first step is to configure our QlikView license in Management Console. From the home page click the System tab -> Licenses -> QlikView Server -> QlikView Server License. On this page we will enter our serial number, control number, a user name, organization, and click “Apply License”.

applylicnse

Once the license has been applied successfully navigate back to the Status tab -> Services and validate that all services are running and healthy.

sericeoverview

Congratulations! You’ve just installed QlikView server. Make sure to take a snapshot of your CloudShare environment to preserve your work!

Viewing Documents in Access Point

Access Point is QlikView’s web portal for displaying and interacting with your QlikView documents via the browser. To view Access Point you can click the QlikView Access Point link off of the Start menu or open a browser and navigate to http://localhost/qlikview/. You can also use your CloudShare VM’s external address http://[externalAddress]/qlikview/ to access the environment remotely. Upon logging in you should see the three default QlikView documents installed with the server.

qlikhomepage

Select a document to view it in the browser.

example

Connecting QlikView Desktop to QlikView Server:
QlikView Desktop is the design and development suite for creating data models and dashboard apps for QlikView. In our previous steps we installed our QlikView server. With QlikView Desktop we can now connect to the server and open our existing documents.

From our local machine we open QlikView Desktop.

qdesktop

Select “File” -> “Open in Server”. Here we are prompted with the “Connect to Server” window. Enter your CloudShare VM’s external address and the account you would like to connect with. In our case we’ll connect as the QVService account for simplicity and click “Connect”.

(Note: You can create additional development users on the server and configure permissions on the QlikView Document directory at C:\ProgramData\QlikTech\Documents)

Upon a successful connection the three default QlikView documents will display. Select a document and click “Open”.

openserver

The document will open in QlikView Desktop.

serveropened

Congratulations! You are connected to your CloudShare QlikView Server!

Within a short period of time we have created a QlikView server in a simple CloudShare environment and are up and running, ready to build our next QlikView project!