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Administration Guide |
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CONFIGURATION MANAGEMENT |
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Author: | Craig Wu |
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Author: | Jean-Philippe Golay | Issue Date: | 16 August 2021 |
Table of Contents
1 configuration management
1.1 Guarantees
1.2 Copyright
2 Introduction
2.1 Support Information
3 First Time Login
4 Enter License
5 SAM Configuration
5.1 Servers
5.2 How To Export Qlik Sense Certificate
6 Users
7 Tags
8 Global COnfigurations Configurations
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QVAuctor Ltd, ebiexperts does not guarantee that this document is error free
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Copyright ©2017 QVAuctor Ltd, ebiexperts
The copyrighted products, product concepts, designs and design methods contained or described in this work are confidential. This work, either in whole or in part, may not be copied, reproduced or disclosed to others or used for purposes other than that for which it is supplied, with-out the prior written consent of QVAuctor, or if any part hereof is furnished by virtue of a con-tract with a third party, as expressly authorised under that contract.
Under international copyright laws, neither the documentation nor the software may be copied, photocopied, reproduced, translated or reduced to any electronic medium or machine-readable form, in whole or in part, without the prior written permission of QVAuctor Limited, except in the manner described in the software agreement.
Qlik®Tech and Qlik®View are registered trademarks of QlikTech International AB
Microsoft, MS-DOS, Windows, Windows NT, Windows 2000, Windows 2003, Windows XP, Windows Vista, SQL Server, FoxPro, Excel, Access and MS Query are trademarks of Microsoft Corporation.
ORACLE and SQL*Net are trademarks of Oracle Corporation.
SAP®, Lumira, Webi, BusinessObjects, Crystal Reports and other SAP® Products are trademarks of SAP Corporation.
Although QVAuctor Ltd. makes every effort to ensure that this information is accurate, QVAuctor LTD. will not be liable for any errors or omission of facts contained herein. QVAuctor reserves the right to modify specifications cited in this document without prior notice.
Copyright ©2017 QVAuctor Ltd, ebiexperts is a trademark of QVAuctor Limited
All Rights Reserved
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Welcome to the SAM Administration Guide.
This guide aims to provide an overview on how to configure SAM in order to start using the software.
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Should you have any questions or challenges please contact us at:
support@ebiexperts.com
Please also visit our support website at www.support.ebiexperts.com. You need to register and wait for your account to be approved before you can login. A valid SAM license is required for you account to be approved.
Installation Files
The SAM installation files can be downloaded from the following location:
https://support.ebiexperts.com/downloads/SAM
Please note you have to be logged into the site in order to access our download section.
Other Information Sources:
For any additional support or technical queries please use the Support Ticketing System on our support website.
The following documentation can be accessed from our online Wiki or downloaded from our support website
https://ebiexpert.atlassian.net/wiki/spaces/SAMD/pages/2548662273/SAM
SAM Installation Guide
SAM Admin Guide (This document)
SAM User Manual
SAM E-Learning
You can find helpful videos inside the SAM application or on our Youtube channel.
Ebiexperts Social Media
ebiexperts Facebook page
ebiexperts Twitter page
ebiexperts LinkedIn Group - SAM: Agile Lifecycle Management Solution
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Once you have installed SAM and launched the SAM Management Console, the default browser of you operating system will be used to open login page.
For first time login, you need to activate the administrator login credentials.
Click on Activate Administrator Login
Please use the following credentials to activate the super user
Username: VMMANAGER
Password: EBIEXPERTS
Click Login.
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Once logged in as the administrator, click enter license.
Copy and paste the license key, Save. You will automatically be logged out of the software and you will need to login again to start the configuration.
When you try to login again you will be prompted to enter a new username and password for the administrator user. Important! Keep the credentials safe as you will not be able to reset the user again. Click Save when you are ready to login.
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Login with the administrator account, you will by default land on the Active Control page. Click on Menu in the top left and select Admin to access the SAM configuration.
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Connect to an existing Qlik Sense server where SAM API will be able to retrieve Users and Apps from the QMC.
Click on the + plus sign to add a new server.
Server: Tick enabled to allow the connection the server
Name: Name of the Qlik Sense server, any name can be used to identify the server in SAM
URL: The Qlik Sense Server URL that SAM will connect to, generally in the intranet
External URL: The Qlik Sense Server URL the users will connect to
Authentication: The method used to identify the user on the Qlik Sense Server. SAM will connect using Certificates on port 4242 for QRS REST API and 4747 for .NET API bypassing the PROXY.
Is default server: You can connect to multiple Qlik Sense servers in WIP. Enable to make it the default server.
SAM Auto Gen Script:
Impersonate: Choose in which situations to impersonate the Admin User Rights
Never: will use Logon User for all actions,
For publish: will use Logon User for all actions but server user for publish
Always: will use server user for all actions
Username: Set the Admin username
Set Password: Set the Admin password
Import Certificate: Once you have exported the certificate from the QMC, you need to enter the client.pfx file.
Save
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Go to the QMC and choose the certificate menu, enter a machine name and press export
Certificates will be exported in the
"C:\ProgramData\Qlik\Sense\Repository\Exported Certificates"
folder. Note that if you have multiple nodes it can be on any of them.
Import Users
You can import Users from the QMC directly into SAM
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Add User by clicking the Green + button
You will be presented with the form to create a new User
Logon Name: Your Qlik / AD Username
First Name: Your name
Last Name: Surname
Description: Used to identify your role
Business Unit: Choose which Business Unit you belong to
Email: Used for the SAM admin to contact you
Phone: Used for the SAM admin to contact you
Password: Same as your Qlik / AD password
Confirm Password: re-enter to confirm password.
Imported Users From Server
You need to assign a User license to the Users that you imported from a server. Select the User and click on the tab Rights, assign both licenses to the User.
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Will be implemented in phase 2
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Used to manage your SAM license