WIP Active User Guide

 

Introduction

WIP Active is a light weight easy to use active retention solution which continuously takes retentions of your Qlik Sense application assets across servers.

Administrators can configure WIP Active per server they set-up and apply policies which reflect across all servers. Policies cover both WIP Active retention frequencies as well as retention policies and Administrators can select the streams or users they want to retain.

Users who have been assigned RootAdmin, ContentAdmins and/or AppOwnership on Qlik Sense QMC are able to use their Qlik Sense credentials to access WIP Active and restore applications directly to their original or new locations.

Administration users will always use their Admin rights (higher rights) should they have application ownership assigned thus providing higher rights in WIP Active.

WIP Active provides a subscription license model per application backed up with a policy.

Retention Challenges

We’ve all suffered the consequences of a quick click and instant regret. That feeling of time lost not only to potentially recover the work lost but the process or potentially accomplishing the result in due course while the work stands still.

The more likely scenario is the process to perform the backup is too long, the backup is daily only which means a single backup of all work not only the file in question. This means whoever continued to work post the backup date and time will have lost their work when the restore is performed thus another process would be required to first export their work in order to run the restore and then import the work back into the server.

To restore a backup in any organization is not a simple or short-term solution. It involves many people, many requests and issues and the result is generally not a good one.

Quite the process when it could be as easy as login into the WIP Active service and selecting the latest file for restore to yourself or the original location.

How WIP Active Works

Login:

WIP Active provides two login options. Qlik and RootAdmin.

We will focus on the user Qlik Login.

  

Please read the welcome to WIP Active short overview of the product.

The user login option is integrated to Qlik authentication thus the user will use their Qlik user credentials to access WIP Active.

Login Process:

Admin Login: Admin Login icon

User Login: Qlik Login button

 Select a server to log into.

Click on the Qlik Login Button

This option will divert to Qlik authentication page to provide Qlik user credentials once. Once completed single sign-on should do the Qlik handshake every time the user clicks on the Qlik Login button.

Main Menu

The user can see who is logged-in and their role, access this WIP Active user guide directly and logout from the headers:

Click on the main menu on the top left to navigate to either restore processes.

Please Note: tick the PIN to elect which landing page view should be the default view when the user logs in. AppOwner users are not able to view the Administration section.

The admin process is documentation in our Admin Guide for any administrator users wishing to understand how to create, configure, manage, monitor and control WIP Active.

Active Restore

Global Search

The global search is a quick way to attain context and quickly find a single file you wish to restore. You know the file you wish to restore. You can search for your file by typing in a server, stream, application or username and the search will provide specific options for restore.

Active Restore

Ranges: from-date-to-date selection. Current date is a default setting on to date option.

Filters:

  • Streams

  • Apps

  • Users

When the user doesn’t know when you worked on the application or when you published it last It is easy to search the from and to range date selections for streams or applications.

The user can easily use the additional filters to quickly find the correct application version for restore and immediately restore the application. 

Only one restore process can be activated at one time, but multiple restore assets per process i.e., by selecting a stream to restore.

 

Once the user has found the restore asset, they can click on it and select the restore options provided:

 

Please note:

Restore options may differ based on the Global Configuration options activated by administrators.

 

Restore Options:

Destination:

  • Original location

    • Will restore to the original location the application was backed up from

  • WORK

    • Will restore the app to the user’s WORK stream

  • Stream (might not be activated by Admin)

    • Any stream the user has access

When the user has selected the destination, they can click the Restore button to restore the application.

Active Restore

Once the destination selected by default WIP Active will restore the whole application but you can select the app objects to restore individually.

 

Active restore is always a great option for bigger problems, but you should restore objects individually and with care, e.g. if you restore a script where a table is missing, the visualizations may be impacted if they refer to a table that no longer exists.

Restore History

Restore history is a quick and easy place to search and find restore information by time, user status. You can see the restore details at the bottom of the view when you select a restore process on top.

Contact Details

Please contact Ebiexperts (Ltd) with any questions at either:

General queries about training or licenses: sales@ebiexperts.com

Support queries: support@ebiexperts.com  

Commercials: finance@ebiexperts.com

Frequently Asked Questions

 

What is WIP Active?

WIP Active is a Qlik specific continuous backup app which automatically take incremental snapshots of changes to applications as Qlik developers or self-service users frequently change Qlik applications. WIP Active is very easy to access, find the file which requires restoration and restore the file either to its original location, to the developer's WORK stream or any other stream should the administrators allow. Administration users can define retention policies for retention of the incremental versions of all changed applications across all defined servers. The retention policies are very flexible and the longest time of work a developer could possibly loose is 15 minutes. No more sleepless nights because of those infrequent errors.

 

Why WIP Active?

Information technology departments generally run global server level backup policies to backup total servers, databases, and files for the total day. When a restore is required it's for a total day and will generally mean all users who have worked post the restore point will lose their work and/or they would all need to export their work before IT runs the restore, then import their work to continue their work. This is very difficult process to control, and it always leads to major risk of loss in time, data and development code.

 

Who can access WIP Active?

RootAdmin, ContentAdmins and/or AppOwnership defined on Qlik Sense QMC can automatically access WIP Active. Ebiexperts provides self-service products for businesspeople to maintain their own security and access control as well as restoring work they have lost. We don’t believe this creates any risk within a business as these people would inform developers what to do in any event and that process does slow down the work required, when it can be done by a business owner in seconds or minutes.

 

Do you need to know how to code?

Not at all. Ebiexperts produces self-service apps for Qlik functions and businesspeople don't need to know how to code to manage their own requirements.

 

Do you require training?

  • We provide E-Learning video overviews, how-to’s for all our products which are easy understand and use. We provide end-point execution buttons to execute actions within other systems so the user can focus on what they wished changed from a central point.

 

Some WIP Active benefits:

  • Snapshot backups every 15 minutes

  • Completely flexible retention policies

  • Full backups ready for restore as defined by the retention policies

  • Easy to search for a specific file via the global search a range or use the filters to view all versions of files for restore.

  • Restore takes seconds