1. Installing Writeback SaaS
- Note: You need to be Tenant Admin to be able to import extensions.
- Navigate to the end of the page to understand how to use the Overwrite Credentials property and use the Writeback SaaS if you have an Analyzer license. ( Not needed for Professional licenses)
- Navigate to the end of the page to understand the permissions needed to use the Writeback SaaS extension.
- Go to the Qlik Management Console on Qlik Sense SaaS and select the Extensions option, to go to the Qlik Management Console use the following url by replacing it with your tenant name: https://yourtenantname.us.qlikcloud.com/console
- Click the Add Button and drag the extension package to the placeholder, after that click in the add button. The extension package needs to be imported as a .zip file.
- After the import the extension should look like this:
- Now that the Pomerol Writeback Extensions was already imported, go to the app, click on “Edit sheet” on the top right corner and then click on “custom objects” on the left sidebar and under “About Pomerol Writeback” you can find the extension, click on it and drag it to the sheet.
- Click on the extension object to open the properties.
- Go to the connection properties and fill them.
- To be able to use the Writeback Extension properly in a shared or managed space go to the end of the page to understand what user permissions are needed.
- Now if you open the Pomerol Writeback Extension and edit some data and save it, your new datafile is going to be created in the Space chosen with the filename and type selected.
- Note: To upgrade the Writeback SaaS just make sure you delete the existing Pomerol Writeback extension first by clicking on it and selecting “Delete”, and then follow the steps on this page to install again.
- How to use the Overwrite Credentials property and allow Analyzer Licenses to use the Writeback SaaS
- Note: Professional Licenses can just leave the Overwrite Credentials option off and use the Writeback SaaS right away
- Turn on the Overwrite Credentials option and the API Key text area should appear.
- Use an API Key created by a Professional License User and added it in the API Key text area to be able to use the Writeback SaaS with the Analyzer License.
- How to create an API Key in Qlik Cloud tutorial
- How it works?
- Now when you use the Writeback SaaS with an Analyzer License the request that the Writeback SaaS does to Qlik is done using the permissions of the Professional License User that created the API Key.
- The user that created the API Key also needs to have the following permissions:
- For shared spaced the user needs the “Can view” and “Can edit” permissions inside the space were the files are going to be stored, and for a managed space the “Can Manage” permission is needed.
- Now you can use the Writeback SaaS with the Analyzer License.
Permissions info:
For Analyzer users using the API Key
User references:
API Key creator – This refers to the user with a professional license that creates the API Key.
Analyzer user – This refers to the user with an Analyzer license.
User roles in the Management Console (this applies both to shared and managed spaces apps):
-The API Key creator needs the “developer” role and needs to be a professional user.
-The Analyzer license user doesn’t need any roles from the Management Console.
For managed spaces:
For the space where the datafile is being stored:
-Both users, the Analyzer license user and the API key creator need to have the “can manage” permission inside the managed space.
For the space where the app is located:
-The Analyzer license user needs the “can view” permission to have access to the space and open the App.
-The API Key creator needs the “can manage” permission to perform the reload.
For shared spaces:
For the space where the datafile is being stored:
– The Analyzer license user needs the “Can manage” permission.
-The API Key creator needs the “Can edit” permission.
For the space where the app is located:
-The Analyzer license user needs the “Can view” permission to have access to the space and open the App.
-The API Key creator needs the “Can edit” permission to perform the reload.
For professional users that don’t need the API Key
For shared spaces:
- The “Can edit” permission is needed for both the space were the app is located and were the datafile is being stored.
For managed spaces:
- The “Can manage” permission is needed for both the space were the app is located and were the datafile is being stored.
The type of space where the app is located and where the datafile is stored can be different. (example: datafile stored in a shared space and app located in a managed space)