Creating users

You have to add and configure users before you can send them reports. You can add users manually, or import them.

For more information on importing users, see: Importieren von Benutzern.

Administering new users

You must have sufficient admin rights to view, edit, create, or delete users. You can do the following once you have created users:

  • Configure delivery and filtering information.
  • Manage distribution groups. Users will automatically receive reports if they belong to a distribution group associated with a publish task.
  • Activate and de-activate user accounts. Users who are de-activated will not receive reports, even though they may be associated with a publish task.
  • Set security information including roles, passwords, and link to a domain account.
  • Define a locale and a time zone that is specific for each user.

Creating a new user manually

Gehen Sie folgendermaßen vor:

  1. Klicken Sie im Menü Admin auf Benutzer.
  2. Klicken Sie auf Benutzer erstellen.

Configuring user identity

Gehen Sie folgendermaßen vor:

  1. Configure the following fields in the Overview tab. Fields in bold are mandatory. After all mandatory fields have been completed, the Create button is enabled:
    • Email: Enter a unique and valid email address that the user will use to log on.
    • Name: Enter an identifier for the user that will be used in Qlik NPrinting. For example, you will see the list of user names when you add a user to a Publish task.

    • Password: Enter a password. Password strength is displayed under the field. The border will be red if the password is not complex enough. This is for information purposes only, and will not stop the user creation process.

      Valid password characters are letters, numbers, and the following special characters: $ & + , : ; = ? @ # | ' < > . - ^ * ( ) % !

    • Confirm password: Enter the password again.
    • Domain account: Enter the domain and user name if you want to associate the user with a domain account.

      Ein Benutzer muss ein zugewiesenes Domänenkonto aufweisen, um die folgenden Funktionen zu verwenden:

      • Empfangen von Berichten im Qlik Sense-Hub.
      • Erstellen von On-Demand-Berichten in QlikView.

        Das Windows Active Directory-Benutzerkonto des Benutzers muss als Domänenkonto zugewiesen sein.

    • Time zone: Select a time zone for the user. The scheduled subscriptions for the user will be run according to the time zone.

    • Locale: Select a locale for the user. This sets the user interface language for Qlik NPrinting web console, NewsStand, and Qlik NPrinting Designer.

    • Folder: Enter the path to a distribution folder where the user can find their reports (optional).
    • Subfolder: Enter the name for a subfolder (optional). It can be combined with a manually typed path, user name, QlikView variables, or user folder to create the final delivery path.
    • Enabled: Deselect the check box it if you want to save the user but keep the account inactive.

    • Report security: These passwords are used to view and edit encrypted reports. Enter a Password to open, a Password to write, or both (optional).
  2. Click Create.

The Details, Groups, Filters and Roles tabs become enabled.

Configuring user details

Gehen Sie folgendermaßen vor:

  1. Configure the following fields in the Details tab. All these fields may be used in HTML email messages. They can be set manually, or imported using Import task:
    • Nickname
    • Title
    • Company
    • Job Title
    • Department
    • Office
  2. Click Save.

Configuring user groups

You can add the user to one or more groups.

Gehen Sie folgendermaßen vor:

  1. From the User menu, click the Groups tab.
  2. Select one or more groups from the list in the Available items column.

  3. Move the groups into the Selected items column.
  4. Click Update user groups to save your selections.

Die Registerkarten Details, Gruppen, Filter und Rollen werden aktiviert.

Konfigurieren von Benutzerdetails

Gehen Sie folgendermaßen vor:

  1. From the User menu, click the Filters tab.
  2. Select the filter you want to add, then click > to move it from the Available items to the Selected items list.

    You can use Shift or Ctrl to make multiple selections.

  3. Click Update user filters to save your selections.

Konfigurieren von Benutzergruppen

Sie können den Benutzer zu einer oder mehreren Gruppen hinzufügen.

Gehen Sie folgendermaßen vor:

  1. Klicken Sie im Menü Benutzer auf die Registerkarte Gruppen.
  2. Wählen Sie mindestens eine Gruppe aus der Liste Verfügbare Elemente aus.

  3. Verschieben Sie die Gruppen in die Spalte Verfügbare Elemente.
  4. Klicken Sie zum Speichern Ihrer Auswahlen auf Benutzergruppen aktualisieren.