System Settings: Level Control

Level Control allows users to control the level at which specified data is managed in the metadata catalog. Consider a typical use case for Level Control functionality: Data in a quarterly report file may no longer be required though the metadata is still relevant—the entity containing the records can be demoted from Managed to Addressed where the metadata can be refreshed (though load) as needed or promoted as necessary back to Managed. Promotion and demotion are user-driven actions; a user changes level for a source or entity through grid drop-down level change (screenshot below). Note that Addressed or Registered entities can be published and those entities are temporarily loaded on-demand in order to extract metadata, statistics, profile and sample data and automatically returned to original level.

Users can:

• Promote data from Addressed to Registered|Managed or from Registered to Managed.
• Demote data from Managed to Registered|Addressed or from Registered to Addressed.

Default level is controlled in three ways:

• Upon Ingest: Inherited from source or set when adding new entities to an existing source
• Source Grid: Users can control object level by checking one or more sources or entities and selecting Change Level
• Inclusion in a process (dataload, dataflow, publish) where level is temporarily promoted and then reset to original level

For more information on setting Level Control in the source module, see Changing Level Control and load logs.

Change Level

Administrative rights are required to access and modify Level Control (governed by access mask) accessed in the administration panel.

If Lock level to only Managed is checked, Default level for Sources is disabled.

If Lock level to only Managed is unchecked, Default level for Sources can be locked to only allow the selected level to be used. This lock and setting can be toggled. 

Lock level to only Managed: If this setting has been unlocked to allow Registered and Addressed levels for entities, it cannot be relocked. The default setting for objects in Qlik Catalog is Managed (full data ingest and management). Therefore if administrators do not change anything on this screen, application behavior will not change and all objects will continue to be Managed. When Lock is checked, level is set for all sources and entities to Managed. This setting disables the ability to change level for Source Connections.

Default level for new sources (Top Level Managed Control is Un-checked):

• Managed: If selected (default), Qlik Catalog will keep all entity data (on distribution tables and file system) and profiling and validation metadata gathered upon ingest. If unlocked, users with permissions can change level for individual objects in grid.
• Registered: If selected, Qlik Catalog will keep only sample data along with the profile data and schema metadata but will delete all the other data from distribution tables and files system that may have imported as part of the data ingestion process. If unlocked, users with permissions can change level for individual objects in grid.
• Addressed: If selected, Qlik Catalog will only gather schema metadata upon ingest or if the object is demoted from Managed or Registered, Qlik Catalog will remove all data from distribution tables and file system gathered on the data ingestion process, including sample data and profiling statistics. If unlocked, users with permissions can change level for individual objects in grid.