Migrating users, groups, roles, and authorizations

The QlikView to SaaS Migration App provides various tables from which user, entitlement, space, and application information can be exported and used with the scripts provided in the Qlik Migration Tools.

Users and groups

Do this before users log in for the first time if you need to assign space permissions (by users).

1. In the Migration Tools tab of the QlikView to SaaS Migration App, select Export Users and export the users you want to migrate. Save as users.csv.

   For more information, see Setting up the user retrieval.

   

2. Run CLI script 1_setusers.ps1

• User definitions are added to the tenant as users log in.

  • Prepopulate if you need to assign space permissions (by user) before users log in for the first time.

  • Prepopulate Users using CLI script 1_setusers.ps1

• Group definitions are added to the tenant as users log in.

Administrative roles

Identify and assign users and groups to admin/user roles. In most cases you want users to have the same roles as before, and so you can create a list that maps the users to a role like what they had in QlikView.

Administrative roles in QlikView

In the Migration Tools tab of the QlikView to SaaS Migration App, select Explore QVPR to see the following lists:

• QVPR Document Administrators (source folders)

• Users Document Access (user folders)

• QVPR Supervisors

See: How to set up Qlikview Document Administrators

See: What is a Document Supervisor on Folder Access tab in QMC

Mapping roles in QlikView to Qlik Cloud

This is the recommended mapping of roles in QlikView to roles in Qlik Cloud. Use the Roles tab in the Migration worksheet for planning help.

• QlikView administrator > Tenant admin

• Source documents administrator > Analytics admin

• User documents administrator > Analytics admin

• Supervisors > Analytics admin

Additional roles

The following roles are not admin roles, but roles assigned to users who need permission to create shared, managed, or data spaces, or generate API keys, or manage glossaries. You can have more than one of these roles.

• Shared space creator: can create shared spaces

  • Project team users, Collaborators, BI Admins, Developers

• Managed space creator: can create managed spaces

  • BI Admins, IT

• Data space creator: can create data spaces

• Developer: can generate API keys

• Data steward: can create, update, delete glossaries

Authorizations in QlikView

Use the QlikView to SaaS Migration App and the Migration worksheet for planning help.

1. In the Migration Tools tab of the QlikView to SaaS Migration App, select Export Apps and note the users used.

   The apps are regrouped by spaces based on the mounted folders (for Managed Spaces) and on the source folders (for Shared Spaces) for the apps.

   

   

2. Note the users as they will be used in Qlik Cloud.

3. Use the Space Permissions tab in the Migration worksheet to define permissions for your users or groups.

Entitlements

Use the QlikView to SaaS Migration App, and the Licenses tab in the Migration worksheet for planning help.

1. In the Migration Tools tab of the QlikView to SaaS Migration App, select Explore CALs.

   Select Explore CALs in the QlikView to SaaS Migration App..

   

2. Note the users as they will be used in Qlik Cloud.

QlikView legacy licenses

Use the Licenses tab in the Migration worksheet to define the mapping for your users.

QlikView new licenses

Use the Licenses tab in the Migration worksheet to define the mapping for your users.