Setting up the Qlik Cloud migration tools

Qlik Cloud migration tools help you plan and perform your migration to Qlik Cloud.

Included in the toolset are:

• Qlik Sense to SaaS Migration App—Qlik Sense app used for managing sequencing and monitoring of your migration.

• QlikView to SaaS Migration App— QlikView app used for managing sequencing and monitoring of your migration. Utilizing QlikView Governance Dashboard.

• Migration worksheet—This Microsoft Excel spreadsheet is used to gather lists of users, roles, security rules, licenses, spaces, and more.

• Migration scripts—Used in the process to migrate to Qlik Cloud.

The following image shows how migration is performed, and how the migration tools help you move users and assets to the cloud. Data from QlikView and metadata from Qlik Cloud are pulled into the migration app. Migration data tables are saved to a CSV file and imported into Qlik Cloud using the qlik-cli scripts. The migration app is then reloaded to reflect the migration status. This process is the same for all the items that are to be migrated

Migration scripts

Download the .csv metadata files using the Migration app. The scripts are used to import QlikView assets into cloud. To learn more, see Using migration scripts.

Migration preparation

The following items will facilitate your migration and provide a recommended work procedure.

• Topic: Planning your migration to Qlik Cloud. Assessment and preparation are essential for a successful migration.

• Qlik Cloud migration tools — Zip file that contains:

  • QlikView to SaaS Migration App, used for managing sequencing and monitoring of your migration.
  • Migration Worksheet: Excel file. Use this spreadsheet to gather lists of users, roles, security rules, licenses, spaces, and more.
  • Migration scripts for migrating items from QlikView to Qlik Cloud.

• qlik-cli: Command line interface (CLI), available on Qlik Cloud Developer

After assessment and planning, do the following:

1. Set up the migration app.

2. Look up the ID of your tenant. You will find it in Qlik Cloud in your user profile menu, under About.

3. Configure the migration scripts.

4. Create and apply tags to apps and data connections.

Setting up the QlikView to SaaS Migration App

This section describes how to setup and configure the QlikView to SaaS Migration App. The QlikView to SaaS Migration App is based on the QlikView Governance Dashboard with an addition of a set of tools to help you on your QlikView to Qlik Cloud migration process.

1. Navigate to the QlikView to SaaS Migration App that you have downloaded.

2. Upload the QlikView to SaaS Migration App on a server where you have a QlikView Desktop installed, preferably on a QlikView Server.

3. Open the Configuration tab and enter the required information for the mandatory paths.

   For more information, see Getting started with the Governance Dashboard.

   

4. On the Migration Tools tab, under Export Users, enter the path under which you unzip the Qlik Cloud Migration Tools package.

   

Setting up the user retrieval

Several components of the Qlik Cloud migration tools requires the identification of the QlikView Server users and their role types. QlikView to SaaS Migration App generates a list that includes the users and their mandatory attributes. This requires an initial configuration, and there are two possible options.

1. On the Migration Tools tab, select Export Users to display the Users Data Setup screen.

   Information noteIf this is not an initial configuration of the QlikView to SaaS Migration App, locate and click on the Open Users Directory Source Setup button

   There are two options how to retrieve the users and the mandatory attributes.

   1. Option 1: Manual CSV File

      Select this option if you are using a LDAP directory.

      Prerequisites:

      • Query your LDAP directory to retrieve the following attributes:

        • Userid

        • Name

        • Subject

        • Email

      • Build the CSV file with the retrieved attributes following the structure provided and place it within the Data\QlikView\imports folder of your Migration Tools Root folder

   2. Option 2: Automatic Extraction From Active Directory

      Select this option if you are using an Active Directory to authenticate your users.

      Prerequisites:

      • The QlikView user should be allowed to execute PowerShell scripts and query the Active Directory.

      • The Active Directory module for Windows PowerShell has been installed

   

   Select the appropriate option.

Setting up qlik-cli and configuring the migration scripts

Do the following:

1. Install Qlik-CLI for Windows, a command line interface for Qlik Cloud Analytics. It provides access to all public APIs through the command line, making it easier to script and automate new and old workflows.

2. Make sure that qlik.exe is in your Windows execution path. Depending on how you installed qlik-cli, qlik.exe might not be in the Windows path by default.

3. Configure a connection to Qlik Cloud, see Getting started.

4. Configure a connection to QlikView, see Qlik Sense: How to set up JWT authentication.

5. Edit 0_globals.ps1 and set context names for:

   • $QlikSaaSContext

   • $tenantid

     Your TenantID is found under YourUser Profile > About.

   • $MIGRATIONFROM = “QlikView”