Report security

You can make sure that your users only work with the reports they have permission to access by implementing password protection at the user, task, or report level. Reports can have read protection, write protection, or both.

Requirements

Reports with read protection cannot be opened without the correct password. Reports with write protection cannot be edited without the correct password. A document can have read protection, write protection, or both. Enabling passwords has no effect on documents produced in Qlik NPrinting Designer preview. You can also choose to leave your documents password free.

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

Limitations

Qlik NPrinting leverages the native password protection features of the output document type. For example, Microsoft Word lets you password protect documents. Qlik NPrinting can access this feature. It does not add new features to your reports. This means that some output formats, like .jpg, cannot be password protected because they do not support passwords.

You can password protect the following report output types. The original template type does not matter:

• .pptx
• .doc, .docx
• .xls, .xlsx, .xlsm
• .pdf

See: Report output formats

If you password protect cycled reports, the reports will be password protected, but not the .zip archive.

Password protected reports will display differently in the NewsStand. Reports with read protection will display a default placeholder image, instead of the normal thumbnail. The NewsStand preview feature will not work on these documents. When you click them, you will see your browser's download prompt.

There is no automated mechanism to manage passwords. For example, if it is your company policy to change user passwords every 90 days, you will have to manually change them, or run a new user import task.

Adding user level passwords

Users will be able to use these passwords to access reports assigned with user level password protection. These passwords are different than the ones used to log in to the Qlik NPrinting web console or the NewsStand.

Do the following:

1. From the top menu, click Admin, and select Users.
2. Choose the user you want to assign a password, or create a new one.
3. Under Report security, you can input a Password to open, a Password to write, or both.
4. Click Save.

The selected user can now access reports with their assigned user passwords.

You can also configure user password settings when you import users. See: Importing users.

Adding task level passwords

Each document in the same publish task can be accessed with the same set of passwords. Any user with these passwords can open every report attached to the task.

Do the following:

1. From the top menu, click Tasks, and select Publish task.
2. Choose the task you want to password protect, or create a new one.
3. On the Overview tab, under Report security, you can input a Password to open, a Password to write, or both.
4. Click Save.

All the reports associated with this task are now password protected.

Adding report level passwords

You can also add a different password for each report in a task. These can be different than the password set for the task.

Do the following:

1. From the top menu, click Tasks, and select Publish task.
2. Choose the task that contains the report you want to password protect.
3. Click the Reports tab. Choose the report you want to password protect, or add a new one.
4. Under Report security, click the Password protection drop-down. Choose from the following:
   • No passwords: report can be opened and edited by anyone.
   • User passwords: report can be opened and edited by entering a user password.
   • Task passwords: report can be opened and edited by entering a task password.

   • Use the following passwords: report can be opened and edited by entering a report-specific password.

     When you choose this option, you will be prompted to define report level passwords.

5. Click Save.

This individual report is now password protected.