Manually

On the Manually tab, the document distribution method and the authorization of recipients can be managed. Documents can be distributed to QlikView Servers, directly to users via e-mail, and to specific folders, and the methods are the following:

Any combination of distribution methods are allowed; 0, 1 only, any 2, or all 3.

When you distribute a document to folder, document information, metadata such as categories or attributes, is not distributed. If you want to distribute document information as well, you need to use the Distribute to QlikView Server method.

Document Information

Note: Distribution of a PDF to a QlikView Server is not allowed.

Distribute to QlikView Server

Add

To add a specific resource entry to distribute to, click on the Add icon, , to the right in the pane, and configure the following fields:

  • Server
  • Select the desired server in the drop-down list.

  • Mount
  • Select the desired mount in the drop-down list, if applicable.

  • User Type
  • The type of recipients.

    To manage the authorization of users and groups, select one of the following drop-down list options:

    All Users, meaning that all users are authorized (that is, anonymous access to the file is allowed).

    Note: The IQVS account controls file access when anonymous access is allowed. This means that the IQVS account has to be provided with the correct file access. The account is by default created as a local account in the QlikView installation. In a clustered environment, the IQVS account must be created as a domain account, so that all nodes can access it.

    Anonymous Account

    All Authenticated Users, meaning that any authenticated user is authorized.

    Named Users, meaning that users that should be authorized are manually added, by searching for users and groups in a domain or on a computer (the names are resolved by the Directory Service Connector).

Recipients

If Named Users was chosen in the User Type field, do the following:

To manage users and groups, click on the Manage Users dialog icon, Add users icon.

  • Default Scope
  • Select the directory to be searched, in the drop-down list.

  • Search for Users and Groups
  • Enter the desired search term(s) in this text box, to find a user or a group, and click on the Search icon, .

    User Management Search Functions

  • Search Result
  • This box presents the result of the search, using the desired criteria.

  • Add >
  • To add a user or a group, click on it in the Search Result box and click on this button. Several items can be added at the same time.

  • Selected Users
  • This box presents the selected users and groups.

  • < Delete
  • To deselect a user or a group, click on it in the Selected Users box and click on this button. Several items can be deselected at the same time.

  • << Delete All
  • To deselect all of the users and groups from the Selected Users box, click on this button.

Delete

To entirely remove a configured entry from the list, click on the Delete icon,.

Distribute via E-mail

Add Users and Groups

To manage the authorization of e-mail recipients, do the following:

To manage users and groups, click on the Manage Users dialog icon, Add users icon.

  • Default Scope
  • Select the directory to be searched, in the drop-down list.

  • Search for Users and Groups
  • Enter the desired search term(s) in this text box, to find a user or a group, and click on the Search icon, .

    User Management Search Functions

  • Search Result
  • This box presents the result of the search, using the desired criteria.

  • Add >
  • To add a user or a group, click on it in the Search Result box and click on this button. Several items can be added at the same time.

  • Selected Users
  • This box presents the selected users and groups.

  • < Delete
  • To deselect a user or a group, click on it in the Selected Users box and click on this button. Several items can be deselected at the same time.

  • << Delete All
  • To deselect all of the users and groups from the Selected Users box, click on this button.

Note: To distribute via email to a group of users, create a distribution group with an email address of the group itself. When the DSC performs a lookup on the group name, the email address of the group is returned and the document is distributed to that email address.

Distribute to Folder

Path

To select a folder to distribute to, click on the Browse icon, , and choose the folder in the Choose Folder dialog.

User Type

To select the method for managing users and groups, click on one of the following drop-down list options:

  • All Authenticated Users, meaning that any authenticated user is authorized.
  • Named Users, meaning that users that should be authorized are manually added, by searching for users and groups in a domain or on a computer (the names are resolved by the Directory Service Connector).

Add Users and Groups

If Named Users was chosen in the User Type field, do the following:

To manage users and groups, click on the Manage Users dialog icon, Add users icon.

  • Default Scope
  • Select the directory to be searched, in the drop-down list.

  • Search for Users and Groups
  • Enter the desired search term(s) in this text box, to find a user or a group, and click on the Search icon, .

    User Management Search Functions

  • Search Result
  • This box presents the result of the search, using the desired criteria.

  • Add >
  • To add a user or a group, click on it in the Search Result box and click on this button. Several items can be added at the same time.

  • Selected Users
  • This box presents the selected users and groups.

  • < Delete
  • To deselect a user or a group, click on it in the Selected Users box and click on this button. Several items can be deselected at the same time.

  • << Delete All
  • To deselect all of the users and groups from the Selected Users box, click on this button.

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