Posts Tagged ‘admin’

Importing Tasks via Remote Management – Step-by-Step

July 30th, 2014

I recently moved a client’s dev/test environment onto a new server. There were a few dozen reload tasks and rather than recreate them by hand, I chose to use the Import Task feature via the QMS Remote Management service.

I’ve known about this feature but have never had a chance to use it. I looked through QlikCommunity forum and did some googling to get more info but I didn’t find a lot. Specifically, there did not seem to be a single resource that laid out the steps to do the import. Hence the following post…

The process is fairly straightforward and intuitive. Below are the steps I followed. (This is on QlikView 11.2 SR6, by the way. Windows 2008 R2 Enterprise OS.) In my environment there was the remote server — let’s call it the OLD server, and the target server — we’ll call it the NEW server. And I had previously stopped all QV services on the OLD server and set them to Manual.

Preparing the OLD server

  • Turn on the QMS service – I don’t know if this is explicitly required (it would be easy enough to test), but at a minimum I wanted to be able to get into the QMC on my OLD server to look at things
  • Create a local “QlikView Management API” group on the OLD server – be sure to name it exactly that

qms_remote_group_define

 

  • Add members to QlikView Remote Management group – I added my domain service account that runs all the QV services. Although you could add a different account to run the import (you’ll need to supply login info on the NEW server if you do that.)
  • Confirm you have the group setup correctly – use the Users tab in QMC on the OLD server for this

qms_remote_group

 

  • Create an inbound firewall rule to allow domain traffic on port 4799 (this is the default port for the Remote Management service)

qms_remote_inbound_rule

 

Preparing the NEW server

On the NEW server, all the preparation is done within the QMC, in the System > Setup tab. I’m going to walk through the steps as if you want to import ALL tasks (as opposed to selecting specific tasks for import).

  • Go to the Remote Management Services section and click the plus sign to create a link
  • Replace the default server name with the name (or IP) of your OLD server, and click Apply

qms_remote_setup_1

 

  • If you intend to run the import with a user account other than the QV service account, go to the Login tab and enter credentials and Apply
  • Go to the Source Folders tab and you should see a list of folders From the OLD server. For each of these, map them to a folder on your NEW server. Click Apply.
  • NOTE: if you do not map all source folders, you’ll receive an error message when you attempt to import all tasks

qms_remote_folder_mapping

 

  • Go to the QlikView Servers tab and map the name of the OLD server to the NEW server. In my case, because I had done some name-switching, these were the same name, but the mapping is still required. Apply.

qms_remote_server_mapping

 

  • You can optionally choose to disable triggers after tasks are imported

qms_remote_setup_2

 

Importing tasks

Now that the link is established, the task import is quite simple.

  • Go to the Documents > Source Documents tab, right click on any folder or the top-level “gear” icon and choose “Import Tasks”
  • You’ll be presented with a new window with an expandable tree of your source folders. Click the top-level to select all tasks and click OK. You will be prompted to confirm.

qms_remote_confirm

  • Voilà!

 

Caveat

I had read that the triggers of the type: “On event from another task” would not be created unless all tasks are imported. However, even though I did indeed import all tasks, none of the triggers were preserved. This was not the end of the world, but certainly eroded the value of the import. <– Wrong! See “IMPORTANT EDIT” below .

IMPORTANT EDIT – Aug 01, 2014

So…it turns out that the triggers (including the “One event from another task” triggers) were indeed created on the import. But because I had triggers disabled, the “links” did not appear. Once I started selectively enabling triggers, the Tasks screen showed the serial task chains as I expected.

So I hope you find these steps useful if you need to do a migrate. I will undoubtedly be referring to them in the future when I forget the steps! :-)

Keep on Qlikin’

(keep on Sensin’ ?? )

Bill