Example for Qlik Sense to synchronize users and attributes from excel

[Lisa_Sun]

How to retrieve users and user attributes from excel in Qlik Sense?

The setting and process for Qlik Sense to retrieve user information from excel are almost same as the following 'ODBC example'.  

It is very important to review the below information to set up the data source files and Qlik Sense configuration correctly.  The real example provided will give a better understanding how exactly it works. 
 

Environment:

Qlik Sense any version 

ODBC example

Each data source has a different configuration and the following example (Excel) of adding an ODBC user directory connector.
For .csv and SQL examples, please see the help site: https://help.qlik.com/en-US/sense/Subsystems/ManagementConsole/Content/ODBC-example.htm
 

ODBC example (Excel)

Do the following:

1. Verify that the Microsoft Excel Driver is installed.
   
    

2. Set up an ODBC source on the server.

   
   
   
   
   You need to store the data in two separate sheets in the same excel file, for example, for example you can place it in this location: %ProgramData%\Qlik\Sense\temp.

   The temp folder is not included in the default installation. You need to create the temp folder, if not already done by another QMC administrator.

   SheetA contains the users and SheetB the user attributes.

   Example:  
   
   SheetA

   userid	name
   1	John
   2	Bill
   3	Tom

3. SheetB

   userid	type	value
   1	email	jd@email.com
   1	lastname	Doe
   2	email	bg@email.com
   2	lastname	Gates
   3	email	th@email.com
   3	lastname	Hanks

4. Select User directory connectors on the QMC start page or from the Start drop-down menu to display the overview. Create a new user directory connector (ODBC) and edit the properties.
   

   Identification

   All fields are mandatory and must not be empty.

   Property Description

   Name	The name of the UDC configuration, defined from the QMC.
   Type	The UDC type.

   User sync settings

   Property Description Default value

   Sync user data for existing users

   When selected, only the existing users are synchronized. An existing user is a user who has logged in to Qlik Sense and/or been previously synchronized from the configured directory service. When not selected, all the users, defined by the properties for the UDC, are synchronized from the configured directory service. The user attributes are only synced when a user logs in to the hub. Even if you delete the user in the QMC, the active session is still valid for the user that has been deleted. If the hub is only refreshed, the user is added to the database, but without any attributes.

   Selected

   Connection

   Property Description Default value

   User directory name	The name of the user directory. Must be unique, otherwise the connector will not be configured. The name must not contain spaces.	-
   Users table name	The name of the table containing the users. Include the file extension in the table name, for example: [SheetA$].	-
   Attributes table name	The name of the table containing the user attributes. Include the file extension in the table name, for example: [SheetB$].	-
   Visible connection string	The visible part of the connection string that is used to connect to the data source.	-
   Encrypted connection string	The encrypted part of the connection string that is used to connect to the data source. Typically, this string contains user name and password. The two connection strings are concatenated into a single connection string when making the connection to the database.	-
   Synchronization timeout (seconds)	The timeout for reading data from the data source.	240

   Example:  

   User table name: [SheetA$]

   Attributes table name: [SheetB$]

   Visible connections string:  Driver={Microsoft Excel Driver (*.xls, *.xlsx, *.xlsm, *.xlsb)};Dbq=%ProgramData%\Qlik\Sense\temp

5. Click Apply to apply your changes.

6. Go to the User directory connectors overview and check if the user directory is displayed as Configured and Operational.

   If the User directory name is not unique the connector will not be configured. If not operational, check the repository system log in: %ProgramData%\Qlik\Sense\Log\Repository\Trace.

You have added an ODBC data source and initial synchronization will be performed within five minutes (by default).