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QlikSense
3.0
Copyright1993-2016QlikTechInternationalAB.Allrightsreserved.
Contents
1 Introduction
1.1AWSplug-inconventions
Stylecoding
Environmentvariables
1.2Additionaldocumentation
4
4
5
2.1QlikDeploymentConsole
2.2AmazonWebServicesaccount
Platformsupport
Securitygrouprules
QlikSensesetupfilesstoredintheS3bucket
3 Using the AWS plug-in
6
6
7
8
3.1Creatingsites
Credentials
Instanceinformation
Subnetselection
3.2Addingnewnodes
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9
10
10
Credentials
Instanceinformation
Subnetselection
3.3Configuration
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11
12
12
14
4.1AWScredentialsobjecttype
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4.2AWSserviceuserobjecttype
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1 Introduction
Introduction
ThisguidedescribestheAmazonWebServices(AWS)plug-infortheQlikDeploymentConsole(QDC).
ThisdocumentisderivedfromtheonlinehelpforQlikSense.Itisintendedforthosewhowanttoreadparts
ofthehelpofflineorprintpageseasily,anddoesnotincludeanyadditionalinformationcomparedwiththe
onlinehelp.
Aplug-inisaZIPfilethatcontainsallDLLfilesneededtodeployQlikSensesitesinaspecificcloud
computingenvironment.
Aplug-intypicallyincludesfunctionalityfor:
l Configuringthecloudcomputingenvironmentandfetchingstatusinformationfromit
l Settingandgettingthenameandadescription
l Verifyingtheversionoftheenvironment
l Gettingdatafromtheenvironment
l Creatinganddeletingsitesandnodes
l Uploadingfiles
l Gettingnetworkinformationandhandlingcertificatesforcommunication
l SettingtheQlikSenselicense
l Scalingsitesandnodes
l Handlingerrorsandlogging
l Handlingupgrades
1.1 AWSplug-inconventions
ThefollowingconventionsareusedinthedescriptionoftheAmazonWebServices(AWS)plug-in.
Stylecoding
l Menucommandsanddialogoptionsarewritteninbold.
l FilenamesandpathsarewritteninItalics.
l SamplecodeiswritteninLucida Console.
Environmentvariables
ThepathsusedinthedescriptionoftheAWSplug-inmayuseenvironmentvariables.Thevariablesandthe
equivalentpathsintheMicrosoftWindowsoperatingsystemarelistedbelow.
1 Introduction
Environment variable
Microsoft Windows
%LocalAppData%
C:\Users\<username>\AppData\Local
%ProgramData%
C:\ProgramData
%ProgramFiles%
C:\Program Files
%UserProfile%
C:\Users\<username>
1.2 Additionaldocumentation
Besidesthisdocument,thefollowingdocumentationisavailablefortheAmazonWebServices(AWS)plugin:
l QlikDeploymentConsole(QDC):DescribeshowtodeployandmanageQlikSensesitesincloud
computingenvironmentsusingtheQlikDeploymentConsole(QDC).
l PlanQlikSensedeployments:DescribesQlikSenseandprovidesreferenceinformationonthe
architecture,security,logging,andlicensing.
AWSplug-inrequirements
ThissectionliststherequirementsthatmustbefulfilledtosuccessfullyusetheAmazonWebServices(AWS)
plug-in.
2.1 QlikDeploymentConsole
TheQlikDeploymentConsole(QDC)mustbeinstalledonthetargetmachineandthefollowingitemsmust
beavailableandconfiguredintheQDC:
l QlikSensesetupfile
l QlikSenselicenseobject
l AWSserviceuserobject
See:AWS object types (page 14)
2.2 AmazonWebServicesaccount
AnAWSaccountisneeded.
AmazonWebServices
It is recommended to configure the AWS account so that only certain allowed IP addresses
can access it.
Platformsupport
TheAWSplug-insupportstheEC2-VPCplatformforlaunchingofQlikSensesitesandnodes.
Securitygrouprules
Everyinstanceislaunchedinasecuritygroup,whichactsasafirewallandcontrolsthetrafficforoneormore
instances.Instanceswithinthesamesecuritygrouphaveunrestrictednetworkaccesstoeachother.
Instancesrejectnetworkaccessattemptsfrominstancesinothersecuritygroups.
TheruleslistedinthefollowingtablemustbeaddedtothesecuritygroupfortheAWSaccount.
Type
Protocol
Port range
Source
HTTP
TCP
80
0.0.0.0/0
HTTPS
TCP
443
0.0.0.0/0
RDP
TCP
3389
<IPaddress>
Protocol
Port range
Source
CustomTCPrule
TCP
4242
0.0.0.0/0
CustomTCPrule
TCP
4244
0.0.0.0/0
CustomTCPrule
TCP
4444
0.0.0.0/0
CustomTCPrule
TCP
5050
0.0.0.0/0
CustomTCPrule
TCP
5051
0.0.0.0/0
CustomTCPrule
TCP
5985
<IPaddress>
QlikSensesetupfilesstoredintheS3bucket
TheAWSplug-inusesAmazonSimpleStorageService(S3)tocachetheQlikSensesetupfiles,sothatthey
donothavetobeloadedforeachnewsiteornode.
ThesetupfilesarestoredinS3under<S3_BucketName>\<QDC_ServerName>\CachedFiles,where
<S3_BucketName>istheS3folderthatisusedwhencreatinganAWS-basedsiteoranode.
See:Instance information (page 9)
IftheQlikSensesetupfilesarenotusedfor30days,theyareremovedfromtheS3folder.
UsingtheAWSplug-in
ThissectiondescribeshowtousetheAmazonWebServices(AWS)plug-inintheQlikDeploymentConsole
(QDC).
3.1 Creatingsites
This procedure is used to create a new central node.
ProceedasfollowstocreateaQlikSensesitebasedontheAmazonWebServices(AWS)plug-in:
1. SelectSitesintheleftpanel.
2. ClickCreate new sitetocreateanewsite.
3. SelecttheAWS environmentplug-in.
4. FillinthefieldsintheSite configurationsection.
ToreturntotheSitesview,click<.
5. Reviewand,ifneeded,editthefieldsintheremainingsections.
See:Credentials (page 8)
See:Instance information (page 9)
See:Subnet selection (page 10)
6. Ifneeded,addadditionalnodestothesite:
a. ClickAdd nodetoaddanewnode.
b. Reviewand,ifneeded,editthefieldsintheNode configurationsection.
c. Reviewand,ifneeded,editthefieldsintheremainingsections.
See:Credentials (page 8)
See:Instance information (page 9)
See:Subnet selection (page 10)
7. ClickDeploy sitetoimplementanychanges.
Thedeploymentisinitiated.Fordetailsontheprogressofaspecificnode,selectthenodeandcheck
theDeployment progresssectioninthePropertiesarea.
Credentials
Proceedasfollowstofillinthefields.
Selectacredentialsobjectinthedrop-downlist.
ThesecuritycredentialsareusedtoauthenticateandauthorizecallstotheAWS.
Ifthelistisempty,youneedtoaddanobject.
See:AWS credentials object type (page 14)
Service
user
Selectaserviceuserobjectinthedrop-downlist.
Theserviceuseris:
l CreatedonthemachinethatisclonedinAWS
l ConfiguredtobeRootAdmininQlikSenseontheclonedmachine
Ifthelistisempty,youneedtoaddanobject.
See:AWS service user object type (page 14)
Region
endpoint
Selectaregionendpointinthedrop-downlist.
TheregionalendpointisusedtoreducedatalatencyinAWSapplicationsandrequests.An
endpointisaURLthatistheentrypointforawebservice.
Instanceinformation
Proceedasfollowstofillinthefields.
Image
Selectanimageinthedrop-downlist.
Animagecontainsasoftwareconfiguration,includinganoperatingsystem,thatdefinesthe
operatingenvironmentfortheQlikSensesite.
Instance
type
Selectaninstancetypeinthedrop-downlist.
Aninstanceisavirtualserverthatcanrunapplications.
TheinstancetypemustfulfillthesystemrequirementsforQlikSenseinstances.Forexample,
thec1.mediumandm1.mediuminstancetypesfulfilltherequirements,whereasthe
t1.microinstancetypedoesnot.Forinformationonthesystemrequirements,seeQlik
DeploymentConsole(QDC).
Key pair
Selectakeypairinthedrop-downlist.
AWSinstancesuseapublic/privatekeypairtologinratherthanapassword.Thepublickey
halfofthepairisembeddedintheinstanceandallowsyoutousetheprivatekeytologin
securelywithoutapassword.
Selectasecuritygroupinthedrop-downlist.
Everyinstanceislaunchedinasecuritygroup,whichactsasafirewallandcontrolsthetraffic
foroneormoreinstances.Instanceswithinthesamesecuritygrouphaveunrestrictednetwork
accesstoeachother.Instancesrejectnetworkaccessattemptsfrominstancesinother
securitygroups.
SelectanS3folderinthedrop-downlist.
S3
folder
AmazonSimpleStorageService(S3)providesawebservicesinterfacethatcanbeusedto
storeandretrievedataontheweb.
Subnetselection
Proceedasfollowstofillinthefields.
Subnet
Selectasubnet(onwhichtohosttheQlikSensesite)inthedrop-downlist.
Subnetsareusedtodivideanetworkintotwoormorenetworks.Thismeansthatasubnetisa
logicallyvisiblesubdivisionofanIPnetwork.
See also:
p
3.2 Addingnewnodes
ProceedasfollowstoaddanewnodeinaQlikSensesitebasedontheAmazonWebServices(AWS)plugin:
This procedure is used to add new nodes in an existing Qlik Sense site.
1. SelectSitesintheleftpanel.
2. SelectaQlikSensesite.
3. ClickAdd nodetoaddanewnode.
ToreturntotheSitesview,click<.
4. Reviewand,ifneeded,editthefieldsintheNode configurationsection.
5. Reviewand,ifneeded,editthefieldsintheremainingsections.
See:Credentials (page 11)
See:Instance information (page 11)
See:Subnet selection (page 12)
6. Ifyouwanttoaddanothernode,returntostep3.
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Credentials
Proceedasfollowstofillinthefields.
Credentials
Selectacredentialsobjectinthedrop-downlist.
ThesecuritycredentialsareusedtoauthenticateandauthorizecallstotheAWS.
Ifthelistisempty,youneedtoaddanobject.
See:AWS credentials object type (page 14)
Service
user
Selectaserviceuserobjectinthedrop-downlist.
Theserviceuseris:
l CreatedonthemachinethatisclonedinAWS
l ConfiguredtobeRootAdmininQlikSenseontheclonedmachine
Ifthelistisempty,youneedtoaddanobject.
See:AWS service user object type (page 14)
Region
endpoint
Selectaregionendpointinthedrop-downlist.
TheregionalendpointisusedtoreducedatalatencyinAWSapplicationsandrequests.An
endpointisaURLthatistheentrypointforawebservice.
Instanceinformation
Proceedasfollowstofillinthefields.
Image
Selectanimageinthedrop-downlist.
Animagecontainsasoftwareconfiguration,includinganoperatingsystem,thatdefinesthe
operatingenvironmentfortheQlikSensesite.
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Instance
type
Aninstanceisavirtualserverthatcanrunapplications.
TheinstancetypemustfulfillthesystemrequirementsforQlikSenseinstances.Forexample,
thec1.mediumandm1.mediuminstancetypesfulfilltherequirements,whereasthe
t1.microinstancetypedoesnot.Forinformationonthesystemrequirements,seeQlik
DeploymentConsole(QDC).
Selectakeypairinthedrop-downlist.
Key pair
AWSinstancesuseapublic/privatekeypairtologinratherthanapassword.Thepublickey
halfofthepairisembeddedintheinstanceandallowsyoutousetheprivatekeytologin
securelywithoutapassword.
Selectasecuritygroupinthedrop-downlist.
Security
group
Everyinstanceislaunchedinasecuritygroup,whichactsasafirewallandcontrolsthetraffic
foroneormoreinstances.Instanceswithinthesamesecuritygrouphaveunrestrictednetwork
accesstoeachother.Instancesrejectnetworkaccessattemptsfrominstancesinother
securitygroups.
SelectanS3folderinthedrop-downlist.
S3
folder
AmazonSimpleStorageService(S3)providesawebservicesinterfacethatcanbeusedto
storeandretrievedataontheweb.
Subnetselection
Proceedasfollowstofillinthefields.
Subnet
Selectasubnet(onwhichtohosttheQlikSensesite)inthedrop-downlist.
Subnetsareusedtodivideanetworkintotwoormorenetworks.Thismeansthatasubnetisa
logicallyvisiblesubdivisionofanIPnetwork.
3.3 Configuration
Todisplaythenodeconfiguration,selectanodeintheSitedetailsview.TheConfigurationsectionis
displayedinthePropertiesarea.
UseUandStoshowandhideinformation.
Iftheselectednodeisacentralnode,thefirstfieldsareasfollows:
Site name
Thenameofthesite.
License
ThenameoftheQlikSenselicenseobjectused.
Iftheselectednodeisnotacentralnode,thefirstfieldsareasfollows:
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Thenameofthenode.
name
Node
Thetypeofnode:
type
l Complete:AcompletenodethatincludesallQlikSenseservices.
l Proxy:AnodethatisusedtomanageQlikSenseauthentication,sessionhandling,
andloadbalancing.
l Engine:AnodethatprovidestheanalyticalpowerofQlikSense.
l Proxy&Engine:AnodethatisacombinationoftheProxyandEnginetypeslisted
above.
l Scheduler:AnodethatisusedtomanagescheduledreloadsofQlikSenseappsand
othertypesofreloadtriggering.
TherestofthefieldsarecommontoallnodesbasedontheAmazonWebServices(AWS)plug-in.
Credentials
ThesecuritycredentialsareusedtoauthenticateandauthorizecallstotheAWS.
Service user
Theserviceuseris:
l CreatedonthemachinethatisclonedinAWS
l ConfiguredtobeRootAdmininQlikSenseontheclonedmachine
Region
endpoint
TheregionalendpointisusedtoreducedatalatencyinAWSapplicationsandrequests.
AnendpointisaURLthatistheentrypointforawebservice.
Image
Animagecontainsasoftwareconfiguration,includinganoperatingsystem,thatdefines
theoperatingenvironmentfortheQlikSensesite.
Instance
Aninstanceisavirtualserverthatcanrunapplications.
type
Key pair
AWSinstancesuseapublic/privatekeypairtologinratherthanapassword.Thepublic
keyhalfofthepairisembeddedintheinstanceandallowsyoutousetheprivatekeyto
loginsecurelywithoutapassword.
Security
Everyinstanceislaunchedinasecuritygroup,whichactsasafirewallandcontrolsthe
trafficforoneormoreinstances.Instanceswithinthesamesecuritygrouphave
unrestrictednetworkaccesstoeachother.Instancesrejectnetworkaccessattemptsfrom
instancesinothersecuritygroups.
group
S3 folder
AmazonSimpleStorageService(S3)providesawebservicesinterfacethatcanbeused
tostoreandretrievedataontheweb.
Subnet
Subnetsareusedtodivideanetworkintotwoormorenetworks.Thismeansthata
subnetisalogicallyvisiblesubdivisionofanIPnetwork.
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AWSobjecttypes
Anobjectisusedtoholdacertaintypeofinformationrelatedtoaspecificplug-inorcloudcomputing
environment.
ThissectionprovidesinformationontheobjecttypesthatareprovidedbytheAmazonWebServices(AWS)
plug-in.
4.1 AWScredentialsobjecttype
TheAmazonWebServices(AWS)plug-inprovidestheAWScredentialsobjecttypeintheQlikDeployment
Console(QDC).TheobjecttypeisusedtoholdAWSaccesskeys.
TheAWSaccesskeysareusedtosignprogrammaticrequeststotheAWSandconsistofanaccesskeyand
asecretaccesskey.
ProceedasfollowstofillinthefieldsforanAWScredentialsobject.
Name
Enteranameforthecredentialsobject.
Key
EntertheAWSaccesskey.
Secret key
EntertheAWSsecretaccesskey.
4.2 AWSserviceuserobjecttype
TheAmazonWebServices(AWS)plug-inprovidestheAWSserviceuserobjecttypeintheQlikDeployment
Console(QDC).Theobjecttypeisusedtoholdserviceusers.
Theserviceuseris:
l CreatedonthemachinethatisclonedinAWS
l ConfiguredtobeRootAdmininQlikSenseontheclonedmachine
ProceedasfollowstofillinthefieldsforanAWSserviceuserobject.
User name
Enteranamefortheserviceuser.
Password
Enterapasswordfortheserviceuser.
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