Task Chaining with qlik-cli
Reloading data into Qlik applications is a necessary component of the BI lifecycle. In this tutorial, you are going to learn how to use the reload API to create tasks, loop to catch status changes in a reload, and how to think about setting up task chaining using a script.
- Prerequisites
- qlik-cli version 1.0.0 or greater - Text editor for manipulating PowerShell or Bash scripts
- Reload using CLI basics
You can access reloads using qlik-cli through the qlik reload command. Running the command with the --help flag lists the different sub-commands and flags available.
- Create a reload task
To use the create command, first obtain the app metadata of the application using the item command.
Note: Qlik Sense Apps in Qlik Cloud have an itemId and a resourceId . The resourceId is often referred to as the appId and is a GUID. The itemId is the unique ID of the app in the items collection.
Issue the create command referencing the resourceId property from the app metadata object.
The response returns all of the relevant information related to the newly created reload entity. If you add a -q to the end of the CLI command, only the ID for the reload task is returned. This can be useful when chaining multiple commands together.
- Check reload status
Check the status of the reload you created by using the get command and passing the item ID. The item ID is the value in the response from the create command.
Because the reload API is RESTful, the commands in the CLI are request/response in nature. The system doesn’t notify you when the reload reaches a completed state. To evaluate the status of reloads, put the get command in a loop.
As long as the status of the reload isn’t SUCCEEDED or FAILED , the loop keeps running.
Task chaining example
The ability to execute a reload upon the completion status of a preceding reload is a desired capability in the Qlik platform. Task chaining, as this process is commonly called, needs to be able to accept an instruction set to know what to do based on the outcome of a previously run reload. qlik-cli isn’t opinionated with regard to the instruction set because there aren’t specific task chaining commands available in the tool. That said, functions like the loopReloadStatus example and a mechanism to facilitate the next step in an instruction set use the standard reload CLI commands, giving you the flexibility to design an instruction set that works for your requirements.
- Make a task chain instruction set
In this example, the instruction set is a JSON array with simple logic. Each entry in the array has a name for the task, the name of the Qlik app to run the reload command, the array item (by number) to go to next upon a SUCCEEDED reload outcome, and the array item (by number) to go to next upon a FAILED outcome. A -1 value in the succeed or failed properties instructs the process to end.
- Check reload success or failure
The Check reload status section covers the loopReloadStatus function that observes the reload task status before going to the next step.
- Run the task chain
To run the task chain in a logical fashion, employ another function called runTaskChainItem that accepts two arguments: one passing the instruction set, the $taskObject and another passing the specific item to run, the $task .
The function gets the app name to reload and calls qlik item ls to retrieve the application properties.
With the app properties returned, run qlik reload create passing the resourceId from the app properties to start the reload task.
Once created, the loopReloadStatus function is run passing in the reload ID from the previous command. The function loops until a success or failure status prints in the response from the tenant.
The $reloadResult variable contains SUCCEEDED or FAILED for a value. The next command evaluates the value to return from a matching property name.
Based on the $result variable value, the function either runs the corresponding task item in the instruction set or finishes running.
Now that the functions and instruction set are written, call the runTaskChainItem function.
Reloading apps is useful to obtain the latest data for a Qlik app. But for large deployments, reloads are multi-layered and often generate datasets as part of a downstream app reload. That’s why chaining reloads together is so useful. Using qlik-cli, you can combine reloads and tasks with operational workflows from other applications to increase efficiency and automate insight to action.
- Complete scripts
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How to Trigger Tasks Remotely from Somewhere Else (Sense, Nprinting, etc.) to Launch a Qlikview Task?
Description.
- Qlikview 11.20 and higher
- QlikView: Call QMS API with cURL
- QlikView - Call QMS API with PowerShell
- QlikView: Connect to QMS API with Visual Studio
- ...And more in the Knowledgebase (see Troubleshooting Qlik Products: Identifying the issue and basics to get started )
- It's not supported by Qlik (see Is QMSEDX supported by Qlik? )
- The tool was originally developed for Qlikview 11.20; it has not been tested by the author in 12.10+, and other customers have reported issues with it after upgrading to 12.10+.
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How to Delete Task in QMC
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- Qlik NPrinting February 2024
- Publishing reports
Creating publish tasks
Publish tasks ensure that your reports are distributed to the right place and the right people.
Qlik NPrinting can apply task, report, and user filters before distributing reports. Each recipient receives reports with data that has been filtered for them. Reports can be published to the NewsStand , folders, Qlik Sense hub, and by email. You can also set up an automatic distribution schedule.
On the Publish tasks page, you can click the black triangles next to the header titles of any column to sort column items alphabetically.
Publish task times are displayed relative to the time zone of the logged in user. These may be different than the time zone of the Qlik NPrinting Server . You can change your time zone by clicking on your user name in the top right, and selecting Settings .
Reloading connection metadata
Metadata must be updated whenever you change the data structure or content of QlikView documents or Qlik Sense apps connected to Qlik NPrinting . This ensures that Qlik NPrinting is aware of these changes.
Creating new publish tasks
Do the following:
- Select Tasks , and then select Publish tasks .
- Click Create task .
- Enter a Name for the task.
- Select an App from the drop-down list.
Leave Days to keep as 1.
This is the number of days that reports are kept on the server.
Leave Reports to keep as 1.
This is the number of versions of the reports that are kept on the server.
- Under Report security , you can input a Password to open , a Password to write , or both.
- Under Notifications , you can select Send task notifications . See: Task execution notifications
More task buttons appear.
Understanding Days to keep and Reports to keep
Days to keep and Reports to keep control how many copies of a report stay visible on the NewsStand , and for how long.
- Every 30 minutes Qlik NPrinting searches for reports to be deleted, and removes them if needed.
- If within the Days to keep more reports are produced than Reports to keep , a deletion will be performed on the first check after midnight of the Days to keep plus one.
- If within the Days to keep fewer reports are produced than Reports to keep , a deletion will be performed on the first check after reaching Reports to keep plus one.
- If fewer reports are produced than Reports to keep , they will all be kept, even after the limit of Days to keep is reached.
- The oldest reports that exceed the maximum amount of Reports to keep are deleted.
- You cannot manually delete reports stored in the NewsStand . Deleting the file of reports from the storage folder does not remove reports from the NewsStand . You have to wait for automatic deletion.
A report in different formats is considered as a single report. For example, if a task runs the same report in PDF and Excel format and Reports to keep is set to 1, only one of the reports will be saved on the NewsStand . The other report is considered a copy of the same report. To publish both reports, the Reports to keep option must be set to 2.
- One task with one report which is run manually multiple times a day.
- Days to keep is set to 2.
- Reports to keep is set to 50.
Selecting reports to add
- Click Reports in the main task menu.
- Click Add report on the right.
- Select a report from the Choose reports drop-down list.
Leave the proposed Friendly name .
This is the text that will be displayed in the user interface to identify this report for this task.
- Select an Output format . The drop-down list displays only formats that are compatible with the type of the report selected.
- Use Quality to set the overall report quality.
Leave the Attach to email check box selected if you want to send this report as an email attachment.
By default, Qlik NPrinting will attach all reports to the email message, including those with Attach to email disabled. To force Qlik NPrinting to attach only reports with the Attach to email check box selected, you must select Choose attachments in the Attachments drop-down list of the Email tab.
You can disable attachments, for example, if you are adding an HTML report that will be embedded in the email body.
Leave the Enabled check box selected.
If you clear the check box, the report will be added, but will be ignored by the scheduler.
- Click Add report to confirm.
You can add as many reports as you want. You can also add the same report many times in different output formats or quality levels.
Adding users and groups
You can add as many users and groups to a task as you want. Output that is filtered for each recipient will be created. You have to create users or groups prior to performing this procedure. See: Creating users .
If you want to use a Qlik NPrinting user as a recipient of reports in Qlik Sense hub, you must connect it with a domain account to grant it access to the Qlik Sense apps. This is mandatory because Qlik Sense relies on the domain account to identify the user and Qlik NPrinting needs to impersonate the Qlik Sense user when opening the apps (apply security settings, section access, etc).
- Click Users/groups in the main task menu.
- Click Add user or group .
- Select a user or a group from the Choose recipient drop-down list.
If you clear the check box, the user or group will be added, but will be ignored by the scheduler.
- Leave the NewsStand destination check box selected if you want to publish the report into the NewsStand profile of the selected user and group.
- Select the Email destination check box to send the report via email to the selected user and group.
- Click Add recipient .
Adding filters
You can add as many filters to your task as needed. All task output will be filtered using the task filters. This is in addition to report filters and user filters which are applied to specific reports or users.
You have to create filters before performing this procedure.
- Click Filters in the main task menu.
- Select one or more filters in the Available items column. You can use Shift or Ctrl for multiple selections.
Filter priority lets you to set the order in which Qlik NPrinting will apply filters.
Note that applying the same filters in a different order could produce different results.
To verify, open the .qvw with QlikView Desktop and apply the filters manually to test the result. Select the filter that you want to move and drag and drop it in its final position.
- Click Add filters to store the filters.
Setting destinations
The Destinations tab lets you customize how reports will be delivered to each user or group. The page has at least two columns, NewsStand and Email , and a row for each user and group selected. Select or clear check boxes to enable or disable how reports are delivered to each user or group.
These are the available report destinations:
- NewsStand overview
- Distributing reports by email
- Distributing reports to folders
- Distributing reports to the Qlik Sense hub
Creating a distribution schedule
You can create triggers to schedule the automatic execution of publish tasks.
- Click Triggers in the main task menu.
- Click Create trigger .
- Enter a Name .
- Once : The task will be executed once as specified by Time and Start Date .
- Once : The task will be executed at the specified hour.
- Multiple times : The task will be executed after the specified time, between the starting and finishing hours.
- Weekly : The task will be executed on the specified days of the week.
- Monthly : The task will be executed on the specified day of the month.
- Yearly : The task will be executed on the specified day of the year.
- In the Start section, you can set the Start date and Time zone of the hours specified in the trigger.
Event count : The schedule will be stopped after the specified number of executions.
Enabling, disabling, or changing the event count for a task does not reset the count of how many times the task was triggered. If you want to increase the number of times a task runs, you must increment the current number by the additional number of times you want the task to run.
- End date and End time : The schedule will be stopped at the specified date and time.
- Click Create to save the new trigger in the repository.
You can add as many triggers as you want to a task.
Running the publish task manually
You can publish your reports manually. This can be done in addition to publishing tasks that you have scheduled.
- Click Overview in the task main menu.
- Click Run now . A message indicates when the task is started.
Testing a publish task
You may want to test a publish task before you send reports to recipients. For example, you may want to ensure permissions are working.
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IMAGES
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COMMENTS
2012-01-11 04:51 AM Hi, Should you mean Publisher tasks, first of all, you need to have Publisher correctly licensed in your Server. You can check that going to the QMC (assuming you are using version 11), System, Licenses, QlikView Publisher.
Functions Search Task Enter the desired search term (s) in this text box, to find tasks, and click on the Search icon, . Search Functions Filter and Sort The listed items can be filtered in various ways. A black Filter by... icon, , on a column indicates that a filter is not used on that column.
Open NPrinting File Select the File tab Recent is preselected, click on your file in the Recent Files list Select Open and browse to the folder containing your .nsq file if it is not in the Recent Files list Add New Task Select Tasks in the lower left pane Select Report Tasks in the upper pane Select Report Task from the New group
23 Share 10K views 7 years ago Collaborate in Qlik Sense Enterprise on Windows This video shows you how to configure the QlikView Management Console and how to publish a link to a QlkView...
Wizard Start Page Trigger Task On the Trigger Task wizard guide page, the new task can be configured to be started by triggers. A task can have multiple triggers, creating a workflow of tasks. Triggers for Running this Task Each row presents a separate trigger. The current task is started if any trigger is released (OR operator).
QlikView Task Manager gives you the ability to export and import individual tasks and task trees so that you can easily migrate across environments, create ...
Qlikview Create Scheduled Task to Reload by RFB 88 Alan Farrell 2.82K subscribers Subscribe 10K views 10 years ago Qlikview Tutorials If you like Qlikview please Subscribe to my channel to...
To create a trigger, click on the Add icon, , to the right in the pane. Configure Trigger Dialog Trigger The type of the trigger. The possible value is the following: Once Trigger On a Schedule Task Finished Trigger On Event from Another Task External Event Trigger On an External Event And Trigger On Multiple Events Completed Details
Working with QlikView - Learn the basics of how to create objects and queries. Creating a document - Learn how to build a document from scratch. Advanced features - Learn how to creating association and integrating security.
To use the create command, first obtain the app metadata of the application using the item command. $appName = #the name of the app to start reloading (e.g. cli-app-1) $app = qlik item ls --resourceType app --name $appName | ConvertFrom-Json Note: Qlik Sense Apps in Qlik Cloud have an itemId and a resourceId.
If you want to trigger Qlikview tasks remotely, in-general you would use the QMS (SOAP) API. There are currently no out-of-the-box products that will trigger Qlikview tasks via the API, so you may need to develop your own custom solution. We have several articles available on the Knowledgebase about how to get started, in addition to our public ...
Jun 13, 2023 11:57:22 PM In this document we outline common reload configuration and performance best practices for both Qlik Cloud and Qlik Sense Enterprise on Windows . Permissions: Who can set up and execute reloads? Users and Administrators in Qlik Cloud (Entitlements) Users and Administrators in Qlik Sense Client Managed (On Windows)
Thank you for the recommendation, I have successfully accessed the QlikView service using this API with a .net program. Unfortunately I have not been able to find a method that can be used to create a task. I've searched through the documentation and searched/posted on the QlikView Community site. -
Click to create a new task. On the Distribute tab, click to add a recipient. Select the Named User user type. Click to add a user. The named user must be part of the Active Directory user group in both QlikView and Qlik Sense. On the Document Information tab click to add an attribute.
In this free SkillForge (www.skillforge.com) webinar, you'll see how to create dashboards and data visualizations with data from Excel and other data sources...
Through QlikView Publisher, you can schedule and trigger tasks that perform a variety of actions on your QlikView documents, such as reloading data from data sources, reducing data based on...
You can run the file from the command prompt by doing the following: C:\externalTasksExample>C:\Windows\System32\WindowsPowerShell\v1.0\powershell.exe -File script.ps1 When the command runs successfully, you should have a new file created in the externalTasksExample folder called "transcript.log".
Pre-load options Authorization (Document Metadata Service - that is, DMS - mode only) Shared file ( .Shared or .TShared, see below) If the user document is distributed by the QlikView Distribution Service, both the QlikView document file and the data in the .META file are overwritten. The access to user documents is controlled by QlikView Server.
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1 Solution arsal_90 Creator III 2014-11-06 08:45 AM Nikhal Task is assigned on .qvw files. so what happen with you is that you assign reload task on .qvw file. so qlikview make image for that task and then you directly delete that .qvw file from the location on which you assign reload task.
QlikView Event Driven Execution (EDX) allows you to start tasks in the QlikView Publisher using an external event as the trigger. To set up an EDX task, you must use the QlikView Management Service API (QMS API). The user making the request calls must be a member of the QlikView Administrators local group or of the QlikView EDX local group.
Creating new publish tasks. Do the following: Select Tasks, and then select Publish tasks. Click Create task. Enter a Name for the task. Select an App from the drop-down list. Leave Days to keep as 1. This is the number of days that reports are kept on the server. Leave Reports to keep as 1.