Understanding QlikView Web Parts for SharePoint

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Presentation transcript:

Understanding QlikView Web Parts for SharePoint Marcus Spitzmiller Enterprise Architect 1/31/2012

Safe Harbor Statement This Presentation contains forward-looking statements, including, but not limited to, statements regarding the value and effectiveness of QlikTech's products, the introduction of product enhancements or additional products and QlikTech's growth, expansion and market leadership, that involve risks, uncertainties, assumptions and other factors which, if they do not materialize or prove correct, could cause QlikTech's results to differ materially from those expressed or implied by such forward-looking statements. All statements, other than statements of historical fact, are statements that could be deemed forward-looking statements, including statements containing the words "predicts," "plan," "expects," "anticipates," "believes," "goal," "target," "estimate," "potential," "may", "will," "might," "could," and similar words. QlikTech intends all such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 21E of the Exchange Act and the Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those projected in such statements due to various factors, including but not limited to: risks and uncertainties inherent in our business; our ability to attract new customers and retain existing customers; our ability to effectively sell, service and support our products; our ability to manage our international operations; our ability to compete effectively; our ability to develop and introduce new products and add-ons or enhancements to existing products; our ability to continue to promote and maintain our brand in a cost-effective manner; our ability to manage growth; our ability to attract and retain key personnel; the scope and validity of intellectual property rights applicable to our products; adverse economic conditions in general and adverse economic conditions specifically affecting the markets in which we operate; and other risks more fully described in QlikTech's publicly available filings with the Securities and Exchange Commission. Past performance is not necessarily indicative of future results. The forward-looking statements included in this presentation represent QlikTech's views as of the date of this presentation. QlikTech anticipates that subsequent events and developments will cause its views to change. QlikTech undertakes no intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. These forward-looking statements should not be relied upon as representing QlikTech's views as of any date subsequent to the date of this presentation. This Presentation should be read in conjunction with QlikTech's periodic reports filed with the SEC (SEC Information), including the disclosures therein of certain factors which may affect QlikTech’s future performance. Individual statements appearing in this Presentation are intended to be read in conjunction with and in the context of the complete SEC Information documents in which they appear, rather than as stand-alone statements.

QlikView Web Parts for SharePoint What it is Benefits Adding a Web Part to SharePoint Licensing This session will discuss QlikView Web Parts for SharePoint. During this session, we will discuss what QlikView for Web Parts is, the benefits of using it, as well as an Architectural overview. This session is intended for a more technical audience who are interested in getting a general understanding of QlikView's integration with SharePoint. Marcus Spitzmiller All Partners, PreSales and Developer Roles Please Complete

What is QlikView Web Parts for SharePoint? A Plug-in for Microsoft SharePoint Allows QlikView content to be deployed via SharePoint Individual QlikView objects can be embedded as Web Parts To edit headline:Click on placeholder headline, delete it, and type in your own headline. To edit text: Click on placeholder bulleted text, delete it, and type in your own bulleted list.

Benefits Customer can leverage what they already own Easy to add or remove new QlikView content Combine QlikView with other SharePoint Content on the same page Fully interactive and ”Qlik-able”. All Web Parts from the same QVW share the same selection state Leverages built-in Microsoft security One-stop shopping. Embed analytics in the SharePoint environment information workers already go to for content and collaboration. To edit headline:Click on placeholder headline, delete it, and type in your own headline. To edit text: Click on placeholder bulleted text, delete it, and type in your own bulleted list.

QlikView Business Discovery: An End User-Driven BI Approach We call our approach Business Discovery. It’s a whole new way of doing things for BI. It focuses on the end user and the groups and organizations they exist in, rather than the top-down approach of traditional BI. QlikView takes a bottoms-up approach that provides information and analysis precisely focused on the business problems end users are trying to solve. It’s also about helping users share knowledge and analysis across individuals, groups and organizations. Imagine the dramatic impact this could have if it was deployed across organizations throughout the world. With QlikView, business users will typically initially work with IT to set up their data feeds. From there, users are able to work with that data any way they want. And they can be confident they are always working with the correct data.

QlikView Business Discovery: An End User-Driven BI Approach We call our approach Business Discovery. It’s a whole new way of doing things for BI. It focuses on the end user and the groups and organizations they exist in, rather than the top-down approach of traditional BI. QlikView takes a bottoms-up approach that provides information and analysis precisely focused on the business problems end users are trying to solve. It’s also about helping users share knowledge and analysis across individuals, groups and organizations. Imagine the dramatic impact this could have if it was deployed across organizations throughout the world. With QlikView, business users will typically initially work with IT to set up their data feeds. From there, users are able to work with that data any way they want. And they can be confident they are always working with the correct data.

System Requirements System Requirements QlikView Web Parts for Microsoft SharePoint 32-bit (x86) / 64-bit (x64) Microsoft SharePoint SharePoint Server 2007 SharePoint Server 2010 Windows SharePoint Services 3.0 SharePoint Foundation 2010 (WSS 4.0) To insert headline:Click where indicated and start typing. To add title to table: Highlight Table Title Placeholder. Delete. Type in your own title. To populate info grid:Click in eachcell and start typing. There’s a text placeholder in the first cell to indicate what text will look like. Simply delete placeholder text and type in your own copy in its place. To add a row to the table: Click a table cell in the row above or below where you want the new row to appear Under Table Tools on the Layout Tab in the Rows and Columns group, do one of the following: To add a row above the selected row clickInsert Above‭ To add a row below the selected row click Insert Below To add multiple rows at once, select the number of rows you want to add and then clickInsert AboveorInsert Below To add a column to the table: Click a table cell in the column to the left or the right of where you want the new column to appear To add a column to the left of the selected column clickInsert Left. To add a column to the right the selected column click Insert Right. To add multiple columns at once, select the number of columns you want to add and clickInsert LeftorInsert Right. To resize Table: On the table border, click and drag the sizing handle to make the table larger or smaller. A sizing handle is the cluster of dots that appears at the corners and sides of the table.To maintain the same ratio between the height and width of the table when you resize it, press and hold SHIFT while you drag to resize the table. ‬

Architectural Overview Browser IIS SharePoint SharePoint HTTP(S) QlikView Server QvsNetRemoteWB.dll QVS.exe QlikView AJAX Content QWWService.ashx QVP 4747 HTTP(S) QvsViewClientEx.ashx To insert headline:Click where indicated and start typing. To add picture: Right click on picture icon inside each box. Click insert. To resize pictures larger than picture box: Click on image and right-click with mouse. Select “Size and Position.” Set all “Crop From” values to zero. Adjust height and width as desired by clicking “height” and “width” arrows. Click “Close.” Left-click on image. Use arrow keys to “nudge” image into desired position. To add bulleted text: Click on placeholder bulleted text, delete it, and type in your own bulleted list. The QvsNetRemoteWB.dll provides SharePoint integrated connectivity between the QlikView Server, and the client side QlikView AJAX content (exposed inside of SharePoint UI as WebParts).

Installation QlikView Server must be reachable on the network and must be configured to serve AJAX over QVWS or IIS When running installer, point to QvAjaxZfc directory and click the ‘Test URL’ button to confirm connectivity Make sure to enable the ‘Use Proxy’ setting if you have SharePoint and the QvAjaxZfc folder on different computers. This is to avoid cross-site scripting issues Entry is added web.config <QlikViewWebParts> <General> <add key="QvAjaxZfcPath" value="http://servername/QvAjaxZfc/" /> <add key="Proxy" value"" /> </General> </QlikViewWebParts> To insert headline:Click where indicated and start typing. To add picture: Right click on picture icon inside each box. Click insert. To resize pictures larger than picture box: Click on image and right-click with mouse. Select “Size and Position.” Set all “Crop From” values to zero. Adjust height and width as desired by clicking “height” and “width” arrows. Click “Close.” Left-click on image. Use arrow keys to “nudge” image into desired position. To add bulleted text: Click on placeholder bulleted text, delete it, and type in your own bulleted list.

Add a QlikView Web Part to SharePoint In SharePoint, Choose a Zone to add a Web Part Choose ‘QlikView Object ‘ Click ‘Add’ To edit headline:Click on placeholder headline, delete it, and type in your own headline. To edit text: Click on placeholder bulleted text, delete it, and type in your own bulleted list.

Add a QlikView Web Part to SharePoint Document: The QlikView document from which content should be sourced Type: Filter by the type of QlikView object to be sourced Object: The Object ID of the QlikView object To edit headline:Click on placeholder headline, delete it, and type in your own headline. To edit text: Click on placeholder bulleted text, delete it, and type in your own bulleted list.

End Result

QlikView in Sharepoint - Internal

Licensing Must be a licensed QlikView user To edit headline:Click on placeholder headline, delete it, and type in your own headline. To edit text: Click on placeholder bulleted text, delete it, and type in your own bulleted list.

Licensing Server Licensing: QlikView Web Parts for SharePoint LEF File will show “Web Parts: YES” Client Licensing: Must be a licensed QlikView user Nothing above and beyond the regular Named, Session, Document, or Usage CALs are required To edit headline:Click on placeholder headline, delete it, and type in your own headline. To edit text: Click on placeholder bulleted text, delete it, and type in your own bulleted list.

Security We need to worry about We need to decide Multi-hop authentication issues Cross-site scripting issues We need to decide Where does QvAjaxZfc reside? Where does SharePoint IIS reside? We don’t need to worry about QVS AccessPoint / QVS interaction is handled by ticketing To edit headline:Click on placeholder headline, delete it, and type in your own headline. To edit text: Click on placeholder bulleted text, delete it, and type in your own bulleted list.

Multi-hop Authentication Issue with NTLM NTLM is good for only 1 Hop User is authenticated on both machines NTLM Client SharePoint / QvAJAXZfc User is authenticated on 1st and 2nd machines, anonymous on 3rd x Thanks to Dan English for the security slides NTLM NTLM Client SharePoint QvAJAXZfc 18

Two Machine Installs Fine Multi-Hop!!! Fine Machine #1 Machine #2 QVS IIS QvAjaxZFC Fine SharePoint Web Page Machine #1 Machine #2 QVS IIS SharePoint Web Page Multi-Hop!!! QVWS QvAjaxZFC Machine #1 Machine #2 QVS QVWS QvAjaxZFC Fine IIS SharePoint Web Page

Cross-Site Scripting Issues Content from one server generally may not call scripts that are located on another server. This can happen if the QvAjaxZfc virtual directory is not located on the same web server as the SharePoint Web Page(s). To edit headline:Click on placeholder headline, delete it, and type in your own headline. To edit text: Click on placeholder bulleted text, delete it, and type in your own bulleted list.

Two Machine Installs Fine Cross Site!!! Cross Site!!! Machine #1 QVS IIS QvAjaxZFC Fine Workbench Web Page Machine #1 Machine #2 QVS IIS Workbench Web Page Cross Site!!! QVWS QvAjaxZFC Machine #1 Machine #2 QVS QVWS QvAjaxZFC Cross Site!!! IIS Workbench Web Page

How to Address these Security Challenges Multi-hop Authentication Issue with NTLM Architect deployment to avoid the problem Use custom ticket exchange or HTTP Header methods (i.e. avoid NTLM) Configure Kerberos Cross-Site Scripting Issues Use Proxy Page (enabled during installation) To edit headline:Click on placeholder headline, delete it, and type in your own headline. To edit text: Click on placeholder bulleted text, delete it, and type in your own bulleted list. If possible, choose an architecture that avoids these security issues!

Thank You!