This article contains a list of tips and advice for Best Practice in Vizlib Teamwork. You can find a full list of all our support materials on the Introduction page.
TABLE OF CONTENTS
- Getting the Right Setup and Installation
- Teamwork and Vizlib Server
- Teamwork Settings
- Teamwork Performance
Getting the Right Setup and Installation
Before you start, here's a few tips to make sure your setup and installation goes smoothly.
- Software / Hardware Requirements - The installation should run on your existing Qlik Sense server specification. You can find all the current architecture setups in the Vizlib Collaboration architecture guide here.
- Ports and Installed Software - Port 1980 is used as a default, but other ports can be configured. PostgreSQL, the PM2 windows service and the Visual C++ Redistributable Packages for Visual Studio 2013 are installed. Node.js and npm are used but not installed.
- SSL Certificates - SSL/TLS are used with Vizlib Teamwork, but are optional. Version 1.2 of TLS is used if required. You will need SSL certificates if you're using Vizlib Server, you can find more details here.
Teamwork and Vizlib Server
Integrating Vizlib Teamwork with Vizlib Server gives you access to a much wider range of functions, including integrating comments with Slack, Microsoft Teams and Email, saving bookmarks, and managing your setup using Teamwork Settings in the Vizlib Management Console (VMC).
- Watch the video tutorial in the Installation guide to help understand the steps in the process.
- Each setup has its own Configuration guide to help you integrate Vizlib Server with Qlik Sense.
In Vizlib Teamwork, users add comments on a sheet or a specific chart, and the comments are saved. Here are some pointers on building and personalizing the extension.
- Users Profile Settings - By default, user names are taken from the list on your Qlik Sense Server. You can customize user profile settings with photos, and use the VMC to manage user names.
- Separating Comments - Comments are stored within a specific Workspace using the qId (object or sheet) and appId. You can separate comments using the Channel, Sheet, Hierarchy Groups and Section Access.
- Security Access - Security Access from Apps, Streams, Fields and Hierarchies is supported. If you use Vizlib Server, you can also configure access to Teamwork streams using Security Rules.
Vizlib Teamwork visualizations are processed using the Qlik Sense engine. We've compiled some advice about improving performance in Qlik Sense here.