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Vizlib Writeback Table Guides - VMC Setup - QVD/CSV/TXT

Note: This article can also be used to configure destinations in Vizlib Input Form


Vizlib Writeback Table can be set up to use a range of data sources, and we're going to show you the setup options for QVD/CSV/TXT files to be used with Destinations. Data sources can be configured in the Vizlib Management Console (VMC) when they have been added to your Qlik Sense Environment. Using a VMC Configuration with data files means you can take advantage of Vizlib Server functionality to manage the data source. 

Note on Destinations: While destinations can be set up in Vizlib Writeback Table without a VMC configuration, we recommend it is used only for small-scale data sets or use cases (e.g. a pilot for a project). You can find instructions on configuring destinations here


TABLE OF CONTENTS


Before you Start - Checklist 


Before you start, you'll need to make sure you have all the information and permissions you need. Work through all the items in this list and then you'll be ready. 

  • Installations - Vizlib Writeback Table and Vizlib Server should be installed before you start. We have online tutorials for installing  Vizlib Server and  Vizlib Products to help you (Vizlib Products are installed in the same way, so while the tutorial uses Vizlib Library, it can also be used for Vizlib Writeback Table). 

Note: If you haven't installed any Vizlib products before, please install the product (Vizlib Writeback Table) then install Vizlib Server. If you have already installed Vizlib Server, please perform a restart after installing Vizlib Writeback Table

  • VMC login / Password - to create and configure the destination. The VMC is installed as part of Vizlib Server.
  • Writeback Operation / Reload Option  - for configuring Writeback settings.
  • Data Source name - to enter when you're adding the integration. 
  • File Type - choose the type of file you want to use from QVD, CSV or TXT. You can also specify a file path as an optional field. 
  • App name (Optional)- a writeback reload option. Refers to the app you want to reload after a writeback operation is completed. You can create a new app, or re-configure an existing one. 
  • Task (Optional) - a writeback reload option. Refers to the task (reload) you want to start after a writeback operation is completed. Tasks can be created and stored in the Qlik Management Console (QMC).
  • Security Rule - to set up secure access for a destination, a security rule should be configured in the VMC. See our article here for more information on setting up a security rule.


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Adding a Destination


Now, you'll need to add a Destination, which is the data source for your Writeback table. You can find our more about destination types in our article here

Note on Locking: By default, an auto-lock is triggered when a writeback operation is performed on a destination, and stays in place until the operation completes. You can enable the Allow Locking setting in Access and Security if you'd like to extend the locking function.  

  • In the VMC menu, click on Writeback Settings, then Destinations and Security. If you've already added any destinations you should see them displayed on the page (Figure 1). 


Figure 1: Destinations


  • Click Add Destination and you'll create a new entry. Click on the destination ID to add your destination data. 

Check: Your destination will already have an ID which is generated from the last entry in the table. You'll be able to change this in the next step. 

  • Enter a  destination id, then go to the Writeback Settings panel and select QVD/CSV/TXT as the Destination Type (Figure 2).

Check: Destination ID has to be a unique value, or you won't be allowed to save your changes.


Figure 2: Writeback Settings 


  • Select the writeback Operation you want to use from the dropdown list (Insert, Update, Delete and Overwrite). For more information on Writeback operations please see our article here 
  • Choose one of the  Reload Options (No Reload, Reload App, Partial Reload App, Reload Task)

Check: Reloading the app means when data is written back to the destination it is immediately available to other users, so you'll probably have to pick an option which enables reload. You can find more information in our article here. Reload Task is set in the Qlik Management Console, you can find more information here

  • Add the writeback App you want to use.


Now you can configure your destination in the  Destination Settings panel (Figure 3).  


Figure 3:  Destination Settings


  • Choose the Data Source you'd like to use, and select the File Type from the dropdown. 
  • Enter the File Name you'd like to use for saving your changes. 
  • As an optional step, you can enter a Path for the file. Any values entered here create a subfolder structure inside the folder storing your data connection file. 
  • You can create a dynamic File Name and Path using Tags. If you click you'll open a list of values you can use (Figure 4). 


Figure 4: Using Tags


If you need to define your data field names, you can do this Fields Validation (Figure 5).

Note on field names: Writeback operations using this destination must contain exactly the same field names as defined here.


Figure 5: Field Validation


  • Slide the toggle right to enable the setting, and click on Add Field to create a new entry. 
  • Add the Field Name used for updating the table. 

Check: The field name must match the writeback operation field name, or you'll return an error. 

  • Enable Allow Null if you want to pass null values to the table. 


If you need to restrict which users can work with the destination, you can do this in the Access & Security section Figure 6). 


Figure 6: Access & Security


  • Check Secure Destination to enable the setting.

NoteThis setting is configured with a security rule to allow access to the destination, so users won't be granted access automatically if Secure Destination is enabled. You can find out more about security rules in our article here

  • Enable Audit trail if you want to create an audit trail for the destination.

Note: You can access audit trails on the VMC Writeback Audit page, there are instructions on how to use it here.

  • Enabling Allow Locking means you can also lock the destination when you start to input data, and unlock the table when you have finished (in addition to the default auto-lock triggered when the writeback operation completes). When enabled, an icon appears in Vizlib Writeback Table. 
  • Click Save Changes when you're happy you've entered the correct information.


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Adding Writeback Settings 


Now, you need to go to Vizlib Writeback Table and configure your app to write back to the destination. You'll find these settings in the property panel under Destinations

  • Open your Qlik Sense Hub and find the Vizlib Writeback Table sheet you'd like to work with.
  • Open the sheet in Edit mode, then go to Writeback Settings > Destinations in the property panel.
  • Click on Vizlib Server in Pick Destination (Figure 7). 


Figure 7: QVD/CSV/TXT Destination


  • Select a Writeback Destination from the dropdown (Figure 8). This is where your data will be saved.  

Note on Destination Paths: QVD/CSV/TXT destination paths follow the structure 

Destination|QVD/CSV/TXT

So in the example here we're writing back to a file configured for the writeback destination.  


Figure 8: Server Settings


  • When you've completed the changes and saved them, you'll be able to write back to the destination you've configured.


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Working with Vizlib Writeback Table - Data Load Updates


Now you've completed the setup, you will need to update your data load script to make sure data is loaded correctly back into the app. Otherwise it will look like the operation isn't completing. 

The data load script is part of the Qlik Sense environment, you can find out more about editing the data load script in a Qlik Sense app here

Tip: Use * to specify all columns in the table should be loaded. This is especially useful when you expect the content of the table to change (e.g. by adding new columns). 

When you complete these steps, the table will be loaded back into the app correctly and you can start to use Vizlib Writeback Table to help make the most of your analytics solution.


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Vizlib Writeback Table - Further Reading


You should now be able to start working with Vizlib Writeback Table if you've completed all the steps in this article without any errors. We have a Troubleshooting reference guide with hints on how to resolve any known issues and an Introduction article containing information on all our other articles for Vizlib Writeback Table


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K
Kenneth is the author of this solution article.

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