Qlik integration preflight checks

To ensure successful metadata ingestion and lineage generation, complete the following preflight checks.

In your Qlik environment

To establish a secure connection between Edge and Qlik, ensure that you have the client ID and client secret of your OAuth client in Qlik, and provide them when creating a Qlik connection.

If you do not have an OAuth client, follow the steps in Creating and managing OAuth clients in the Qlik documentation. When creating the OAuth client, use the following settings:

• Select Web for the client type.
• Select one of the following scopes based on your company policy.
  • admin_classic. This scope might provide more complete lineage.
  • user_default.
    
• Select the Allow Machine-to-Machine (M2M) checkbox.
• Change the consent method to Trusted.

In your CPSH environment

Lineage enablement

• Technical lineage via Edge is enabled in your CPSH environment.

Edge

• You created and installed an Edge site.
  
  Important If you're using a Collibra Cloud site, go the Collibra Cloud site documentation to check if your data source is supported.
• The Edge site status must be Healthy.

Network and proxy configuration

• Edge can connect to all Collibra Data Lineage service instances in your geographic location.
• Optionally, you've connected to a proxy server.
• Optionally, use a custom certificate to allow the Edge capability to connect to your data source. In this case, you've saved the certificate as "ca.pem" in the same directory as the Edge site installer. If you've saved the certificate in another directory, use the --ca argument in the Edge site installation command.

CPSH permissions

You can connect to Collibra Data Lineage by using the basic or OAuth authentication method. The following permissions are required only if you use the basic authentication method. 

• A global role with the following global permissions:
  • Data Stewardship Manager
  • Manage all resources
  • System administration
  • Technical lineage
• A resource role with the following resource permissions on the community level in which you created the domain:
  • Asset > Add
  • Attribute > Add
  • Domain > Add
  • Attachment > Add

To create a new target domain for asset ingestion:

• You have a resource role with the Domain > Add resource permission.

To create a Qlik connection:

• You have a global role with the Product Rights > System administration global permission.
• You have a global role that has the Manage Edge sites global permission.
• You have a global role that has the Manage connections and capabilities global permission.
• A resource role with Configure external systemresource permission, for example Owner.
You have added a vault to your Edge site.
If your data source connection requires a file from your vault, the file must be encoded into Base64 and stored as a regular secret in your vault.

To connect to Collibra Data Lineage service instances via OAuth authentication:

• You have a global role with the Product Rights > System administration global permission.
• You have a global role that has the Manage Edge sites global permission.
• You have a global role that has the Manage connections and capabilities global permission.

To add an Edge capability:

• You have a global role with the Product Rights > System administration global permission.
• You have a global role that has the Manage connections and capabilities global permission, for example, Edge integration engineer.

To synchronize technical lineage:

• A global role that has the following global permission:
  • Catalog, for example Catalog Author
  • View Edge connections and capabilities
• A resource role with Configure external system resource permission, for example Owner.