Qlik-Proactive-Email-Notification-Example

February 20, 2017 ยท View on GitHub

An example implementation of email alerting with Qlik and Qlik Web Connectors.

Overview

This example uses Qlik Web Connectors (Notification and RegEx) to send notifications/alerts to users when key metrics meet specific conditions (above/below targets).

The process flow is:

  1. Update data in core application
  2. During loading, have the core application store key metrics/variables in a QVD
  3. Chain the notification App to the core app so that it is run immediately after updating the data
  4. Notification app leverages Qlik Web Connectors to send emails
  5. User recieves email, with subject, message (including variable values) and links back to the Core App (Dashboards, Sheets, and Selections can be included).

Basic Flow Diagram

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Installation & Setup

  1. Install, Configure, and License Qlik Sense or QlikView
    1. For Qlik Sense, ensure that you disable Standards Mode for the Engine by following the steps in the [Qlik Documentation][1].
  2. Install, Configure, and License Qlik Web Connectors (QWC)
  3. Test sending an email from QWC
    1. From the Qlik Web Connectors home page, go to the "Standards" Connectors tab then...
    2. Click on the "Notiication Connector"
    3. Select "SendEmail" and select "Parameters" button
    4. Complete the fields and select "Save Inputs & Run Table" to validate it works
    5. This is a required in order to make sure the credentials are cached and can be used.
  4. Download, Import into QMC, then Configure, and Test the "Proactive Email Notification Example" App
  5. Edit the load script, review each of the following sections...
    1. Setup Variables - Change the SMTP Server name, review/follow the steps there.
    2. Load & Manage Data - Review this section but don't make changes until you have a successful test
    3. Load Rules - Change email addresses to one that will recieve the emails
  6. Load the app and ensure that you recieved 2 emails, with the following subjects...
  7. After testing is completed, you can implement in your production applications. See below for important "documentation" on how it works.

Documentation

General

SECTION: Setup Variables - Application Options

SECTION: Load & Manager Data - Loading information from other applications

SECTION: Load Rules - Loading rules to be evaluated from other sources (database, Excel, etc...)