Collaboration & SocialCollaboration & SocialBusiness Discovery

Erik KramerErik Stalpers

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Agenda

• In this session, you will learn how to:

– Annotations:

� Manage , create, share and edit notes and comments

� Turn the notes feature on or off

� Add a snapshot to an annotation and recognize how snapshot is effected by

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� Add a snapshot to an annotation and recognize how snapshot is effected by

reload

� Identify security in relationship to annotations

– Collaborative Sessions:

� Start , manage and participate in a collaborative session

� Monitor activity within a collaborative session

� Security considerations with collaborative sessions

� Best practice thoughts on collaborative sessions

IntroductionBusiness Discovery

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Business Discovery: Business User-Driven BI

Insight

Everywhere

App ModelRemixability

and ReassemblySocial and

Collaborative

Mobility

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Finance HR

Sales

Marketing

IT

Production

How Do People Make Decisions?

Data

• Enterprise platform

• Rapid analytic app platform

• Comparative analysis

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Place

People

We make decisions based on multiple sources of insight.

• Mobile

Business

Discovery

• Social Business

Discovery

Social Business Discovery ≠ Social Media Data Analytics

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Decisions Are Social Events

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QlikView Lives in a Big, Social World

QlikView Social / collaboration

Our Two-Pronged Approach to Social Business Discovery

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QlikView

Social /

collaboration

tools

Social / collaboration

environment

QlikView

Social Business Discovery:Annotations

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Annotations: Overview

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Annotations – Server Control

• Annotations are SERVER OBJECTS

– Server configuration allows Annotations to be on when SERVER

OBJECTS are off (and vice versa)

qlikview.com– Additional control at DOCUMENT level (TBC)

Annotations

Server Objects (Not annotations)

Annotations – License Control

EE SBE IAS QES

Annotations

� � � �

• Annotations

– Added to all server versions

EXCEPT IAS

– Collaboration is coming to SBE!

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Annotations – Server Objects

• Each Note/Comment/Snapshot is a SERVER OBJECT

– Stored as a SERVER OBJECT in .SHARED FILE

– Implication – usage & size of .SHARED FILE is going to expand with introduction of

this feature

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• Do test/numbers on creating objects/bookmarks/annotations on size of shared file

• Manage NOTES as SERVER OBJECTS via QMC

– Delete

– Re-Assign Ownership

– Individual comments are not managed via QMC

Annotations – Create, Share, Comment

• Clients – PLUGIN, AJAX

• New Context Menu Options on Objects

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Annotations – Create, Share, Comment

• Create New Note

– Enter Title

– Enter Details

– Take Snapshot

� A bookmark (hidden) attached

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� A bookmark (hidden) attached

to this note

� Allows user to see context of

note

Annotations – Create, Share, Comment

• Share a Note

– Choose audience for this note

– Sharing is at the NOTE level not comment level

• Sharing & QlikView Security

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• Sharing & QlikView Security

– Notes don’t adhere to section

access; JUST SHARE RIGHTS

Annotations - Server Management

• As any other server object

• Thru QMC

– By document

– By user

• Can

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• Can

– Remove

– Reassign owner

• At the note level

– All comments go with the note

Annotation Demonstration

• Configuring Server

• Client Coverage

• Creating notes & comments

• Using notes & comments in a document

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Annotations – Considerations

• Reload

– What if data context changes?

• Performance/Shared File

– What can we expect?

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– What can we expect?

• Notifications

– Not yet, but highly desirable

Social Business Discovery:Collaborative Sessions

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Collaborative Sessions

Collaborative Sessions

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Collaborative Sessions: Overview

• Bring groups (>1) of users into a single document session

• Observe and interact with analysis of each attendee

• True social BI – joint discovery

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Collaboration – Server Control

• Server level – ON/OFF

– Separate configuration from other QVS collaboration options

Session Collaboration

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– Additional control at DOCUMENT level

CollaborationAnnotations

Server Objects (Not Annotations)

Collaborative – License & Security

• Initiator can invite ANY ONE who has an Internet connection

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Collaborative – License & Security

• Initiator can invite ANY ONE who has an Internet connection

A user with an active QlikView

license can INITIATE a collaborative

session

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Collaborative – License & Security

• Initiator can invite ANY ONE who has an Internet connection

A user with an active QlikView

license can INITIATE a collaborative

session

EE, SBE, QES = YES for Collaborative

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EE, SBE, QES = YES for Collaborative

Sessions

IAS = NO for Collaborative Sessions

Collaborative – License & Security

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• Attendee can launch and interact in any session to which they receive an invitation

– Does not need a QlikView license

– Does not use a QlikView license

– If QlikView Server on a secure network, attendee MUST have secured access to

network

– Uses data privileges of initiator

Collaborative – License & Security

• Initiator

• Auditing

– Attendees who enter a

session are recorded

– Actions within a

collaborative session can be

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• Attendee

collaborative session can be

audited (Document Audit

options)• All actions are recorded under Name

of INITIATOR

Collaborative – Clustering

• Initiator

• Clustering

• Each invitation carries with it the node

ID within the cluster

• Attendees will join the session on the

right node

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• Attendee

Collaborative & Annotations

• In V11 don’t work well together

• Creating annotations during a collaborative session

– Prone to reset when

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– Prone to reset when

multiple users attempt

• Each user is able to review annotations

Collaborative Sessions Demonstration

• Configuring Server

• Client Coverage

• Set up a Collaborative Session

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Social Business Discovery: Summary

• In this session, you learned:

– When & why annotations can be useful to an implementation

– How session collaboration can be used

– Scenarios where session collaboration is not necessarily applicable

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– Scenarios where session collaboration is not necessarily applicable

– How to configure and control both annotations and session collaboration

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Thank You