QSEoW Configuration

Configuring Butler Sheet Icons for Qlik Sense Enterprise on Windows (QSEoW) requires certificate-based authentication and understanding of the on-premises environment specifics.

Prerequisites

Before configuring Butler Sheet Icons for QSEoW:

• Access to the Qlik Management Console (QMC)
• Permissions to export certificates from QMC
• API user account with appropriate permissions
• Web UI login credentials
• QSEoW server details (hostname, ports)

Certificate Setup

QSEoW uses certificate-based authentication for API access. You must export certificates from the QMC.

Exporting Certificates

1. Open QMC: Navigate to your QSEoW server's QMC
2. Go to Certificates: Navigate to "Certificates" section
3. Export Certificate: Follow instructions on Qlik help site
4. Extract Files: You need these files:
   • client.pem - Public certificate
   • client_key.pem - Private key

Certificate Placement

Place certificates in the default location:

your-working-directory/
├── butler-sheet-icons.exe
└── cert/
    ├── client.pem
    └── client_key.pem

Or specify custom paths:

butler-sheet-icons qseow create-sheet-thumbnails \
  --certfile /path/to/client.pem \
  --certkeyfile /path/to/client_key.pem

Certificate Security

Keep certificates secure and never commit them to source control. Use appropriate file permissions to restrict access.

Authentication Configuration

API Authentication

Use by BSI when accessing the QSEoW APIs. These can actually be anything as certificates will be used for the actual authentication, but it is recommended to use one of the standard Sense internal accounts, for example Internal\sa_api.

--apiuserdir Internal        # User directory to use when connecting to Sense APIs (usually 'Internal')
--apiuserid sa_api           # User ID to use when connecting to Sense APIs

Web UI Authentication

Used by BSI when logging in via QSEoW's web interface:

--logonuserdir MYCOMPANYDIR     # User directory for web login. Often the same as the Active Directory (AD) domain.
--logonuserid your-username # Your web login username
--logonpwd your-password    # Your web login password

When Butler Sheet Icons connects to QSEoW using form-based authentication, you'll see a login page like this (if --headless false):

Virtual Proxy Configuration

Form-Based Authentication

When running Butler Sheet Icons on Windows form-based authentication must be used, otherwise the browser will default to Windows authentication.
Adding the following option will tell BSI to use a virtual proxy called "form", which must exist in Sense and be configured as such.

--prefix form              # Use virtual proxy with form authentication

When using Butler Sheet Icons on operating systems other than Windows (that do not default to Windows authentication), you can leave out the --prefix form option.

Setting Up Form Virtual Proxy

If you don't have a form-based virtual proxy:

1. Create Virtual Proxy in QMC:

   • Prefix: form
   • Description: Form-based authentication for tools
   • Session cookie header name: X-Qlik-Session-form

2. Authentication Configuration:

   • Authentication method: Ticket
   • Windows authentication pattern: Form
   • Anonymous access mode: No anonymous user

3. Advanced Settings:

   • Websocket cross origin whitelist: * (for development)
   • Additional response headers: (none needed)

Here's how the virtual proxy configuration should look:

Server Connection Details

Basic Connection

--host qlik-server.company.com    # QSEoW server hostname
--secure true                     # Use HTTPS (recommended)
--port 443                        # HTTPS port (default)

Custom Ports

If using non-standard ports:

--qrsport 4242                    # QRS (Repository Service) port
--engineport 4747                 # Engine port
--port 8443                       # Custom web port

SSL/TLS Configuration

For development/testing environments:

--rejectUnauthorized false       # Accept self-signed certificates

QSEoW Version Specification

Critical: You must specify your QSEoW version for compatibility:

--sense-version 2024-Nov          # Use the version used in your Qlik Sense environment

For a list of supported QSEoW versions and the exact values to use with --sense-version, see Supported Versions → QSEoW.

Version Compatibility

Using the wrong version parameter may cause login or navigation failures. Always specify the correct version for your QSEoW installation.

Command alias

You can use either create-sheet-thumbnails or create-sheet-icons with QSEoW — they are equivalent.

Content Library Setup

Butler Sheet Icons uploads images to a QSEoW content library.

Default Library

By default, BSI uses a library called "Butler sheet thumbnails":

--contentlibrary "Butler sheet thumbnails"

Creating the Content Library

The content library must exist before running Butler Sheet Icons!

1. Open QMC: Navigate to Content Libraries
2. Create New: Click "Create new"
3. Configure:
   • Name: My Custom Library

Custom Content Library

To use a different library:

--contentlibrary "My Custom Library"

App Selection Methods

Single App Update

--appid a3e0f5d2-000a-464f-998d-33d333b175d7

Tag-Based Updates

Update all apps with a specific tag:

--qliksensetag "updateSheetThumbnails"

To set up tag-based updates:

1. Create Tag in QMC:

   • Name: updateSheetThumbnails
   • Description: Apps that should get updated sheet icons

2. Tag Apps: Apply the tag to target apps

3. Run BSI: Use the --qliksensetag updateSheetThumbnails option

Complete Configuration Example

Environment Variables

# Server details
export BSI_QSEOW_CST_HOST="qlik-server.company.com"
export BSI_QSEOW_CST_SECURE="true"
export BSI_QSEOW_CST_PREFIX="form"

# Authentication
export BSI_QSEOW_CST_API_USER_DIR="Internal"
export BSI_QSEOW_CST_API_USER_ID="sa_api"
export BSI_QSEOW_CST_LOGON_USER_DIR="Internal"
export BSI_QSEOW_CST_LOGON_USER_ID="your-username"
export BSI_QSEOW_CST_LOGON_PWD="your-password"

# App selection
export BSI_QSEOW_CST_APP_ID="a3e0f5d2-000a-464f-998d-33d333b175d7"
export BSI_QSEOW_CST_QLIKSENSE_TAG="updateSheetThumbnails"

# Configuration
export BSI_QSEOW_CST_CONTENT_LIBRARY="Butler sheet thumbnails"
export BSI_QSEOW_CST_SENSE_VERSION="2024-Nov"

Command Execution

Minimal command with environment variables

Bash

butler-sheet-icons qseow create-sheet-thumbnails

PowerShell

butler-sheet-icons qseow create-sheet-thumbnails

Full command example

Bash

butler-sheet-icons qseow create-sheet-thumbnails \
  --host qlik-server.company.com \
  --appid a3e0f5d2-000a-464f-998d-33d333b175d7 \
  --apiuserdir Internal \
  --apiuserid sa_api \
  --logonuserdir Internal \
  --logonuserid your-username \
  --logonpwd your-password \
  --prefix form \
  --contentlibrary "Butler sheet thumbnails" \
   --sense-version 2024-Nov \
  --pagewait 5 \
  --includesheetpart 2 \
  --headless true

PowerShell

butler-sheet-icons qseow create-sheet-thumbnails `
  --host qlik-server.company.com `
  --appid a3e0f5d2-000a-464f-998d-33d333b175d7 `
  --apiuserdir Internal `
  --apiuserid sa_api `
  --logonuserdir Internal `
  --logonuserid your-username `
  --logonpwd your-password `
  --prefix form `
  --contentlibrary "Butler sheet thumbnails" `
   --sense-version 2024-Nov `
  --pagewait 5 `
  --includesheetpart 2 `
  --headless true

Advanced Configuration

Sheet Filtering

# Exclude sheets by various criteria
--exclude-sheet-number 1 2
--exclude-sheet-title "Intro" "Help" "About"
--exclude-sheet-status private
--exclude-sheet-tag "excludeFromThumbnails"

# Blur sensitive sheets
--blur-sheet-number 3 5
--blur-sheet-title "Financial Data" "HR Dashboard"
--blur-sheet-tag "containsSensitiveData"
--blur-factor 8

Status-based exclusion in QSEoW

BSI can update icons for Public, Published, and Private sheets in both published and unpublished apps. Use --exclude-sheet-status only when you intentionally want to skip certain statuses (for example, leave private development sheets unchanged).

Image Options

# Custom screenshot settings
--imagedir ./screenshots
--includesheetpart 2          # Include sheet title
--pagewait 7                  # Wait longer for complex sheets

Browser Configuration

# Browser selection
--browser chrome              # or firefox
--browser-version latest      # or specific version
--headless false              # Show browser for debugging

Logging

# Detailed logging
--loglevel debug              # or info, warn, error

Security Considerations

Network Security

• Ensure proper firewall rules for QRS (4242) and Engine (4747) ports
• Use HTTPS in production environments
• Consider VPN access for remote BSI execution

Certificate Management

• Store certificates securely
• Rotate certificates according to your security policy
• Use service accounts with minimal required permissions

User Account Security

• Use dedicated service accounts for API access
• Apply principle of least privilege
• Consider using environment variables for credentials

Troubleshooting

Common Issues

Certificate Errors:

• Verify certificates are correctly exported and placed
• Check file permissions on certificate files
• Ensure certificates haven't expired

Authentication Failures:

• Verify user credentials and directories
• Check virtual proxy configuration
• Ensure service account has necessary permissions

Version Compatibility:

• Always specify correct --sense-version
• Check QSEoW version in QMC → About
• Update BSI if using newer QSEoW version

Content Library Issues:

• Ensure library exists before running BSI
• Verify write permissions for API user
• Check library path accessibility

Debug Mode

For troubleshooting, run with detailed logging:

butler-sheet-icons qseow create-sheet-thumbnails \
  --loglevel debug \
  --headless false \
  --pagewait 10

Next Steps

• Learn about sheet exclusion concepts
• See QSEoW examples
• Explore browser management