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QLIKVIEW AND THE CLOUD
A QlikView Technology White Paper

July 2012

qlikview.com
Table of Contents
Overview	
Who Is This Paper For?	

4
4

Cloud Terminology and QlikView	

5

Software as a Service - SaaS	

6

QlikView and SaaS	

6

Infrastructure as a Service – IaaS	

7

QlikView and IaaS	

7

Platform as a Service – PaaS	

8

QlikView and PaaS	

8

Cloud Storage & Data	

9

Approaching QlikView in the Cloud	
Key Aspects of Hosting QlikView in the Cloud	
Security Integration	

10
10
11

SSO / HTTP Header / Reverse Proxy	

11

SAML / Federated Security / Secure Tokens	

12

Custom Login / User Directory	

13

Data Update	

14

Direct Access	

14

Data Sync / Push	

15

Publish Complete QVW Files	

16

Cloud-Based Data	

17

QlikView and the Cloud | 2
Scalability in the Cloud	
Cloud, Virtualization, QlikView and Scalability	

18
18

QlikView & Cloud Vendors	

19

QlikView on Amazon EC2	

19

QlikView on Microsoft Azure	

20

When to Deploy QlikView in the Cloud	

22

End Notes	

23

QlikView and the Cloud | 3
Overview
The demand for and implementation of virtualization technologies internally within
organizations during the last few years has revealed significant savings and reduced risk for
many businesses and IT teams. Cloud is the next logical step beyond internal virtualization.
Improvements in network bandwidth and cultural demand from users to be able to take their
services and content with them wherever they go is making organizations reconsider how
they deliver their IT services to their users.
The use of cloud computing and software as a service (SaaS) represents a huge growth area
in the IT industry, with many analysts predicting growth. According to Forrester Research, the
SaaS space will grow significantly during the next five years to reach total revenues of 92.8
billion USD by 2016 — accounting for roughly 26% of the total packaged software market. 1
The range of benefits offered by using cloud services and the maturity of the key cloud
vendors is driving adoption. Benefits of the cloud include fast implementation, user-friendly
experience, IT infrastructure support not required, ease of leveraging cloud-based data, and
automatic, seamless upgrades.
And when cloud offerings are licensed to customers on a term basis (e.g., per month or
per year), this can result in cost savings, which is a key motivation for adoption. Delivering
solutions as a service offers easy opt-in/opt-out and enables customers to turn what were
capital expenses into operating expenses.
Many QlikView customers are now looking to the cloud deployment and/or SaaS licensing
to provide Business Discovery to their users. This QlikView Technology White Paper
discusses a variety of cloud and SaaS options. In addition, we provide a deeper look at two
significant cloud services, Amazon EC2 and Microsoft Azure.

WHO IS THIS PAPER FOR?
This paper is written for anyone who has an interest in QlikView’s role in the ever-growing
topic of business technologies utilizing the capabilities that cloud-based infrastructure
offers. It will be of most interest to two primary groups of readers:
•	 QlikView customers who are interested in understanding the options for hosting their
own QlikView deployments off-premise and in the cloud, typically via infrastructure as
a service
•	 QlikView OEM partners who are interested in understanding the options for licensing
their QlikView-built applications via software as a service (SaaS) model for their
customers.
Finally, the paper is geared towards a more technical audience; however it is not restricted
to just this group of people as it contains explanations about topics that are increasingly part
of the vocabulary of anyone involved in purchasing, deploying and using business software.

QlikView and the Cloud | 4
Cloud Terminology and QlikView
Cloud as an overall concept refers to an off premise software deployment model in which
a service provider delivers some combination of hardware, software and services to their
customers. The cloud may be public, like Amazon EC2 or Microsoft Azure, or it may be
private. The responsibility for running and maintaining a particular service is transferred to a
3rd party and the degree to which this responsibility is transferred depends on the type of
cloud service offered.
Figure 1: QlikView can be deployed anywhere

QLIKVIEW ON PREMISE

QLIKVIEW IN THE CLOUD
(public or private)

Apps
Apps

Data Sources
App Platform

Data Sources

App Platform

QlikView and the Cloud | 5
Below are some of the common cloud services and terminology offered under the banner of
cloud and their relevance to QlikView:
SOFTWARE AS A SERVICE - SAAS
SaaS is a term licensing model; customers pay for the use of it for a specified period of time.
In many cases, the software application is fully developed, maintained and provided as a
service to multiple customers. Often, several customers use the exact same application but
typically see just their own data. One well-known example of a SaaS offering is the CRM
vendor Salesforce.com®.
Typically a SaaS system is provided as-is and while the customer has some ability to configure
it for their use it cannot be heavily customized or modified by the customer. Similarly the SaaS
vendor can upgrade or change the way the software works and so all of their customers need
to align with this. In a SaaS model data entered into the system will be stored off premise so
customers must trust and ensure that the vendor’s safeguards around their data are in place.
QLIKVIEW AND SAAS
SaaS is probably the most common term used with cloud computing and can be misinterpreted
in its relation to QlikView. With the SaaS model all users of the service receive the same
application experience. With QlikView this would mean all users would view the same QlikView
apps but perhaps the data they see within those applications would be different.
Most QlikView customers want to create their own QlikView apps on their own data and
distribute those to their users, so by that fact a SaaS model is not always appropriate. This
need can be served better by some of the other cloud models shown below.
QlikView does not directly provide a SaaS service offering: however many QlikView partners
do offer QlikView-built applications as a SaaS offering to their own customers. Often, they
have identified a specific niche for a QlikView application and provide access to that as a
subscription service. Some examples of customers offering QlikView is this way are included
in the blog post “SaaS BI: It’s All About the Apps”:
•	 CONTEXT provides ICT (information and communications technology) channel sales
and price tracking
•	 IFR Monitoring delivers market research for retailers
•	 InContact delivers contact center software
•	 Infostrada Sports Group delivers sports statistics
•	 Kenexa delivers workforce management solutions
•	 Rosslyn Analytics offers cloud-based spend analysis apps for procurement,
finance, accounts payable, and IT teams
•	 SynerTrade delivers purchasing software and consulting
•	 Xerox’s ACS Financial & Securities Services delivers a sales tracking app for
mutual fund companies

QlikView and the Cloud | 6
These partners offer domain-specific or industry-specific apps in areas like market research,
workforce management, purchasing and spend management, mutual fund or mortgage
sales tracking, channel management, and others.
INFRASTRUCTURE AS A SERVICE – IAAS
IaaS is the term used to provide server instances as a service on demand. For example one
can create a virtual Windows Server on the fly, pay by the hour while one needs it and then
turn it off whenever one wants to. The server itself can be used for any purpose.
Together with these servers are a range of other components such as network, storage and
security services to form up the overall infrastructure service. Example of IaaS vendors are
Amazon with their EC2 service and Rackspace but there are many more.
With IaaS the vendor maintains and takes the risk of operating the infrastructure and
ensuring that the service is kept online and can handle peaks and troughs in demand.
For the customer the key benefit is the ability to add boxes on demand without fixed term
costs and to be agile with how many boxes they use. For example if a peak in web traffic
is expected during a busy period, additional servers can be added to the infrastructure
and then simply turned off when the demand lowers. Servers can be made available within
minutes and with a variety of configurations so business can be very agile with infrastructure
needs compared to the often long buying cycles applied to internal hardware purchases.
With IaaS the customer is typically responsible for maintaining the operating system and
the software they run on it. So compared to the SaaS model there is still a requirement
for some degree of systems administration but it is with the customers control to do it
when they choose to.
QLIKVIEW AND IAAS
IaaS is a common cloud model used by QlikView customers; indeed QlikTech’s own
demo.qlikview.com and other services are run from the IaaS model offered by Amazon
EC2. This model allows QlikView customers to deploy infrastructure suitable for their
environment and have full control over what QlikView applications they host in the
environment and how they configure it.
QlikView Server supports the Windows 2003 and 2008 operating systems and so when
these are used as the operating systems provided by the IaaS vendor, customers can be
sure they are running on a supported platform.

QlikView and the Cloud | 7
PLATFORM AS A SERVICE – PAAS
Platform as a Service is a different approach to the above models in that its primary
intention is neither
to provide a specific common software service nor to provide solely infrastructure. The model
is intended to provide an application platform on which a customer can host applications that
they build themselves but without having to be concerned about or maintain the platform
that hosts it.
Examples of this type of service include Microsoft Azure and the Google Application Engine.
With this model a customer builds an application using, for example, .net with a SQL
database. This application is then packaged and submitted to the platform. The platform
vendor is then responsible for provisioning resources to host the application and ensuring
that any operating systems, such as Windows, are maintained and up to date and available.
The advantage of this model is that it allows customers the flexibility they want but with
a very minimal need to maintain any infrastructure at all. With this model, however, the
customer has to use the technologies provided by the vendor’s platform.
QLIKVIEW AND PAAS
Very often it is this model that people tend to think of – and somewhat incorrectly -- when
they think about “QlikView via SaaS.” If people ask whether QlikView is available via a SaaS
model, they are typically thinking about QlikView servers in the cloud that they could sign up
for and use to create their own QlikView apps, rather than accessing prebuilt and customized
applications that our OEM partners mentioned earlier typically provide.
With QlikView in a PaaS model, a customer could implement QlikView onto a hosted PaaS
vendor’s technology. For this type of implementation, QlikView requires a Windows platform
to run on. One such PaaS option is Microsoft’s Windows Azure. It is possible to package
the QlikView product along with customer - or partner-built apps and deploy onto the Azure
platform and so enable customers to be free of the infrastructure (i.e. hardware, network
and OS) management.

QlikView and the Cloud | 8
CLOUD STORAGE & DATA
Most of the cloud vendors provide some method of storage as part of their offering. Cloud
storage allows customers to store data in a secure and resilient way for a number of
applications and provide high bandwidth access to the data. Customers often pay for the
volume they store and then for the amount of data downloaded.
Cloud storage is very useful when a customer needs to distribute high volumes of data to
a wide user base without needing to implement high bandwidth access to its own network.
QlikTech uses this approach to distribute large software installation files to its customer
base as do many other software vendors.
Many of the cloud storage mechanisms have programmable API to allow them to upload
and manage content. While software such as QlikView isn’t applicable to cloud storage it is
a component within the cloud stack than can be used to get data into and out of the cloud,
so it is worth noting here. Also, some QlikView SaaS OEM partners provide capabilities for
uploading data into the cloud, where it is then typically enhanced and combined with other
cloud data.

QlikView and the Cloud | 9
Approaching QlikView in the Cloud
This section discusses some of the broad topics to address when hosting QlikView in the
cloud and looks at ways some of the cloud vendors can support QlikView implementations.
This section is most relevant for a) QlikView customers who wish to understand the various
hosting and infrastructure options for their QlikView deployments via an IaaS or PaaS model
and b) OEM partners who wish to understand the options for building their own QlikView
applications and making them available via a SaaS model.
KEY ASPECTS OF HOSTING QLIKVIEW IN THE CLOUD
Regardless of the technology or software, use of cloud based services is often something
new to an organization and so there is to some extent some uncertainty over the risks
involved in using them. In some cases use of the cloud means that an organization’s data
has to leave the confines of the internal corporate network and be located in the cloud.
This means that an appropriate architecture and supporting processes have to be put
in place to ensure that data is secured and accessed only by those permitted to see
it. In addition the mechanism for moving what could be large volumes of data must be
considered. In other cases, the data is already in the cloud.
Typically when organizations want to make a service available to users outside of their
corporate network (which could be both employees from home or fully external parties),
attention is paid to the security of the infrastructure surrounding an application as well as
the security of the application itself, such as identifying who users are and what they can do.
From an infrastructure perspective in a traditional approach to QlikView deployment,
organizations may make use of specialist techniques and components such as DMZs
(DeMilitarized Zones), proxies and other hardware devices. Most of these can be replicated
with the features offered by cloud vendors.
This paper will discuss security in relation to QlikView but organizations looking to host in
the cloud should also consider best practices for security in the cloud as a general topic.
Most IaaS and PaaS vendors provide information on this topic for their offering.
With regard to data, in an on-premises deployment, QlikView may extract data from source
systems. When using QlikView in the cloud, consideration has to be paid to how data can
be accessed from source systems which may be internal to the corporate network and how
much data is moving. Options for this are discussed below.

QlikView and the Cloud | 10
Security Integration
The objective with QlikView security is to be able to securely identify users and what they
are permitted to do. To this end QlikView can integrate with a range of security mechanisms
and this flexibility can allow customers to choose which approach works best for them in a
cloud environment.
With an on-premise deployment of QlikView a large percentage of customers will use the
Windows-based security mechanisms based on Active Directory. This is an out of the box
configuration that requires little to no set up.
When a cloud server is used it is typically not part of the Active Directory and so cannot
natively use those Windows accounts. While it is possible to join a cloud server to a
customer’s internal domain we will discuss the alternatives below. The options available
depend on what the customer has available in terms of their infrastructure.
All of these approaches are common methods used in QlikView and more details can be
found in the QlikView Security Overview Technology White Paper. 2
SSO / HTTP HEADER / REVERSE PROXY
Many customers that have a Single Sign-On (SSO) system in house (such as Tivoli
Access Manager or SiteMinder) will have the capability to use a reverse proxy within their
environment. Essentially what this does is it centrally controls both the sign in mechanism
and the point of access to the content that users want to get to.
Here is how it typically works…

CLOUD

QlikView
Server

CUSTOMER SITE
4. Reverse Proxy asks
for QlikView content
and adds the user name
into a HTTP header
5. QlikView uses the header to
log the user on and returns
content to the Reverse Proxy

SSO
Reverse
Proxy

1. User requests
QlikView content
2. User asked for Login
3. User provides
User & Password
6. User received
QlikView content

QlikView and the Cloud | 11
In this kind of deployment there is no customization required for QlikView, just a simple
configuration; however it does require that the customer has in place an SSO system that
can make use of reverse proxy.
In this type of setup the only device that ever physically touches the cloud server is the
reverse proxy. No users will ever directly touch the cloud server or even know that it is
a cloud server. This mechanism could serve both internal and external users and is an
excellent approach for conforming to what can be the standard way of integrating security
within an organization.
SAML / FEDERATED SECURITY / SECURE TOKENS
There are a number of different security systems that can make use of secure tokens
to sign users into a range of systems. There are several different standards and sets of
terminology around this approach such as SAML (Security Assertion Markup Language)
and federated security such Active Directory Federation Services. Although each is different
the approach from a QlikView perspective is similar.
Here is how it typically works…

CLOUD

CUSTOMER SITE/INTERNET
8. User received QlikView content

QlikView Server
Custom
Login
Page

1. User requests QlikView content
2. User redirected to Login System
5. Request QlikView content with token
4. Redirect user
to QlikView
with token
6. Validate token

7. Token is OK and provide username/groups

3. Login
Against Login
System

Login
System

In this approach, due to the level of integration required, a custom login page can be created
to use the security API in QlikView. Although this mechanism is relatively simple to use
it does require some knowledge of programming and this configuration is not ‘out of the
box’. There are examples on how to implement this approach available on the QlikView
Community. 3 The advantage of this approach is again to conform to an organization’s
standard way for securing services. It again does require that an organization has in place
a security system that offers this kind of functionality but QlikView has an approach for
integrating with a range of vendors’ solutions.

QlikView and the Cloud | 12
With Active Directory Federation Services (ADFS) it is possible for users to seamlessly log
in to a non-domain cloud server without being prompted to log in as their internal Windows
credentials are used during the process of logging in. This gives an excellent user experience
and ADFS is often implemented within organizations alongside their regular Active Directory
which means there is no requirement for an additional SSO product or set of users.

CUSTOM LOGIN / USER DIRECTORY
In some cases there is no security system to integrate with beyond perhaps a known list
of user IDs and passwords. In these cases a straightforward login page can be created
in a similar way to the method previously mentioned to ask for, and validate, a user ID and
password before logging them into QlikView.
Here is how it typically works:

CLOUD

CUSTOMER SITE/INTERNET
6. User received QlikView content

QlikView
Server
User
Directory
(Cloud or
on Premise)

4. Login Validated

Custom
Login
Page

1. User requests QlikView content
2. User asked for Login
3. User provides User & Password

5. Login OK

The user directory could be anything, anywhere as long as it is accessible from the cloud.
It could be on customer premises or in the cloud; ideally it should be an existing set of user
details but could be created just for QlikView. Directory examples include:
•	 Active Directory
•	 LDAP
•	 SSO systems
•	 Databases (SQL, Oracle etc)
•	 Web based systems such as Windows Live, Google accounts or Facebook login
Although there is no specific security product required, this approach will require a custom
login page and can be created to use the security API in QlikView. Although this mechanism
is relatively simple to use, it does require some knowledge of programming and this
configuration is not out-of-the-box.

QlikView and the Cloud | 13
Data Update
Typically, new data needs to be loaded into QlikView applications on a regular basis to suit
user requirements. This could be hourly, daily or weekly for example. When working in a
cloud scenario it can be that the data is inside the corporate network and so there are a
number of ways that QlikView can be configured to get access to this.
DIRECT ACCESS
In this model a port on a corporate firewall is opened between the cloud server and data
source inside the network. QlikView then reloads apps on a schedule and that reload effort
occurs in the cloud.

CUSTOMER SITE

CLOUD

QlikView Server
& Publisher

QVW
Files
Data
Access data directly through firewall/
VPN, reload happens in the cloud

When using direct access it is advisable to apply security to this by using technologies such as
a VPN or SSL. If large data volumes are being used or if the network speed is slow then this
model may not be suitable. Techniques such as incremental load may help to alleviate this.

QlikView and the Cloud | 14
DATA SYNC / PUSH
Rather than reloading QlikView from a remote source, the data sync/push model has data being
synchronized from the source system out to the cloud server and reloaded from there. This push
could take the form of a simple FTP of files or a sync of a database such as SQL Server.

CUSTOMER SITE

CLOUD

Sync or push data to the cloud,
reload occurs in the cloud.

QlikView Server
& Publisher
QVW
Files

Data

CSV

Data

CSV
XLS
XLS

This approach relies on a task or process occurring inside the corporate network to push
the data out. This would ideally be automated but for scenarios where data update done
infrequently this could also be done manually.

QlikView and the Cloud | 15
PUBLISH COMPLETE QVW FILES
In this scenario the QlikView Publisher component is hosted inside the corporate network
where QlikView applications are reloaded before being distributed to the cloud-based
QlikView Server. This model requires no sync process or access through firewalls to data.
An additional advantage of this approach is that the QVW (QlikView data file) contains
the data in a highly compressed form, reducing the amount of data to be distributed. The
disadvantage of this model is that the Publisher component must be hosted on the internal
network and avoiding internal hosting could be a key motivation for using cloud. However
this could be a virtual machine internally.

CUSTOMER SITE

CLOUD

QlikView
Publisher

QlikView Server

QVW
Files

Data

QVW
Files

Reloads QVWs on premise and
publishes QVWs to the cloud

QlikView and the Cloud | 16
CLOUD-BASED DATA
For scenarios where data is cloud-based to begin with then QlikView in the cloud is a
perfect fit. Data can be reloaded directly from the source system. In fact, many of QlikTech’s
OEM partners employ this model as it assumes that all of the concerns about data security,
location and access have been already addressed with the transactional system and
makes incorporating an analytics solution in the cloud much more straightforward from a
compliance and agreement point of view. A well-known example of cloud-based data is
Salesforce.com for which QlikView provides a data connector. In addition security integration
with cloud based systems can be achieved.

CLOUD

QlikView Server

QVW
Files

Cloud Source
Data

QlikView and the Cloud | 17
Scalability in the Cloud
CLOUD, VIRTUALIZATION, QLIKVIEW AND SCALABILITY
Cloud vendors offering the ability to host Windows Servers will make use of a virtualization
technology to be able manage on demand instances of servers. QlikTech’s approach to
supporting virtualization is to focus on supporting Windows operating systems rather
than the range of underlying virtualization technologies. So if the cloud vendor offers the
supported versions of Windows in its offering then QlikView is supported to run on those.
Support notwithstanding, there are practicalities around scalability to be considered when
using virtualization and thus cloud with QlikView and further consideration on what the
current cloud vendors are able to offer with their own scalability.
QlikView is an in-memory software platform and so speed of access to RAM is a key factor
in delivering good performance to users. Similarly, availability of CPU power to perform
aggregations on the fly and produce content for users is also key. Virtualization technologies
place some restrictions of speed of access to RAM compared to physical servers and
can also limit the number of CPUs available to a single machine; this is reflected in the
maximum size that cloud servers can be with regard to RAM and CPU. This can mean that
not all QlikView deployments are suited to being virtualized and so it is important to size a
deployment of QlikView when considering use of cloud.
Although a single machine may be limited, one of the significant advantages of cloud
infrastructure is the ability to dynamically scale out onto multiple servers to accommodate
demand. QlikTech’s own internal sites make use of this capability to accommodate for
peaks in demand around significant company events. This type of ease of scalability is
unique to cloud deployments and very appealing when using QlikView within it.

QlikView and the Cloud | 18
QlikView & Cloud Vendors
QLIKVIEW ON AMAZON EC2
Summary
Amazon, through its EC2 service, provides Infrastructure as a Service (hosted, on demand
virtual servers) as well as several other cloud bases services through its Amazon Web Service
(AWS) relating to storage and applications. Details on all their services can be found on their
web site (http://aws.amazon.com/products/) but the focus for a QlikView deployment is EC2.
The EC2 Cloud Compute offering allows customers to create virtual machines in the cloud
on demand and pay for the length of time the machine runs. The instances start from one
of a number of prebuilt images using Windows or Linux plus a number of other options such
as preinstalled SQL Servers. Customer can also build their own images know as
AMIs (Amazon Machine Images) to create images for immediate deployment.
Each instance when deployed is given an amount of resources and Amazon labels these from
Micro to Quadruple Extra Large with differing amounts of RAM and CPU. The largest instance
at time of writing can have 68GB of RAM and 8 CPU cores. (Amazon refers to “compute
units” rather than cores but 8 Cores is what is visible to a Windows operating system.)
Customers can create and manage instances, their configuration and security using the
browser EC2 Management Console. There are a huge range of features to support, manage
and maintain a cloud environment on Amazon including dynamically adding new servers
when needed, backup and storage.
For use with QlikView a customer would create a Windows instance with sufficient resources
and install QlikView onto that Windows host and make it available through the EC2 firewall
Although there is some terminology to learn, creation of instances only requires a web
browser and no code or deep understanding of the underlying technologies is required.
Data and Storage
Amazon provides a number of mechanisms for data and storage.
The S3 storage cloud is akin to a virtual drive that you can add content to. It can be
accessed through URLs, with code via an API or just mounted as a drive letter into a
virtual machine. The storage is highly resilient and flexible.
The Dynamo DB, Map Reduce and RDS services are database mechanisms offered
by AWS however these are not databases in the classic sense such as a SQL Server.
The Map Reduce service is a Hadoop framework offering.
With AWS the data option that may get used depends on what data a customer may be
reporting on and how it will be updated. They may not be used at all in most scenarios.

QlikView and the Cloud | 19
Security
EC2 does not offer an authentication service as such. EC2 does provide a range of facilities
to secure the infrastructure however.

QLIKVIEW ON MICROSOFT AZURE
Microsoft offer through its Azure product a Platform as a Service. While they do offer a
hosted Virtual Machine capability the core is based around the dynamic hosting of web
applications and SQL databases. The intention is that the customer doesn’t have to touch
the Windows operating system that runs either the application or the database.
The Azure platforms’ features lean more towards providing flexibility and scalability to
applications rather than infrastructure but the features are rich and wide.
Similar to EC2 a customer can choose to place their applications to run on an instance of
a given size, the largest at the time of writing being 16GB RAM with 8 cores. The charging
model is different for Azure (compared to Amazon) with details provided on their web site.
What is distinctly different is how the instances are created; these are detailed below with
their impacts on using QlikView within them.
Web Role
A web role is intended to host a web based application within IIS (Internet Information
Services) on a Windows Server. To deploy to a web role a customer builds an Azure
package containing the application, uploads it to Azure and then decides how much
resource to give to that package. The amount of resources and number of instances
can be flexed as needed and there are several features to support this.
While QlikView is accessed by users as a web application the back end is based on several
Windows services and these are installed via an installer. To package QlikView into a web
role the package must run the installer silently and then use the management API to license
and configure the server. While this takes some knowledge of the Azure platform API it is
possible to deploy QlikView in this way.
This style of deployment is well suited to deploying a configurable and packaged QlikView
environment and so may appeal best to QlikView partners wanting to offer a similar offering
to their customers. Once packaged a fully functional QlikView Server can be made available
within 10 minutes and the same package could be used to deploy multiple servers with
different configurations.

QlikView and the Cloud | 20
VM Role
Azure also offers the ability to host standard virtual servers in the cloud. However unlike
the EC2 offering the Virtual Machine must be built on-premises before being uploaded to
Azure. This means for each change the VM must be modified and uploaded. In addition the
VM storage is not persistent, so if a VM is running and adding content to its local disk, this
data would be wiped if the machine was ever restarted. Although a solution could be worked
around this the web role is more suitable to QlikView.
Data and Storage
The Azure platform offers cloud based storage that in a similar way to EC2 can be written
to via an API, attached as a drive letter to a server or accessed via a URL.
In addition the Azure platform has a SQL Azure component for hosting SQL databases
in the cloud. One unique feature of this is the ability to automatically sync on-premise
SQL databases with one in the cloud. Similarly a SQL Azure database could be used as
a staging point to have data reload into QlikView.
An Azure deployed application is not persistent with storage and this means that if the
box is redeployed it is done so from the package, so essentially it is like starting with a
clean new server. For content that must persist using blobs of Azure storage is required
and these need to be mounted as drives into the machines.
Security
As well as a range of infrastructure security features the Azure platform offers a number of
features relating to authentication and security that can be used by a QlikView deployment.
The Azure platform provides a number of features under its Access Control Service (ACS)
which allows customers to integrate applications with standards-based identity providers,
including enterprise directories such as Active Directory, and web identities such as
Windows Live ID, Google, Yahoo!, and Facebook. There are a range of examples provided
by Microsoft also.

QlikView and the Cloud | 21
When to Deploy QlikView in the Cloud
We offer some guidance for customers considering deploying QlikView in the cloud.
•	 Follow the data. If all the data users want to analyze is on-premise, the cloud
may be less relevant to the QlikView deployment. Moving the data into the cloud
and keeping it fresh may not be worth the effort. However, many QlikView OEM
partners offer data services, either enhancing the customer’s data or compiling
and selling access to cloud-based data. If the data is in the cloud, it makes perfect
sense for the QlikView app to also be in the cloud.
•	 Make sure the pros outweigh the cons. Customers may not want to deploy
QlikView in the cloud if the following concerns overwhelm the potential benefits:
data sensitivity (privacy, security), data integration and cloud orchestration costs,
data model destandardization risk, unclear migration to on-premise BI, additional
focus needed on vendor management, lack of integration among apps, and data
protection laws which vary by country.
For apps in which sensitive data is being combined with cloud data, QlikView can run
on-premise or in a private cloud. Apps fed by cloud data can run in the cloud. Customers
get the best of both worlds: a flexible approach in which some Business Discovery apps
are in the cloud and some are on premise.

QlikView and the Cloud | 22
End Notes
1.		 Source: Forrester Research, Sizing the cloud, April 21, 2011.
2.	 QlikView Security Overview Technology White Paper:
	 http://www.qlikview.com/us/explore/resources/whitepapers/qlikview-security-overview
3.	 QlikView Community: http://community.qlikview.com/index.jspa

© 2012 QlikTech International AB. All rights reserved. QlikTech, QlikView, Qlik, Q, Simplifying Analysis for Everyone, Power of Simplicity, New Rules, The Uncontrollable Smile and
other QlikTech products and services as well as their respective logos are trademarks or registered trademarks of QlikTech International AB. All other company names, products
and services used herein are trademarks or registered trademarks of their respective owners. The information published herein is subject to change without notice. This publication
is for informational purposes only, without representation or warranty of any kind, and QlikTech shall not be liable for errors or omissions with respect to this publication. The only
warranties for QlikTech products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should
be construed as constituting any additional warranty.

QlikView and the Cloud | 23

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Qlikview in the cloud (en)

  • 1. QLIKVIEW AND THE CLOUD A QlikView Technology White Paper July 2012 qlikview.com
  • 2. Table of Contents Overview Who Is This Paper For? 4 4 Cloud Terminology and QlikView 5 Software as a Service - SaaS 6 QlikView and SaaS 6 Infrastructure as a Service – IaaS 7 QlikView and IaaS 7 Platform as a Service – PaaS 8 QlikView and PaaS 8 Cloud Storage & Data 9 Approaching QlikView in the Cloud Key Aspects of Hosting QlikView in the Cloud Security Integration 10 10 11 SSO / HTTP Header / Reverse Proxy 11 SAML / Federated Security / Secure Tokens 12 Custom Login / User Directory 13 Data Update 14 Direct Access 14 Data Sync / Push 15 Publish Complete QVW Files 16 Cloud-Based Data 17 QlikView and the Cloud | 2
  • 3. Scalability in the Cloud Cloud, Virtualization, QlikView and Scalability 18 18 QlikView & Cloud Vendors 19 QlikView on Amazon EC2 19 QlikView on Microsoft Azure 20 When to Deploy QlikView in the Cloud 22 End Notes 23 QlikView and the Cloud | 3
  • 4. Overview The demand for and implementation of virtualization technologies internally within organizations during the last few years has revealed significant savings and reduced risk for many businesses and IT teams. Cloud is the next logical step beyond internal virtualization. Improvements in network bandwidth and cultural demand from users to be able to take their services and content with them wherever they go is making organizations reconsider how they deliver their IT services to their users. The use of cloud computing and software as a service (SaaS) represents a huge growth area in the IT industry, with many analysts predicting growth. According to Forrester Research, the SaaS space will grow significantly during the next five years to reach total revenues of 92.8 billion USD by 2016 — accounting for roughly 26% of the total packaged software market. 1 The range of benefits offered by using cloud services and the maturity of the key cloud vendors is driving adoption. Benefits of the cloud include fast implementation, user-friendly experience, IT infrastructure support not required, ease of leveraging cloud-based data, and automatic, seamless upgrades. And when cloud offerings are licensed to customers on a term basis (e.g., per month or per year), this can result in cost savings, which is a key motivation for adoption. Delivering solutions as a service offers easy opt-in/opt-out and enables customers to turn what were capital expenses into operating expenses. Many QlikView customers are now looking to the cloud deployment and/or SaaS licensing to provide Business Discovery to their users. This QlikView Technology White Paper discusses a variety of cloud and SaaS options. In addition, we provide a deeper look at two significant cloud services, Amazon EC2 and Microsoft Azure. WHO IS THIS PAPER FOR? This paper is written for anyone who has an interest in QlikView’s role in the ever-growing topic of business technologies utilizing the capabilities that cloud-based infrastructure offers. It will be of most interest to two primary groups of readers: • QlikView customers who are interested in understanding the options for hosting their own QlikView deployments off-premise and in the cloud, typically via infrastructure as a service • QlikView OEM partners who are interested in understanding the options for licensing their QlikView-built applications via software as a service (SaaS) model for their customers. Finally, the paper is geared towards a more technical audience; however it is not restricted to just this group of people as it contains explanations about topics that are increasingly part of the vocabulary of anyone involved in purchasing, deploying and using business software. QlikView and the Cloud | 4
  • 5. Cloud Terminology and QlikView Cloud as an overall concept refers to an off premise software deployment model in which a service provider delivers some combination of hardware, software and services to their customers. The cloud may be public, like Amazon EC2 or Microsoft Azure, or it may be private. The responsibility for running and maintaining a particular service is transferred to a 3rd party and the degree to which this responsibility is transferred depends on the type of cloud service offered. Figure 1: QlikView can be deployed anywhere QLIKVIEW ON PREMISE QLIKVIEW IN THE CLOUD (public or private) Apps Apps Data Sources App Platform Data Sources App Platform QlikView and the Cloud | 5
  • 6. Below are some of the common cloud services and terminology offered under the banner of cloud and their relevance to QlikView: SOFTWARE AS A SERVICE - SAAS SaaS is a term licensing model; customers pay for the use of it for a specified period of time. In many cases, the software application is fully developed, maintained and provided as a service to multiple customers. Often, several customers use the exact same application but typically see just their own data. One well-known example of a SaaS offering is the CRM vendor Salesforce.com®. Typically a SaaS system is provided as-is and while the customer has some ability to configure it for their use it cannot be heavily customized or modified by the customer. Similarly the SaaS vendor can upgrade or change the way the software works and so all of their customers need to align with this. In a SaaS model data entered into the system will be stored off premise so customers must trust and ensure that the vendor’s safeguards around their data are in place. QLIKVIEW AND SAAS SaaS is probably the most common term used with cloud computing and can be misinterpreted in its relation to QlikView. With the SaaS model all users of the service receive the same application experience. With QlikView this would mean all users would view the same QlikView apps but perhaps the data they see within those applications would be different. Most QlikView customers want to create their own QlikView apps on their own data and distribute those to their users, so by that fact a SaaS model is not always appropriate. This need can be served better by some of the other cloud models shown below. QlikView does not directly provide a SaaS service offering: however many QlikView partners do offer QlikView-built applications as a SaaS offering to their own customers. Often, they have identified a specific niche for a QlikView application and provide access to that as a subscription service. Some examples of customers offering QlikView is this way are included in the blog post “SaaS BI: It’s All About the Apps”: • CONTEXT provides ICT (information and communications technology) channel sales and price tracking • IFR Monitoring delivers market research for retailers • InContact delivers contact center software • Infostrada Sports Group delivers sports statistics • Kenexa delivers workforce management solutions • Rosslyn Analytics offers cloud-based spend analysis apps for procurement, finance, accounts payable, and IT teams • SynerTrade delivers purchasing software and consulting • Xerox’s ACS Financial & Securities Services delivers a sales tracking app for mutual fund companies QlikView and the Cloud | 6
  • 7. These partners offer domain-specific or industry-specific apps in areas like market research, workforce management, purchasing and spend management, mutual fund or mortgage sales tracking, channel management, and others. INFRASTRUCTURE AS A SERVICE – IAAS IaaS is the term used to provide server instances as a service on demand. For example one can create a virtual Windows Server on the fly, pay by the hour while one needs it and then turn it off whenever one wants to. The server itself can be used for any purpose. Together with these servers are a range of other components such as network, storage and security services to form up the overall infrastructure service. Example of IaaS vendors are Amazon with their EC2 service and Rackspace but there are many more. With IaaS the vendor maintains and takes the risk of operating the infrastructure and ensuring that the service is kept online and can handle peaks and troughs in demand. For the customer the key benefit is the ability to add boxes on demand without fixed term costs and to be agile with how many boxes they use. For example if a peak in web traffic is expected during a busy period, additional servers can be added to the infrastructure and then simply turned off when the demand lowers. Servers can be made available within minutes and with a variety of configurations so business can be very agile with infrastructure needs compared to the often long buying cycles applied to internal hardware purchases. With IaaS the customer is typically responsible for maintaining the operating system and the software they run on it. So compared to the SaaS model there is still a requirement for some degree of systems administration but it is with the customers control to do it when they choose to. QLIKVIEW AND IAAS IaaS is a common cloud model used by QlikView customers; indeed QlikTech’s own demo.qlikview.com and other services are run from the IaaS model offered by Amazon EC2. This model allows QlikView customers to deploy infrastructure suitable for their environment and have full control over what QlikView applications they host in the environment and how they configure it. QlikView Server supports the Windows 2003 and 2008 operating systems and so when these are used as the operating systems provided by the IaaS vendor, customers can be sure they are running on a supported platform. QlikView and the Cloud | 7
  • 8. PLATFORM AS A SERVICE – PAAS Platform as a Service is a different approach to the above models in that its primary intention is neither to provide a specific common software service nor to provide solely infrastructure. The model is intended to provide an application platform on which a customer can host applications that they build themselves but without having to be concerned about or maintain the platform that hosts it. Examples of this type of service include Microsoft Azure and the Google Application Engine. With this model a customer builds an application using, for example, .net with a SQL database. This application is then packaged and submitted to the platform. The platform vendor is then responsible for provisioning resources to host the application and ensuring that any operating systems, such as Windows, are maintained and up to date and available. The advantage of this model is that it allows customers the flexibility they want but with a very minimal need to maintain any infrastructure at all. With this model, however, the customer has to use the technologies provided by the vendor’s platform. QLIKVIEW AND PAAS Very often it is this model that people tend to think of – and somewhat incorrectly -- when they think about “QlikView via SaaS.” If people ask whether QlikView is available via a SaaS model, they are typically thinking about QlikView servers in the cloud that they could sign up for and use to create their own QlikView apps, rather than accessing prebuilt and customized applications that our OEM partners mentioned earlier typically provide. With QlikView in a PaaS model, a customer could implement QlikView onto a hosted PaaS vendor’s technology. For this type of implementation, QlikView requires a Windows platform to run on. One such PaaS option is Microsoft’s Windows Azure. It is possible to package the QlikView product along with customer - or partner-built apps and deploy onto the Azure platform and so enable customers to be free of the infrastructure (i.e. hardware, network and OS) management. QlikView and the Cloud | 8
  • 9. CLOUD STORAGE & DATA Most of the cloud vendors provide some method of storage as part of their offering. Cloud storage allows customers to store data in a secure and resilient way for a number of applications and provide high bandwidth access to the data. Customers often pay for the volume they store and then for the amount of data downloaded. Cloud storage is very useful when a customer needs to distribute high volumes of data to a wide user base without needing to implement high bandwidth access to its own network. QlikTech uses this approach to distribute large software installation files to its customer base as do many other software vendors. Many of the cloud storage mechanisms have programmable API to allow them to upload and manage content. While software such as QlikView isn’t applicable to cloud storage it is a component within the cloud stack than can be used to get data into and out of the cloud, so it is worth noting here. Also, some QlikView SaaS OEM partners provide capabilities for uploading data into the cloud, where it is then typically enhanced and combined with other cloud data. QlikView and the Cloud | 9
  • 10. Approaching QlikView in the Cloud This section discusses some of the broad topics to address when hosting QlikView in the cloud and looks at ways some of the cloud vendors can support QlikView implementations. This section is most relevant for a) QlikView customers who wish to understand the various hosting and infrastructure options for their QlikView deployments via an IaaS or PaaS model and b) OEM partners who wish to understand the options for building their own QlikView applications and making them available via a SaaS model. KEY ASPECTS OF HOSTING QLIKVIEW IN THE CLOUD Regardless of the technology or software, use of cloud based services is often something new to an organization and so there is to some extent some uncertainty over the risks involved in using them. In some cases use of the cloud means that an organization’s data has to leave the confines of the internal corporate network and be located in the cloud. This means that an appropriate architecture and supporting processes have to be put in place to ensure that data is secured and accessed only by those permitted to see it. In addition the mechanism for moving what could be large volumes of data must be considered. In other cases, the data is already in the cloud. Typically when organizations want to make a service available to users outside of their corporate network (which could be both employees from home or fully external parties), attention is paid to the security of the infrastructure surrounding an application as well as the security of the application itself, such as identifying who users are and what they can do. From an infrastructure perspective in a traditional approach to QlikView deployment, organizations may make use of specialist techniques and components such as DMZs (DeMilitarized Zones), proxies and other hardware devices. Most of these can be replicated with the features offered by cloud vendors. This paper will discuss security in relation to QlikView but organizations looking to host in the cloud should also consider best practices for security in the cloud as a general topic. Most IaaS and PaaS vendors provide information on this topic for their offering. With regard to data, in an on-premises deployment, QlikView may extract data from source systems. When using QlikView in the cloud, consideration has to be paid to how data can be accessed from source systems which may be internal to the corporate network and how much data is moving. Options for this are discussed below. QlikView and the Cloud | 10
  • 11. Security Integration The objective with QlikView security is to be able to securely identify users and what they are permitted to do. To this end QlikView can integrate with a range of security mechanisms and this flexibility can allow customers to choose which approach works best for them in a cloud environment. With an on-premise deployment of QlikView a large percentage of customers will use the Windows-based security mechanisms based on Active Directory. This is an out of the box configuration that requires little to no set up. When a cloud server is used it is typically not part of the Active Directory and so cannot natively use those Windows accounts. While it is possible to join a cloud server to a customer’s internal domain we will discuss the alternatives below. The options available depend on what the customer has available in terms of their infrastructure. All of these approaches are common methods used in QlikView and more details can be found in the QlikView Security Overview Technology White Paper. 2 SSO / HTTP HEADER / REVERSE PROXY Many customers that have a Single Sign-On (SSO) system in house (such as Tivoli Access Manager or SiteMinder) will have the capability to use a reverse proxy within their environment. Essentially what this does is it centrally controls both the sign in mechanism and the point of access to the content that users want to get to. Here is how it typically works… CLOUD QlikView Server CUSTOMER SITE 4. Reverse Proxy asks for QlikView content and adds the user name into a HTTP header 5. QlikView uses the header to log the user on and returns content to the Reverse Proxy SSO Reverse Proxy 1. User requests QlikView content 2. User asked for Login 3. User provides User & Password 6. User received QlikView content QlikView and the Cloud | 11
  • 12. In this kind of deployment there is no customization required for QlikView, just a simple configuration; however it does require that the customer has in place an SSO system that can make use of reverse proxy. In this type of setup the only device that ever physically touches the cloud server is the reverse proxy. No users will ever directly touch the cloud server or even know that it is a cloud server. This mechanism could serve both internal and external users and is an excellent approach for conforming to what can be the standard way of integrating security within an organization. SAML / FEDERATED SECURITY / SECURE TOKENS There are a number of different security systems that can make use of secure tokens to sign users into a range of systems. There are several different standards and sets of terminology around this approach such as SAML (Security Assertion Markup Language) and federated security such Active Directory Federation Services. Although each is different the approach from a QlikView perspective is similar. Here is how it typically works… CLOUD CUSTOMER SITE/INTERNET 8. User received QlikView content QlikView Server Custom Login Page 1. User requests QlikView content 2. User redirected to Login System 5. Request QlikView content with token 4. Redirect user to QlikView with token 6. Validate token 7. Token is OK and provide username/groups 3. Login Against Login System Login System In this approach, due to the level of integration required, a custom login page can be created to use the security API in QlikView. Although this mechanism is relatively simple to use it does require some knowledge of programming and this configuration is not ‘out of the box’. There are examples on how to implement this approach available on the QlikView Community. 3 The advantage of this approach is again to conform to an organization’s standard way for securing services. It again does require that an organization has in place a security system that offers this kind of functionality but QlikView has an approach for integrating with a range of vendors’ solutions. QlikView and the Cloud | 12
  • 13. With Active Directory Federation Services (ADFS) it is possible for users to seamlessly log in to a non-domain cloud server without being prompted to log in as their internal Windows credentials are used during the process of logging in. This gives an excellent user experience and ADFS is often implemented within organizations alongside their regular Active Directory which means there is no requirement for an additional SSO product or set of users. CUSTOM LOGIN / USER DIRECTORY In some cases there is no security system to integrate with beyond perhaps a known list of user IDs and passwords. In these cases a straightforward login page can be created in a similar way to the method previously mentioned to ask for, and validate, a user ID and password before logging them into QlikView. Here is how it typically works: CLOUD CUSTOMER SITE/INTERNET 6. User received QlikView content QlikView Server User Directory (Cloud or on Premise) 4. Login Validated Custom Login Page 1. User requests QlikView content 2. User asked for Login 3. User provides User & Password 5. Login OK The user directory could be anything, anywhere as long as it is accessible from the cloud. It could be on customer premises or in the cloud; ideally it should be an existing set of user details but could be created just for QlikView. Directory examples include: • Active Directory • LDAP • SSO systems • Databases (SQL, Oracle etc) • Web based systems such as Windows Live, Google accounts or Facebook login Although there is no specific security product required, this approach will require a custom login page and can be created to use the security API in QlikView. Although this mechanism is relatively simple to use, it does require some knowledge of programming and this configuration is not out-of-the-box. QlikView and the Cloud | 13
  • 14. Data Update Typically, new data needs to be loaded into QlikView applications on a regular basis to suit user requirements. This could be hourly, daily or weekly for example. When working in a cloud scenario it can be that the data is inside the corporate network and so there are a number of ways that QlikView can be configured to get access to this. DIRECT ACCESS In this model a port on a corporate firewall is opened between the cloud server and data source inside the network. QlikView then reloads apps on a schedule and that reload effort occurs in the cloud. CUSTOMER SITE CLOUD QlikView Server & Publisher QVW Files Data Access data directly through firewall/ VPN, reload happens in the cloud When using direct access it is advisable to apply security to this by using technologies such as a VPN or SSL. If large data volumes are being used or if the network speed is slow then this model may not be suitable. Techniques such as incremental load may help to alleviate this. QlikView and the Cloud | 14
  • 15. DATA SYNC / PUSH Rather than reloading QlikView from a remote source, the data sync/push model has data being synchronized from the source system out to the cloud server and reloaded from there. This push could take the form of a simple FTP of files or a sync of a database such as SQL Server. CUSTOMER SITE CLOUD Sync or push data to the cloud, reload occurs in the cloud. QlikView Server & Publisher QVW Files Data CSV Data CSV XLS XLS This approach relies on a task or process occurring inside the corporate network to push the data out. This would ideally be automated but for scenarios where data update done infrequently this could also be done manually. QlikView and the Cloud | 15
  • 16. PUBLISH COMPLETE QVW FILES In this scenario the QlikView Publisher component is hosted inside the corporate network where QlikView applications are reloaded before being distributed to the cloud-based QlikView Server. This model requires no sync process or access through firewalls to data. An additional advantage of this approach is that the QVW (QlikView data file) contains the data in a highly compressed form, reducing the amount of data to be distributed. The disadvantage of this model is that the Publisher component must be hosted on the internal network and avoiding internal hosting could be a key motivation for using cloud. However this could be a virtual machine internally. CUSTOMER SITE CLOUD QlikView Publisher QlikView Server QVW Files Data QVW Files Reloads QVWs on premise and publishes QVWs to the cloud QlikView and the Cloud | 16
  • 17. CLOUD-BASED DATA For scenarios where data is cloud-based to begin with then QlikView in the cloud is a perfect fit. Data can be reloaded directly from the source system. In fact, many of QlikTech’s OEM partners employ this model as it assumes that all of the concerns about data security, location and access have been already addressed with the transactional system and makes incorporating an analytics solution in the cloud much more straightforward from a compliance and agreement point of view. A well-known example of cloud-based data is Salesforce.com for which QlikView provides a data connector. In addition security integration with cloud based systems can be achieved. CLOUD QlikView Server QVW Files Cloud Source Data QlikView and the Cloud | 17
  • 18. Scalability in the Cloud CLOUD, VIRTUALIZATION, QLIKVIEW AND SCALABILITY Cloud vendors offering the ability to host Windows Servers will make use of a virtualization technology to be able manage on demand instances of servers. QlikTech’s approach to supporting virtualization is to focus on supporting Windows operating systems rather than the range of underlying virtualization technologies. So if the cloud vendor offers the supported versions of Windows in its offering then QlikView is supported to run on those. Support notwithstanding, there are practicalities around scalability to be considered when using virtualization and thus cloud with QlikView and further consideration on what the current cloud vendors are able to offer with their own scalability. QlikView is an in-memory software platform and so speed of access to RAM is a key factor in delivering good performance to users. Similarly, availability of CPU power to perform aggregations on the fly and produce content for users is also key. Virtualization technologies place some restrictions of speed of access to RAM compared to physical servers and can also limit the number of CPUs available to a single machine; this is reflected in the maximum size that cloud servers can be with regard to RAM and CPU. This can mean that not all QlikView deployments are suited to being virtualized and so it is important to size a deployment of QlikView when considering use of cloud. Although a single machine may be limited, one of the significant advantages of cloud infrastructure is the ability to dynamically scale out onto multiple servers to accommodate demand. QlikTech’s own internal sites make use of this capability to accommodate for peaks in demand around significant company events. This type of ease of scalability is unique to cloud deployments and very appealing when using QlikView within it. QlikView and the Cloud | 18
  • 19. QlikView & Cloud Vendors QLIKVIEW ON AMAZON EC2 Summary Amazon, through its EC2 service, provides Infrastructure as a Service (hosted, on demand virtual servers) as well as several other cloud bases services through its Amazon Web Service (AWS) relating to storage and applications. Details on all their services can be found on their web site (http://aws.amazon.com/products/) but the focus for a QlikView deployment is EC2. The EC2 Cloud Compute offering allows customers to create virtual machines in the cloud on demand and pay for the length of time the machine runs. The instances start from one of a number of prebuilt images using Windows or Linux plus a number of other options such as preinstalled SQL Servers. Customer can also build their own images know as AMIs (Amazon Machine Images) to create images for immediate deployment. Each instance when deployed is given an amount of resources and Amazon labels these from Micro to Quadruple Extra Large with differing amounts of RAM and CPU. The largest instance at time of writing can have 68GB of RAM and 8 CPU cores. (Amazon refers to “compute units” rather than cores but 8 Cores is what is visible to a Windows operating system.) Customers can create and manage instances, their configuration and security using the browser EC2 Management Console. There are a huge range of features to support, manage and maintain a cloud environment on Amazon including dynamically adding new servers when needed, backup and storage. For use with QlikView a customer would create a Windows instance with sufficient resources and install QlikView onto that Windows host and make it available through the EC2 firewall Although there is some terminology to learn, creation of instances only requires a web browser and no code or deep understanding of the underlying technologies is required. Data and Storage Amazon provides a number of mechanisms for data and storage. The S3 storage cloud is akin to a virtual drive that you can add content to. It can be accessed through URLs, with code via an API or just mounted as a drive letter into a virtual machine. The storage is highly resilient and flexible. The Dynamo DB, Map Reduce and RDS services are database mechanisms offered by AWS however these are not databases in the classic sense such as a SQL Server. The Map Reduce service is a Hadoop framework offering. With AWS the data option that may get used depends on what data a customer may be reporting on and how it will be updated. They may not be used at all in most scenarios. QlikView and the Cloud | 19
  • 20. Security EC2 does not offer an authentication service as such. EC2 does provide a range of facilities to secure the infrastructure however. QLIKVIEW ON MICROSOFT AZURE Microsoft offer through its Azure product a Platform as a Service. While they do offer a hosted Virtual Machine capability the core is based around the dynamic hosting of web applications and SQL databases. The intention is that the customer doesn’t have to touch the Windows operating system that runs either the application or the database. The Azure platforms’ features lean more towards providing flexibility and scalability to applications rather than infrastructure but the features are rich and wide. Similar to EC2 a customer can choose to place their applications to run on an instance of a given size, the largest at the time of writing being 16GB RAM with 8 cores. The charging model is different for Azure (compared to Amazon) with details provided on their web site. What is distinctly different is how the instances are created; these are detailed below with their impacts on using QlikView within them. Web Role A web role is intended to host a web based application within IIS (Internet Information Services) on a Windows Server. To deploy to a web role a customer builds an Azure package containing the application, uploads it to Azure and then decides how much resource to give to that package. The amount of resources and number of instances can be flexed as needed and there are several features to support this. While QlikView is accessed by users as a web application the back end is based on several Windows services and these are installed via an installer. To package QlikView into a web role the package must run the installer silently and then use the management API to license and configure the server. While this takes some knowledge of the Azure platform API it is possible to deploy QlikView in this way. This style of deployment is well suited to deploying a configurable and packaged QlikView environment and so may appeal best to QlikView partners wanting to offer a similar offering to their customers. Once packaged a fully functional QlikView Server can be made available within 10 minutes and the same package could be used to deploy multiple servers with different configurations. QlikView and the Cloud | 20
  • 21. VM Role Azure also offers the ability to host standard virtual servers in the cloud. However unlike the EC2 offering the Virtual Machine must be built on-premises before being uploaded to Azure. This means for each change the VM must be modified and uploaded. In addition the VM storage is not persistent, so if a VM is running and adding content to its local disk, this data would be wiped if the machine was ever restarted. Although a solution could be worked around this the web role is more suitable to QlikView. Data and Storage The Azure platform offers cloud based storage that in a similar way to EC2 can be written to via an API, attached as a drive letter to a server or accessed via a URL. In addition the Azure platform has a SQL Azure component for hosting SQL databases in the cloud. One unique feature of this is the ability to automatically sync on-premise SQL databases with one in the cloud. Similarly a SQL Azure database could be used as a staging point to have data reload into QlikView. An Azure deployed application is not persistent with storage and this means that if the box is redeployed it is done so from the package, so essentially it is like starting with a clean new server. For content that must persist using blobs of Azure storage is required and these need to be mounted as drives into the machines. Security As well as a range of infrastructure security features the Azure platform offers a number of features relating to authentication and security that can be used by a QlikView deployment. The Azure platform provides a number of features under its Access Control Service (ACS) which allows customers to integrate applications with standards-based identity providers, including enterprise directories such as Active Directory, and web identities such as Windows Live ID, Google, Yahoo!, and Facebook. There are a range of examples provided by Microsoft also. QlikView and the Cloud | 21
  • 22. When to Deploy QlikView in the Cloud We offer some guidance for customers considering deploying QlikView in the cloud. • Follow the data. If all the data users want to analyze is on-premise, the cloud may be less relevant to the QlikView deployment. Moving the data into the cloud and keeping it fresh may not be worth the effort. However, many QlikView OEM partners offer data services, either enhancing the customer’s data or compiling and selling access to cloud-based data. If the data is in the cloud, it makes perfect sense for the QlikView app to also be in the cloud. • Make sure the pros outweigh the cons. Customers may not want to deploy QlikView in the cloud if the following concerns overwhelm the potential benefits: data sensitivity (privacy, security), data integration and cloud orchestration costs, data model destandardization risk, unclear migration to on-premise BI, additional focus needed on vendor management, lack of integration among apps, and data protection laws which vary by country. For apps in which sensitive data is being combined with cloud data, QlikView can run on-premise or in a private cloud. Apps fed by cloud data can run in the cloud. Customers get the best of both worlds: a flexible approach in which some Business Discovery apps are in the cloud and some are on premise. QlikView and the Cloud | 22
  • 23. End Notes 1. Source: Forrester Research, Sizing the cloud, April 21, 2011. 2. QlikView Security Overview Technology White Paper: http://www.qlikview.com/us/explore/resources/whitepapers/qlikview-security-overview 3. QlikView Community: http://community.qlikview.com/index.jspa © 2012 QlikTech International AB. All rights reserved. QlikTech, QlikView, Qlik, Q, Simplifying Analysis for Everyone, Power of Simplicity, New Rules, The Uncontrollable Smile and other QlikTech products and services as well as their respective logos are trademarks or registered trademarks of QlikTech International AB. All other company names, products and services used herein are trademarks or registered trademarks of their respective owners. The information published herein is subject to change without notice. This publication is for informational purposes only, without representation or warranty of any kind, and QlikTech shall not be liable for errors or omissions with respect to this publication. The only warranties for QlikTech products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting any additional warranty. QlikView and the Cloud | 23