Create Apps from Harvest Data in Qlik Sense Cloud

Qlik Sense Cloud allows you to create and share data visualizations and interact with information in new ways. The CData Connect Server creates a virtual database for Harvest and can be used to generate an OData API (natively consumable in Qlik Sense Cloud) for Harvest. By pairing Qlik Sense Cloud with the CData Connect Server, you get live connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect Server from Qlik Sense Cloud as you would any other REST service and get instant, live access to your Harvest data.

In this article, we walk through two connections:

1. Connecting to Harvest in Connect Server
2. Connecting to Connect Server from Qlik Sense Cloud to create a model and build a simple dashboard

Configure Connect Server to Connect to Harvest

To connect to Harvest data from Qlik Sense Cloud, you need to configure Harvest access from your Connect Server instance. This means creating a user, connecting to Harvest, adding OData endpoints, and (optionally) configuring CORS.

Add a Connect Server User

Create a Connect Server User to connect to Harvest from Qlik Sense Cloud.

1. Click Users -> Add
2. Configure a User
3. Click Save Changes and make note of the Authtoken for the new user

Connect to Harvest from Connect Server

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Open Connect Server and click Connections
2. Select "Harvest" from Available Data Sources
3. Enter the necessary authentication properties to connect to Harvest.
   
   

   Start by setting the Profile connection property to the location of the Harvest Profile on disk (e.g. C:\profiles\Harvest.apip). Next, set the ProfileSettings connection property to the connection string for Harvest (see below).

   Harvest API Profile Settings

   To authenticate to Harvest, you can use either Token authentication or the OAuth standard. Use Basic authentication to connect to your own data. Use OAuth to allow other users to connect to their data.

   Using Token Authentication

   To use Token Authentication, set the APIKey to your Harvest Personal Access Token in the ProfileSettings connection property. In addition to APIKey, set your AccountId in ProfileSettings to connect.

   Using OAuth Authentication

   First, register an OAuth2 application with Harvest. The application can be created from the "Developers" section of Harvest ID.

   After setting the following connection properties, you are ready to connect:

   • ProfileSettings: Set your AccountId in ProfileSettings.
   • AuthScheme: Set this to OAuth.
   • OAuthClientId: Set this to the client ID that you specified in your app settings.
   • OAuthClientSecret: Set this to the client secret that you specified in your app settings.
   • CallbackURL: Set this to the Redirect URI that you specified in your app settings.
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage how the driver obtains and refreshes the OAuthAccessToken.
4. Click Save Changes
5. Click Privileges -> Add, and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for Reveal)

Add Harvest OData Endpoints in Connect Server

After connecting to Harvest, create OData Endpoint for the desired table(s).

1. Click OData -> Tables -> Add Tables
2. Select the Harvest database
3. Select the table(s) you wish to work with and click Next
4. (Optional) Edit the resource to select specific fields and more
5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

• Enable cross-origin resource sharing (CORS): ON
• Allow all domains without '*': ON
• Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
• Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Create a Qlik Sense App from Harvest Data

With the connection to Harvest and OData endpoints created, we are ready to add Harvest data to a Qlik Sense app for visualizations, analytics, reporting, and more.

Create a New App and Upload Data

1. Log into your Qlik Sense instance and click the button to create a new app
2. Name and configure the new app and click "Create"
3. In the workspace, click to open the new app
4. Click to add data from files and other sources
5. Select the REST connector and set the configuration properties. For the most part, you will use the default values, with the following exceptions:
   • URL: Set this to the API endpoint for your Harvest table, using the @CSV URL parameter to ensure a CSV response (i.e. CONNECT_SERVER_URL/api.rsc/API_Invoices?@CSV)
   • Authentication Schema: Set this to "Basic"
   • User Name: Set this to the user name you configured above
   • Password: Set this to the Authtoken for the above user
6. Click "Create" to query Connect Server for the Harvest data
7. Check "CSV has header" and under "Tables," select "CSV_source"
8. Select columns and click "Add data"

Generate Insights or Customize Your App

With the data loaded into Qlik Sense, you are ready to begin discovering insights. Click "Generate insights" to let Qlik analyze your data. Otherwise, you can build custom visualizations, reports, and dashboards based on your Harvest data.

More Information & Free Trial

Now, you have created a simple but powerful dashboard from live Harvest data. For more information on creating OData feeds from Harvest (and more than 200 other data sources), visit the Connect Server page. Sign up for a free trial and start working with live Harvest data in Qlik Sense Cloud.