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Trip Reports #trip-reports
August 19, 2016:Harvard University
Customer: Harvard University Information Technology
http://huit.harvard.edu
About
Harvard University Information Technology (HUIT) is responsible for the strategy, planning, and delivery of information technology across the University.
Main contact
Kathy Genovese
Business Intelligence Manager
kathy_genovese@harvard.edu
Harvard University Information Technology
Administrative Technology Services | Harvard Data Warehouse
P 617 496 0029
8 Story Street, Suite 210, Cambridge, MA 02138
www.harvard.edu/huit
Date: Friday, August 19, 2016
Course(s):
Reporting with QlikView NPrinting 17.0
Location of training:
8 Story Street Cambridge, MA 02138
Instructor: Tony Ventura
Customer information / What do they do? / How are they using Qlik? (any projects you learned about)
In collaboration with Harvard’s CIO Council, we maintain IT policies and foster innovation across the University. HUIT partners with many IT departments throughout Harvard.
OUR MISSION
To make it easier for students, faculty and staff to learn, research, teach, and work through the effective deployment and use of information technology.
Examples of any specific questions asked/answered/researched that were out of the ordinary
Can you use QlikView bookmarks in order to filter data going into NPrinting?
Answers to the following questions are covered in-dept lated in this trip-report
How do you burst or cycle reports?
Does NPrinting support Accellion integration
can the distribution be altered to send a link to the filtered document via the NewsStand portal
How do we limit visibility of apps and connections between teams
Brief bullets on any specific interchanges/dialogues with class you found interesting
Not out of the ordinary
Any examples of interesting & awesome techniques/tactics you used at any point for any reason:
NPrinting supports expression writing with Functions. I showed the student the most efficient way of writing expression
I should briefly about the integration of Qlik Sense 3.x and NPrinting 17.1
Anything you learned about customer indicating we need to follow up to:
Shanton Anderson sent the following question at the conclusion of the training. Please note my responses and Aran Nathanson’s additional commentary
From Shanton Anderson (student) - Senior BI Solutions Engineer
Hi Tony,
Thank you so much for the NPrinting training on Friday. The class was extremely informative, but as I mentioned as time was running out, I still have a few open questions for you. I am hoping you can help answer the following:

  1. Is report bursting available in NPrinting 17.1, meaning can you both filter and then distribute a dashboard at the same time to many people/folders? Example: A single report built with all departments, which would have a single schedule that filtered the dashboard by manager, then emailed each team’s report to the respective manager. I do not remember covering this type of scenario on Friday. It seems like it may be related to the item labeled “Cycling Reports”, which was in 16, but was not listed in 17.0 based on this link: http://help.qlik.com/en-US/nprinting/17.1/Content/Introduction/Introduction.htm
  2. Does NPrinting support Accellion integration, which would password and encrypt attachments that contain sensitive data? This is a tool we use at Harvard to send files securely, and would be extremely beneficial if we could leverage it with NPrinting. If not Accellion, is there some other way to encrypt and password the distributions?
  3. Assuming document attachment encryption/password’ing is not available, can the distribution be altered to send a link to the filtered document via the NewsStand portal? Example: Each user would receive a link to the NewsStand dashboard, via email.
  4. What is most important from an NPrinting resource perspective? For example, the QlikView QVS Service benefits from lots of memory, whereas Publisher benefits from lots of CPUs for multiple processing of tasks. What resources are important for a large-scale NPrinting implementation?
  5. How do we limit visibility of apps and connections between teams? If we have separate teams using NPrinting, how do we ensure they cannot see each other’s apps, connections, filters, etc in the Developer portal? There does not appear to be any way to associate and limit these to the groups I have created for each team.
    My response to Shanton’s questions:
    Hi Stanton,
    Thank you again for your e-mail. Regarding your questions:
    #1 - Report Bursting
    This appears to only be available in version 16. And as you have accurately stated, this refers to Cycling Reports…
    I don’t see the ability to do that in version 17.1. Not that it would help, Cycling information is presented on the following QlikView NPrinting 16 Tutorials - Filters & Cycles
    This also addresses to ability to use a QlikView bookmark, a question that was asked in class. Unfortunately, this functionality is in version 16. As a user of NPrinting, I would assume that the needed functionality in version 16 will find its way to version 17.x at some point. For a more accurate road map timetable, the best resource is contact your Qlik Account rep
    #2 - Accellion integration
    Need to reach out for assistance on this…
    #3 – Email Distribution
    I was able to create an e-mail with a link to the NewsStand portal. Upon clicking the link I was able to view a report that contained ALL recipients via “Page” functionality. I was not able to send an e-mail that specifically targeted one person, thus a burst approach.
    #4 – NPrinting Resources
    Regarding your NPrinting infrastructure questions, the decision to scale-up, (more memory and bigger CPU), or scale-out, (more NPrinting Engine nodes, like a QlikView server cluster environment), you’ll benefit from both-scaling up and out. If you’re processing a report that is using an abundance of data via a data connection to a QlikView app, then you’ll benefit from an increase in memory. If you’re running many NPrinting jobs, a distribution of your workload would benefit from scaling out-adding more NPrinting Engine nodes.
    From an installation point of view, I recommend reviewing Deploying Qlik NPrinting as that will reinforce best practices as you plan, configure and deploy your NPrinting environment.
    With all that being said, I strongly recommend contacting your QlikView rep, who can enlist Consulting Services in order to provide you with the best advice for your environment.
    #5 - Limit visibility of apps and connections between teams
    The ability to limit Apps, Connections, Filters, Conditions, Reports, Publish Tasks, Import tasks, Published reports and Destination permission (visibility) can be controlled by creating a custom Security Role, and also creating custom Groups. However, it appears that you can assign a security role to a user, when editing the properties of a group there doesn’t appear to be a way to assign a group a role. If that is indeed the case, then I would assign users with the appropriate roles then add those users to your newly created custom groups.
    I hope this is helpful.
    Thanks,
    Tony
    Aran Nathanson’s additional clarification
    1) Cycling as it exists in NPrinting 16 is not present in NPrinting 17. That said, “bursting” as defined as sending each user a slice of data in a report is easily done in NPrinting 17 by setting up individual user filters (these can be created manually or imported from an Excel file automatically. Bookmark based filters are on the roadmap but not currently available
    2) There is no specific integration for Accellion. I assume that Accellion can pick up files from a directory on disk and/or accepts inbound email messages with attachments
    3) Each User has a unique email address and can have one or more filters as well as section access (if it’s a qlik user) applied to reports. If you build a Task which sends a report to multiple users, each one will receive the same report to their email address but filtered according to their user filters and/or section access.
    4) OK
    5) Roles can’t be assigned to groups yet. Your approach is correct. Remember that assigning roles to users (like filters and groups) can be automated through the import task.
    Any challenges you faced that hindered your performance?
    None
    YOUR overall assessment of the students in the class and YOUR rating of them
    Rating: 9 out of 10
    This class is a true joy with work with. I did receive a majority of the questions from Shanton Anderson, who seemed to be the most experienced.
    ANYTHING at all you want to share about your overall experience?
    I received a lot of questions after the class had completed. I did answer those questions, and received additional assistance from Aran Nathanson , the NPrinting authority. I’ve noted those questions above. “Anything you learned about customer indicating we need to follow up to:”

ReadyTech AccessCodes #readytech #kpmg
Reporting with QlikView NPrinting
http://qlik.instructorled.training/
NPRINT
Training1
AccessCodes
qlik.instructorled.training
User name: NPRINT
Password: Training1

Barbara Ng 4639689701
Christina Spaulding 4639689702
Edward Balmelli 4639689703
Gaspare Scalia 4639689704
Grace Goins 4639689705
Jennie Staples 4639689706
Joshua Packard 4639689707
Kathy Genovese 4639689708
Kelly Chan 4639689709
Krissy Carter 4639689710
Mark Vincze 4639689711
Michael Benhaim 4639689712
Shanton Anderson 4639689713
Veena S Putcha 4639689714
Mick Martin 4639689715
August 18, 2016: WIT, Inc
Customer: WIT, Inc
http://www.witinc.com/
Main contact
Puran Raber
No title found on any documentation I’ve seen
praber@witinc.com
(248) 641-5900 Ext 240
Date: August 18, 2016
Course(s):
1 day customized version of Administer and Maintain Qlik Sense
Location of training:
Virtual from home office
Instructor: Tony Ventura
Customer information / What do they do? / How are they using Qlik? (any projects you learned about)
About WIT
Business Intelligence Consulting
WIT is a Business Intelligence consulting firm, headquartered in Troy, Michigan. WIT specializes in traditional data warehouse, reporting, and dashboard development projects, along with more contemporary subject areas like Big Data, Data Discovery, Predictive Analytics, and Unstructured Data. Clients range from small businesses to Fortune 500 companies across all major industries. For more information, please visit www.witinc.com
Our Mission
WIT strives to enable its customers to harness and transform their information assets into actionable business intelligence; aligning business intelligence initiatives with key business goals that advance customer satisfaction, competitiveness, productivity and shareholder value.
Examples of any specific questions asked/answered/researched that were out of the ordinary
What is out if the ordinary is a 1 day version of AMQS. Puran Raber, my main content provided this information of what they wanted to accomplish:
Please keep in mind that all attendees are BI Consultants and everything can go at a faster pace.
Any activities the instructor feels can be combined or skipped is OK by us.
Section 1 - Introduction - brief introduction of the instructor - I will have everyone read the Business scenario and course scenario so the instructor needs to say very little about this.
Section 2 - brief overview- since that will be covered in detail in the Qlik Sense Server Architecture class. I will ask them to read this section.
Section 4 - skip Understanding QlikSense Licensing (4.3 on) - Pages 109-125
Section 8 - Cover if time permits
Section 9 - Cover briefly and can skip Activity
Section 10 - skip
Brief bullets on any specific interchanges/dialogues with class you found interesting
There were many e-mail exchanges and a phone call a few days prior to the start of training. I found this to be a great sign of eagerness and a concern to make sure that will be no hiccups that will delay the start of training.
Also, Dan Baska, who seemed to be a project lead asked a fari amount of questions.
Please note the post—course comment from Dan Baska
Tony,Thanks for the great training. It hard to put two days of content into one day of training. I have a much better understanding of the sense environment now.
Thanks,
Dan
Daniel Baksa
Baksa Consulting, LLC
Phone: 440-279-4310
Email: dbaksa@baksaconsulting.com
Any examples of interesting & awesome techniques/tactics you used at any point for any reason:
The students were appreciative of the extra multi-node examples I went into. The AMQS course only provides two slides that scratch the surface of a multi-node Qlik Sense site
Anything you learned about customer indicating we need to follow up to:
Based on the highly customized 1-day AMQS course (a 2-day course), it would be wise to do a basic follow-up to see if they have any painpoings
Any challenges you faced that hindered your performance?
None. ReadyTeach connectivity was good, and we actually started on time, not the typical 15-20 minutes late because of the late arrival of students, and e-book distribution and installation issues that seem to plague a few students
YOUR overall assessment of the students in the class and YOUR rating of them
Rating 8 our 10.
ANYTHING at all you want to share about your overall experience?
An energetic group who clearly wanted to learn and was happy with the amount of material we were able to cover (AMQS) even thought this was a 1-day course.
I was very skeptical about covering the necessary material in only one day. I felt good that we were able to cover the essential material and for the most part, it was in alignment with the original agenda that the customer wanted to cover.
August 17, 2016: Edelman Financial Services, LLC
Travel
I drove to Edelman Financial Services, a 2 hr 30 minute drive (with no traffic)
Customer: Edelman Financial Services LLC
http://www.edelmanfinancial.com/
Main contact
Justin Mikhalevsky
Manager, Business Systems Group
Justin.Mikhalevsky@ricedelman.com
4000 Legato Rd, 9th Floor | Fairfax, VA 22033 | EdelmanFinancial.com
703-227-0579 (direct) | 888-PLAN-RIC (888-752-6742) x2579 | f: 703-818-1910 | f: 866-742-7222 (toll-free)
Date: August 17, 2016
Course(s):
Create Mashups with Qlik Sense
Location of training:
4000 Legato RD, Floor 9, Fairfax, VA 22033
Instructor: Tony Ventura
Customer information / What do they do? / How are they using Qlik? (any projects you learned about)
About Edelman Financial Services LLC
We provide financial planning and investment management services to individuals and families as well as institutional clients. Although we’re best known for managing our client’s investments, we also can provide our clients with professional guidance in all areas of personal finance, including college planning, retirement planning, home ownership, mortgages, insurance and estate planning.
Some of our clients choose to receive our investment management services primarily or even exclusively from our Internet site, Edelman Online, while others prefer to receive complete financial planning advice and service from our financial advisors. The choice is yours.
Purpose for the Create Mashups with Qlik Sense training
Justin Mikhalevsky, my main contact, stated that they will want to move a more web-based or Mashups implementation in addition to their already existing Qlik Sense implementation. Justin wanted the attendees to start to gain a familiarity with embedding Qlik Sense charts in a web page.
Response from Justin after my initial e-mail greeting in anticipation of my trip to their office.
Good Afternoon Tony,
Thank you for passing along the logistics – we’re excited for the onsite training. Our reception desk opens at 9am but I am happy to meet you in front of the building at 8:15am so you can set up ahead of time. As for attendees, the full group is listed below. Please note that it’s a mix of technical users, powers users and business users so only a limited group will actually have permissions to create mash-ups in our live environment.
Justin Mikhalevsky: jmikhalevsky@ricedelman.com
Bruce Loughmiller: bloughmiller@ricedelman.com
Ryan Singer: rsinger@ricedelman.com
Mike Attiliis: mattiliis@ricedelman.com
Fabio Assmann: fassmann@ricedelman.com
Nisha Ijaz: nijaz@ricedelman.com
John Cobb: jcobb@ricedelman.com
Megan Valencia: mvalencia@ricedelman.com
Best,
Justin
Examples of any specific questions asked/answered/researched that were out of the ordinary
Bruce Loughmiller, John Cobb, and Justin Mikhalevsky, were the most vocal. Nothing out-of-the-ordinary, however, the students found the ability to embed Qlik Sense objects (charts, tables, etc.) into a webpage.
Brief bullets on any specific interchanges/dialogues with class you found interesting
During lunch with two students, John Cobb, and Nisha Ijaz, we took a deeper dive into the scripting/technical aspects of QlikView, Qlik Sense and Mashup development. Other than that the dialog was on point related to the course material
Any examples of interesting & awesome techniques/tactics you used at any point for any reason:
The Mashups course has a tremendous amount of post-course follow-up. Some of URLs that I provided (see below) will be a great source of continued learning. Note: This is fraction of what I provided to the students. For a complete list of my post-course follow-up material, please see this URL: https://workflowy.com/s/w1zGhBz0Zd
http://www.csszengarden.com/
http://www.w3schools.com/
http://webapps.qlik.com/#/
Anything you learned about customer indicating we need to follow up to:
Because Edelman Financial Services are now starting to embrace Mashup development, it would be wise to folllow-up on their progress
Any challenges you faced that hindered your performance?
None. The training from both a ReadyTech connectivity and student participation point of view went very well
YOUR overall assessment of the students in the class and YOUR rating of them
Rating 8 out of 10
ANYTHING at all you want to share about your overall experience?
Justin and a few others were quite occupied by an Okta SSO problem that they were dealing with. The SSO problem did not affect our training.
Based on the great experience I did have, I would like to go back and deliver additional training. The AMQS course would certainly be a worthwhile training session


ReadyTech AccessCodes #readytech #kpmg
Create Mashups with Qlik Sense
http://qlik.instructorled.training/
Administrator
Training1
AccessCodes
Bruce Loughmiller 2698298801 (the most experienced)
Fabio Assmann 2698298802
John Cobb 2698298803 (participated a great deal)
Justin Mikhalevsky 2698298804 (main contact, participated a great deal)
Megan Valencia 2698298805
Mike Attiliis 2698298806
Nisha Ijaz 2698298807
Ryan Singer 2698298808
August 8-10, 2016 KPMG
Customer: KPMG
https://home.kpmg.com/us/en/home.html
About KPMG
Audit, tax, and advisory services
Main contact
Mark Diorio
Associate Director, KTech, Business Intelligence
KPMG LLP | 3 Chestnut Ridge Rd.| Montvale, NJ 07470
Mobile (917) 902-3293 | Office: (212) 954-1762 | markdiorio@kpmg.com
Date: August 8-10, 2016
Course:
August 8, 2016: Create Visualizations with Qlik Sense
August 9. 2016: Create Mashups with Qlik Sense
August 10, 2016: Administer and Maintain Qlik Sense, Extension Lab
Location of training:
3 Chestnut Ridge Road, Building 1, Montvale NJ 07645
Instructor: Tony Ventura
Customer information / What do they do? / How are they using Qlik? (any projects you learned about)
About KPMG
Audit, tax, and advisory services
Examples of any specific questions asked/answered/researched that were out of the ordinary
There was an extensive amount of questions days prior to the start of training
From Lawrence Rouse:
Probably need more time for extensions
Probably spend less time up from on the web development piece – that is a tougher skill to learn and I would expect we would rely on other team members (e.g., Ashish) to fill those gaps for now.
There is some background work that could be performed in prep for the classes that would make things easier (e.g., extensions).
From Mark Diorio - Associate Director, KTech, Business Intelligence
Hey Bijan,
We were hoping to nail this down so we can work out logistics. Would you have time to discuss today or tomorrow? Or would you want to just comment on this..
I was thinking something along these lines, but there some grey areas for me in the web technology side:
QlikSense Visualizations – 1 day
We’ve already trained ourselves on this but want to make sure we haven’t missed anything and that we get to a level playing field. Also, as part of this session, I’d thought we could devote an hour on what’s different in the Data Loading piece.
QlikSense Extensions – 1 day
I am assuming these will be important to us, given the limitations with out of the box QlikSense, and the highly customized requirements we expect to encounter. Would you agree these are important to us, or is the time better spend on Web development with Sense? Is Qlik Training geared up to deliver this? Would it be more effective to learn these using the community materials that John forwarded earlier?
QMC – ½ day overview
We only need 1 expert in the team practically speaking, which is why I’d cut that down. We can follow up individually with the continuous online training or other resource if needed.
Web development with Sense – 2 ½ days
Goal would be some hands on and enough conceptual grounding to own and evolve the IEP deliverable that Qlik will provide, as well to be able to provide frameworks and best practices to other QlikSense initiatives at KPMG over time.
Brief bullets on any specific interchanges/dialogues with class you found interesting
Any examples of interesting & awesome techniques/tactics you used at any point for any reason:
Anything you learned about customer indicating we need to follow up to:
I received the following e-mail from Mir, Imran Pervez ‎[imranpervezmir@KPMG.com]‎
Hi Tony, Thanks for the training it was awesome, I learnt a lot of new things from you.
I have a question, regarding our custom HTML control in mesh-up and binding it with Qlik-Sense chart data-source.
Scenario:
Following is the scenario:
Controls:
· In Mesh-up (html page) I add a dropdown list that contains list of countries (Custom html control with hard coded values)
· On that mesh-up I have also added a chart from some worksheet that is showing some data of all countries
Requirement:
· I want to select some country from a drop down list (custom html control, not taken from any Qlik-Sense worksheet) and I want graph to show data for only that country (Means I want to apply filter using my own custom control)
I will wait for your response. Please let me know if I couldn’t explain the scenario properly
I provided an extensive response later that evening which
Hi Imran,
I was working on this last night and this morning and had to stop to take care of other duties before I got the drop-down to work. I created a simple MeetTheBeatles Mashup that mimics this drop-down. So instead of the countries, I would see the Beatles, John, Paul, George and Ringo. I would suggest you mimic that functionality. I had to stop before I can get the “Select Beatle” drop-down to work.
To use this “Select country” drop-down functionality I would suggest you do the following:
· You’ll want to download the Mashups resources file - https://dl.dropboxusercontent.com/u/3404650/Mashups.zip
· In that file there is the WBASolution folder and the World business atlas.qvf in QSApps folder.
· Import World business atlas.qvf to your Apps directory.
· Zip the WBASolution folder and import that Extension, WBASolution to your Extensions folder.
· Now, go to Dev-Hub from the Hub, like we did in class and open the WBASolution
· In both the HTML file and the .JS file, I would look at the Country Summary sections.
· Mimic that Select country functional – that should point you in the right direction
Any challenges you faced that hindered your performance?
The only challenge was to delivery highly reduced customized versions of course in three days that would normal take five days
YOUR overall assessment of the students in the class and YOUR rating of them
Rating 9 out of 10
The small group of students were very motivated and appreciative of the training. I enjoyed my time with the students
ANYTHING at all you want to share about your overall experience?
Nothing in particular other than this particular training event was trying to capture as much material as necessary, five days of material in three days. This is always very difficult to accomplish.


ReadyTech AccessCodes #readytech #kpmg
Create Visualizations with Qlik Sense
http://qlik.instructorled.training/
Student
Training1
AccessCodes
Mark Diorio 7352801101
Brian Litwin 7352801102
Pavan Sajja 7352801103
Lawrence Rouse 7352801104
Aurelije Zovko 7352801105
Imran Mir 7352801106
Create Mashups with Qlik Sense
http://qlik.instructorled.training/
administrator
Training1
AccessCodes
Mark Diorio 1184572501
Brian Litwin 1184572502
Pavan Sajja 1184572503
Lawrence Rouse 1184572504
Aurelije Zovko 1184572505
Imran Mir 1184572506
Administer and Maintain Qlik Sense
http://qlik.instructorled.training/
Student
Training1
AccessCodes
Mark Diorio 9736785801
Brian Litwin 9736785802
Pavan Sajja 9736785803
Lawrence Rouse 9736785804
Aurelije Zovko 9736785805
Imran Mir 9736785806
August 2, 2016 Commonwealth of Massachusetts Auditors Office
Customer: Commonwealth of Massachusetts Auditors Office
http://www.mass.gov/auditor/
Main contact
Diane Szulc
(857) 242-5547
diane.m.szulc2@state.ma.us
Date(s):
Day 1 AMQS - July 20
Day 2 AMQS - August 2, 2016
Course:
Administer and Maintain Qlik Sense
Location of training:
Virtual from home office
Instructor: Tony Ventura
Customer information / What do they do? / How are they using Qlik? (any projects you learned about)
About Commonwealth of Massachusetts Auditors Office
The Office of the State Auditor is committed to ensuring that every dollar given to state government is a dollar well spent and that state agencies and contractors follow the rules when spending public funds. To these ends, the Office conducts performance and technical assessments of programs, departments, agencies, authorities, contracts, and vendors. While these audits and reports may uncover problems and issues, they also contain recommendations to improve accountability, efficiency, and transparency, making state government work better for the citizens of the Commonwealth
Examples of any specific questions asked/answered/researched that were out of the ordinary
Nothing out of the ordinary, just typical AMQS questions, that are either covered later or multi-node questions. Even though AMQS is not a multi-node class, I go a little deeper than the book does.
Brief bullets on any specific interchanges/dialogues with class you found interesting
Nothing at the moment
Any examples of interesting & awesome techniques/tactics you used at any point for any reason:
The login access pass (LAP) demonstration that I conducted was most appreciated
CPA saturation and global cache demo were also well received
Anything you learned about customer indicating we need to follow up to:
I don’t recall any outstanding issues. I would contact the Qlik account rep to see if the training was helpful and what possible items to further attention and consideration
Any challenges you faced that hindered your performance?
Troubleshooting training links for some students
Hi Tony, I will be out of the office today. I am copying Roy McKinney as he can likely assist with troubleshooting issues. At EOB yesterday, Roy and Sanjay did not have training links due to errors with their email address, although that was expected to be resolved by course time. Also Brian Gee is out of the office and will not be available today. Good luck with the training! Diane
Student’s not receiving their e-Books:
Sanjay just told me that he did not receive his Administer and Maintain e-Book - July 2015 Release, Qlik Sense v2.0
Student’s arriving late:
Students connecting late to the ReadyTech on day 1 of training. Due to the various students arriving at 9AM CDT or shortly therefore, AND not understanding the connect to the the ReadyTech environment, the class is wasting valuable time and as a result, starting at least 20 minutes late.
YOUR overall assessment of the students in the class and YOUR rating of them
Rating 8 out of 10
I felt the students to be very attentive and asked a fair amount of question.
I enjoyed teaching this class
ANYTHING at all you want to share about your overall experience?
Please DO NOT split this class in to two discontiguous days - The day 1 image of where the students left off is not maintained. Therefore, on day 2, I had to go into every student’s PC via ReadyTech and get their PC to a day 2 status. This results in about 3 hours extra preparatory time on my part. Not a good use of time


August 1, 2016 Healthfirst (completed - Sunday, August 28, 2016)
Travel
Customer: Healthfirst
http://healthfirst.org/
About Healthfirst
Healthfirst® is a not-for-profit health insurance company sponsored by some of the most prestigious hospitals and healthcare systems in New York. It serves close to 1.2 million members in New York City and in Long Island through government-sponsored programs including Child Health Plus, Medicaid, Medicare Advantage, and Managed Long Term Care (Senior Health Partners), as well as through private health plans including Healthfirst Leaf and Qualified Health Plans, offered on NY State of Health, The Official Health Plan Marketplace. It has also just launched the Healthfirst Essential Plan, which offers even lower cost options for qualifying individuals. Healthfirst offers a 4-Star Medicare Advantage plan, and is the only Medicaid Plan in NYC and Long Island rated 5 stars two years in a row.
Main contact
Stephen Lan
Sr. Manager, Information Systems – Enterprise Reporting
Healthfirst | 100 Church Street | New York, NY 10007 | phone +1-212.519.2976
slan@healthfirst.org
Date: August 1, 2016
Course:
Performance and Scalability (2 day course reduced to 1 day)
Location of training:
100 Church Street, New York, NY 10007
Instructor: Tony Ventura
Customer information / What do they do? / How are they using Qlik? (any projects you learned about)
About Healthfirst
Healthfirst® is a not-for-profit health insurance company sponsored by some of the most prestigious hospitals and healthcare systems in New York. It serves close to 1.2 million members in New York City and in Long Island through government-sponsored programs including Child Health Plus, Medicaid, Medicare Advantage, and Managed Long Term Care (Senior Health Partners), as well as through private health plans including Healthfirst Leaf and Qualified Health Plans, offered on NY State of Health, The Official Health Plan Marketplace. It has also just launched the Healthfirst Essential Plan, which offers even lower cost options for qualifying individuals. Healthfirst offers a 4-Star Medicare Advantage plan, and is the only Medicaid Plan in NYC and Long Island rated 5 stars two years in a row.
Examples of any specific questions asked/answered/researched that were out of the ordinary
Nothing out of the ordinary. Just questions centering in Performance and Scalability
Brief bullets on any specific interchanges/dialogues with class you found interesting
Just normal dialogue. Nothing stands out.
Any examples of interesting & awesome techniques/tactics you used at any point for any reason:
The demonstrating of CPU saturation and adding selections to the global cache
Anything you learned about customer indicating we need to follow up to:
Yes, please follow-up with Healthfirst to see if they’ve had the ability to utilize the concepts and skill obtained in this training
Any challenges you faced that hindered your performance?
Eric King EKing@Healthfirst.org arrived after lunch. Time is now needed to bring him up to speed
There were ReadyTech connectivity challenges, which resulted contacting ReadyTech to use a different port. All of this results in wasted time.
Connectivity testing should have been ahead of time.
Due to the reduction of a 2 day course to 1 day, and the obvious inability to cover 2 days of material, I could tell that Stephen Lan, my main contact, was a bit perturbed that I had a to skip information that was of lesser importance
YOUR overall assessment of the students in the class and YOUR rating of them
Rating - 5 out of 10
This class lacked a complete cohesiveness in their attitude toward really learning about Performance and Scalability. You could tell this was going to happened when it was announced the the class would be a 1 day Performance and Scalability
ANYTHING at all you want to share about your overall experience?
Doing a 1 day Performance and Scalability class is extremely difficult. To fully expose and develop the concept for the performance triangle, (1. how users 2. use the application, application, 3. network and hardware infrastructure), need more than day.


ReadyTech AccessCodes
Performance and Scalability
ReadyTech Credentials and AccessCodes #healthfirst
http://qlikview.hostedtraining.com/
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Student
Training1
AccessCodes
Akhilesh Adubey 7000303401
Eric King 7000303402
Fion Wei 7000303403
Ganesh Devarashetty 7000303404
Ghawas Khan 7000303405
Imran Raza 7000303406
Jun Huyan 7000303407
Marcus Mitchell 7000303408
Usman Siddiqui 7000303409
Stephen Lan 7000303410
July 25-26, 2016 Lenovo (completed - Sunday, August 28, 20)
Travel
RDU International Airport, John Brantley Boulevard, Morrisville, NC
Hyatt House Raleigh Durham Airport, 10962 Chapel Hill Road, Morrisville, NC 27560
1009 Think Place, Morrisville, NC 27560
Customer: Lenovo
http://www.lenovo.com
Retail analytics, Data Discovery, QlikView —> Qlik Sense
Mission
Our mission is to increase the presence and accessibility of quality products that contribute to healthy and more vibrant living.
Customers are subscription-based
Training location (s)
7/25 (Mon) US MV B2 F2 2H6-Karl Braun 12S 1P (I)
7/26 (Tue) US MV B2 F4 4H8-Charles Darwin 16S 1P (I)
Main contact
Yingrui Liu Olesiuk yolesiuk@lenovo.com
Data Scientist at Lenovo, https://www.linkedin.com/in/yingrui-liu-98437120
Jeff Estroff
Software Architect
Lenovo US
jestroff@lenovo.com
Ph: 919-294-5788
Date: July 25-26, 2016
Course:
Administer and Maintain Qlik Sense (AMQS)
Location of training:
Lenovo
1009 Think Place, Morrisville, NC 27560
Instructor: Tony Ventura
Customer information / What do they do? / How are they using Qlik? (any projects you learned about)
About Lenovo
History
Founded in 1984 in a guard shack in Beijing, Lenovo grew to become China’s leading PC company, and then acquired IBM’s Personal Computing Division, the creators of the first personal computer.
Our Culture
Our culture defines us … it’s our DNA. We call it the Lenovo Way and it’s the values we share and the business practices we deploy. It’s how we address our day-to-day commitments. The Lenovo Way is embodied in the statement: We do what we say and we own what we do.
That culture also drives how we work every day, utilizing what we call the 5 P’s:
We PLAN before we pledge.
We PERFORM as we promise.
We PRIORITIZE the company first.
We PRACTICE improving every day.
We PIONEER new ideas.
Our culture is what has enabled us to consistently raise the bar on delivering break-through innovations, award-winning designs and strong financial performance
Examples of any specific questions asked/answered/researched that were out of the ordinary
From Jeff Estroff (one of the main points of contacts)
[Jeff Estroff] Per our discussion, here are a couple of topics I would like to discuss further
Multi-node, multi-site configurations – how is load balancing and data sync managed? What if we wanted to sync QVD files – is this something that can be done through the QMC configuration settings?
Best practices for debugging performance problems
From Yingrui Liu Olesiuk
Hi Tony, Hope you trip back was good. I’m trying to test the CPU and memory usage in our qlik server. I remember you showed us where I can go and stop the engine service and restart it. Will you be able to send me where I can go to restart the service?
My response -
If you want to stop then start the Qlik Engine Service (QES), please follow the steps below. CAUTION: I would perform the steps below when you can be assured that no users are accessing the Hub.

  1. Remote desktop to the server that you want to test
  2. Click on the Start button and type, “Services” – You should see this,
  3. In the Services application, scroll down until to see the service, QlikSenseEngineService
  4. Right-click on choose Stop
  5. Wait a few minutes, then right-click and choose Star
    Brief bullets on any specific interchanges/dialogues with class you found interesting
    Any dialog that strayed from the AMQS course content dealt with Jeff Estroff’s multi-node questions stated above
    Any examples of interesting & awesome techniques/tactics you used at any point for any reason:
    Since Jeff Estroff’s on how multi-node, load balancing and data sync questions were very important to Jeff, I borrowed some content and techniques from the QSSA class
    Anything you learned about customer indicating we need to follow up to
    Nothing other than to make sure Jeff’s multi-node, multi-site configurations, load balancing and data sync questions are being followed up by their Qlik Account rep.
    Any challenges you faced that hindered your performance?
    None
    YOUR overall assessment of the students in the class and YOUR rating of them
    The students were receptive and seemed to be appreciative of the training.
    Rating: 8 out of 10
    ANYTHING at all you want to share about your overall experience?
    Yingrui Liu Olesiuk my main content was very easy to work with. The training session went very well. Nothing out of the ordinary, red flags or major pain points, other than the need to make sure that their multi-node questions and development are taken care of .

ReadyTech AccessCodes
Administer and Maintain Qlik Sense v2.0
ReadyTech Credentials and AccessCodes
http://qlik.instructorled.training/
Student
Training1
AccessCodes
Alan(Chen) 9783597801
Ethan John 9783597802
Jeff Estroff 9783597803
Mireia Escarra Godall 9783597804
Oz Oral 9783597805
Yingrui Liu Olesiuk 9783597806
July 11-15, 2016 SPINS LLC
Customer: SPINS LLC
http://www.spins.com/
Retail analytics, Data Discovery, QlikView —> Qlik Sense
Mission
Our mission is to increase the presence and accessibility of quality products that contribute to healthy and more vibrant living.
Customers are subscription-based
SPINS Important Topics (researched before week of training) #spins #key-points
QlikView Offline Capability #offline
With the release of QlikView 11 SR2, QlikView now supports offline mobile functionality. The new QlikView for iOS app allows for taking data and insights with you on the road when no connection exists. Users can now access QlikView documents on their iPad in ‘offline’ mode (i.e. not connected to the QlikView Server). This functionality requires the installation of the QlikView Offline Service on the server side, which is available in a separate installation file from the product download page. The QlikView for iOS app is also needed, to be available shortly on the Apple App store. The iOS app is being released in conjunction with the release of QlikView 11 SR2.
6 New functionality in QlikView 11 SR2 (Release Notes for QlikView11 SR2)
6.1 Offline Views
With the release of QlikView 11 SR2, QlikView now supports the functionality of taking your data with you on the road, on an iPad. We call this Offline Views. It is now possible to access a QlikView document on an iPad, when you are ‘offline’, i.e. not connected to the Access Point. This functionality requires the installation of the QlikView Offline Service, which is available in a separate installation file from the product download page and the installation of the new QlikView app for the iPad, available from the Apple App store. The new app is being released in parallel with the release of QlikView 11 SR2.

The functionality allows the user of the iPad to mark a number of bookmarks and one list box available for offline use. Once these items have been downloaded, the user can navigate within the document, change downloaded bookmarks or navigate between the individual values from the synchronized list box.

Note, however, that when the user is offline, the access and interactivity is limited. Users can navigate within sheets; however it is not possible to interact with objects on a sheet. Users may navigate between the synchronized bookmarks and the corresponding values from the synchronized list box to explore their app when offline. Navigation occurs thru a dedicated menu available in the offline client.

More documentation is available as part of the installation file for the QlikView Offline Service.

6.1.1 Limitations
We currently only support Anonymous, Basic and NTLM authentication for the Offline Views feature
It is not possible to configure the Offline Service through the Qlikview Management Console
By default, you can only take up to 40 rows and 40 columns of data offline in list boxes and tables. This can be overridden by the client application on the iPad through individual settings
You can only take up to 1 list box offline
The Offline Service is only available for x64 servers. There are currently no plans for 32 bit support
Clustering of the Offline Service is currently not supported
From Qlik Community
https://community.qlik.com/thread/103920
QlikViewOfflineService.exe
Qlik API Extensions
https://help.qlik.com/en-US/sense-developer/2.2/search/?q=extensions
Build apps dynamically
Generate apps from a template
https://github.com/mindspank/architeqt
Generate apps from a template and create custom reload scripts
https://github.com/pouc/qlik-elastic
Generates an application on demand within Qlik Sense
http://branch.qlik.com/#/project/56f1689bc5b2f734933c7e52
Creating an app and loading data
Overview
Apps can be created from an empty structure, by copying an existing app or by importing an app.
This section provides you with examples of how you can create apps, migrate apps, delete apps, and list the apps.
Objects in an app can be replaced by other ones. An example on how to replace an app is also given.
https://help.qlik.com/en-US/sense-developer/2.2/Subsystems/EngineAPI/Content/CreatingAppLoadingData/CreateApps/overview-create-apps.htm
Connect to data sources
Data connections provide a way to save shortcuts to the data sources you commonly use: databases, local files or remote files.
This section provides you with examples on how to create a connection, update a connection, and list the connections.
https://help.qlik.com/en-US/sense-developer/2.2/Subsystems/EngineAPI/Content/CreatingAppLoadingData/ConnectToDataSources/overview-connect-to-data-sources.htm
View the data to load
This section provides you with examples on how to view the data from your data sources before loading them.
https://help.qlik.com/en-US/sense-developer/2.2/Subsystems/EngineAPI/Content/CreatingAppLoadingData/ViewDataToLoad/overview-view-data-to-load.htm
Edit the data load script
The script must be written using the Qlik Sense script syntax. There are a number of script functions that are available.
This section provides you with examples on how to create a script, and add some breakpoints in the script. Examples on how to list the Qlik Sense script functions and the breakpoints are also provided.
https://help.qlik.com/en-US/sense-developer/2.2/Subsystems/EngineAPI/Content/CreatingAppLoadingData/EditDataLoadScript/overview-edit-data-load-script.htm
Load data
You can run the script in order to load data in your app. You can get the progress of the load process and cancel the loading if necessary.
This section provides you with examples on how to run the data load script, get the progress of the script or cancel the loading (if for example, it takes too much time).
https://help.qlik.com/en-US/sense-developer/2.2/Subsystems/EngineAPI/Content/CreatingAppLoadingData/LoadData/overview-run-script-load-data.htm
Multi-tenant #OEM
SaaS Applications with Qlik Sense in the Cloud (OEM)
https://www.youtube.com/watch?v=eiI-y2OEbv0&feature=youtu.be
https://www.youtube.com/watch?v=PyaNoWmpBHo
Embedded analytics with Qlik Sense (OEM)
https://www.youtube.com/watch?v=PyaNoWmpBHo&feature=youtu.be
Consuming qes api (from Steve Newman Steve.Newman@qlik.com)
The sample app (see link below) requires that Node.js be installed an running on your system. Node.js is an Application Server that is able to run the code and do the work for work for you. This is similar to have a Java or Web Server doing the code executing behind the scenes, where as a Mashup is running all of the code locally in the web browser. The use of Node.js is helpful as demonstration purposes only since it is really not a good example of a production system. Therefore, a partner/customer, like Velocify will need to determine their Application Framework (Java, .Net, etc…) and implement then necessary code in their environment. The presentation is simply highlighting the “technique” and should be used to discuss the process and not the implementation.

In the internal slide deck, I have the following information for our team to show an example of this running:
QS: Start the Sp4ces’ scenario:
Go to: http://sp4ce.qliktech.com
Scenario Templates > Scenario > Qlik Sense On-Demand Analytics
My Space Zone > Start Image (Connect with Remote Desktop tool of choice.)
Test environment: Open browser to make sure that you can access the app and that it runs correctly.
NOTE: May need to manually start Qlik services in Windows Services Control Panel

And

Qlik Sense Demonstration:
In Sp4ces environment show the following:
Start by going here: http://localhost/resources/bigdata/index.html
Demo Selections, Reload
Show/Discuss “manual” process in Sense hub (localhost/hub)
Stream: Everyone – Duplicate Empty app
Stream: My Work – Edit App Script
App: Highlight sections with comments (FACTS, //1,//2 and DIMENSIONS, //3, //4)
Show/Discuss Sense API calls
NOTE: This example uses a Node.js application server, this example is NOT “front end javascript” but backend server executed javascript. The developer will want to implement “similar” code in their backend development platform of choice (.NET, Java, etc…)
Open Notepad++
Go to “comSocks.js” file
Scroll to bottom, discuss lines 286-301 from a process perspective. Focus on the replacement of the commented sections //1, //2, etc…
Scroll to lines 183-199, show how we call Qlik qsocks.js doSave() and doReload()
Discuss that the doSave() and doReload() is a qsocks implementation of the doSave()/doReload() REST API
If required (to further explain qsocks)…
Go to line 8 – Show require(‘qsocks’);
Open: …node_modules/qsocks/lib/doc.js
Go to lines 173 – 175, explain that these are javascript prototypes which uses a qsocks (web socket connection to execute the REST API).
This can be accomplished in any language/platform (the .NET SDK download does this for VisualStudio development). Qsocks is a javascript Qlik engine api wrapper which can be found on Branch here:
http://branch.qlik.com/projects/showthread.php?289-QSocks-Engine-API-wrapper&highlight=qsocks
The sample app (see link below) requires that Node.js be installed an running on your system. Node.js is an Application Server that is able to run the code and do the work for work for you. This is similar to have a Java or Web Server doing the code executing behind the scenes, where as a Mashup is running all of the code locally in the web browser. The use of Node.js is helpful as demonstration purposes only since it is really not a good example of a production system. Therefore, a partner/customer, like Velocify will need to determine their Application Framework (Java, .Net, etc…) and implement then necessary code in their environment. The presentation is simply highlighting the “technique” and should be used to discuss the process and not the implementation.

In the internal slide deck, I have the following information for our team to show an example of this running:
QS: Start the Sp4ces’ scenario:
Go to: http://sp4ce.qliktech.com
Scenario Templates > Scenario > Qlik Sense On-Demand Analytics
My Space Zone > Start Image (Connect with Remote Desktop tool of choice.)
Test environment: Open browser to make sure that you can access the app and that it runs correctly.
NOTE: May need to manually start Qlik services in Windows Services Control Panel
Qlik Sense Demonstration:
In Sp4ces environment show the following:
Start by going here: http://localhost/resources/bigdata/index.html
Demo Selections, Reload
Show/Discuss “manual” process in Sense hub (localhost/hub)
Stream: Everyone – Duplicate Empty app
Stream: My Work – Edit App Script
App: Highlight sections with comments (FACTS, //1,//2 and DIMENSIONS, //3, //4)
Show/Discuss Sense API calls
NOTE: This example uses a Node.js application server, this example is NOT “front end javascript” but backend server executed javascript. The developer will want to implement “similar” code in their backend development platform of choice (.NET, Java, etc…)
Open Notepad++
Go to “comSocks.js” file
Scroll to bottom, discuss lines 286-301 from a process perspective. Focus on the replacement of the commented sections //1, //2, etc…
Scroll to lines 183-199, show how we call Qlik qsocks.js doSave() and doReload()
Discuss that the doSave() and doReload() is a qsocks implementation of the doSave()/doReload() REST API
If required (to further explain qsocks)…
Go to line 8 – Show require(‘qsocks’);
Open: …node_modules/qsocks/lib/doc.js
Go to lines 173 – 175, explain that these are javascript prototypes which uses a qsocks (web socket connection to execute the REST API).
This can be accomplished in any language/platform (the .NET SDK download does this for VisualStudio development). Qsocks is a javascript Qlik engine api wrapper which can be found on Branch here:
http://branch.qlik.com/projects/showthread.php?289-QSocks-Engine-API-wrapper&highlight=qsocks
Set Analysis, Alternate states in Qlik Sense
Alternate States
Add an alternate state
https://help.qlik.com/en-US/sense-developer/2.2/Subsystems/EngineAPI/Content/WorkingWithAppsAndVisualizations/CreateSheets/add-alternate-state.htm
https://help.qlik.com/en-US/sense-developer/2.2/search/?q=alternate
Setting up Alternate States in Qlik Sense v2.1.1
https://community.qlik.com/message/915737#915737
Set analysis and set expressions
https://help.qlik.com/en-US/sense/2.2/Subsystems/Hub/Content/ChartFunctions/SetAnalysis/set-analysis-expressions.htm
Main contact
Deepika Duggirala ‎dduggirala@spins.com‎
Vice President of Engineering, Product & Operations Team
Date: July 11-15, 2016
Courses:
Create Visualizations with Qlik Sense (CVQS)
Administer and Maintain Qlik Sense (AMQS)
Create Mashups with Qlik Sense (CMQS)
Location of training:
SPINS LLC
222 W. Hubbard St., Suite 300
Chicago, IL 60654
Instructor: Tony Ventura
Customer information / What do they do? / How are they using Qlik? (any projects you learned about)
About SPINS LLC
At SPINS, we believe there’s more than meets the eye to data. As the leading provider of retail consumer insights, analytics and consulting for the Natural, Organic and Specialty Products Industry, we strive to transform raw data into intelligent and actionable business solutions. Our mission is to maximize the value of information for growing the natural products industry. We carry out our mission by providing information, insight and a common language for the industry with which to understand and analyze consumer, retail and broad marketplace dynamics.
Examples of any specific questions asked/answered/researched that were out of the ordinary
The continuing thread of discussion centered about, “how do we build apps dynamically?”. Thus, the need to consult with Steve Newman. This is out of the ordinary because we do not have any course that teaches this incredibly important topic
How do we embed Qlik Sense objects into a web page. Although this concept is taught in the Mashups course, several SPINS students found this outside of their knowledge base.
Brief bullets on any specific interchanges/dialogues with class you found interesting
Several exchanges took place that centered on various ways to import users into the Qlik Management Console using a non-Active Directory database of users
Tom Hoch showed me an example of what their current QlikView app ‘Satori” does in regard to providing a workflow that the users must follow (in a step-by-step process), as the users construct a QlikView search that meets their needs.
We discussed various ways as to how Qlik Sense may accomplish that linear workflow. Based on the necessity to complete one analytical step before the user is allowed to move on to next analytical seems difficult to do in Qlik Sense.
Any examples of interesting & awesome techniques/tactics you used at any point for any reason:
Create Visualizations with Qlik Sense
Not typically an awesome technique but I did spend about 40 minutes with Rayna Monforti rmonforti@spins.com, solving a problem and offering advice with her Qlik Sense application.
The problem I helped her solve was how to do a binary load in Qlik Sense.
Administer and Maintain Qlik Sense
I showed the class advanced LDAP filter techniques
Create Mashups with Qlik Sense
Note: I’ve show the following “awesome techniques/tactics” to all of my Mashup course student:
Some of the students were not aware of the Chrome Developer tools. We used the Dev-Tools on a few exercises
The students have not heard of http://csszengarden.com. I showed them how the very bland HTML is brought to life by associated CSS file.
http://www.layoutit.com/ is always an important URL that I show every CMQS class. I also explained that http://www.layoutit.com/ offers the ability to download the all files necessary including references to Javascript libraries
I told the students about another tool that I use called Pinegrow Web Editor, http://pinegrow.com/
Anything you learned about customer indicating we need to follow up to:
It was mentioned several times during the week of training that SPINS needs to be able to build apps dynamically, hence a continuing theme that I encounter when I conduct Qlik Sense administration training. It was determined that the following people need to contact Steve Newman Steve.Newman@qlik.com to begin this multi-tenant process
Deepika Duggirala ‎dduggirala@spins.com‎
Steven Noto snoto@spins.com
Tom Hoch tom.hoch@solve100.com
Any challenges you faced that hindered your performance?
Other than being disconnect from ReadyTech on numerous occasions, I did not encounter any performance hindering issues.
YOUR overall assessment of the students in the class and YOUR rating of them
ALL students were intrigued by the seeing the benefits of 1) Create Visualizations with Qlik Sense, 2) Administer and Maintain Qlik Sense (AMQS), and 3) Create Mashups with Qlik Sense (CMQS)
The Mashups course was the most foreign, thus I noticed less questions during that period of instructions
I would rate the students very highly. Quite frankly, I was honored to be able to interact with SPINS for the week of training. I have a lot of respect for Deepika Duggirala and her entire team!
ANYTHING at all you want to share about your overall experience?
During the wrap-up of training after Friday’s Mashups course, Deepika Duggirala, Vice President of Engineering, Product & Operations Team, told me how happy she was that I was able to compare/contrast QlikView and Qlik Sense. Since SPINS is coming from a QlikView environment, Deepika was grateful that I could take the class from a point of QlikView knowledge to their new Qlik Sense environment.


ReadyTech AccessCodes
Create Visualizations with Qlik Sense v2.2
ReadyTech Credentials and AccessCodes
http://qlik.instructorled.training/
Student
Training1
AccessCodes
Afraz Mohammad 9364786001
Les Yancey 9364786002
Naveen Musapeta 9364786003
Nishanthi Porchezhian 9364786004
Rayna Monforti 9364786005
Regina Abate 9364786006
Rick Osborn 9364786007
Steven Noto 9364786008
Suraj Gundapaneni 9364786009
Tom Hoch 9364786010
Victorya Slobodetsky 9364786011
Administer and Maintain Qlik Sense v2.0
ReadyTech Credentials and AccessCodes
http://qlik.instructorled.training/
Student
Training1
AccessCodes
Carlo Marcelino 8919394901
Jeremy Alward 8919394902
Les Yancey 8919394903
Naveen Musapeta 8919394904
Richard Osborn 8919394905
Ronny Rodriguez 8919394906
Steven Noto 8919394907
Suraj Gundapaneni 8919394908
Tom Hoch 8919394909
Create Mashups with Qlik Sense v2.2
http://qlik.instructorled.training/
Administrator
Training1
AccessCodes
Les Yancey 1932393001
Naveen Musapeta 1932393002
Nishanthi Porchezhian 1932393003
Richard Osborn 1932393004
Steven Noto 1932393005
Suraj Gundapaneni 1932393006
Tom Hoch 1932393007
Victorya Slobodetsky 1932393008
June 22, 2016 PMA Group (Qlik Sense CMQS)
Customer: PMA Group
ReadyTech AccessCodes CMQS
http://qlik.instructorled.training/
Administrator
Training1
Chazz Mevoli 7755745501
Jen Ordillas 7755745503
Lakhbir Singh 7755745504
Nishith Patel 7755745505
Main contact
Dave Mollick
Manager | Information Systems
T: 610.397.5327 | C: 610.937.2680 | F: 610.397.5311
Dave_Mollick@pmagroup.com
PMA Companies | Old Republic Insurance Group
380 Sentry Parkway, Blue Bell, PA 19422
www.pmacompanies.com
Date: June 22, 2016
Course: Create Mashups with Qlik Sense (CMQS)
Location of training:
QLIK TECHNOLOGIES INC.
150 N. Radnor Chester Road
Suite E120
Radnor, PA 19087 United States
Instructor: Tony Ventura
Customer information / What do they do? / How are they using Qlik? (any projects you learned about)
About PMA GROUP (PMA Companies)
http://www.pmacompanies.com/aboutus.html (click on ‘…’ to expand Note on next line)
PMA Companies provides risk management solutions and services in the U.S., specializing in workers’ compensation, and offering property and casualty insurance. Headquartered in Blue Bell, PA, PMA has over a century of successful business experience.

PMA Companies is part of the Old Republic General Insurance Group, the largest business segment within Old Republic International (ORI)—one of the nation’s 50 largest publicly held insurance organizations with a substantial interest in major segments of the industry. ORI is primarily a commercial lines underwriter, serving many of America’s leading industrial and financial services companies as valued customers.

Since 1923, ORI has grown as a specialty insurance business, though its oldest subsidiary has insured lives since 1887. The organization’s record as a long-term growth company is one of the best in the industry. Its performance reflects an entrepreneurial spirit, sound forward planning, and a corporate structure that promotes and encourages assumption of prudent business risks.
Examples of any specific questions asked/answered/researched that were out of the ordinary
Because the students, with the exception of Chazz Mevoli, needed to understand the core fundamentals of how to place a Qlik Sense object into a web page, I did not get off-the-wall or out of the ordinary questions.
Chazz Mevoli, the most experienced student in the group, was wondering about the more OEM-like multi-tenant-like capabilities
I made sure to point out not only the Capability APIs (http://help.qlik.com/en-US/sense-developer/2.2/Subsystems/APIs/Content/mashup-api-reference.htm), but the Client APIs and Server APIs as well
Client APIs
Qlik Engine API
Backend API
Extension API
App Integration API
Single Integration API
Root API
Server APIs
Proxy Service API
Repository Service API
User Directory Connector API
Brief bullets on any specific interchanges/dialogues with class you found interesting
Dialogue concerning the importance of the Capability APIs
Because they were experienced web developer the students wanted to basically skip sections of the HTML and CSS chapters. While trying to appease their desire to skip large sections, I covered a few topics that were of extreme importance. (Editors that I use, reinforced CSS “#’ Identifiers and how they connect to a div id
Made sure the students were aware of how to create mashups with the Qlik Enterprise Server, as well as on the Qlik Sense Desktop
We discussed various Development strategies:
HTML >> CSS >> JavaScript
Develop all the layout structure and content first
Style up the page with CSS
Add the behaviours and working logic
(HTML | CSS) >> JavaScript
Develop the HTML and CSS, side-by-side
Add the behaviours and working logic
(HTML | JavaScript) >> CSS
Develop the Structure and behaviour, side-by-side
Style up the page with CSS
Any examples of interesting & awesome techniques/tactics you used at any point for any reason:
Some of the students were not aware of the Chrome Developer tools. We used the Dev-Tools on a few exercises
The students have not heard of http://csszengarden.com. I showed them how the very bland HTML is brought to life by associated CSS file.
http://www.layoutit.com/ is always an important URL that I show every CMQS class. I also explained that http://www.layoutit.com/ offers the ability to download the all files necessary including references to Javascript libraries
I told the students about another tool that I use called Pinegrow Web Editor, http://pinegrow.com/
Anything you learned about customer indicating we need to follow up to:
After the CMQS training was complete, there was nothing noted to be followed up. However, I did provide them with an abundance of resources accessible via my Workflowy list, https://workflowy.com/s/w1zGhBz0Zd
Any challenges you faced that hindered your performance?
Actually, my connection to ReadyTech, US-RAD training room, was very poor, and exhibited a lot of latency. Thankfully, the student’s connection was satisfactory or better.
YOUR overall assessment of the students in the class and YOUR rating of them:
The students possessed a high level of web development experiance with zero to beginer (Chazz Mevoli) mashup experiance
They were hungry to learn the techniques involved in mashup creation.
I would rate them highly
ANYTHING at all you want to share about your overall experience?
Firstly, I was glad that the training was able to be conducted. I heard rumblings that the training was almost cancelled.
I was disappointed with my connectivity to ReadyTech. That was certainly out-of-the-ordinary.
I felt the students achieved their main goal in its most simplistic terms - “Learning how to embed a Qlik Sense object into a web page”
June 17, 2016 Dude Solutions, Inc. (Qlik Sense CMQS)
Customer: Dude Solutions, Inc.
ReadyTech AccessCodes CMQS #dude
http://qlik.instructorled.training/
Administrator
Training1
Boris Andreev 4797492201
Brent Pabst 4797492202
David Young 4797492203
Jerry Helms 4797492204
Kirill Konoplev 4797492205
NIkita Khudyakov 4797492206
Nosika Fisher 4797492207
Oleg Barkov 4797492208
Pat Buchanan 4797492209
Madhavi Sarabu 4797492210
Stuart Eaves 4797492211
Main contact
Brent Pabst brent.pabst@dudesolutions.com
Brent Pabst | Enterprise Architect | DudeSolutions.com | p (866) 455-3833 | d (919) 459-3416
Date: June 17, 2016
Course: Create Mashups with Qlik Sense (CMQS)
Location:
Dude Solutions
11000 Regency Pkwy #110, Cary, NC 27518
Instructor: Tony Ventura
Customer information / What do they do? / How are they using Qlik? (any projects you learned about)
When asked, Brent Pabst, my main contact and not-necessarily student (more of an observer), offered the following insight as to how mashups with Qlik Sense was going to be used:
Although Dude Solutions is working with a Qlik Pre-Sales contact in the advice and development of a dynamically-created Qlik Sense environment, thus more OEM multi-tenant focused, the purpose of my part in training was to give the students a basic understand of how to embed Qlik Sense and non-Qlik Sense objects in a web page.
Two of the students showed me a few small projects (mashups) that they created, but nothing officially deployed, more self-guided learning
About Dude Solutions
https://www.dudesolutions.com
Mission, Vision & Values
OUR MISSION
We empower our clients and our people, combining innovative technology with operational insight to transform the places we learn, live, heal, work, and play.
OUR VISION
We will deliver incredible value to both our clients and our people, become the dominant solutions provider in our target markets, and earn the industry’s highest levels of satisfaction and retention.
OUR VALUES
At Dude Solutions, we will always make good on our PROMISES:
Play to win
Rigor and focus
Overwhelming value
Mastery of the technologies we develop and the problems we solve
Innovation
Superior Service
Ethics and integrity
Examples of any specific questions asked/answered/researched that were out of the ordinary
Nothing out of the ordinary. Because the students in the class were highly skilled web developers, I was continually emphasizing the need to be able to locate the Capability API’s
Brief bullets on any specific interchanges/dialogues with class you found interesting
Brent Pabst, my main contact, gave me added insight as the the purpose of the CMQS training when he showed me a few mashups that he and another student created. I was impressed by one the student’s, Stuart Eaves, level of Angular.js knowledge
Any examples of interesting & awesome techniques/tactics you used at any point for any reason:
I showed the students various ways to enter the Chrome Developer tools
Surprisingly, some of the students were not aware of http://csszengarden.com
I also introduced the students to one of the best web development tool, Sublime Text, https://www.sublimetext.com, and JetBrains Webstorm
Anything you learned about customer indicating we need to follow up to:
Dude Solutions needs assistance with all facets of building their dynamicly-created multi-tenant environment
Any challenges you faced that hindered your performance?
Although discovered in time, the Create Mashups with Qlik Sense image deployed in ReadyTech was the older version of this class
The CMQS hard copy books were from the older course. We had to do an emergency fast order of the newer, up-to-date, e-books
Please send Dude Solutions hard copies the CMQS manual
I experienced at least 5 ReadyTech disconnections. I don’t recall that the students were disconnected from ReadyTech at any point in time
YOUR overall assessment of the students in the class and YOUR rating of them:
I would rate the students very highly due to their positive attitude, and willingness to learn. Most, if not all students, were skilled web developers which will faciltate their adoption of learning how to embed Qlik Sense and non-Qlik Sense object into a web page.
ANYTHING at all you want to share about your overall experience?
There was a bit of a challenge getting a timely response to my welcome e-mail sent one week prior to the start of class
On the morning of my travel to Dude Solutions, I received an e-mail finally providing the student names and e-mail addresses I had requested
Subsequent communication during my travel day to Dude Solutions were met with very fast responses from Brent Pabst
After settling into the class, after the newer version of the e-books were sent, the class went very smoothly
So, a very good experience with Dude Solutions. I am hopeful that that the students also found value in the one-day training
May 16-17, 2016 US-DOT(QlikView Designer)
Customer: US-DOT, Federal Motor Carrier Safety Administration
Main contact
Bryan T. Napoli
Business Analyst
PREMIER Management Corp.
The Federal Motor Carrier Safey Adminsitration
(202) 366-2938
bryan.napoli.ctr@dot.gov
Date: May 16-17, 2016
Course: QlikView Designer V12.0
Location:
FMCSA National Training Center, 1310 Courthouse Road, Suite 600, Arlington, VA 22201
Directions to training facility - https://www.fmcsa.dot.gov/NTC/Pages/DirectionsToNTC
Instructor: Tony Ventura
Customer information / What do they do? / How are they using Qlik? (any projects you learned about)
When asked, Bryan Napoli, my main contact and student, offered the following insight as to how QlikView was being used:
Qlik is not being used as of yet. They are in the learning stages. That’s why they’re taking QlikView Designer
The QlikView Designer students have seen QlikView to a very small degree, however this training will give them a greater exposure with actual hands-on usage
I’m not aware of any projects.
About US-DOT ( Federal Motor Carrier Safety Administration )
https://www.fmcsa.dot.gov/mission/about-us
The Federal Motor Carrier Safety Administration (FMCSA) was established within the Department of Transportation on January 1, 2000, pursuant to the Motor Carrier Safety Improvement Act of 1999 (49 U.S.C. 113). Formerly a part of the Federal Highway Administration, the Federal Motor Carrier Safety Administration’s primary mission is to prevent commercial motor vehicle-related fatalities and injuries. Activities of the Administration contribute to ensuring safety in motor carrier operations through strong enforcement of safety regulations; targeting high-risk carriers and commercial motor vehicle drivers; improving safety information systems and commercial motor vehicle technologies; strengthening commercial motor vehicle equipment and operating standards; and increasing safety awareness. To accomplish these activities, the Administration works with Federal, State, and local enforcement agencies, the motor carrier industry, labor and safety interest groups, and others. - See more at: https://www.fmcsa.dot.gov/mission/about-us#sthash.rfEJ5WWg.dpuf
Examples of any specific questions asked/answered/researched that were out of the ordinary
Although, not an out-of-the-ordinary question, I got a question regarding, “where will I get my data? That started a conversation with my main contact, Bryan Napoli, which started a somewhat lengthy conversation about processes, whom to contact, etc., which will be necessary to ultimately get a connection(s) to important data
What type of data determines the correct chart? - asked by Juan Price
Brief bullets on any specific interchanges/dialogues with class you found interesting
What I found interesting were the struggles to do even simple QlikView Designer exercises. The Chapter 4 Data Model chapter is very rudimentary with a slight field renaming challenge. It took more than twice as long to complete the chapter. In hindsight, I wouldn’t have done this chapter. I would have had the students start with a pre-built starter file with the data model.
Any examples of interesting & awesome techniques/tactics you used at any point for any reason:
Holding the Alt key while clicking and dragging a List Box, allowing the designer to click anywhere on the List Box, not just the Caption. The students found that interesting
Anything you learned about customer indicating we need to follow up to:
Possible QlikView Developer training
More QlikView Designer training
Any challenges you faced that hindered your performance?
There was an extreme range of abilities in this class, thus causing the chapter 4 and chapter 5 labs to run very long
The challenge today, Day 2 of QlikView Designer will be to pick out the most important exercises as opposed to finishing ALL exercises.
We had a very successful Day 2 in that I picked a few, very important exercises in Chapter 7, covered Table Boxes, Straight Tables, and Pivot Tables in Chapter 9, and reviewed the remaining chapter very briefly
All in all, the training was very successful
Note Bryan Napoli’s follow-up to my thank you e-mail - Note: Click the three dots “…” after Good morning Tony. That will expand a Workflowy Note.
Good morning Tony,

I was grateful for the information and personal attention given to all of the attendees. The feedback has been overwhelmingly positive and all the participants are eagerly seeking more knowledge. I will definitely reinforce the benefit of the course manual as I have begun using it.

Hopefully we will see you at the next wave of Designer training and the forthcoming Developer training.

Truly,

Bryan T. Napoli
Business Analyst
PREMIER Management Corp. (contractor for)
The Federal Motor Carrier Safety Administration
Location: W65-229
(202) 366-2938
bryan.napoli.ctr@dot.gov
YOUR overall assessment of the students in the class and YOUR rating of them:
It was evident that the students had a strong desire to learn about a subject that would prove instrumental in their ability to gain insight from their data. They were quite inquisitive and excited when they saw progress in their ability to maneuver in the QlikView Desktop application and create a few charts and tables.
I sensed great satisfaction during the post-class wrap-up witnessed by group and solo commentary
Bryan Napoli stated that he was going to request that I make a return trip and deliver a QlikView Developer class.
I would rate the class highly because of their dedication to learn about QlikView Designer, their excellent camaraderie, and tremendous attitude. I hope I am able to go back and deliver QlikView Developer training.
ANYTHING at all you want to share about your overall experience?
The vibe of the group was very good. The best thing I can do is to assure them that we are getting a solid foundation. Once you get a solid foundation with true understanding of the underlying components, then creating the chart data visualizations will be icing on the cake.
I discussed my game plan for tomorrow, day 2, with Bryan, which will concentrate on doing critical charts and tables from the forthcoming chapters, as opposed to covering every exercise.
I also spoke to the class during our day 1 wrap-up and assured them that it more important to have a firm understanding of the course components as opposed to just finishing everything for the sake of finishing.
Due to an extreme range of abilities, and one student’s never-ending technical problems, the class moved at a crawl during day 1 Chapter 4 Data Modeling and Chapter 5 Sheets, filters and navigation. I discussed these issues with Bryan Napoli, my main contact/student at the end of class. He was fine, and understands this extreme range in skills which equates to spending the necessary time to ensure understanding.
May 12-13, 2016 - Versify Solutions (2-Day AMQS/QSSA)
Customer: Versify Solutions
Date: May 12-13, 2016
Course: Modified 2-Day AMQS/QSSA course for Versify Solutions
Location: 2 Braxton Way, Glen Mills, PA 19342
Instructor: Tony Ventura
Customer information / What do they do? / How are they using Qlik? (any projects you learned about)
Main contact:
Ryan Hargrove, rhargrove@versify.com
About Versify - http://versify.com/why-versify
Our software-as-a-service (SaaS) and platform-as-a-service (PaaS) solutions help power providers integrate large-scale, disparate data sources across business functions and physical locations to show the real-time status and capabilities of any generation asset.
Versify software solutions enable power producers to integrate, automate, and analyze critical data to optimize management of asset dispatch, events, outages, trading and compliance by showing the real-time status and capabilities of your generation portfolio.
V-PERFORMANCE 5.0 application modules offer analytical capabilities for power companies and utilities including: executive dashboards, portfolio performance management, asset management, generation and transmission outage management, operator logging, event management, plant management and compliance management.
Our latest version (V 5.0) offers robust data integration capabilities, extensive configurability, and out-of-the-box support for automating key business processes.
Versify is going to implement Qlik Sense in a Multi-Tenant architecture that addresses the many customers that they support or will support. Versify will be implementing the various Qlik Sense APIs to accomplish this
Also, Ryan Hargrove, my main Verify contact requested that provide information on possible Qlik Sense consultants that they can engage
Examples of any specific questions asked/answered/researched that were out of the ordinary?
Multi-Tenant examples
Desire to learn about what Qlik partner / consultants are in close by
Since the attendees were .NET developers there was a fair amount of interest in learning about Qlik Sense development. Unfortunately, due to the original request for Qlik Sense Administration and the already shortened time frame to take a 3-day course and compress it into 2 days I was able to fully accommodate request to learn about Qlik Sense Development. I sense an opportunity to come back and pitch Qlik Sense development classes.
Brief bullets on any specific interchanges/dialogues with class you found interesting:
Ryan Hargrove expressed on many occasions the incredible time he and another Versify employee had attending Qonnections. They found the Qlik Branch dinner and the incredible sharing of information that could lead to possible “‘Mashup” creations particularly fascinating
Any examples of interesting & awesome techniques/tactics you used at any point for any reason:
Demonstrations of the following items were found to be of particular interest with the ability to utilize in their upcoming development and server monitoring
License Monitoring application
Operations Monitoring application
11:27 video on Qlik Deployment Console by Kevin Alty
Usage of Custom Properties
Anything you learned about customer indicating we need to follow up to:
As stated before, Ryan Hargrove requested information on obtaining help from consultants. I’ve already mentioned this request to Bill Bass, my manager
I sensed a curiosity and a desire to learn about Qlik Sense Development. I would suggest reaching out of pitching Data Modeling with Qlik Sense and Create Visualizations with Qlik Sense.
Any challenges you faced that hindered your performance?
Qlik-related (tech, course, setup, information, etc.) Customer-related (disruptors, in & outs:
Internet connection to ReadyTech was acceptable, although at times a bit slow
Ryan Hargrove, my main contact, did encounter a WebSocket error during his connection to ReadyTech. I did report this, and although, ReadyTech addressed this issue, they did not solve the problem. I reported the problem again, however, it was never resolved. This was not a mission-critical issue, however, in my opinion, totally unprofessional that a student should have to deal with this “slight” interruption
YOUR overall assessment of the students in the class and YOUR rating of them:
The Versify Solutions students were probably one of the smartest group of people I’ve ever encountered.
No in/out for meetings distractions. Always attentive. A true pleasure to interact with
Probably one of my best onsite training engagements
ANYTHING at all you want to share about your overall experience?
I would hope to have the opportunity to go back and deliver more training
In addition, and probably a bit selfish, Versify Solutions is located 25 minutes from my house, so no expenses incurred.
Ryan Hargrove is expecting to hear from a consulting partner or internal consulting to further assist in their development.
March 17-18, 2016 - Bank of Tokyo-Mitsubishi UFJ (2-Day QlikView Server Publisher)
Customer: Bank of Tokyo-Mitsubishi UFJ
Date: March 17-18, 2016
Course: Modified 2-Day QlikView Server Publisher
Location: 34 Exchange Pl, Jersey City, NJ 07302
Instructor: Tony Ventura
Customer information / What do they do? / How are they using Qlik? (any projects you learned about)

BTMU is Japan’s largest bank and one of the world’s largest, with offices throughout Japan and in 40 other countries. They build long-term relationships with their customers, promote real economic growth, and contribute to orderly capital markets that serve society.

BTMU seemed to be new to QlikView. The QV SP Sys Admin, who was in training, indicated that they have about 20 users with a potential to increase to several thousand users.

I wasn’t aware of any one specific project but they requested my assistance for about an hour after class on Thursday, March 17 to assist in a Team Foundations Services problem they were having.

Ritesh Kumar, one of key students and point of contact, kept referring to “this week’s implementation”.
Examples of any specific questions asked/answered/researched that were out of the ordinary?

Since this was a 2-day customized QlikView Server Publisher training event, I received an outline of topics that were supposed to be taught. One topic was multi-node server deployment, aka, clustering, was a topic that WAS NOT included as a topic of instruction.

During the opening remarks it became clear that they did indeed want to learn about clustering. This resulted in a 4-hour session on clustering. The students found this quite helpful, and based on the preliminary data going into the training, delivering this topic (clustering), was quite out of the ordinary.
Brief bullets on any specific interchanges/dialogues with class you found interesting:
CPU and RAM utilization with regard to performance and scalability
Methods of authentication, authorization, and dynamic data reduction was discussed quite heavily
Accessing QlikView AccessPoint from outside the domain
Change control through Team Foundation Server
Any examples of interesting & awesome techniques/tactics you used at any point for any reason:
I demonstrated, with MS Paint, how the QlikView Server (QVS) utilizes RAM and CPU saturation
I use a tool called ZoomIt v4.5 to “zoom in”, and draw as needed during my presentation. The other trainers should be aware of this tool. Students toward the back of the room can now easily seem the details of what I’m trying to preset.
Anything you learned about customer indicating we need to follow up to:
Improve service, success or overall customer satisfaction?
Sell more products or services?
Provide help or attention to a specific person for any reason?

Yes, the BTMU will need help on best practices for backup and recovery of their QlikView site. Information regarding this is non-existent in our course manual and the Server Documentation. I advised a point-person student to contact their Qlik rep who would them establish a meeting to discuss their disaster recovery plan in place.

Regarding, “selling more products or services”, I would recommend, trying to sell the QlikView Performance and Scalability class.

Any challenges you faced that hindered your performance?
Qlik-related (tech, course, setup, information, etc.) Customer-related (disruptors, in & outs:
Internet connection to ReadyTech was slow.
At times ReadyTech latency was unbearably slow. The slow internet connection could have played factor in this slowness
Vincent Salsano, vsalsano@us.mufg.jp, was in constant need of assistance
Sameer Bhave, sbhave@us.mufg.jp, was continually in and out
Gulshan Mirg, gmirg@us.mufg.jp., my main point of contact was only in class for day 1
YOUR overall assessment of the students in the class and YOUR rating of them:

I enjoyed the 2-Day training. The student and I really jelled. One of the students, Ashok Balakrishnan, Abalakrishnan@us.mufg.jp, seemed to have an agenda of a non-stop barrage of questions. Due to confidence level of the material this was OK.
ANYTHING at all you want to share about your overall experience?

I would like to go back and deliver more training. They seemed to really enjoy the QV SP12 2-Day Server Publisher and found a lot of value in the just-received training. I feel that they can take the information received during the two days of training, with the training manual as their guide, and really hit the ground running as they build out their QlikView deployment.
TEMPLATE TRIP REPORT
Travel
Customer: ??
URL
About ??
Main contact
??
Title
Email info
Phone number, e-mail address
Date:
Course(s):

Location of training:

Instructor: Tony Ventura
Customer information / What do they do? / How are they using Qlik? (any projects you learned about)
About ??
Examples of any specific questions asked/answered/researched that were out of the ordinary
Brief bullets on any specific interchanges/dialogues with class you found interesting
Any examples of interesting & awesome techniques/tactics you used at any point for any reason:
Anything you learned about customer indicating we need to follow up to:
Any challenges you faced that hindered your performance?
YOUR overall assessment of the students in the class and YOUR rating of them
ANYTHING at all you want to share about your overall experience?


ReadyTech AccessCodes #readytech #kpmg
Create Visualizations with Qlik Sense
http://qlik.instructorled.training/
Student
Training1
AccessCodes
Mark Diorio 7352801101
Brian Litwin 7352801102
Pavan Sajja 7352801103
Lawrence Rouse 7352801104
Aurelije Zovko 7352801105
Imran Mir 7352801106