Migrate apps between Qlik Cloud tenants

Overview

In this tutorial, you are going to learn how to migrate Qlik Sense applications from one tenant to another, including all private content.

You will use qlik-cli in PowerShell to export the apps metadata (which users own which sheets, stories, etc) and Qlik Application Automation to import these back into a different tenant, and reassign ownership.

The tutorial will cover the migration of all objects, and remap ownership of:

  • Sheets
  • Bookmarks
  • Stories

Other object types such as snapshots and ODAG links are not covered in this tutorial. Apps in managed spaces need additional consideration to maintain user objects and app lineage correctly. Apps in personal spaces can be imported to the personal space of the OAuth user used for the automation, and reassigned to the original owner.

This tutorial is not exhaustive, and does not migrate other resources such as spaces, automations, data alerts, subscriptions, notes, etc. Qlik offers solutions via Qlik Professional Services for complete tenant to tenant migrations.

The terms source tenant and target tenant are used throughout this tutorial. They refer to the tenant that you are migrating content from (source tenant), and the tenant that you are migrating content to (target tenant).

Prerequisites

To complete this tutorial, ensure that the following prerequisites have been met:

  • qlik-cli version 2.25.0 or higher
  • An OAuth qlik-cli context for your source tenant, assigned the admin_classic and admin.apps scopes, named source-tenant.
  • A connection in Qlik Platform Operations for your source tenant, assigned the admin_classic and admin.apps scopes, named source-tenant. You can use the same credentials as for the qlik-cli context.
  • A connection in Qlik Platform Operations for your target tenant, assigned the admin_classic and admin.apps scopes, named target-tenant.
  • All users who own content exist in the target tenant, with the same user subject as in the source tenant.
  • All spaces and space assignments have been copied to the target tenant.
  • Data connections have been recreated in the target tenant in the same spaces and with the same names as in the source tenant.

1 Export app metadata from source tenant

The Qlik Platform Operations connector in Qlik Application Automation cannot currently interact with the engine APIs to retrieve information about object ownership. This means you must retrieve this information using another tool. This section explains how to do this with qlik-cli, and uploads it to the source tenant for consumption by application automation.

Note: The qlik-cli example in this section is formatted for PowerShell 5 on the Microsoft Windows operating system. Some reformatting may be required for other operating systems, PowerShell versions, or command lines.

a screenshot of the OAuth configuration for the source tenant with admin.apps and admin_classic scopes assigned.

Ensure you have a context named source-tenant in qlik-cli for your source tenant with the admin_classic and admin.apps scopes assigned in the management console. If the context name is different, update it in the code below. Your OAuth client name in the management console will reflect the user name for the user in the tenant.

This PowerShell code will iterate over all apps in shared spaces on the tenant, open them without data, and in the same session (with --headers="X-Qlik-Session=recycle") to improve performance.

PowerShell snippet: create a local CSV and JSON of object ownership, and upload to source tenant

# Set context to source tenant
$context = qlik context use source-tenant
$sourceAppList = (qlik item ls --resourceType "app" | ConvertFrom-Json)
$sourceAppListCount = $sourceAppList.Length;
$sourceAppListIter = 0;
$objects = @()

# Retrieve metadata for each app
foreach ($sourceApp in $sourceAppList) {
    $sourceAppListIter += 1;
    
    Write-Host "Working on app $($sourceAppListIter)/$($sourceAppListCount): [$($sourceApp.name)]"

    # Get content list from app
    $listObjects = (qlik app object ls --app $($sourceApp.resourceId) --no-data --headers="X-Qlik-Session=recycle" --json | ConvertFrom-Json)

    # Iterate over these and add to list
    foreach ($listObject in $listObjects) {
        if ($listObject.qType -in ('sheet','story')) {
            $objectLayout = (qlik app object layout $($listObject.qId) --app $($sourceApp.resourceId) --no-data --headers="X-Qlik-Session=recycle" --json | ConvertFrom-Json)
            $object = [pscustomobject]@{
                appId = $($sourceApp.resourceId)
                objectId = $($objectLayout.qInfo.qId)
                objectType = $($objectLayout.qInfo.qType)
                objectName = $($objectLayout.qMeta.title)
                objectOwnerId = $($objectLayout.qMeta.ownerId)
            }
            
            $objects += $object
        }
    }

    # Repeat for bookmarks
    $listObjects = (qlik app bookmark ls --app $($sourceApp.resourceId) --no-data --headers="X-Qlik-Session=recycle" --json | ConvertFrom-Json)

    # Iterate over these and add to list
    foreach ($listObject in $listObjects) {
        $objectLayout = (qlik app bookmark layout $($listObject.qId) --app $($sourceApp.resourceId) --no-data --headers="X-Qlik-Session=recycle" --json | ConvertFrom-Json)
        $object = [pscustomobject]@{
            appId = $($sourceApp.resourceId)
            objectId = $($objectLayout.qInfo.qId)
            objectType = $($objectLayout.qInfo.qType)
            objectName = $($objectLayout.qMeta.title)
            objectOwnerId = $($objectLayout.qMeta.ownerId)
        }
            
        $objects += $object

    }

}

# Store a copy of this to CSV
$objects | Export-Csv -Path .\sourceObjects.csv -NoTypeInformation

# Store a copy of this to JSON
$objects | ConvertTo-Json | Set-Content -Path .\sourceObjects.json

# Upload to the tenant for application automation
$upload = (qlik raw post v1/temp-contents --body-file ".\sourceObjects.json" --query "filename=temp.json,ttl=259200" --verbose --raw )

This will output two files, a CSV for validation on your computer, and a JSON file for Application Automation to consume. The last step in the script uploads this JSON file to the tenant, copy the ID from the location header:

...
< Cache-Control: no-store
< Connection: keep-alive
< Content-Length: 0
< Date: Fri, 19 Jul 2024 17:31:57 GMT
< Location: /v1/temp-contents/669aa30d65f8f5ff38d1522e
< Pragma: no-cache
< Set-Cookie: **omitted**
< Strict-Transport-Security: max-age=15724800; includeSubDomains
Response time: 127ms
Status: 201 Created
Empty response body

From the line < Location: /v1/temp-contents/669aa30d65f8f5ff38d1522e, extract just the 669aa30d65f8f5ff38d1522e. You will need this for the automation, as it references the data file in the tenant. As configured, this file will be deleted from Qlik Cloud after 3 days (259200 seconds).

2 Migrate the apps and reassign ownership

The automation snippet below will export apps without data from the source tenant and import them to the respective space in the target tenant. All spaces and users should exist in the target tenant before running this automation.

The automation will:

Blocks showing: Load the object ownership information uploaded to the temp-contents service by the PowerShell script.

Load the object ownership information uploaded to the temp-contents service by the PowerShell script.

Blocks showing: Loop over all apps in shared spaces (see note in introduction regarding managed and personal space apps), exiting if an app is found where no metadata was extracted by the PowerShell script, and exporting without data otherwise.

Loop over all apps in shared spaces (see note in introduction regarding managed and personal space apps), exiting if an app is found where no metadata was extracted by the PowerShell script, and exporting without data otherwise.

Blocks showing: Import the exported app to the target tenant, reassigning content to the original owner (assuming they exist with the same subject in the target tenant), and finally reassigning ownership of the app to the original owner.

Import the exported app to the target tenant, reassigning content to the original owner (assuming they exist with the same subject in the target tenant), and finally reassigning ownership of the app to the original owner.

Note: if your user subjects differ between tenants, or if you have objects or apps owned by OAuth client users, you will need to add logic to reassign these differently in your automation.

The end result of the automation will be that you have your apps in you target tenant, with the correct sheets, stories, and bookmarks owned by the correct users.

Important: Qlik Sense sheets with show conditions may not be visible after importing without data. To see these sheets, owners will need to enter edit mode in the Qlik Sense client for them to appear in the sheet view. You must be in Advanced authoring mode to see hidden sheets.

Qlik Application Automation snippet: export app, import app, reassign content, reassign app

To use this snippet, copy the whole code string to your clipboard, right click on an Application Automation workspace, and click paste.

Update the following blocks:

  • Variable - sourceTenant: set this to the URL of your source tenant
  • Variable - targetTenant: set this to the URL of your target tenant
  • Export Base 64 Encoded File From Temporary Contents: set the ID value to the ID returned from the location header from the PowerShell script.
Example block with [TT] in the comments which will need to be linked to the target tenant.

You will need to relink connection to blocks. You can do this by selecting each block, going to Connection in the block pane, and selecting the new connection. Blocks with [TT] in the comments should be relinked to your target tenant connection. All other Qlik Platform Operations blocks can be relinked to your source tenant connection.

{"blocks":[{"id":"7C5058B2-DE51-4258-9952-4113999100E2","type":"StartBlock","disabled":false,"name":"Start","displayName":"Start","comment":"","childId":"92023D5F-470D-4EC0-BBEB-1FCCCBFAD71C","inputs":[{"id":"run_mode","value":"manual","type":"select","structure":{}}],"settings":[],"collapsed":[{"name":"loop","isCollapsed":false}],"x":0,"y":0},{"id":"92023D5F-470D-4EC0-BBEB-1FCCCBFAD71C","type":"VariableBlock","disabled":false,"name":"sourceTenant","displayName":"Variable - sourceTenant","comment":"INPUT: Set your source tenant","childId":"07086954-A233-45B7-8AFC-A875D8465049","inputs":[],"settings":[],"collapsed":[{"name":"loop","isCollapsed":false}],"x":-12,"y":344,"variableGuid":"F13A8D06-C8CF-435D-8858-8DB5FA6FFFF9","operations":[{"key":"313A2660-6692-4044-9217-28B4BE7D7364","id":"set_value","name":"Set value of { variable }","value":"source-tenant.eu.qlikcloud.com"}]},{"id":"07086954-A233-45B7-8AFC-A875D8465049","type":"VariableBlock","disabled":false,"name":"targetTenant","displayName":"Variable - 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