Get started with the playbook
Note
This documentation is continuously updated. Feedback is welcome via Qlik Community.
This playbook provides a complete roadmap for integrating Qlik Cloud into your software product. If you have an OEM or ISV agreement with Qlik and an appropriate subscription type, follow these steps to ensure a successful implementation.
Implementation roadmap
Phase 1: Architecture and planning
Key deliverables:
- Technical architecture documentation
- Security and compliance requirements analysis
- Integration approach selection
- Resource and timeline planning
Activities:
- Solution architecture - Plan your overall approach
- Single vs multiple tenant - Choose your deployment model
- Embedded vs native experience - Decide how users will interact with analytics
- Brand Qlik Cloud - Customize the look and feel
- Data architecture - Plan how data will flow into Qlik Cloud
- Data modeling - Design your data model for optimal performance
- Design automation - Plan your automation strategy
Phase 2: Security and compliance
Key deliverables:
- Security architecture documentation
- Compliance requirements mapping
- Data governance policies
- Access control implementation
Activities:
- Privacy & security - Secure your deployment
- Regional deployments - Choose where to deploy your data
- Data access & deletion - Control who can access what data
- Encryption & secrets - Protect your data and credentials
Phase 3: Development and integration
Key deliverables:
- Working integration prototype
- Automated deployment pipelines
- Custom branding and theming
- API integrations and data connections
- Qlik Automate workflow templates
Activities:
- Product development - Build your product
- DTAP environments - Set up development, test, acceptance, and production environments with version control-driven promotion
- Structure your applications - Design your app architecture for performance and maintainability
- Automation development - Build tenant provisioning and management systems using Qlik Automate workflows
- Integration testing - Validate all components work together
- Workflow template deployment - Deploy pre-built automation workflows for tenant lifecycle management
Phase 4: Deployment and operations
Key deliverables:
- Production deployment
- Monitoring and alerting systems
- Operational procedures
- Support and maintenance processes
Activities:
- Management & operations - Manage your deployment
- Monitoring - Keep track of system health and performance
- Backup and recovery - Protect your data and ensure business continuity
- Entitlement management - Monitor usage against entitlements
- Production deployment and go-live
- Ongoing maintenance and optimization
Next steps
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