Before you begin

• •Verify permissions. Verify that the Qlik Sense user has permissions to read all application objects and data connections on the source system.
• •Copy the Qlik Sense client certificate file named client.pfx to the Secure Agent machine.
• •To extract metadata from the Qlik Sense source system, perform one of the following steps:
• - Assign a predefined Audit Admin role to the Qlik Sense user.
• - Create a custom role with read access to apps, app objects, streams, and data connections, and assign it to the Qlik Sense user.
For more information, see the following Knowledge Base article: HOW TO: Create a role and assign it to a user in Qlik Sense.
• •Create a connection to the Qlik Sense source system in Administrator.
• •Create endpoint catalog sources for connection assignment.