INSTALL TABLEAU SERVER ON LOCAL MACHINE SERIES
INSTALL TABLEAU SERVER ON LOCAL MACHINE DOWNLOAD

The underlying data has some more additional fields that would help you extend the dashboard capability but currently not being used.

INSTALL TABLEAU SERVER ON LOCAL MACHINE DOWNLOAD

You may download the workbook from Tableau Public, make the connection live and connect the workbook to the repository instance. You can find the tabcmd details here.ДЇor your benefit I have prepared a dashboard that can provide Project, workbook and view permission both at user and group level.

INSTALL TABLEAU SERVER ON LOCAL MACHINE SERIES

Prepare a list of users in a csv file as mentioned in Part 2 of the Tableau Audit series of posts and use tabcmd to delete all users. Once you do it you could easily do this by using a tabcmd. These users can be removed from the server only after their ownership is transferred. This is to ensure that the objects are not orphaned and unavailable for end users. But the catch is that even if the user is removed from AD groups, they remain on the server even if they are unlicensed. Users are added to the AD groups that sync with the Server. Note: In most implementations permissions are managed by AD groups. at multiple levels because each of them are again need to be connected to either users or groups tables because all access is provided either at user level or at group level. There are multiple tables that you need to connect to: Sites, Projects, Workbooks, views, Next_gen_permissions, capabilities, users, system_users, groups etc. Here is the link to the workgroup database data dictionary that has all the required information though. You need to understand the repository DB quite well. Preparing a dashboard with all such contents is not going to be an easy job if you are a beginner on Tableau Server. Prepare a workbook pulling data from the repository database that will help you see all the data in one place. Since the data is spread across multiple tables that are not consistent in structure simply because these are different objects built for different purposes, the challenge is to get all the data in one place with appropriate joins and unions in a fashion that allows us to play with it in a easy and understandable format. The data is available only in the repository but across multiple tables. It also does not have an option to play around with drill-down across various objects like Sites, Projects, workbooks etc вЂ“ essentially one single source that will provide us all permission information. While the server Admin has access to all the contents across the server, there is no one place on the server portal where we can see all the permission details. What will help us assess the permissions easily?

The server admin can prepare Audit reports to look at the permission at a broader level and inform the stakeholders/end users to ensure that changes are applied appropriately.

For example a Site Admin should be able to determine the users who have access to the Site or a project leader can assess the users who have access to the projects and so on.

Permissions can be assessed by users at various roles on a periodic basis based on the access they have.

How can we assess the permissions on a periodic basis? These permissions should not be misused at any point of time or prevent the user from executing appropriate actions in cases where he/she is authorised to execute. Owners of workbooks/extracts are allowed to refresh the extracts. For Example, a site admin has complete access to all contents on any specific site.

There are default capabilities associated with each role.

As these changes happen very frequently, it is very important to have the permissions updated. This means that we need to ensure that each of the users has access to data that he/she is authorized and have access to only those data authorized for the new role.

In every organization, there are changes to people вЂ“ change in roles, change in departments, moving out, etc.

Why do we need to assess permissions on a periodic basis? Sites->Projects->Workbooks->Dashboards (Views) The Tableau Server contents follow a hierarchical structure for its contents, primarily However as much as the data should be democratised, any BI system should ensure that only the right and authorized users have access to the contents especially to sensitive data. Content permission is the core to any business intelligence system.

Install tableau server on local machine