Open for Business!
Now that you have Tableau Server installed and ready to use, it's time to get your users connected and uploading content.
If you've worked through Tableau Server: Everybody's Install Guide to this point, you should be ready to go. Just to make sure, review the following table to verify that you've got everything set up. The remainder of this chapter provides next steps with the assumption you've already completed these tasks.
|Tasks completed||See chapter ...|
|Tableau Server is installed and authentication is configured||Running Setup|
|(Optional) Tableau Server is connected to the internet and SSL is configured||Configuring Communication with the Internet, Securing Traffic Between Clients and Your Server|
|Users have been imported from Active Directory or created locally||Creating Users|
|User roles have been assigned to each user||Creating Users, Structure Content Projects, Groups, and Permissions|
|Initial projects and permissions are set up||Structure Content Projects, Groups, and Permissions|
|Data sources are set up and configured for user access||Connecting to Data Sources|
|Alerts and scheduling are configured||Notifications, Monitoring, and Tuning|
|Tableau Server is backed up||Backing Up Tableau Server|
Rolling out Tableau Server to your users
Since you've done all of the heavy lifting already, all that's left is to educate your users about how to connect to Tableau Server and how to work with workbooks and data sources in collaborative ways. We've laid out some suggestions here, but they're just a starting point—take into account the data analysis needs of your users and your organization.
Provide sample content
Before you roll out Tableau Server to users, we recommend making some sample content available for your users to play with. If they can view, download, and interact with sample workbooks and views, it will help them understand how Tableau Server fits into the data collaboration story you are enabling.
We also encourage you to create sample data sources and to show users how to use these in their workbooks.
Pilot first, then go big
If you're rolling out Tableau Server to more than just a handful of users, we recommend piloting Tableau Server with a small group first that's representative of your user base. Pick some power users and some view-only users. If you're making Tableau Server available over the internet, pick a couple users who will access the server externally. Even though we've tried to provide end-to-end recommendations for all the basic scenarios, it's still possible that you'll run into a hiccup or two as real users start publishing and sharing content. By running a pilot, you can work through these issues on a small scale so that the broader rollout runs smoothly.
Information your users will need
At a minimum, you must provide the following information to your users:
Tableau Server URL. In the Creating Users chapter, we described how to determine the URL for accessing Tableau Server. To sign in from Tableau Server, users enter the URL into a browser. To sign in from Tableau Desktop, they enter just the server name. For example, if the URL for your Tableau Server is
https://dataserver, users can connect from Tableau Desktop by entering
Sign-in information. If you created users locally, tell your users what their user names and passwords are. If you imported users from Active Directory, tell your users to sign in using their existing credentials.
Useful resources for your users (and for you)
Users also need to know how to upload and view workbooks on Tableau Server. The following videos will help:
The videos assume that users have Explorer (Can Publish) site roles (previously called "Interactor" roles), but even users with Viewer roles can benefit from the first video.
Learning to work with data sources
After your users explore the functionality of Tableau Server, we predict that they'll have questions about how to use and publish data sources. Send them links to these Quick Starts:
Variables to think about when publishing content
When users start publishing workbooks and data sources, they'll encounter variables that are probably new to them, like permissions, embedding credentials, live connections versus extracts, and filtering. In previous chapters of this guide (Connecting to Data Sources and Structure Content Projects, Groups, and Permissions) we provided guidance for you as the admin. We recommend that you provide some training for your users in how to publish content. Ideally, you can be prescriptive: tell your users how to publish content in a way that fits with how you've optimized Tableau Server so that collaboration among users is as seamless as possible.
Before you go live, read through the Publish Data Sources and Workbooks(Link opens in a new window) section in the Tableau Help. This will help you become familiar with how your users will interact with Tableau Server.