Use the Data Management Add-on

The Data Management Add-on is a collection of features and functionality that helps customers manage Tableau content and data assets in their Tableau Server or Tableau Online environment.

Starting in Tableau Server version 2019.1, Tableau Prep Conductor is available for on-premise Tableau Server deployments, and in version 2019.3, Tableau Prep Conductor is available for Tableau Online deployments. You can use Tableau Prep Conductor to leverage the scheduling and tracking functionality of Tableau Server or Tableau Online to automate updating flow outputs.

Starting in version 2019.3, Tableau Catalog is included in the Data Management Add-on, making a variety of additional features available to you in the data management space. You can use Tableau Catalog to discover data, curate data assets, communicate data quality, perform impact analysis, and trace the lineage of data used in Tableau content.

Both Tableau Catalog and Tableau Prep Conductor are licensed through the Data Management Add-on. For more information about licensing, see License the Data Management Add-on.

To purchase the Data Management Add-on, contact your account manager.

Data Management Add-on Features

The following table lists the features for the Data Management Add-on, which includes:

  • Tableau Catalog
  • Tableau Prep Conductor

Tableau Catalog

These features require the Data Management Add-on with Tableau Catalog enabled.

Feature Description
Permissions on metadata Tableau Catalog enables you to control who can see and manage external assets and what metadata is shown through lineage by setting permissions.
Expanded connect experience - data discovery Whether you author in the web or in Tableau Desktop, you can now search for and connect to the specific databases and tables used by published data sources and workbooks on your Tableau Server or Tableau Online site. 
Expanded search Tableau Catalog expands search results to include fields, columns, databases, and tables.
Certify databases and tables Help users find trusted data that meets the standards you set by certifying databases and tables.
Set data quality warnings You can set warnings to alert users to data quality issues, such as stale or deprecated data.
Lineage and impact analysis The Lineage tool traces the source of your data. You can use it to analyze the impact of changes to your data, identify which users might be impacted, and email owners of a workbook, data source, or flow, or contacts for a database or table, about data-related updates.
Data Details Enable users to better understand a published visualization by seeing information about the data used.
Add descriptions to assets Help users find the data they're looking for by adding descriptions to databases, tables, and columns.
Developer resources*     

*Data Management Add-on not required

Programmatically query metadata from the content published to Tableau Server or Tableau Online using the Tableau Metadata API. Programmatically update certain metadata using the metadata methods in the Tableau Server REST API. 

Tableau Prep Conductor

These features require the Data Management Add-on with Tableau Prep Conductor enabled on Tableau Server or Tableau Online.

Feature Description
Publish a flow to Tableau Server or Tableau Online Publish flows to run them on a schedule and refresh the flow output.
Schedule flow runs You can create scheduled flow tasks to run a flow at a specific time or on a recurring basis.
Manage flows Manage a variety of actions, depending on your permissions, including run flows, tag flows, change owners, set permissions, download flows, move flows between projects, rename or delete flows.
Monitor flow health and performance Set up email notifications at the site or server level when flows fail, view and resume suspended flow tasks, and view errors and alerts. You can also use Administrative Views to monitor the activities related to flows, performance history, and the disk space used at the server or site level.

 

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