Server Settings (General and Customization)

The following settings are available on the General and Customization pages in Server - Settings.

General

Setting Description
Language and Locale Controls the language used for the server user interface and the locale used for views. Individual users can override this setting on their Account Settings page. Also, web browser settings are evaluated first to determine which language and locale should be used. For more information, see Language and Locale for Tableau Server.
Start Page Links to the server's current default start page for all users. For more information on how to change the default start page, see Set the Default Start Page for All Users. Individual users will be able to override this setting (see Access Your Profile and Account Settings for details).
Connected Clients - Let clients automatically connect to Tableau Server Controls whether mobile users must sign in and provide their credentials every time they connect to Tableau Server, or if users can connect with their devices to Tableau Server without providing credentials after they authenticate their device successfully the first time. For more information, see Disable Automatic Client Authentication.
Active Directory Synchronization - Synchronize Active Directory groups on a regular schedule Controls the synchronization of all Active Directory groups in Tableau Server based on a schedule that you specify after you select the option Synchronize Active Directory groups on a regular schedule. For more information, see Synchronize All Active Directory Groups on the Server.
Guest Access - Enable guest access Allows users to view and interact with embedded views without having to sign in to a Tableau Server account. Permission can be assigned to the Guest User account to control the interactivity allowed for each view. This option is only available if you have a core-based server license.

This option can be used with Enable automatic logon, an option you can select during Setup.

Embedded Credentials in Content - Let publishers embed credentials in a data source, flow, or workbook Allows publishers to attach passwords to published workbooks nor flows that will automatically authenticate web users to connect to data sources. The passwords are attached to workbooks or flow inputs and are only accessible on the server. For example, when a workbook is opened in Tableau Desktop, users still need to enter a user name and password to connect to the data source. When this setting is turned off, all existing embedded passwords are saved but are not used for authentication. If you turn the setting back on, users don't have to re-embed the passwords.
Embedded Credentials in Content - Let publishers schedule flow runs and extract refreshes Allows publishers to assign workbooks or flows to schedules. This option is only available if Let publishers embed credentials in a data source, flow, or workbook is enabled. When this setting is enabled, Tableau Desktop users will see scheduling options in the Publish dialog box.
Saved Credentials for Data Sources - Let users save passwords for data sources Allows users to choose "Remember my password" and save data source passwords across multiple visits, browsers, and devices. (By default, users can choose to "Remember my password until I sign out," which lets them save their password only for a single browser session.)

As an administrator, you can clear all saved passwords at any time. In addition, users can clear their own saved passwords.

Saved Credentials for Data Sources - Let users save OAuth access tokens for data sources Allows users to store access tokens with their user preferences. Access tokens are provided by cloud data sources that support OAuth connections, and they are used instead of user names and passwords to grant access to the data.

For more information, see OAuth Connections.

Recommendations Training Schedule Recommendations take two forms: recommendations for data sources and tables (for Tableau Desktop) and recommendations for views (for Tableau Server). Recommendations are based on the popularity of content and on content used by other users determined to be similar to the current user.

The training schedule controls how often the server checks for new content and new usage information to keep the recommendations up to date. New content includes new and updated data sources and workbooks. New usage information includes information such as "Laura Rodriquez used the Food Catering data source" and "Henry Wilson accessed the Monthly Sales view."

If you notice an impact on server performance, schedule this process to occur at a time when the server load is low. To track performance impact, look for the "Recommendations Trainer" or "View Recommendations Trainer" tasks in the Background Tasks for Non Extracts view.

If you want to disable Recommendations, change the tsm configuration set option "recommendations.enabled" to false. If you want to disable only recommendations for views, change the option “recommendations.vizrecs.enabled” to false.

Sign In

Add a custom note to the server sign in page. The Sign In setting lets you add text. You can optionally add a URL to make the text a link. The sign in page text does not display on Tableau Mobile.

To set a custom note, sign in to a site on Tableau Server. On the left-side navigation pane, select Manage all sites from the drop-down site list. Select Settings and add a message to Sign In Customization.

For more information, see Customize Your Server.

Reset to Default Settings Returns any server settings that have been changed since setup to their original state.

Customization

Setting Description
Welcome Banner

Add a custom message to the welcome banner on the home page for all server users to see. The custom message can contain up to 240 characters of text and hyperlinks as well as one paragraph break. Administrators can also disable the default Tableau welcome banner for the server.

For more information, see Customize Your Server.

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