Tableau Server on Windows Help

You can't change the “#/site” portion of the URL (for example, http://localhost/#/site/sales). In multi-site server environments, these segments appear in the URL for sites other than the Default site.

If you set a server limit and the site exceeds it, publishers will be prevented from uploading new content until the site is under the limit again. Server administrators can track where the site is relative to its limit using the Max Storage and Storage Used columns on the Sites page.

If you allow site administrators to manage users, specify how many users they can add to the site by selecting one of the following:

• Server Limit adds the number of available server seat licenses. For a server with core-based licensing, there is no limit.
• Site Limit lets site administrators add users up to a limit you specify.
• Site Role Limit lets site administrators add users of each site role up to the license limit you specify for the site.

For more information, see View Server Licenses(Link opens in a new window).

For more information, see Set a Site’s Web Authoring Access and Functions(Link opens in a new window) in Tableau Cloud Help.

• Enable offline previews

  Controls whether offline previews are generated for display when users access the site on Tableau Mobile. For more information, see Manage Tableau Mobile Data on Devices(Link opens in a new window) in the Tableau Mobile Deployment Guide.

• Enable app lock

  Requires a biometric method or device passcode for users to open the site on Tableau Mobile. For more information, see Enable App Lock for Added Security(Link opens in a new window) in the Tableau Mobile Deployment Guide.

Note: If you use Tableau Server, your administrator can disable Recommendations.

Controls whether metrics are available on the site. When enabled, users can create metrics from views and metrics appear as a content type. When disabled, metrics won't appear on the site or continue to sync; however, you can re-enable the feature to bring back previously created metrics. For more information, see "Set Up for Metrics" in Tableau Cloud Help(Link opens in a new window) or Tableau Server Help(Link opens in a new window).

Server administrators can use this setting to allow or block users from manually running extract refreshes, flow runs, and subscriptions. This setting can be applied at the server level to include all the sites on Tableau Server or applied at the site level to include only specific sites.

• By default, this option is set to allow users to run jobs manually. Clear the check box to prevent users from running jobs manually.
• This applies only to jobs that are manually initiated by a user from the web interface, REST API calls, or tabcmd commands. Jobs initiated from scheduled tasks will continue to run at the schedule time and will not be affected.
• Select Run Now to allow users to change the connection type (Live/Extract) of data sources on the web.

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

• Let publishers embed credentials in a data source, flow, or workbook

  Allows publishers to attach passwords to published workbooks or 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.

• 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.

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. This note will also appear if a user receives a sign in error.

Custom notes do not display on Tableau Mobile. If Tableau Server is configured with identity pools(Link opens in a new window), the Sign In Customization note appears on both the Tableau Server landing page below all sign-in options and on the page where your initial pool (TSM configured) users enter their username and password.

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.

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.

• 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.

• 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

Server administrators can use this setting to enable users to schedule flow tasks to run one after the other. They can also enable users to trigger the scheduled flow tasks to run using Run Now.

This setting can be applied at the server level to include all the sites on Tableau Server. The setting can be disabled at the site level to include only specific sites.

If the setting is turned off after linked tasks are scheduled, any tasks that are running will complete and the scheduled linked tasks are hidden and no longer show on the Scheduled Tasks tab.

For more information, see Schedule linked tasks(Link opens in a new window).

Enables users to schedule and run flows that include parameters.

Administrators can also enable flow parameters to accept any value. If this option is enabled, any flow user can enter any value in a parameter, potentially exposing data that the user should not have access to.

Parameters can be entered in an input step for file name and path, table name, or when using custom SQL queries, in an output step for file name and path and table name, and in any step type for filters or calculated values.

Flow parameter settings can be applied at the server level to include all sites on Tableau Server. The settings can be disabled at the site level to include only specific sites.

For more information about using parameters, see Create and Use Parameters in Flows(Link opens in a new window) in the Tableau Prep help.

Enables local group membership to be controlled and managed by the IdP or through the connected app by dynamically asserting group membership when a user authenticates to Tableau Server. Requires additional configuration in the SAML assertion or JSON web token (JWT). For more information, see Dynamic group membership using assertions.

Note: This server-wide setting must be enabled to allow the site-level setting to be enabled.