Assigning Customized Permissions in Tableau Server

Customized Permissions:-

1.Only the HR Manager should be able to see all the materials from the IT department.

2.Only IT and Operations users should be able to publish new materials.

3.Only the Sales and Operations users should share the ability to connect to the Coffee    Chain data source. The other users should not know that the data source exists.

4.Only the IT manager should be able to publish in all locations. No other  manager       should have the option to publish.

5.The Facilities department should be able to see everything from the Billing department, but Billing cannot see anything from the Facilities department.

6.Only the Facilities, Billing and IT users share the ability to connect to the COGS data source. The other users should not know that the data source exists.

Steps:-

1.Only the HR Manager should be able to see all the materials from the IT department.

1.     Click on the Content section and Projects subsection of the toolbar

2.     Select "IT Project” project and click the “…” button

3.     Select the “Permissions” option

4.     Click the “+ Add a user or group rule” text

5.     Select the “HR Manager” option from the drop-down menu 

6.     Click the new permissions drop-down

7.     Select the “Viewer” option from the drop-down menu 

8.     Click the “Save” button 

9.     Click the “Assign Permissions to Contents” button 

10.     Click the “Assign Permissions” button 

11.     Once the “Permissions assigned to contents” pop-up appears, click the “X” button 

      2.Only IT and Operations users should be able to publish new   materials. 

              1.   Click on the Users section of the toolbar

2.   Check mark all of the non-IT and non-Operations users

3.   Click the “Actions” button

4.   Select the “Sites Role” option

5.   Click the Site Role drop-down

6.   Select the “Interactor” option from the drop-down

7.   Click the “Change Site Role (12)” button

         3.Only the Sales and Operations users should share the ability to connect to the                Coffee Chain data source. The other users should not know that the data source               exists.

           1.    Click on the Content section and Projects subsection of the toolbar

           2.     Select the “Data Sources Project”

3.     Click the “Data Sources” tab

4.     Locate the “Coffee Chain” data source and click the “…” button

5.     Select the “Permissions” option

6.     Click the “+ Add a user or group rule”

7.     Locate the “Sales Users” group

8.     Click the new permissions drop-down

9.     Select the “Data Source Connector” option from the drop-down

10.     Click the “Save” button

11.     Repeat steps 6-10 for the Operations users

12.     Hover over the “All Users (32)” group rule and click the pencil icon

13.     Click the permissions drop-down
14.     Select the “None” option from the drop-down

15.     Click the “Delete” button

         
4.Only the IT manager should be able to publish in all locations. No other                          manager should have the option to publish.

                1.    Click on the Content section and Projects subsection of the toolbar

2.     Locate the first non-IT project – Billing Project and click the “…” button

3.     Select the “Permissions” option

4.     Locate the “IT Manager” group permission rule

5.     Click the pencil icon that appears when hovering over the “IT Manager” group permission rule

6.     Click the permissions drop-down

7.     Select the “Publisher” option

8.     Click the “Save” button

9.     Click the “Assign Permissions to Contents” button

10.Click the “Assign Permissions” button

11.     Once you see a “Permissions assigned to contents” pop-up, click the “X” button

12.     Repeat steps 2-11 for the other non-IT department projects

         
     5.The Facilities department should be able to see everything from the Billing                    department, but Billing cannot see anything from the Facilities department.

1.     Click on the Content section and Projects subsection of the toolbar

2.     Locate the first non-IT project – Billing Project and click the “…” button

3.     Select the “Permissions” option

4.Locate the “Facilities Users” group permissions rule

5.Click the pencil icon that appears when hovering over the “Facilities Users” group permission rule

 6.Click the permissions drop-down

                                          7.Select the “Viewer” option

8.     Click the “Save” button

9.     Click the “Assign Permissions to Contents” button

10.     Click the “Assign Permissions” button

11.Once you see a “Permissions assigned to contents” pop-up, click the “X” button

            

       6.Only the Facilities, Billing and IT users share the ability to fully control the                  COGS data source. The other users should not know that the data source                        exists.

      1.     Click on the Content section and Projects subsection of the toolbar

      2.     Select the “Data Sources Project”

3.     Click the “Data Sources” tab

4.     Locate the “COGS” data source and click the “…” button

5.     Select the “Permissions” option

6.      Click the “+ Add a user or group rule”

7.      Locate the “Facilities Users” group

8.     Click the new permissions drop-down

9.     Select the “Data Source Editor” option from the drop-down

10.     Click the “Save” button

11.     Repeat steps 6-10 for the Billing and IT users

12.     Hover over the “All Users (32)” group rule and click the pencil icon

13.     Click the permissions drop-down

14.     Select the “None” option from the drop-down

15.     Click the “Delete” button

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Permissions in Tableau Server

Configure the following user permissions  in Tableau Server:-

1.No department users should be able to publish to the other departments.

2.No department users should be able to view anything belonging to the         other    departments (they should not know the other departments exist).

3. All managers should be able to view anything belonging to the other departments.

4.The manager in each department should be capable of controlling all of their    content.

5.Only department managers should be able to fully control the Superstore data source.

Note:-

The easiest and most efficient way to manage permissions is to create permission rules for groups

Permissions Reference:-

Role	Description
Project Leader	Allows the user or group to set permissions for all items in a project.
Data Source Connector	Allows the user or group to connect to data sources in the project.
Data Source Editor	Allows the user or group to connect to data sources in the project. Also to publish, edit, download, delete, and set permissions for a data source, and schedule refreshes for data sources you publish. This permission is relevant for views when accessing a view that connects to a data source.
Editor	Allows all permissions to the user or group
Publisher	Allows the user or group all permissions needed for publishing workbooks to the server.
Interactor	Allows the user or group to view the workbooks and views in the project, edit workbook views, apply filters, view underlying data, export images, and export data.
Viewer	Allows the user or group to view the workbooks and views in the project.
None	Sets all capabilities for the permission rule to Unspecified.
Denied	Sets all capabilities for the permission rule to Denied.

 Steps:-

1.   Click on the Content section and the Projects subsection of the toolbar

2.      Select the “Billing Project” project and click the “…” button

3.      Select the “Permissions” option

4.      Click the “+ Add a user or group rule” text

5.      Select the “Billing Manager” option from the drop-down menu

6.      Click the new permissions drop-down

7.      Select the “Editor” option from the drop-down menu

8.      Click the “Save” button

9.      Click the “+ Add a user or group rule” text

10.      Select the “Facilities Manager” option from the drop-down menu

11.      Click the new permissions drop-down

12.      Select the “Viewer” option from the drop-down menu

13.      Click the “Save” button

14.      Repeat steps 9-13 for the other department managers

15.      Click the “+ Add a user or group rule” text

16.      Select the “Billing Users” option from the drop-down menu

17.      Click the new permissions drop-down

18.      Select the “Publisher” option from the drop-down menu

19.      Click the “Save” button

20.      Click the “+Add a user or group rule” text

21.      Select the “Facilities Users” option from the drop-down menu

22.      Click the new permissions drop-down

23.      Select the “Denied” option from the drop-down menu

24.      Click the “Save” button

25.      Repeat steps 20-24 for the other department users groups

26.   Once all the permissions are set, click the “Assign Permissions to Contents”    button

27.      Click the “Assign Permissions” button

28.      Once you see the “Permissions assigned to contents” pop-up appear, click the “X” button

29.  Repeat steps 2-28 for the other departments projects while making sure to follow the guidelines set in the exercise description

Data Source Permissions:-

1.      Click the Content section and the Projects subsection of the toolbar

2.     Click the “Data Sources Project” project

3.     Click the “Data Sources” tab

4.     Select on the “Superstore” data source and click the “…” button

5.     Select the “Permissions” option

6.     Click the “+ Add a user or group rule” text

7.     Select the “Billing Manager” option from the drop-down menu

8.     Click the new permissions drop-down

9.     Select the “Data Source Editor” option from the drop-down menu

10.Click the “Save” button

11.     Repeat steps 6-10 for the other department managers

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Prazval.ks

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Prazval.ks