I don't think there is any way at all to bypass Tableau Server.
But it might be possible to avoid the extra authentication by embedding Oracle DB password into the workbook before publishing (it is one of the options in "Publish" dialog).
Thanks for your reply Dimitri!
My guess with embedding Oracle DB password into the workbook
before publishing You will escape ONLY login into Oracle
to refresh data. Am I correct?
You still need to login into Tableau Server, correct?
It is "unacceptable" for the users which logged in
already into let's say departmental web page!
If what I say is true then can I pass to the link (link
is to Tableau Server on dept page) parameters like
User_Id and encrypted password to bypass extra
authentication against Tableau Server by itself?
My additional question will be following:
If I created the Tableau workbook with embedded DB connection,
didn't publish it to the Tableau Server but put it on my departmental
Server but from my departmental Web page I will call the Tableau
Reader to "display" this workbook - will it wotk?
Will it be able to "refresh" data?
If you use Windows Active Directory (AD), you can configure Tableau Server to use AD to automatically authenticate users when they click on a link pointing to Tableau Server. This is how it works in my company - browser opens and it already knows who the user is - no additional login dialogs from Tableau Server.
You can even embed views from Tableau Server on departmental web page, and AD authentication should work.
I don't think you can pass user/password in URL.
Not sure about Tableau Reader solution, we don't use it.
I think that regardless of whether you use live connection or extract, when Reader opens the workbook and tries to use/get fresh data, the database will ask for login credentials and Reader will display the login window to the user.
Thanks for all your replies, Dimitri!
1. I learned already about 'AD' - approach. Umfortunately we have 'local'
users for our Web page and 'external' users. What will see 'external'
ones? The link and when they click on link they will be asked for authentication.
It will fail but the rest of the Web page will not be "damaged" , correct?
2. Is there any other 'mechanizm' to refresh periodically tableau files beside
placing them at Tableau Server? The reason to ask: if I use Tableau Reader
3. Can I schedule emails from Tableau Server in Tableau format and/or in PDF format?
( I can do such things for example from Crystall Report Server)
Again, thanks for all your answers.
As far as my ignorance of the subject allows, here are the answers:
1. If you embed Tableau view on a web page, unauthorized users will not see the view but the rest of the page should look fine. I haven't tried this and it may depend on how the page is coded.
2. There is no built-in mechanism, only Tableau Server can automatically refresh views. You can have a scripting tool to open Tableau Desktop and execute menu commands etc. to produce an updated workbook, but that would be asking for big trouble IMHO.
3. There is no built-in alerting/emailing functionality (but I believe it is requested via Ideas section). However, you can use tabcmd utility (supplied with Tableau Server) and a scripting environment, e.g. VB Script, to get views from the server and email them. I have tired it and it did work OK, but, like all external scripting solutions, it was not as reliable as a built-in mechanism would have been, IMHO.
Thanks Dimitri for all your answers, they were great!
1. Can "tabcmd" be used out of Tableau Server? Tableau Server is expensive and
in our situation belongs to a whole University. So the owners established rules
for a whole University nut not for individual departments. So I'm trying to find
ways not to use the Server.
2. Probably I will start "Tableau related" projects in a month. I'd like to use
your expertise once in a while (if you don't mind). What is the best way to
communicate with You? Publishing the question to the same thread?
Thank You so much,
Thank-you for your thread and posting this link to it (which is how I found it) Jai. *Very* useful!
I have read your entire thread thus far. I totally understand trying to avoid the full Tableau Server. However, one thing about your case is still ambiguous to me. When you say that the user needs current data from Oracle, does it need to be a Tableau chart? There are multiple ways to "call" a report from Tableau using a URL. You could even do it via Excel (i.e. connected to the Oracle data and 'published' to the web).
In my workplace (University) I can call an APEX report, which is a "free" web-based report writing platform included with most Oracle installations. There are actually TWO advantages to this for me:
1. I can show a great interactive summary for most users but provide "most current" data for the much smaller user group that needs this
2. I can make the summary "public" but provide more confidential info (ex. the actual students corresponding to a course enrolment) on a confidential basis since the APEX system handles user authorization for its reports i.e. an "unauthorized" user could see the Tableau summary but not get the report.
I have seen this "dashboard summary calling URL" pattern in use in multiple platforms and I am convinced that it is *the* dashboard design pattern of the future. With web-based ERP etc., a user could theoretically go to the right place to correct an error right from the dashboard where they discovered it (of course, in the process magnifying our difficulties re data update, etc.).
This is working for me right now, but just in testing for my own U, so I do not have an example I can point you to. But I think that the concept is pretty straightforward. Please advise me if not, and I will try to provide more detail.
Btw, what University are you with? I am Director Institutional Research with U Regina in Canada: www.uregina.ca/orp
David, add me as a connection (via "Follow") and I will add you, then you will see my email address in my profile or tooltips over my user name.
You can contact me directly and/or post to the forum as a new thread - there are many knowledgeable people here and someone will surely help you.
Thanks for your participation.
1. The thread you mentioned is useful but I am not positive how it is related
to my question except using word "refresh". I could be wrong.
2. Java script you published is not available to see.
3. If you can explain to me in a nutshell what you were trying to achieve
it would be great!
My guess you are publishing Tableau report at Tableau Server. I tried to escape it
but looks - it is impossible! I was thinking to use Tableau Reader ???!!
So my guess the Tableau Server will refresh Report ONLY according to the schedule,
correct? And the Server doesn't have a concept of refreshing of Reports by some "privileged"
users, correct? So "your discussion" is about how to refresh Tableau Charts from the browser
out of Tableau Server schedule???
Thanks for your contribution,
How to make your Java script visble, please?
Greetings, David -
I think you've probably already gotten the gist of this, but thought I'd chime in with a few "black and white" answers:
- There is no way to automate the refresh of your workbook without using Tableau Server. TabCmd without Tableau Server won't get you anywhere as all it does is communicate with Tableau Server - TabCmd itself doesn't do any "heavy lifting".
- Currently, Tableau Server doesn't directly support automatic emailing (sometimes called "bursting") of reports to users
If you really can't user Server at all, then I think you're pretty much stuck. If, however you just don't want to display the report via Tableau Server, you might be able to do something like use TabCmd to tell Tableau Server to render your dashboard as an image, then take that image and drop it on a website somewhere. Of course, it won't be "live", but it's something.
FYI, Tableau Server also has the ability to "Trust" 3rd party authentication mechanisms - I see that you didn't want users to have to log into Tableau Server AFTER they logged in to your portal... if you use this "Trusted Tickets" mechanism, you could get away without prompting for a login to Tableau Server...Tableau Server pretty much "trusts" your portal to do the authentication, and if your portal says "this is user <david>", Tableau responds as if <david> has already logged in.