I use the first method, one server and multiple projects. Works fine for my needs, as I can limit the permissions on the one server. Other organizations may have different needs.
****, that's a great idea! I wish I thought of that!
The downside of this that I can think of is if you have different permissions for QA vs. PROD and you're using Active Directory (as a person in AD has only one logon unless you can get away with a ghost-user account).
Using one server ,while moving the workbooks from development project to Production what are the things that I should take care?.
1. Replace data source
2. Publish the workbook again to Production project.
3. If the workbook is using extract as the data source then I need to create a schedule refresh for that data source which is pointing to production.
Is there anyhting else that I should take care so that the views run fine in Production environment
I don't bother with much of that in my scenario. I set it up from the beginning as a production workbook, and just use the Test project area to ensure everything is working properly before putting it out to all users. When we've tested enough, I simply move it to the correct project location and permissions for that project are inherited (or I can specify whatever permissions I want at the workbook level) and a refresh schedule can be added or modified. Very simple.
You can simply move a workbook to another project, add a scheduled refresh on the extract, and you're all set. I usually set the refresh schedule even in the testing environment, so I don't have to set that up again later (although it is very simple to do).
I hope this helps.
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The Tableau Admin or Project Manager in the server are able to move the workbook from one project to other. it is not necessary to republish it.
Regarding data connection: if your workbook is connected to a data source in an stagging database, and you need to connect to a data source (identical) in a production database server, then you the Tableau Admin need to edit the connection of the workbook, without publishing again.