5 Replies Latest reply on Mar 19, 2015 7:38 AM by Amy Lorenz

    How to manage deployment of workbooks from Dev environment to Test to Prod environment?

    Vivek Parashar

      I'm setting up our Tableau infrastructure and researching what's the best way to put this together so we can easily manage deployment of workbooks from one environment to ultimately Production. Our environment setup is as follows.

       

      Dev env

      + We have a Tableau server installed called "devhost-tableau"

      + Has several dev database/tables within the dev environment that we would use as data sources to build Workbooks off of

       

      Test env

      + We have a Tableau server installed called "testhost-tableau"

      + Has test versions of the same database/tables within the dev environment that we had built the Workbooks off of

       

      Prod env

      + We have a Tableau server installed called "prodhost-tableau"

      + Has prod versions of the same database/tables within this dev environment that we had built the Workbooks off of

       

      The developers will create a workbook based on data in their developer database. This workbook can be published onto the Dev Tableau server for view.  Then we need to promote that same workbook into the Test environment and have it sourcing the Test databases for data.

       

      How can I go about opening/promoting/publishing the same workbook that the Developers have created to a separate environment (Test) using its own databases/data sources?

       

      Thank you for considering this.

      Vivek