Katherine, I think it's by design that there's not any sharing across sites. But nonetheless, there are many alternative ways of handling this, some more simple than others.
option 1: if you have a csv file with a list of users, then you can import this to as many sites as you need.
option 2: if you have the resources to create a script, then it could be fully automated by reading Active Directory directly (using ldapsearch) and then do a comparison between AD and users defined in Tableau and if they're not already there, then use tabcmd to run a createsiteusers.
I do not have a csv with a list of users. Is there a way to get tableau to download one, similar to download underlying data from a view? Is so, that would be a solution. Right now, I am working with the server sys admins to do this at their level but it would be good to be able to create a document for site admins on how to do this in case I am no longer in this role at some future point. (Server admins can do this using users -> select all -> site membership - > check the new site & add)
not that I know of. but I like the option that you mention about the sysadmin selecting all users and turning on additional sites.
why does your deployment have multiple sites in the first place?
1 of 1 people found this helpful
Here's something to look at that can help pull data from the Server: Tableau Server Xml Extractor (tSXE) workbook (Excel 2010 + version)
You can use it to pull Users so you can create a .csv file of users.
Because we are split in to many business units globally but we all use the same tableau server instance. Some workbooks are for global business use and some are more protected, for a fewer number of users yet maybe hosted on the same site. We prefer to set the permissions at the project / workbook level rather than at the site level so folks can see what is available and ask the appropriate admin for access determination. If folks are not allowed/not allowed at the site level then the message they receive from the Tableau server is more confusing since the links sent to users reference the same server and sometimes even the same site.
Thanks for your input,
Katherine Woods| Dashboards & Monitoring Lead – Enterprise Operations Management | IT Program Management Office
Emerson Process Management | 1100 W. Louis Henna Blvd | Building 1 | Round Rock | TX | 78681 | USA
T +1 512 832 3275 | M +1 512 791 8226 |
Learn more about requesting Automic (UC4) solutions | Automic (UC4) – Request Process<http://epmintra.emersonprocess.com/ITPMO/OpsMgt/UC4/Shared%20Documents/Policies,%20Procedures,%20and%20Standards/Automic%20(UC4)%20-%20Request%20Process.docx>
Learn more about HP Archive solutions | HP Archive<http://epmintra.emersonprocess.com/ITPMO/OpsMgt/HPArchive/SitePages/Home.aspx>
Visit the EPM IT PMO EOM SharePoint site | Operations Management<http://epmintra.emersonprocess.com/ITPMO/OpsMgt/default.aspx>