8 Replies Latest reply on Jul 1, 2016 3:23 AM by Sreenadha Reddy Palakolanu

Workbook Security

Swetha L Jun 30, 2016 9:27 PM

Hi,

Is there any way we can protect our workbook by knowing the author and version information same like in Excel we have as shown below

Thanks in Advance,

Swetha

1. Re: Workbook Security

Sreenadha Reddy Palakolanu Jun 30, 2016 11:08 PM (in response to Swetha L)

Hi Swetha,
can you tell me? ,where you have to protect this workbook either tableau Server or Something else.

Regards,
Sreenadha Reddy P
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2. Re: Workbook Security

Tharashasank Davuluru Jun 30, 2016 10:20 PM (in response to Swetha L)

Hi,
do you want to show the version details or do you want to hide them?
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3. Re: Workbook Security

Swetha L Jun 30, 2016 10:53 PM (in response to Tharashasank Davuluru)

I want my workbook to be protected.
If any user edits the workbook, by seeing the author and last saved by details, will come to know who has edited the workbook.
Same like Excel do we have any option to track this information.
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4. Re: Workbook Security

Sreenadha Reddy Palakolanu Jun 30, 2016 11:08 PM (in response to Swetha L)

Hello Swetha,
where you have saved your work Book(i,e tableau server or your local machine or tableau public)

Regards,
Sreenadha Reddy P
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5. Re: Workbook Security

Swetha L Jul 1, 2016 2:28 AM (in response to Sreenadha Reddy Palakolanu)

Its in my Local Machine
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6. Re: Workbook Security

Sreenadha Reddy Palakolanu Jul 1, 2016 3:23 AM (in response to Swetha L)

Swetha,
It shows only the owner name, we can get the last update time and date but we can't get the new author who used it lastly or modified your workbook.If you publish your workbook in tableau server means We protect our workbook from other users.

I think, this is helpful for you.

Regards,
Sreenadha Reddy P
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7. Re: Workbook Security

Tharashasank Davuluru Jul 1, 2016 2:44 AM (in response to Swetha L)

HI,
If you publish your workbook in server you can track those details.But keeping them in local machine you cannot get that option.

I have a small doubt if it is in your local machine you can protect the workbook by placing it in folder and locking it.or providing some security through third party tools.
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8. Re: Workbook Security

Tharashasank Davuluru Jul 1, 2016 2:47 AM (in response to Swetha L)
HI,
Use the following options as a workaround for securing the file or data.
Option 1: Secure the Folder Containing the Workbook
Work with your internal IT team to restrict access to the shared folder that contains the workbook.
Option 2: Use Tableau Server to Secure a Published Data Source
Publish the data source to Tableau Server.
Replace local data source with published data source.
Secure the published data source so only authorized users can access it.

Cause
The ability to password-protect a workbook is not currently built into the product.

http://kb.tableau.com/articles/issue/password-protect-workbooks
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