Deploying to Tableau Server

In this recipe, we illustrate how to configure our newly configured Tableau Server for security and usability. Tableau Server is the most secure way of sharing insights at an enterprise level. Users sign in with a login and each user must have permission to view or work with content. We will build a framework for content management.

Getting ready

Have a Tableau workbook and the Tableau Server URL ready.

To set up the framework for your users correctly, we need to be grounded in the following three concepts:

• Groups: Sets of users who have the same access. It's best practice to set permissions at the group level and assign users to the group. Also, it is recommended that a user belong to one...