You can customize how Tableau Server looks to personalize it for your company or group. For example, you can change the name that appears in screen tips and messages, and you can change the logo that appears on most server pages.
You can also customize how users can interact with the server. For example, you can allow workbook publishers to embed their data source credentials so that when people click a published view with a connection to a live data source they get immediate access to the view and don’t have to supply their database credentials first.
You can also control which language is used for the server user interface and which locale is used for views.
See the following topics for more information on customizing Tableau Server:
Change the Name or Logo
You can customize the following aspects of Tableau Server’s look and feel:
Change the Name
You can customize Tableau Server’s look and feel by customizing the name that appears in tooltips and messages. For example, if you change the name to MyCo, the text on the server Sign In page reads "Enter your MyCo username and password to log on, " and the tooltip for the home navigation icon displays MyCo Home instead of Tableau Server Home:
The copyright information at the bottom of every server page will still list Tableau (for example,
©2013, Tableau Software, Incorporated and its licensors. All rights reserved.)
If you are using Active Directory for authentication, you cannot customize the company name on the Sign In page.
To change the name that appears in tooltips and messages:
1. Open a command prompt as an administrator and type the following:
cd "C:\Program Files\Tableau\Tableau Server\8.3\bin"
2. Change the name by typing the following:
tabadmin customize name "new_name"
In the above line, replace "new_name" with the text that you want to appear as the name on the server. Example: tabadmin customize name "Company Server"
to 160 x 160 px and is implemented by running the tabadmin customize logo command. You can also customize the small logo that appears in the upper left for every workbook and view. The supported small logo size is up to 32 x 32 px and is implemented by running the tabadmin customize smalllogo command.
If an image is larger than 160 x 160 px (large logo) or 32 x 32 px (small logo), it will appear to be clipped. The image file you use should be in GIF, JPEG, or PNG format.The Tableau logo that appears on the server's web browser tab and to the left of the URL address cannot be
changed.
To change the logo:
1. Open a command prompt as an administrator and type the following:
cd "C:\Program Files\Tableau\Tableau Server\8.3\bin"
2. Change the logo by typing the following for a "large size" logo (up to 160 x 160 px, but not smaller than 32 x 32 px):
tabadmin customize logo "C:\My Pictures\logo.png"
If your logo is 32 x 32 px or smaller, use the following command:
tabadmin customize smalllogo "C:\My Pictures\logo.png"
3. Restart the server for the change to take effect by typing:
tabadmin restart
Restore the Default Name or Logo
You can restore Tableau Server’s default look and feel by doing the following:
1. Open a command prompt as an administrator and type the following:
cd "C:\Program Files\Tableau\Tableau Server\8.3\bin"
2. Change the logo by typing the following:
tabadmin customize <parameter> -d
In the above line, replace <parameter> with what you want to restore, either name or logo.
3. Restart the server for the change to take effect by typing:
tabadmin restart
Language and Locale
Tableau Server is localized into several languages and has language and locale settings that you can configure on a per-user (seeYour User Preferences Page on page 81) and system-wide basis (seeMaintenance Settings on page 141). The Language setting controls user interface (UI) items such as menus and messages. The Locale setting controls items in views such as number formatting and currency.
Another influence on which language and locale display when a user clicks a view is the user’s web browser. If a server user has not specified a Language setting on their User Account page, and their web browser is set to a language that Tableau Server supports, the browser’s language will be used—even if Tableau Server itself is set to a different language.
Here’s an example: Assume that Tableau Server has a system-wide setting of English as the Language for all users. Server user Claude does not have a language specified on his Tableau Server User Account page. Claude’s browser uses German (Germany) for its language/locale.
When Claude signs in to Tableau Server, the server UI displays in German and when he clicks View A, it’s using the Germany locale for numbers and currency. If Claude had set his user account Language and Locale to French (France), the UI and view would have been displayed in French. His user account setting supercedes those of his web browser, and both of those have precedence over Tableau Server’s system-wide setting.
Another setting to be aware of is the Locale setting in Tableau Desktop (File > Workbook Locale). This setting determines the locale of the data in the view, such as which currency is listed or how numbers are formatted. By default, Locale in Tableau Desktop is set to
Automatic. However, an author can override that by selecting a specific locale. Using the above example, if the author of View A set Locale to Greek (Greece), certain aspects of the data in View A would display using the Greek (Greece) locale.
Here are the settings Tableau uses to determine language and locale, in the following order of precedence:
1. Workbook locale (set in Tableau Desktop)
2. Tableau Server User Account language/locale settings 3. Web browser language/locale
4. Tableau Server Maintenance page language/locale settings 5. Host computer’s language/locale settings