Groups and Projects help you organize your workbooks and users on Tableau Server.
Groups
You can organize Tableau Server users into groups to make it easier to manage multiple users. You can either create groups locally on the server or import from Active Directory. You can create and manage groups on the Groups page, which lists all groups on the server or site, if the server hosts multiple sites.
Create Groups
Depending on how the server has been configured you can add groups using the internal user management system (local authentication) or you can import from Active Directory.
Create a Local Group
A local group is one that’s created on Tableau Server using the internal user management sys-tem. After you create a group you can add and remove users. To create a local group:
1. Click New at the top of the list of groups.
2. Type a name for the group and click Add Group:
3. Click Return to Groups to return to the list of groups.
Create a Group via Active Directory
Groups can also be imported from Active Directory. When you import Active Directory groups, a matching group is created on the server and a user is created on the server for each member of the group. Each user is unlicensed and does not have permission to publish. If the user already exists on the server, he or she is added to the new group and his or her permissions are not changed. See Licenses and User Rights to learn more about license levels and user rights
1. Click Import Active Directory Group at the bottom of the list of groups.
2. Type the name of the Active Directory group you want to import and click Import
3. If you don't know the exact name of the group you can find it by typing all or part of the group name into the Search text box. Then click Search. You can use the asterisk sym-bol ( * ) as a wildcard.
4. Select the group from the list of search results.
5. The group name is automatically added to the Import text box. Click Import to add the group to Tableau Server.
You cannot change the name of groups imported from Active Directory. The group name can only be changed in Active Directory.
Synchronize an Active Directory Group
At anytime, you can synchronize an Active Directory group with Tableau Server so that any new users in Active Directory are also added to the server. You can synchronize individual groups or multiple groups at once.
1. On the Groups page, select one or more groups.
2. Click Synchronize.
If you are adding a group that is from the same Active Directory domain that the server is running on you can simply type the group name. In addition, if there is a two way trust set up between the domain the server is using and another domain, you can add groups from both domains. The first time you add a group from a different domain than the one the server is using, you must include the fully qualified domain name with the group name. For example, domain.lan\group or [email protected]. Any subsequent groups can be added using the domain's nickname. SeeModify Domain Namesto learn more about managing domain names.
Delete Groups
You can delete any group from the server. When you delete a group, the users are removed from the group but they are not deleted from the server.
1. On the Groups page, select one or more groups to delete.
2. Click Delete above the groups list:
Projects
A project is a collection of related workbooks. As the administrator, there are two places where you will see Projects listed: under the Content tab and under the Admin tab. If you want to create new projects, assign permissions, or delete projects, use the Projects page under the Admin tab:
While only administrators can create new projects, users and groups can be assigned the Project Leader permission. This permission lets a user or group specify project permissions and move workbooks into projects. See the topics below for procedures and more information on working with projects:
Add Projects
To add one or more projects:
1. Click the Add link.
2. Type a name and description for the project and click Add. You can include formatting and hyperlinks in the project description.
Move Workbooks into Projects
All workbooks must be in a project. By default, workbooks are added to the Default project.
After you've created your own projects you can move workbooks from one project to another.
You can move workbooks into projects if you have an Interactor license level and at least one of the following is true:
l You have been given permission to Write to the project.
l You have been given Project Leader permission for the project.
l You have been granted the Admin right.
To move a workbook into a project:
1. Select one or more workbooks and click the Move link at the top of the list of workbooks.
2. Select a project to move the workbook into.
Because all workbooks must be part of a project, you can remove a workbook from a project by moving it to the Default project. Each workbook can only be part of a single project.
Delete Projects
Only administrators can delete projects. When you delete a project, all of the workbooks and views that are part of the project are also deleted from the server. To delete a project:
1. Select the project in the project list.
2. Click Delete above the Projects list.
3. Click Yes in the confirmation dialog box.
The Default project cannot be deleted.