You can't change the â#/siteâ portion of the URL (for example, http://localhost/#/site/sales). In multi-site server environments, these segments appear in the URL for sites other than the Default site.
Storage (Tableau Server Administrators only) Select either Server Limit or GB, and for the latter enter the number of gigabytes you want as a limit for storage space for published workbooks, extracts, and other data sources.If you set a server limit and the site exceeds it, publishers will be prevented from uploading new content until the site is under the limit again. Server administrators can track where the site is relative to its limit using the Max Storage and Storage Used columns on the Sites page.
Revision History (Tableau Server Administrators only) Specifies the number of previous versions of workbooks, flows, and data sources that are stored on the server. Tableau Prep Conductor Controls whether users with appropriate permissions can schedule and monitor flows. Tableau Prep Conductor is part of Data Management. For more information, see Tableau Prep Conductor(Link opens in a new window). Web Authoring Controls whether browser-based authoring is enabled for the site. When web authoring for workbooks is disabled, users can't create or edit published workbooks from the server web environment but instead must use Tableau Desktop to republish the workbook. When web authoring for flows is disabled, users can't create or edit published flows from the server web environment but instead must use Tableau Prep Builder to re-publish the flow.For more information, see Set a Siteâs Web Authoring Access and Functions(Link opens in a new window) in Tableau Cloud Help.
Managing Users (Tableau Server Administrators only) Determines whether only server administrators can add and remove users and change their site roles, or whether site administrators can too.If you allow site administrators to manage users, specify how many users they can add to the site by selecting one of the following:
For more information, see View Server Licenses(Link opens in a new window).
Guest Access (Tableau Server Administrators only) Lets people who lack a Tableau Server account see views that have guest access permissions.Note: If you use Tableau Server, your administrator can disable Guest Access.
Tableau Catalog Turns off Catalog capabilities when Tableau Server or a Tableau Cloud site is licensed with Data Management. For more information, see Disable Catalog(Link opens in a new window). Workbook Performance after a Scheduled Refresh (Tableau Server Administrators only) Pre-computes recently viewed workbooks with scheduled refreshes to open them faster. For more information, see Configure Workbook Performance after a Scheduled Refresh(Link opens in a new window). Workbook Performance Metrics (Tableau Server Administrators only) Lets site users collect metrics on how workbooks perform, such as how quickly they load To initiate recording, users must add a parameter to the workbook's URL. For more information, see Create a Performance Recording(Link opens in a new window). Managed Keychain Clean Up (Tableau Server Administrators only) Lets site administrators manage saved credential keychains for OAuth connections on the site. For more information, see OAuth Connections(Link opens in a new window). Automatically Suspend Extract Refresh Tasks To save resources, Tableau can automatically suspend extract refresh tasks for inactive workbooks. This feature applies only to refresh schedules that run weekly or more often. For more information, see Automatically Suspend Extract Refreshes for Inactive Workbooks(Link opens in a new window) in Tableau Cloud Help.Linked Tasks
(Tableau Server and Site Administrators only)
Lets Server administrators enable users to schedule flow tasks to run one after the other. They can also enable users to trigger the scheduled flow tasks to run using Run Now.
This setting can be applied at the server level to include all sites on Tableau Server. The setting can be disabled at the site level to include only specific sites.
If the setting is turned off after linked tasks are scheduled, any tasks that are running will complete and the scheduled linked tasks are hidden and no longer show on the Scheduled Tasks tab.
For more information, see Schedule Linked Tasks(Link opens in a new window).
Email Settings (Tableau Server Administrators only) Specifies the From address and message footer seen in automatic emails for alerts and subscriptions. Site Invite Notification (Tableau Cloud only) For sites with single-sign-on authentication, sends an invite email when new users are added to the site. Site Logo (Tableau Cloud only) Specifies the image that appears with the site name. Start Page Controls which site page appears when users sign in. By default, the Home page appears, but you can instead open All Projects, All Workbooks, or other pages. For more information, see Set the Default Start Page(Link opens in a new window) in Tableau Cloud Help.Note: If you use Tableau Server, your administrator can override this site setting.
Tableau Pulse - Deployment (Tableau Cloud only) Controls whether Tableau Pulse is available for all users, a group of users, or no users. For more information, see Set Up Your Site for Tableau Pulse. Tableau Pulse - Digest Schedule (Tableau Cloud only) The time at which Tableau Pulse starts generating digests. For more information, see Set Up Your Site for Tableau Pulse. AI in Tableau (Tableau Cloud only)This section includes multiple settings that control whether generative AI is enabled for Tableau features.
Some generative AI features require Tableau+ and a connection to a Salesforce org with Einstein generative AI set up. For more information about how to turn on AI in Tableau features, see Turn On AI in Tableau for Your Site(Link opens in a new window).
To learn more about AI in Tableau, see AI in Tableau(Link opens in a new window).
Personalized Insight Ranking (Tableau Cloud only)Controls whether users can provide thumbs-up or thumbs-down feedback on individual insights. When this setting is turned on and users provide feedback, that feedback is used by the Tableau Pulse insights platform to further personalize and rank the types of insights it shows to a user.
This setting is independent of the setting to deploy Tableau Pulse. When Personalized Insight Ranking is turned off, users won't be able to submit thumbs-up or thumbs-down feedback on individual insights. For more information, see "Turn off Personalized Insight Ranking" in Set Up Your Site for Tableau Pulse(Link opens in a new window).
User Visibility Controls what user and group names are visible to other users. For more information, see Manage User Visibility(Link opens in a new window) in Tableau Cloud Help. Availability of Ask Data Controls whether Ask Data lenses are enabled or disabled for data sources. Ask Data lets users query data using conversational language and automatically see visualizations. For more information, see Automatically Build Views with Ask Data(Link opens in a new window) in Tableau user Help. Availability of Explain Data Controls whether site users with the appropriate permissions can run Explain Data and authors can access Explain Data Settings. For more information, see Control Access to Explain Data. To learn more about Explain Data, see Discover Insights Faster with Explain Data. Automatic Access to Metadata about Databases and Tables Automatically grants users certain capabilities to external assets using derived permissions. For more information, see Turn off derived permissions(Link opens in a new window) in Tableau Cloud Help. Sensitive Lineage Data Specifies whether sensitive lineage data should be obfuscated or filtered when users donât have the appropriate permissions to related metadata. For more information, see Sensitive lineage data(Link opens in a new window). Cross-Database Joins Determines where the join process happens when joining data from multiple sources. For more information, see Combine Tables from Different Databases(Link opens in a new window) in Tableau user Help. Extract Encryption at Rest (Tableau Server Administrators only) Lets you encrypt .hyper extracts while they are stored on Tableau Server. Server administrators can enforce encryption of all extracts on their site or allow users to encrypt all extracts associated with particular published workbooks or data sources. For more information, see Extract Encryption at Rest(Link opens in a new window). Tableau Support Access (Tableau Cloud only) Allows Tableau Support technicians access to the site to help troubleshoot support cases. By default, this feature is disabled. For more information, see Enable Support Access(Link opens in a new window). Sharing Allows users to share items directly with other users. When an item is shared, the recipients get a notification and the item is added to their Shared with Me page. If this is not enabled, users can only copy a link to share. For more information, see Share Web Content(Link opens in a new window) in Tableau user Help. Comments Controls whether users can add remarks in a Comments side pane for each view and @mention other Tableau users to notify them via email. For more information, see Comment on Views(Link opens in a new window) in Tableau user Help. Data-Driven Alerts Lets users automatically receive emails when data reaches key thresholds. For more information, see Send Data-Driven Alerts(Link opens in a new window) in Tableau user Help. Subscriptions Lets site users subscribe to views and receive regular emails of them. On Tableau Server, these options are available only if you first configure subscription settings(Link opens in a new window).High-Visibility Data Labels in View and Workbook Subscriptions
Controls whether subscriptions include relevant upstream high visibility data quality warnings and sensitivity labels in the email. On Tableau Server, these options are available only if you first turn on and configure subscriptions(Link opens in a new window). For more information on data quality warnings, see Set a Data Quality Warning. For more information on sensitivity labels, see Sensitivity Labels.
Previously titled Data Quality Warnings in Subscriptions.
Note: Data quality warnings and sensitivity labels are a feature of Tableau Catalog, which is part of Data Management.
Tagging Specifies the number of tags that users can add to items. The default limit is 50 tags, and the maximum is 200. For more information, see Use Tags(Link opens in a new window). Recommendations for Views Controls whether recommendations show on the site and whether the names of users who have looked at recommended items show on recommendation tooltips.Note: If you use Tableau Server, your administrator can disable Recommendations.
Request Access Lets users send access requests to content or project owners. For more information, see Let Site Users Request Access to Content(Link opens in a new window) in Tableau Cloud Help. Metrics Content Type Controls whether metrics are available on the site. When you turn metrics on, users can create metrics from views and metrics appear as a content type. When turned off, metrics won't appear on the site or continue to sync. If you turn on metrics again, pre-existing metrics will reappear and resume refreshing. For more information, see "Set Up for Metrics" in Tableau Cloud Help(Link opens in a new window) or Tableau Server Help(Link opens in a new window).Retirement of the legacy metrics feature
Tableau's legacy metrics feature was retired in Tableau Cloud in February 2024 and in Tableau Server version 2024.2. In October 2023, Tableau retired the ability to embed legacy metrics in Tableau Cloud and in Tableau Server version 2023.3. With Tableau Pulse, we've developed an improved experience to track metrics and ask questions of your data. For more information, see Create Metrics with Tableau Pulse to learn about the new experience and Create and Troubleshoot Metrics (Retired) for the retired feature.
Web Page Objects and Web Images Controls whether these Web Page and Image objects can display target URLs. For more information, see Security for Web Page objects(Link opens in a new window) in Tableau user Help. Personal Space Allows Creator and Explorer site users to create and save content to a private Personal Space. When Personal Space is turned on, you can set user storage limits. For more information, see Create and Edit Private Content in Personal Space. Collections Controls whether collections are available on the site. When you turn on collections, users can create collections to organize content and browse collections made available by other users. For more information, see Organize Items in a Collection. Site Time Zone for Extracts The default time zone for extract-based data sources in a site is Coordinated Universal Time (UTC). Site administrators can set a different time zone. For more information, see Set the Site Time Zone for Extracts(Link opens in a new window) in Tableau Server Help or Set the Site Time Zone for Extracts(Link opens in a new window) in Tableau Cloud Help. Extract Quota Limit Notifications Sends email alerts to all site administrators when extract refresh jobs are canceled because of extract job capacity issues.Flow Parameters
(Tableau Server and Site Administrators only)
Enables users to schedule and run flows that include parameters.
Administrators can also enable flow parameters to accept any value. If this option is enabled, any flow user can enter any value in a parameter, potentially exposing data that the user should not have access to.
Parameters can be entered in an input step for file name and path, table name, or when using custom SQL queries, in an output step for file name and path and table name, and in any step type for filters or calculated values.
Flow parameter settings can be applied at the server level to include all sites on Tableau Server. The settings can be disabled at the site level to include only specific sites.
For more information about using parameters, see Create and Use Parameters in Flows(Link opens in a new window) in the Tableau Prep help.
Run Now Controls who can run jobs manually using the Run Now option from the web, Rest API, and Tabcmd. By default, this option is selected to allow users to run jobs manually. Clear the check box if only administrators should be allowed to run jobs manually.Note: If you use Tableau Server, your administrator can disable this site setting.
Manage Notifications Controls how site users can receive notifications for events such as extract jobs, flow runs, when another user shares content with them or mentions them in a comment. Notifications can be seen in their Tableau site via the notification center, sent by email, or sent to a Slack workspace. When a notification is enabled, users can configure their notification preferences on their Account Settings page.Note: If you use Tableau Server, your server administrator can disable this site setting.
Customize Email Notifications (Tableau Cloud only)Controls whether email notifications for data-driven alerts and subscriptions to workbooks and views are sent using the Tableau email server or your own SMTP server. When you use your own SMTP server, you can customize the email sender's name as well as the domain used in the sender's email address and the domain for links in the notifications emails. Added for Tableau Cloud in February 2024.
Separately from the SMTP settings, you can control whether the email notifications sent to users for data-driven alerts and subscriptions include links. These links direct users to your Tableau site to see the content and manage the alert or subscription. A link to unsubscribe is always included in notification emails, regardless of whether this setting is on. Added for Tableau Cloud in June 2023.
Flow Subscriptions Controls whether flow owners can schedule and send emails with flow output data to themselves and others. When you allow flow subscriptions, you can control whether flow output data is included in the subscription email and whether flow output files are attached to the email. For more information, see Notify Users of Successful Flow Runs OAuth Clients Registry For a subset of connectors, you can register a custom OAuth client for the site to override an OAuth client that has been configured for the server. By registering a custom OAuth client, you enable new and existing connections to use the site-level OAuth client instead of the server-wide OAuth client. For more information, see Configure Custom OAuth(Link opens in a new window). View Acceleration Controls whether Creator and Explorer site users can accelerate the views in their Tableau Server workbooks for faster loading times. When you allow view acceleration, you can set a maximum number of views to be accelerated, and you can choose to automatically suspend acceleration for views that repeatedly fail the acceleration task. For more information, see View Acceleration. Assertions for Group MembershipEnables local group membership to be controlled and managed by your SSO IdP or through a Tableau connected app by dynamically asserting group membership when a user authenticates to Tableau Server. Requires additional configuration in the SAML assertion, OIDC assertion, or JSON web token (JWT). For more information, see Dynamic group membership using assertions .
Important: This site-level setting can be enabled only when the server-wide setting has been enabled first.
Group Sets Enables the Group Sets page and the ability to create group sets. Group sets can be used by certain users ( server admins, site admins, project owners, and content owners) to apply permission rules that require users to be members of all groups in the group set to access content whose permissions are dependent on the group set. For more information, see Work with Group Sets. Recycle Bin Controls whether Recycle Bin is turned on for a site, allowing admins and authors with Explorer (can publish) or Creator licenses to restore previously deleted projects, workbooks, and data sources for a selected period of time. For more information, see Recycle Bin.RetroSearch is an open source project built by @garambo | Open a GitHub Issue
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