Tableau Server automation for optimized cost and performance

Large Tableau Server environments often suffer from two issues: wasting money on user licenses for inactive users and the accumulation of outdated and abandoned dashboards. These issues hurt the performance of the system and decrease the value that the business gets from its investment. As a result, admins often spend significant time managing users and content to reduce operational costs and improve performance. Manager for Tableau is a Tableau Server governance tool that enables administrators to automate these repetitive tasks by defining rule-based jobs with triggers and conditions that execute actions based on events or run periodically.

Key Benefits

Optimize License Costs

Identify, analyze and automatically act on opportunities to save money on licenses.

Increase Dashboard Speed

Ensure abundant query resources by identifying and retiring unused and outdated dashboards.

Improve Usability

Expand and streamline user options for role management, dashboard help and exporting.

Manage Users and Licenses

Manager for Tableau can drastically reduce manual tasks and unnecessary expenses by enabling Tableau Server administrators to automatically identify and deactivate or change user licenses that meet the organization’s criteria for inactivity or underutilization. Similarly, the extension can automatically activate new licensed users and update a user’s role based on activity history. Detailed reports provide administrators with a list of inactive or underutilized licenses and opportunities for cost savings.

Automate Dashboard and Report Governance

Administrators can set up dynamic notifications that are triggered when dashboards are getting little to no use, or when they may be negatively impacting system performance with unnecessary querying. Manager can free up the resources taken up by such content by automatically migrating and archiving dashboards that qualify as stale or abandoned under the administrator-defined ruleset. These features can greatly reduce otherwise time-consuming manual tasks, such as reassigning and migrating dashboards upon the owner’s departure from the organization.

Display notifications on Tableau Server

Tableau Server administrators can handle all related communications, including direct communications and automated outage notifications directly on Tableau Server. And if Tableau Server should ever go down, Tableau Manager will be available for you and your users to see statuses and communicate.

Feature Overview

Flexible, rule-based automation of user and content management for Tableau Server
Rules can be run for sites, roles and members of groups
Compatible with Tableau Server version 2018.1 and above

Security

Simple and secure access through multiple authentication methods (Basic, AD w/SSO, OAuth, Okta, etc.)
Transparent and auditable for uncompromising security compliance
Fully network-locked in an on-premises environment
Standard web-based application hosted on its own server
Does not directly communicate with Tableau Servers
Tableau security applied to Servers remains uncompromised

Easy-to-use web-based user interface for easy administration
Dynamic notifications for admins for constant situational awareness of automated tasks
Notifications for users about planned outages, maintenance windows, etc. directly in Tableau Server
Fallback status page in case Tableau Server goes down
Step-by-step guide to adding Servers
Only requires a quick, non-invasive patch

Custom Feature Development

Manager can function as a platform for deep and extensive customization. At its core, the extension is an enterprise-class extension for managing and patching Servers that programmatically enables a wide range of options for safe integration with Tableau Server.

Examples of custom features

Legacy content and license management: users leaving the organization may leave behind several dashboards — which normally need to be manually migrated and/or archived before their license can be deactivated. Manager can automate this process.
Performance and usage monitoring and alerting.
Chargeback calculation: Manager can accurately report resource
utilization and spending for user groups and departments.

Get the product sheet for Manager

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