Initializing help system before first use

Sync Tableau Users

When you click SYNC TABLEAU USERS the Xpress Insight server performs a comparison with the user details in Xpress Insight with the users in Tableau for the configured Tableau URL, plus an optional site identifier.
For every user that requires synchronization, the Xpress Insight will attempt to synchronize it within Tableau. The success or failure of this is shown in the displayed report. The generated report is then shown in a separate tab or window of the browser (which of these is dependent on the browser and browser configuration). The following is an example report.
Note The SYNC TABLEAU USERS button is only enabled when the Tableau integration is enabled and the Tableau user management mode is set to Managed by Xpress Insight.

Synchronization Report

The report is split into three sections:
  • Xpress Insight users

    Lists Xpress Insight users who have been configured within Xpress Insight with Tableau usernames. The report section shows on each line:

    • The username of the user within Xpress Insight.
    • The Tableau username that has been associated to that user.
    • Whether Tableau is enabled for that user (that is, whether the user is allowed to access Tableau from within Xpress Insight).
    • Whether the user can publish workbooks from within Xpress Insight Web Client. Here the user must have the WORKBOOK_PUBLISH authority.
    • Whether the Xpress Insight user account is enabled and not locked.
    • The corresponding username within Tableau, post synchronization.
    • Tableau site role (Unlicensed, Viewer, Interactor, Publisher, Site Administrator). To view a Tableau view within Xpress Insight, the user requires a site role of Interactor.
    • Whether the Tableau user has publish rights in Tableau, post synchronization.
    • Whether a synchronization was attempted.
    • Whether the synchronization was successful.
    • The outcome of the synchronization. This will either be a success message or an error message indicating why the user was not synchronized.
  • Tableau system users associated to an Xpress Insight user

    Indicates whether there are any Tableau system or site administrators associated to an Xpress Insight user. This is highlighted as these users have greater privileges than normal Tableau users and will have be able to access other areas of Tableau.

  • Tableau only users

    Lists users that reside in Tableau and do not have an associated user within Xpress Insight. The username and Tableau license level of these users are shown.

Parent Topic Tableau Configuration

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