Tableau sync

Synchronize Tableau users and groups from Tableau Server or Tableau Cloud with WriteBackExtreme. Users and Groups that are created in WriteBackExtreme will not be impacted. Users and Groups will be synced and automatically deleted if they are no longer present on your Tableau Server.

Every (new) user who is not yet present in WriteBackExtreme will only get access to the extension by default. When a user should also do management console tasks, they need to have roles assigned by an administrator.

Support for multiple Tableau Servers/cloud

Support for multiple Tableau Server and Tableau Cloud environments is introduced in version 5.5.0. When a user exists across multiple environments, they are represented as a single user within WriteBackExtreme. Additionally, any groups that share the same name across environments will be prefixed with the respective site name to ensure uniqueness.

Tableau Server connection

When using Tableau Server, we required the full URL of the Server as opposed to the site required for Tableau online. When changing this configuration will reset the connection information form. Enter the URL of your Tableau Server and the Tableau API version.

Tableau Cloud Site Name Format: In the "Authenticate for the following site" input field, do not enter the full URL of your Tableau Cloud environment. Instead, only enter your site name.

✅ Example: If your full Tableau Cloud URL is: https://dub01.online.tableau.com/#/site/infotopicsappsfortableau Then you should enter: infotopicsappsfortableau in the site name input field.

Entering the full URL will cause authentication to fail.

Tableau Token name and secret: Make sure you are using a PAT from a Tableau Server administrator account. To find more about how to get tokens, visit: https://help.tableau.com/current/server/en-us/security_personal_access_tokens.htm

Personal Access Tokens will expire if they are not utilized for 15 consecutive days. If they are regularly used more frequently than every 15 days, an access token will expire after 1 year, and needs to be replaced with a newly created one.

Test the connection and connect

Once all details have been added, you can then test the connection, hit the test button, connect to the site you wish to sync, then hit apply, and then save. You have now successfully connected.

Sync Users and Groups

Now you’ve connected to your desired environment, sync the users and groups from your environment to WriteBackExtreme. You will see the list of the groups from your Tableau environment for you to choose the group(s) you wish to import.

Automatic role assignment

In some cases, you may want to automatically assign a user role in WriteBackExtreme to all members of a specific Tableau group. For example, all members of the Designers group should automatically become schema creators in WriteBackExtreme. Starting from version 5.5.0, this is possible by enabling the automatic role assignment option when adding or editing a group in the management console.

Schedule sync

You can use the command codes here to fully automate the synchronization of users and groups between Tableau and WriteBackExtreme. You can execute these commands on your server using Cron or Windows Task Scheduler.

Groups and users will not be deleted, only updated and/or created.

The command can be different per operating system. In general, one of the commands will suffice. Sometimes it is necessary to add the full path to the php or php.exe (on Windows) executable.

Read this documentation for an example of how to set a schedule for Windows: here

Full command for the "Add arguments (optional)" field:

artisan wbe:tableau-sync

Example action for Windows: