Set Permissions for Tableau Objects Flags

Available from V R5 (5.9.x)

When the Generic model for Tableau server is enabled, you can set rules on which groups of users can flag Tableau Server objects by applying permissions to flags (Endorse - Warn - Deprecate) on BI server object pages. You need the role of a Catalog or Server Admin to work with field permissions. By default, everyone can set and remove the Endorse - Warn - Deprecate flags on Tableau object pages.

Object Flags for Tableau Objects

../../_images/Tab_Flags.png

Note

For details on the Generic model and on how to enable it, refer to Enabling GBM for Tableau.

To set permission on object flags,

  1. Sign in to Alation and on the upper right of the main toolbar, click the Settings icon to open Admin Settings.

  2. In the Catalog Admin section, click Customize Catalog. The Customize Catalog page opens.

  3. Click Custom Field Permissions and on this tab, find the BI object fields you want to restrict with permissions. These fields are listed in the Built-in Fields table under the Custom Fields table.

  4. For the desired flag field, click Add Rule and in the list of groups and people sets that open, select the required groups and/or people sets.

BI Objects Flags

BI Server Flags

Permissions for this field apply to the Tableau Server page that uses the BI server template

BI Folder Flags

Permissions for this field apply to the Tableau pages that use the BI Folder template: Site/Project/Workbook

BI Report Flags

Permissions for this field apply to Tableau objects that use the BI Report template: Views (Dashboard and Report)

BI DataSource Flags

Permissions for this field apply to Tableau objects that use the BI Datasource template: Data Source

BI DataSource Column Flags

Permissions for this field apply to Tableau objects that use the BI Datasource Column template: Data Source Columns (Measures and Dimensions)

BI Report Column Flags

Permissions for this field apply to Tableau objects that use the BI Report Column template: Columns of Views (Measures and Dimensions in Reports and Dashboards)

Note that these permissions cannot be individualized for a specific Tableau object. If you set permissions on a flag for a specific object type, these permissions apply to all objects of this type. For example, if you have two Tableau sources in your catalog, and then apply permissions to the BI Server Flags field, this restriction equally applies to both sources, and only the groups or/and people sets you select in the rule can change the flags on both these sources.

After you have added the rules to the fields, only the users who belong to the selected groups and/or people sets see and can change the flags on the Tableau object pages. Users who are not included in the selected groups or sets do not see the object flags next to the object title.

Adding Permissions to Object Flags:

../../_images/Tab_Flags2.png

This functionality is only available for Tableau if you have enabled the Tableau generic model feature. If you are using the legacy Tableau model, any user can set or remove the Endorse - Warn - Deprecate flags on Tableau objects as field permissions do not apply to Tableau on the legacy framework.