Administrator Guide

One Platform for Agile BI Governance
Administrator Guide
USEREADY ONE ADMINISTRATOR GUIDE

1. Welcome to USEReady ONE ............................................................................... 4
2. Summary of Modules ........................................................................................... 5
2.1. General Environment .............................................................................................. 6
2.2. Status ......................................................................................................................... 7
3. Application Configuration ................................................................................ 8
3.1. USEReady ONE ......................................................................................................... 8
3.2. Tableau Server ......................................................................................................... 9
3.3. Directories .............................................................................................................. 13
3.3.1. Active Directory ................................................................................................................... 14
3.3.2. LDAP ..................................................................................................................................... 16
3.3.3. File-Based Directory Services ............................................................................................... 18
3.4. Change Management and Version Control ...................................................... 19
3.5. Monitoring & Logging .......................................................................................... 21
3.6. Alerts ....................................................................................................................... 22
3.7. Thresholds .............................................................................................................. 24
3.8. Extract Monitor ...................................................................................................... 26
3.9. Status Alert ............................................................................................................. 27
4. Alerts and Monitors ........................................................................................... 28
4.1. Set performance thresholds ................................................................................ 28
4.1.1. Alert on process failure .................................................................................... 29
4.1.2. Alert on extract failure ..................................................................................... 30
5. Sync Modules ........................................................................................................ 32
6. Synchronize Directory .............................................................................................. 33
6.1. Configure interval for synchronization ............................................................. 34
6.2. Recursive Sync: ...................................................................................................... 36
6.3. Non Recursive Sync: ............................................................................................. 39
7. Synchronize Data ...................................................................................................... 41

C o p y r i g h t 2 0 1 5 U S E R e a d y , P a g e 2 | 55

7.1.1. Extract Refresh ................................................................................................... 41
8. Synchronize Workbook ............................................................................................ 44
8.1.1. View Synchronization or Warming ................................................................. 44
8.1.2. Workbook Migration ......................................................................................... 47
8.1.3. Setup Source and Destination details for migration .................................. 49
9. Reports and Audits ............................................................................................ 50
9.1. Systems Report ................................................................................................ 50
9.2. Activity Summary Screen ............................................................................. 50
9.3. User Permission Information Screen ..................................................... 51
9.4. Datasource Summary Screen ..................................................................... 52
9.5. Session Requests Screen ............................................................................. 53
9.6. Usage Summary Screen ................................................................................ 54
9.7. Chargeback Report ......................................................................................... 55
1. Welcome to USEReady ONE

USEReady ONE is a BI Governance Platform built to drive user adoption, enhance
user control, manage infrastructure, regulate department chargeback and
eliminate user confusion.
The Governance platform installs on any machine in the farm that has access to
the Agile BI platforms (Tableau, Alteryx etc.) and the Tableau executable
(tabcmd.exe) installed. The platform integrates seamlessly into Tableau Server
and allows administrators to configure migrations, alerts and detailed usage &
audit reports on the infrastructure.
On Successful installation of USEReady ONE we now see a Governance section
with a USEReady ONE selection created in Tableau Server maintenance page:
Figure 1 USEReady ONE on Tableau Server screen
2. Summary of Modules
USEReady ONE has several modules. Left
navigation bar provides easy and direct access to
various application modules where as top header
buttons provide stepwise navigation to various
modules in the application.
Figure 2 USEReady ONE Home Page
How to navigate?
Click on the USEReady ONE
button on Tableau Server to
launch the home page.
Application has various
navigation options.
2.1.
General Environment
USEReady ONE has several modules. Each module and their key functionality is
listed below
Environment Contains the current status summary of all modules.
Alerts & Monitors Define processes, sets up events and triggers,

configure and enable alert events.
Synchronize Setup and execute events for directory services (Active

Directory, LDAP), data source and workbook migration, data and
workbook refreshes and view warm-ups.
Reports & Audits Back-end Tableau Server reporting.
2.2.
Status
Status page is a summary of various modules

displayed as tiles. This page serves as home
page for the entire application. Each tile on
the status screen is clickable. Upon clicking
any of the tiles, users are navigated to
appropriate configurations.
How to Navigate?
Click on the Status tab on
the left navigation bar to
view the current status of
all configured features.
Figure 3 USEReady ONE Platform Status Screen
As various labeled features are configured, each label will become green, yellow
or red depending on its status. Green means configured. Yellow means there is
a configuration error and Red means not the feature is not configured at all.
Selecting any label will take you to the configuration screen for that feature1
The features shown with red tags will be implemented in the next release.
3. Application Configuration
3.1.
USEReady ONE
This module configures USEReady

ONE application platform.
How to Navigate?
Click the tile Governance
on the home page.
From the Governance panel, select USEReady ONE to access the

USEReady ONE Configuration Screen. This contains the basic setup
information about the software. From here one can re-configure the
platform should that become necessary.
By selecting the +Add button, a new panel will appear:
Figure 4 USEReady ONE Platform Configuration Screen

Field
Expected Values
Name
Name to identify the product, typically The network name

of the system
URI
The Uniform Resource Identifier (URI) by which we can get

to USEReady ONE home page
Tabcmd Path
Location of Tableau server utility tabcmd.exe. It is
deployed when Tableau Server is installed. Tabcmd is

typically installed in the same directory as Tableau Server
files. Tabcmd.exe is used to perform various tasks on
behalf of USEReady ONE.
USEReady ONE
Checked (true); If the system is a Primary USEReady ONE
Primary
Server, check the box as appropriate.
USEReady ONE
Unchecked (false); If the system is a Backup USEReady ONE
Secondary
Server, check the box as appropriate.
Click button Done to commit the transaction.
3.2.
Tableau Server
This module configures USEReady ONE

to connect to Tableau Server
environment.
How to Navigate?
Click the tile Visual
Analytics on the home page.
This section is used to configure the instance(s) of Tableau Server

that will be managed by USEReady ONE. From the Governance
panel, select Tableau to access the Visual Analytics Configuration
Screen. Administrators can configure additional platforms for
monitoring using USEReady ONE.

Figure 5 Tableau Server Configurations
Populate the blank fields with:

Fields
Expected Values
Name
Name given to identify the type of tableau server; An alias
URI
Url to reach the type of tableau server; The Uniform
(name) for the system
resource Identifier (URI) name of the system. This is the

name of the Tableau Server homepage or the IP address of
the system if it is a Tableau Worker Server.
Computer Name
Name of the computer where tableau server node is
User Name
Name of the user used to login to tableau server who also
installed; This is the network name of the system.

has admin rights; This is the ID of the Tableau System
Administrator defined for the system.
Password
Password of the admin user; This is the password for the

Tableau System Administrator ID (Username)
PG Port
Postgre SQL Port [8060]; This is the port through which

communication to the Tableau Server internal Postgre
database is defined (usually 8060). Additional details
about connecting to Tableau Server Postgre database is

here http://onlinehelp.tableau.com/current/server/enus/adminview_postgres_connect.htm
PG Password
Postgre Server Password; The administrator password

defined for the Tableau Server internal Postgre database.
Time Zone
TimeZone of the tableau server machine. Local time zone
Default Site name
Name of the default site in tableau [Default]; Name of
defined for that system. For e.g.: [America/New_York]

Tableau Server site01 (usually Default).
Check boxes as appropriate to enable permissions that

USEReady ONE will have on the target system.
Click Done to commit the transaction.
Permissions
Following fields allow you to configure permissions for Tableau
Server access. Modifying these fields grants USEReady ONE
appropriate privileges on Tableau Server
Fields
CreateorModifyFolder
Explanation
If Checked, allows creation of Sites,
Projects if it doesnt exists on tableau
server while performing Sync. If
Unchecked, the admin has to manually

create them for Sync to complete
successfully.
CreateorModifyGroup
If Checked, allows creation of groups if it

doesnt exists on tableau server while
performing sync.
DeleteFolder
If Checked, allows the deletion of the

Sites, Projects from tableau server if
corresponding folders are deleted in the

source. If Unchecked the admin has to
manually delete them from the tableau
server after performing sync.
DeleteGroup

groups from tableau server if
corresponding groups have been deleted

from the source.
DeleteUsers
tableau server users if corresponding

users have been removed from the source.
3.3.
Directories
Security Modules enable USEReady ONE to connect to enterprise

security infrastructure. Using USEReady ONE Security modules,
Server administrators can
add/delete users seamlessly from
enterprise directories to Tableau.
Most of the enterprises use standard
How to Navigate?
Click the tile Directory on
the home page.
directories to manage users and groups of users. USEReady ONE

connects to various directory services such as Windows Active
Directory, LDAP. USEReady ONE also supports importing users from
custom authentication modules for user security. The Directory
feature allows administrators to define directory services providers
(Active Directory, LDAP or file-based) that USEReady ONE will use for
synchronization of users, groups and folders on target Tableau
Servers under management.
3.3.1.
Active Directory
From the Governance panel, select
Directory to access the USEReady ONE

Configuration Screen.
How to Navigate?
the home page.

Figure 6 Active Directory Configurations
Populate the blank fields with:

Fields
Expected values
Name
Name given to identify AD; Alias (name) for
AD Domain Name
Domain Name of the AD [ad.example.com];
the Active Directory
Network name of Active Directory service

Admin Username
Name of the admin user to login to the AD

domain; User ID with administrator-level
access to Active Directory domain controller
Password
Password of the admin user;
3.3.2.
LDAP
From the Governance panel, select
Directory to access the USEReady ONE

Configuration Screen.
How to Navigate?
the home page.

Figure 7 LDAP Configurations
Fields
Name
Expected values
Name given to identify LDAP; Alias (name) for
the LDAP service
LDAP Domain Name
Domain Name of the LDAP

[ldap.example.com]; Network name of LDAP
service
Admin Username
Name of the admin user to login to the LDAP

domain; User ID with administrator-level
access to LDAP domain controller
Password
Password of the admin user; Password for

Admin Username
3.3.3.
File-Based Directory Services
This module allows server administrator to sync users list prepared

as a flat file.

Figure 8 Custom File Based User Configurations
Server administrators can synchronize users to Tableau Server via

flat file as source.
Fields
Expected values
Name
Name of input file
File Path
Fully-qualified UNC pathname of input file
3.4.
Change Management and Version Control
USEReady ONE can synchronize with version control software SVN.

This module allows USEReady ONE to connect to SVN.
Figure 9 Version Control Configurations

Following fields are available to configure
Fields
Expected values
Name
Name given to identify the Subversion
Path
Not in use
Local Repository Path
Local directory path where SVN

repository is checked out. e.g.
D:\VersionControlDir\
User Name
SVN username
Password
SVN password
Email
Not in use
IP
IP address of the SVN repository server
Repo Server
Repository server URL.
3.5.
Monitoring & Logging
Figure 10 Log File Configurations
Location of USEReady ONE log files
Fields
Expected values
Name
Name given to identify the option
File Path
Path where the Useready ONE log file should
IP
Local IP address of the machine[NA]
reside
3.6.
Alerts
Figure 11 Alerts Configurations
Fields
Expected values
Alert Type
Email type
Alert Name
Name given to identify the alert
Username
Full SMTP username in email

format.[name@gmail.com]
Password
SMTP server password
SMTP Server
SMTP server address[smtp.gmail.com]
SMTP Port
Port used by SMTP server to send mails.

[25/465/587]
Use SSL
Checked. Connection security. Securing the

email transfer.
Optional Domain
Default Credentials
False. If True, Windows credentials (user

name, password, and domain) of the user
running the application will be used.
Subject
Mail subject
From
Email address from which you would like the

alert to send an email
To
Email address to whom you want the alert to

be delivered.
3.7.
Thresholds
Figure 12 Threshold Configurations
Fields
Expected values
Alert
One or more configured alerts, e.g. Threshold
Interval
Interval in minutes at which the process
Alert.
should re-initiate, e.g. 5 minutes.

Start Time
Time at which the Threshold monitor should

start the process, e.g. 13 Hrs 30 Minutes
(13:30)
Server
The name of the tableau server to be

monitored.
Process
The process of the tableau server to be
Computer Name
Name of the computer where the process
monitored, e.g. application server.

exists.
Integrated
Authentication type. If the process is running

on primary server then this should be true. If
the process is running on worker server then
this should be false.
Time
Max time duration allowed for the particular

process.
Memory
Max % of memory utilization allowed for the
Process
Max % of CPU utilization allowed for the
particular process, e.g. 50%

particular process, e.g. 90%
3.8.
Extract Monitor

Figure 13 Extract Monitor Configurations
Fields
Alert
Expected values
One or more configured alerts, e.g. Extract
Alert.
Interval
Interval in minutes at which the process should

re-initiate, e.g. 10 Mins.
Start Time
Time at which the process should start, e.g. 14
Server
Hrs 45 Minutes (14:45Hrs)

monitored.
3.9.
Status Alert
Figure 14 Status Alert Configurations
Fields
Expected values
Alert
One or more configured alerts, e.g. Status Alert.
Interval
Interval in minutes at which the process should
Start Time
Time at which the process should start, e.g. 14
re-initiate, e.g. 15 Mins.
Hrs 45 Minutes (14:45Hrs).

Server

monitored.
4. Alerts and Monitors

Alerts and Monitors module is an administrators eyes and ears into Tableau
infrastructure. Alerts section allows administrators to set mail preferences
across the infrastructure. These mails can be used for different purposes in
the platform.
4.1.
Set performance thresholds
Click Add to set new threshold alerts.
Figure 15 Set Threshold Alerts
Select the Server & Process you want to set Alerts for and type values for all
the fields shown below
Figure 16 Add Threshold Alerts
After adding all the alerts click Done to commit the changes.
Figure 17 Set Process Thresholds
4.1.1.
Alert on process failure
This module is for alerting site & system administrators or users on failure of
any of the process related to the server.

Click on Add to configure new Servers to status alerts.
Figure 18 Configure new servers for status alerts
Select the Server you want to monitor for process alerts & click Done.
Figure 19 Add Servers for monitoring
4.1.2.
Alert on extract failure
This module is for alerting site & system administrators or user when a
scheduled extracts fails in tableau server.
Click on Add to configure new Servers for monitoring extract failures.
Figure 20 Setup Extract Monitor alert
Select the Server you want to monitor for extract failures & click Done.
Figure 21 Configure Server for alerts
5. Sync Modules
The synchronize module allows administrators to automate synchronization

of Users, extracts and migration of Data Sources Workbooks.
Click Synchronize on Home page to review feature description
Figure 22 Sync modules home page
6. Synchronize Directory
This feature allows administrators to synchronize users, groups, sites

and projects from Active Directory; LDAP and custom file based
directory services in a scheduled manner.
Click Map under Directory
Figure 23 Directory Synchronization
Pick a configured alert from Alert

Figure 24 Setup alert for synchronization
6.1.
Configure interval for synchronization
Figure 25 Configure interval for synchronization
Click Add to map Active directory/LDAP/Custom File to Tableau Server
Figure 26 Directory Synchronization
Select the Source from which you want the users, groups, & sites to
be synchronized. Source can be AD, LDAP, or custom file based
service.
Figure 27 Source to destination directory mapping
Select Destination Server (Tableau Server)
Figure 28 Select destination
6.2.
Recursive Sync:
Check Recursive to import and maintain the hierarchy as defined in

the source
Figure 29 Configure recursive sync
Enter folder from which synchronization needs to occur in Root

For Active Directory/ LDAP
Figure 30 select folder for synchronization
Figure 31 Select root folder
For File Structure Service:
Figure 32 File based sync setup
6.3.
Non Recursive Sync:
Manually specify individual groups and folder for synchronization

Click Add
Figure 33 Non recursive sync
Figure 34 Manual setup for non-recursive sync

Configure source and destination paths for grouping
Figure 35 Configure source and destination paths
7. Synchronize Data
This module allows Administrators to schedule extract refreshes and migrate

data sources.
7.1.1.
Extract Refresh
Click Extract from home page and select an Alert
Figure 36 Extract refresh setup
Setup the interval for refreshing extracts and click Add
Figure 37 Setup interval for extract refresh


Configure the extract details:
Select extract type and refresh option (Incremental or Synchronous) from drop
downs as shown
Figure 38 Select extract type and refresh option
Figure 39 Select refresh operation
Figure 40 Finalize extract refresh setup

Alert:
Migration of data sources will be supported in the future version of USEReady
ONE; please contact us if you need a workaround
Figure 41 Data migrate
8. Synchronize Workbook
This module allows Administrators to synchronize workbooks and views.
8.1.1.
View Synchronization or Warming
This module also known as View Warmer allows administrators to ensure

important views are cached for fast loading.
Click View Sync from Home page
Figure 42 Sync views for warming / caching

Choose Alert and configure interval
Figure 43 Alert for view warming
Click Add
Figure 44 Workbook sync

Configure dashboard URI and enter Tableau Admin credentials
Figure 45 Configure dashboard URL for sync
8.1.2.
Workbook Migration
This module enables administrators to move workbooks between different

environments based on a trigger file.
Click Migrate on Home page
Figure 46 Workbook migration setup
Choose an Alert, Select Version Control, configure Trigger Filepath and interval;

Next Click Add
Figure 47 Configure workbook migration from source to destination
8.1.3.
Setup Source and Destination details for
migration

Figure 48 Setup source and destination for migration
9. Reports and Audits

9.1.
Systems Report
From the Governance panel, select System Report to access the

USEReady ONE Activity Summary Screen.

The Activity Summary tab provides a high-level overview of
Tableau Server operations under USEReady ONE management.
9.2.
Activity Summary Screen
Figure 49 Activity summary dashboard
Selecting the User Permission Info Screen lists the permissions

by user, for all workbooks under USEReady ONE management.
9.3.
User Permission Information Screen
Figure 50 User permission information
Selecting the Datasources tab displays stats for all data sources
under USEReady ONE management.
9.4.
Datasource Summary Screen
Figure 51 Data source summary dashboard
Selecting the Sessions tab displays Tableau Server activity at the
web session and VizSql session level.
9.5.
Session Requests Screen
Figure 52 Tableau Server web and vizsql session dashboard
Selecting the Usage tab displays a time-series graph of Tableau

Server requests versus number of users along with workbook and
data source metrics.
9.6.
Usage Summary Screen
Figure 53 Tableau Server usage summary view
9.7.
Chargeback Report
Chargeback reporting is a feature unique to USEReady ONE from a

Tableau Server governance perspective. An (Excel-driven) input
file is used to measure Tableau Compute Units. This metric is

user-customizable.
Figure 54 Department Chargeback summary

Administrator Guide

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One Platform for Agile BI Governance

USEREADY ONE ADMINISTRATOR GUIDE

USEREADY ONE ADMINISTRATOR GUIDE

USEREADY ONE ADMINISTRATOR GUIDE

1. Welcome to USEReady ONE

Figure 1 USEReady ONE on Tableau Server screen

USEREADY ONE ADMINISTRATOR GUIDE

Figure 2 USEReady ONE Home Page

USEREADY ONE ADMINISTRATOR GUIDE

Environment Contains the current status summary of all modules.

Alerts & Monitors Define processes, sets up events and triggers,

Synchronize Setup and execute events for directory services (Active

Reports & Audits Back-end Tableau Server reporting.

USEREADY ONE ADMINISTRATOR GUIDE

Status page is a summary of various modules

Figure 3 USEReady ONE Platform Status Screen

USEREADY ONE ADMINISTRATOR GUIDE

This module configures USEReady

From the Governance panel, select USEReady ONE to access the

By selecting the +Add button, a new panel will appear:

Figure 4 USEReady ONE Platform Configuration Screen

USEREADY ONE ADMINISTRATOR GUIDE

Name to identify the product, typically The network name

The Uniform Resource Identifier (URI) by which we can get

Location of Tableau server utility tabcmd.exe. It is

deployed when Tableau Server is installed. Tabcmd is

Checked (true); If the system is a Primary USEReady ONE

Server, check the box as appropriate.

Unchecked (false); If the system is a Backup USEReady ONE

Server, check the box as appropriate.

Click button Done to commit the transaction.

This module configures USEReady ONE

This section is used to configure the instance(s) of Tableau Server

USEREADY ONE ADMINISTRATOR GUIDE

By selecting the +Add button, a new panel will appear:

Figure 5 Tableau Server Configurations

Populate the blank fields with:

Name given to identify the type of tableau server; An alias

Url to reach the type of tableau server; The Uniform

(name) for the system

resource Identifier (URI) name of the system. This is the

Name of the computer where tableau server node is

Name of the user used to login to tableau server who also

installed; This is the network name of the system.

USEREADY ONE ADMINISTRATOR GUIDE

Password of the admin user; This is the password for the

Postgre SQL Port [8060]; This is the port through which

about connecting to Tableau Server Postgre database is

Postgre Server Password; The administrator password

TimeZone of the tableau server machine. Local time zone

Default Site name

Name of the default site in tableau [Default]; Name of

defined for that system. For e.g.: [America/New_York]

Check boxes as appropriate to enable permissions that

Click Done to commit the transaction.

USEREADY ONE ADMINISTRATOR GUIDE

Unchecked, the admin has to manually

If Checked, allows creation of groups if it

If Checked, allows the deletion of the

corresponding folders are deleted in the

If Checked, allows the deletion of the

corresponding groups have been deleted

If Checked, allows the deletion of the

tableau server users if corresponding