Tableau Roles and Licenses

Recommended Roles and Licenses

We recommend to use a Creator license with the Site Administrator Creator role for the easiest setup and most complete ingestion result.

Tableau activity metadata is harvested from an S3 file. Datalogz needs access to the S3 bucket where the file is stored.

Other supported Roles and Licenses

Datalogz supports the following licenses:

• Creator License (recommended)

• Explorer License

Datalogz supports the following roles to connect to your Tableau site and harvest metadata:

• Administrator

• Explorer, with configured permissions

Viewer	Reports, workbooks, data sources (limited scope)	Not supported
Explorer (no external asset access)	Reports, workbooks, data sources (limited scope)	Supported, but without lineage. Databases and tables are not available.
Explorer (with external asset access)	Reports, workbooks, data sources, databases and tables	Requires correct permissions and Tableau Catalog settings
Site Administrator (Recommended)	All Tableau content	Access limited to assigned Tableau sites.
Server Administrator	All Tableau content	Full server-wide access

Best Practice: How to Configure the Explorer Role

First, make sure that the following settings are enabled in Settings > General:

• Data Management, which is required to run the Tableau Metadata API and give the Explorer user access to databases and tables.

• Automatically grant authorized users access to metadata about databases and tables

• Show complete lineage (default)

• Turn on Tableau Catalogue (only when you want to configure access on an asset to asset basis).

Next, give the Explorer access to Tableau projects:

• For large projects that change often, we recommend making the Explorer a project leader. This ensures that the Explorer can access all Tableau assets within the project, including databases and tables.

• For projects where project leader status cannot be given, make sure that the Explorer has view access to all assets within the project.