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Publish

This active command publishes the selected BI asset to the specified location on your landscape. This particular command publishes objects that are already published, so it creates a kind of a copy. But you can use another command to Publish Workbook from a File.

Warning

It is available for workbooks, flows, and standalone data sources only.

Select one or more workbooks, flows, or standalone publish data sources. Right click and choose Publish from the context menu.

Note

The tabcmd utility must be available and configured in your MMTE Administrator to execute this command.

Choosing Environment

First, the Publish Tableau Environment dialog window opens:

Publish - Choose Environment

Choose the destination environment. It can be the same or different environment than a source one.

Click Next to proceed or Cancel to abort.

Choosing Site

Then, the Publish <Version / Hostname> dialog window opens:

Publish - Choose Site - Errors

In this dialog window, specify which object(s) should be published, where, and how.

Multiple copies of a single object can be published.

In general, the dialog window consists of two areas:

  • Left area displays selected (source) BI assets
  • Right area displays where they should be published (destination)

Each area includes a Quick Search Control and Expand/Collapse tool for quick global selection, especially useful when you operate massive sets of objects.

Those tools also allow you to

  • Select projects
  • Select project contents (inner items inside projects)
  • Select published data sources (Standalone Publish DS will be selected, if any)
  • Select workbooks
  • Select flows

The following commands are available for linking source and destination areas:

Command Description
icon Include the selected source object(s) to the destination area. When clicked, opens the Choose site for <OBJECT> dialog box:
Publish - Choose Site for OBJECT
Choose the destination site from the list of available existing sites, or click New Site to create a new site, or click Refresh Sites if the list is updated on the server.
Set the Apply for Sites to apply the same choice for the rest of the selected source objects.
If the source object was previously included, the old choice stays untouched, and a new copy is added.
icon Performs the same action as a simple include, but in addition affects the nested objects ("children") below the selected source ones.
icon Exclude the selected destination object(s) from publication.
icon Include all the source objects to the destination area. It works with the same logic as a simple include.
icon Exclude all the destination objects from publication.

Fixing Errors

If destination sites are not specified for all source objects, they are displayed as green <Choose a target site> in the destination area (see example above). You need to determine sites for all publications before proceeding. Double click such objects and choose site(s).

If any connection to the destination is broken, it is displayed as a red item in the destination area (see example above). Before proceeding, you need to fix the broken connections. Double click such items. The Configure Connection dialog window will open:

Configure Connection

Specify the following settings:

Setting Type Default Description
DB Server String localhost Hostname/FQDN or IP address of the server where RDBMS is installed, e. g. myserver.company.org, 76.178.95.192, localhost
DB port Positive Integer 49614 for embedded, 8060 for Tableau PostgreSQL, 5432 for standard psql TCP/IP port on which RDBMS is listening
Username String mmuser The database user account to be used by MMTE Server for accessing data source
Password String mmuser The password of this user account
Is Embedded? Checkbox/Boolean True Set this checkbox if you want this data source to be embedded. In this case the server will cache your credentials, and it will not be necessary to specify them again for connecting to this data source. Otherwise, login/password will be necessary each time.
Is OAuth Connection? Checkbox/Boolean False Set this checkbox for OAuth authorization. Settings for OAuth (provider etc.) must be previously configured in Tableau. In this case, no password is required, the value of the Username attribute is an OAuth username, and the value of Is embedded? specifies whether to embed the OAuth credential with the data source. For further details, please see official Tableau documentation

When finished with settings, click Test Connection. Proceed if the Success alert appears and return to editing settings otherwise.

Click OK to save the edited connection settings or Cancel to abort.

When all errors are fixed, the Publish <Version / Hostname> looks like the following example:

Publish - Choose Site - Fixed

No match status is okay.

Running

There are the following controls available under the source/destination areas:

Control Description
Include Security Set this checkbox to copy user permissions from source objects to destination. Uncheck it to keep the default security settings of the destination sites.
Publish Click this button to start publication as a foreground process.
Publish in Background Click this button to start publication as a background process.
Cancel Click to abort.

When Publish is clicked, the Publish <Version / Hostname> dialog window closes and Checking involved Users And Groups pop-up opens:

Checking

Wait while MMTE is checking them. Then, the Publishing... pop-up opens:

Publishing

You may want to click Run in Background to close this pop-up and get back to MMTE Client UI, the publishing process will continue in background.

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