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Add New Workbook Set In One Side Mode

To validate a Workbook Set in the One Side Mode:

  1. Open the Workbook Validation tab.
  2. Click New Workbook Set (one-side mode)... icon in the toolbar, or right-click somewhere in the Workbook Set table and choose New Workbook Set (one-side mode)... in the context menu.

    The Add New Workbook Set dialog window opens:

    Add New Workbook Set (one-side)

    Read here for details.

General Tab

  1. Specify Name, for example: My Workbook Set for One-side Mode.
  2. Specify Description, for example sample text for 1-side mode.
  3. Choose an environment for the left target in the selector (e.g., TB003):
  4. Click Choose Workbooks below the left target.

    The Choose Workbooks dialog window opens:

    Choose Workbooks

    In this dialog window, select workbooks for this set. Read here for details.

  5. Click the Schedule tab.

Schedule Tab

The Schedule tab opens:

Schedule Tab

Schedule is very important for automated workbook validation to run this validation on a daily (hourly, weekly) basis.

  1. Click Modify Schedule.

    The Workbook Set Schedule dialog window opens:

    Workbook Set Schedule

    It is similar to the Alert Schedule dialog window.

    • Repeats: choose a time measurement unit – hourly

    • Every: choose an integer value from a list box ‐ 1 for 1 hour interval

    • Starts on: choose date and time when this alert should run for the first time. The timestamp will be saved with a timezone set on your MMTE Server system.

    • Ends: Never for continuous usage, After X occurrences or On <timestamp> for limited usage

    Check in the text area below the resulting data: overall description of the schedule and next five runs.

  2. Click OK.

  3. Set the Scheduling enabled checkbox for automatic execution of this Workbook Set validation. You cannot enable workbook sets without schedules.

  4. Click the Notifications tab.

Notifications Tab

Here you can configure email and/or SMS notification should you have a discrepancy in your Tableau workbooks.

The Notifications tab opens:

Notifications Tab

  1. Specify Message, for example: test workbook validation msg. This text will be sent inside the email and/or SMS notifications in the line titled Message:

Message text

  1. If you need notifications by email, edit the Email Notifications group settings:

    • Notify on changes? if checked, email notification(s) will be sent

    • To: specify one or more recipients (email addresses)

    • Cc: specify one or more email addresses to send a carbon copy

    • Bcc: specify one or more email addresses to send a blind carbon copy

    The sender name will be taken from the Email Header Text setting specified in MMTE Administrator.

  2. If you need notifications by SMS, edit the SMS Notifications group settings:

    • Enabled? if checked, SMS notification(s) will be sent

    • Phone(s): specify one or more phone numbers (MSISDN); spaces, commas, etc will be treated as separators

  3. Click the Advanced tab.

Advanced Tab

This tab allows you to configure additional parameters of the workbook validation process.

  1. In the Output Options section:

    • Generate PDF: enable workbook validation via conversion to the PDF format

    • Generate XML: enable workbook validation via conversion to the XML format

    At least one checkbox must be set.

  2. Click OK to save a new Workbook Set or click Run Now to save and run validation immediately.

Using Workbook Output Issues

After a Workbook Set is created and run at least once, there should be at least one row for it in the Table of Validation Results.

  1. Select the latest row in the Table of Validation Results.

  2. Click the link in the Issues column.

    The Workbook Output Issues dialog window opens.

  3. Inspect the workbooks with the FAILED status. When you select such workbook, the stacktrace of the error is displayed at the bottom of this dialog window.

  4. The task is to fix all errors in the new environment or consider them not important.

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