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Tableau Environment and User Roles Re: Amherst Data Pond

3 Web User Roles. Tableau Environment and User Roles Re: Amherst Data Pond. ‘ VIEWER ’ : View visualizations, dashboards, storyboards Interact with data Download summary data. $. Data Sources (Examples). Web User - Consumer. DATA SERVER Connections to Data Sources

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Tableau Environment and User Roles Re: Amherst Data Pond

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  1. 3 Web User Roles Tableau Environment and User RolesRe: Amherst Data Pond • ‘VIEWER’ : • View visualizations, dashboards, storyboards • Interact with data • Download summary data $ Data Sources (Examples) Web User - Consumer • DATA SERVER • Connections to Data Sources • Semantic metadata modeling • ‘EXPLORER’ – all ‘Viewer’ tasks plus: • Connect to published data sources • Ad hoc queries (no save) • Download full data • Can manage projects • Verify / certify data Interactive Dashboards Ad Hoc Data Discovery & Visualization Interact Web User - Publisher Web Edit* • DATA PREP CONDUCTOR • Run data prep workflows $ • ‘EXPLORER (CAN PUBLISH)’ – all ‘Explorer’ tasks plus limited publishing: • Edit & save existing workbooks (Web Edit) • Copy/save data connections from existing workbooks Interact & Publish TABLEAU SERVER Interact & Publish Desktop User – Publish *Web Edit has only a small subset of creation and publishing features compared to Tableau Desktop. E.g. Data sources limited to Excel or text files. • CREATOR: all Explorer plus: • Create & publish new vizzes, dashboards, data sources • Export data • Prepare data • Publish, schedule flows • Desktop License: • For power users/ creators • Richest feature set • Connect to broadest range of data sources Tableau Data Prep Tableau Desktop $ $:Requires additional license fees $No additional license fees

  2. Tableau Security - Use of Sites and Projects TABLEAU SERVER SITES • A ‘Site’ has its own security, users, projects, and data content - no sharing of these across sites. PROJECTS • Each Site can have multiple ‘Projects’ to group content as desired • Each project can contain one or more nested projects as needed CONTENT • Workbooks: where you build analyses, visualizations, dashboards • Data Sources: connections to data. Workbooks use one or more Data Sources • Flagship Site • (HelioCampus) • Data Pond Site Project A Nested project 1 Enrollments Dashboards Financial Aid Dashboards Workbook 1 Data Source 1 Student Success Dashboards Admissions Dashboards Nested project 2 Workbook 2 Data Source 2 Faculty Dashboards Project B Nested project 1 Workbook 2 Data Source 2

  3. Projects – Management and Administration PROJECT MANAGEMENT Propose that IT creates one top-level project per School, College, VC Dept. A Project Leader (or Leaders) will need to be appointed for each Project to perform project administration (see box.) Sub-projects can be added within each project to further organize content as needed (e.g. departments within a College.) AMHERST DATA POND SITE PROJECT VC DEPT 2 PROJECT VC DEPT 1 PROJECT School / College 1 PROJECT School / College 2 PROJECT School / College 3 Production Production Production Production Production Sandbox Sandbox Sandbox Sandbox Sandbox • CHANGE MANAGEMENT - RECOMMENDATIONS • Recommendation is for each project to identify ‘production’ versus ‘sandbox’ sub-projects to distinguish unverified vs. verified analytics. • Production projects: Use to share verified, publishable analytics • Sandbox projects: Suggest to be used for cases like • Rapid prototyping – trying out new analytics and concepts • Data Exploration: Exploring unverified data sets or data sources • When Sandbox content is ready to share with a broader audience, publish into the Production sub-project. PROJECT LEAD - ROLE Lead(s) appointed by School / College / VC Dept Creates sub-projects as needed Assign users to project & sub-projects Oversee and propose Quality Control, Change Control and Data Security practices in their projects

  4. Proposed Security Configuration for Amherst Data Pond Nested Projects; Groups aligned with Projects / Nested projects; Consumers and Creators • AMHERST DATA POND SITE • Examples • Project: IT • Sub-projects • Enterprise Systems • Networks • Sandbox projects for each • Project: R&E • Sub-projects R&E IT Nested project 1 Ent. Systems Vice Chancellors & Deans Workbook 1 Data Source 1 Workbook 1 Data Source 1 Nested project 2 Ent. Systems Sandbox Academic Department Heads Data Source 2 Workbook 2 Workbook 1 Data Source 1 Nested project 1 - Sandbox Networks Data Source 2 Workbook 2 Workbook 1 Data Source 1 Networks Sandbox Data Source 2 Workbook 2

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