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Getting Started

To get started with Tableau, work with your business program/project manager if they already have a tenancy, or work with the Cloud Advisory Team to start a new tenancy. Tableau is licensed product, that requires provisioning named licenses for anyone creating and publishing report content. It is also a shared resource among multiple tenants, so planning of funding and compute resources is needed before starting.

New Tenant

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New User

How to Login

The following provides step-by-step outline for logging in to Tableau servers in tenant development and production environments.

Login to Tableau Server

  1. Access FCS Tableau Server Console
  2. Login with your FCS username and password
    • If you have forgotten your username, you can request it by submitting a ticket to the FCS Portal Link (https://cm-jira.usa.gov/servicedesk/customer/portal/12)
    • If you have forgotten your password, you can reset your password by selecting the “Reset Password” hyperlink below the “Login” button
    • Submitting a ticket to reset your password
      • Step 1: Access this link
      • Step 2: Select FCS Access Request
      • Step 3: Enter in the required information
        • Explain in the ticket you need your password reset
  3. Next, you will be prompted to enter in your One Time Password (OTP)

Select a Site

CETT will select "Default"

Tableau Server Dashboard

Connecting to Tableau Server from Jumphosts & AWS Workspaces

Windows Jumphost

Open Remote Desktop from the windows search bar:

  • Computer - Either the IP or hostname of the windows jumphost
  • User name - GTD<your FCS username>

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It will prompt you to enter your FCS password:

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After entering, it will prompt you to re-enter your username, password, and Authenticator code:

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AWS Workspaces

If not already installed, go to https://clients.amazonworkspaces.com/ and download the 64-bit version of the Workspaces client:

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Open the Workspaces client once installed, and you will be prompted for your FCS credentials & Multi-Factor Authenticator code from your Authenticator App:

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You will be prompted for your FCS Username and Password again:

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Connecting to Tableau Server

Once connected, either open Tableau Desktop from the shortcut icon, or searching for it in the windows search bar in the bottom left corner of the screen:

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After opening Tableau Desktop, click the Server menu on the top menu bar, and select Sign In:

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You will be presented with the following pop-up:

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Enter one of the following URLs, based on what Tableau environment you are connecting to:

Once you select connect, an internet browser will open with the respective authentication method. If you are connecting to an FCS Tableau Server, login using your FCS credentials. If you are connecting to a D2D Tableau Server, login using your max.gov credentials. You must login using your credentials if connecting to D2D, PIV card login is not supported from AWS Workspaces/Windows Jumphosts.

After entering your credentials, you will be presented with a list of sites/projects that you have permissions for:

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Select the site you wish to work in/publish to, and you will be prompted to close the browser window. Return to Tableau Desktop and wait for your account to be authenticated.

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This may take a minute or two as it calls back and verifies the licensing against the Tableau Server. Once it has finished, you are connected and can proceed to work or publish within Tableau Desktop.

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