The information on this page only pertains to InterWorks installing a portal on your server. If you don't want to mess with any of these pesky details, we'll be happy to host it on our servers for you!
A Portal consists of one application. This application communicates and relays information to & from your Tableau server, surfacing visualizations and running security checks to ensure consistent privacy. There is extensible functionality such as data management & validation, script management, and others not listed here – all of those additional features do not require any additional applications.
We will need access to a server to install the Portal application. This can be either Linux or Windows (See Server Specifications document for more information)
We will need access to the server you have identified in the item above - preferably either SSH or RDP access. If this access is only available via your company's VPN please start working on InterWork's access to your VPN as soon as possible to avoid idle time during installation. If this is not possible, please notify us immediately and we will find an alternate installation path.
Logos, color palettes, marketing style guide and any other stylistic elements you will want to add to the portal
Ensure you have a backup plan in place to recover your server in case any unforeseen issues are encountered.
Users will access content over these portals. If your portal will be using SSL (https), we will also need a certificate for the server.
Pre-plan your menu structure, and how you’d like users to navigate to each workbook. This can be configured with either a top "dropdown-style" navigation or a "side-bar" navigation.
We will need to provide a system administrator service account that can run administrative tasks on Tableau Server. This user should be at least a Site admin (single-site only), or Server admin.
You can set up trusted ticket authentication from your Tableau server to the Portal. For this, you will need the IP address for the server that your Portal will be installed on. More information on those steps here: https://onlinehelp.tableau.com/current/server/en-us/trusted_auth_trustIP.htm
If your Tableau Server is using SAML, start collecting the metadata needed to connect to these systems. The SAML endpoint can be configured identically to Tableau Server, except the destination (ACS) url.
Provide a list of users and e-mails that will require administrative access to the portal itself