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tableau / VizAlerts

Data-driven alerting for Tableau Server
MIT License
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Installation: Use REST API to install VizAlerts schedule viz #62

Open jdrummey opened 8 years ago

jdrummey commented 8 years ago

With VizAlerts 2.0 it's now necessary to have Tableau Desktop, the PostgreSQL driver, and access to the PostgreSQL repository for the machine that Tableau Desktop is running from. Not all VizAlerts admins have easy access to all of those so to speed up VizAlerts installation and reduce chances of error I propose using a script that leverages Tableau's REST API to do the following:

Then from there the user could open the published workbook via web editing and change options as needed.

mcoles commented 8 years ago

I like this idea. I wonder how much more of a full-on guided install we could make this into? We could allow them to run the Tableau Server config change, potentially (after being appropriately warned that doing so should only be for a test server), test a trusted ticket, test SMTP connection and Twilio if they wanted to configure that, send a success email, etc. It'd definitely be a challenge, but it could save a lot of grief.

mcoles commented 7 years ago

Just spitballin' here. After we auto-publish the VizAlertConfig, could we walk the user through the config of the default parameters using a Story? Each point could be a dashboard with instructions, and maybe one or two parameters to edit. They could save their changes as the default customized view for the entire workbook, which would preserve their parameter settings. I'm thinking this could be useful for first-timers to make the install / testing process easier.