管理内容所有权

  • 版本 :2022.1 及更高版本

在 Tableau Server 上发布数据源或工作簿时,或者创建项目时,您将成为其所有者。内容所有者、具有相应站点角色的项目主管或管理员可以更改内容资产的所有权。重新分配所有权后,原始所有者与内容项没有特殊连接,其访问该连接的能力由其对项目或该特定项的权限决定。

谁可以更改或被授予所有权(按内容类型)

是否可以更改或授予您所有权取决于您的权限以及您与内容资产的关系,如下表所述。

注意:完全项目主管访问权限仅适用于某些站点角色。有关信息,请参阅项目级管理

内容资产类型谁可以更改所有权谁可以获得所有权

顶级项目

服务器管理员1

站点管理员

服务器管理员

站点管理员(创建者和资源管理器))

造物主

资源管理器(可以发布)

子(嵌套)项目

服务器管理员

站点管理员

项目所有者

任何管理员或所有者,不包括资源管理器查看器

工作簿和数据源

服务器管理员

站点管理员

工作簿或数据源所有者

项目负责人或包含项的项目的所有者

站点的任何管理员或用户,不包括资源管理器查看器

指标

服务器管理员

站点管理员

指标所有者

项目负责人或包含项的项目的所有者

站点的任何管理员或用户,不包括资源管理器查看器

询问数据镜头

服务器管理员

站点管理员

镜头所有者

项目负责人或包含项的项目的所有者

站点的任何管理员或用户,不包括资源管理器查看器

服务器管理员

站点管理员

从版本 2021.2 开始,服务器和站点管理员只能将所有者更改为自己。

数据角色

服务器管理员

站点管理员

Data role owner

Project leader or owner of the project that contains the item

站点的任何管理员或用户,不包括资源管理器查看器

Collections

Server administrator

Site administrator

Collection owner

Any administrator or user of the site, including Explorer and Viewer.

Virtual Connections 2

Server administrator

Site administrator

Virtual connection owner

Server administrator

Site administrator

Creator

1 The Server Administrator site role applies to Tableau Server only; not Tableau Online.

2 Virtual connections require the Data Management Add-on. See About Data Management Add-on for details. Note that to edit a virtual connection, you must have the database credentials.

Considerations for changing content ownership

  • Before you remove a user from Tableau Server, make sure they do not own any content assets.

    If the user does own content, you must first reassign ownership of those assets before you can delete the user. Otherwise, their site role is set to Unlicensed, but they are not deleted, and only an administrator can take certain actions on that content.

  • If you change the ownership of a workbook or data source that includes embedded credentials to connect to underlying data, the embedded credentials will be deleted. For flows, embedded credentials are preserved when changing ownership. Connections to published data sources are authenticated using the flow owner and authorized based on their permissions.

    You can update the embedded credentials by editing the connection information on Tableau Server. For more information, see Edit Connections. Alternatively, the new owner can download the flow, workbook, or data source and open the item in Tableau Desktop to update the embedded credentials and then re-publish the content.

  • If you do not lock permissions to projects, make sure users you give content ownership to know your permissions guidelines, or you account for permissions as you change ownership. In unlocked projects, by default, content owners can set permissions on their content. For more information, see Permissions.

  • While it is possible to change the owner of a metric to a user with a site role of Viewer or Explorer, it is not recommended, because doing so will cause the metric refresh to be suspended. A site role of Creator or Explorer (can publish) is required to refresh, overwrite, or delete a metric.

Change the owner of a content resource

  1. Sign in to the Tableau Server web environment, and from the navigation menu, select Explore.

  2. Navigate to the content you want to assign to someone else.

    • If you want to reassign multiple of the same type of content, for example, multiple workbooks, select the content type from the drop-down menu.

    • If you want to reassign multiple items within the same project, navigate to the project.

      If you’re not sure where to find a child project, display filters, and select Show all projects.

    • If you want to reassign multiple content items with the same owner, find the user on the Users page.

  3. Select the items you want to reassign, and then select Actions > Change Owner.

    The other menu commands you see will depend on the content type.

  4. 键入用户的名称或从列表中选择用户。

  5. 单击“更改所有者”

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