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Set Up a Server for Subscriptions

Tableau Server on Windows now includes Tableau Services Manager (TSM), which replaces the Configuration Utility and the command line tool. If you need help for an earlier version of Tableau Server, see the Tableau Help page.

When users subscribe to a workbook or view, a snapshot of the view is email to them on scheduled basis, so they can see the latest updates without having to sign into Tableau Server. Administrators, project leaders with appropriate site roles, and content owners have the option to subscribe other users to workbooks and views. For more information, see Subscribe to Views.

Note: To create and receive subscriptions, users need access to related databases and views. See this list of requirements for details.

In this article

Configure the server to send subscription emails

  1. Configure SMTP Setup

  2. Configure Server Event Notification

Enable subscriptions in a site

As an administrator, you decide which sites allow subscriptions.

  1. At the top the browser window, click Settings.

  2. Select Allow users to subscribe to workbooks and views.

  3. Optionally, select Allow content owners to subscribe other users to workbooks and sheets, or enter an email "From" address and message footer.

    A site's "From" address and message footer are also used in emails for data-driven alerts.

  4. Click Save.

To specify the subscription schedules available to users, see Create or Modify a Schedule.

Test subscriptions in a site

  1. Subscribe to a view.

  2. At the top the browser window, click Schedules.

  3. Select the schedule you chose for the subscription, and then click Actions > Run Now.

    A snapshot of the view should be emailed to you within 10 minutes. If you experience an issue, see Troubleshoot Subscriptions.

Manage all user subscriptions

  1. At the top the browser window, click Tasks, and then click Subscriptions.

    All user subscriptions for the current site appear, including information like subscriber name, view name, and delivery schedule.

  2. Select any subscription you want to update. From the Actions menu, select Change Schedule, Change Subject, Change Empty View Mode, or Unsubscribe.

    (The empty-view option sends subscription emails only when data exists in a view. It's a good choice for high-priority alerts.)

See also

Subscribe to Views in the Tableau Desktop and web authoring Help.

Project-level administration to learn which site roles allow full Project Leader capabilities.