将流发布到 Tableau Server 或 Tableau Online

将您的流程发布到 Tableau Server 或 Tableau Online 以与他人共享，或者按计划自动运行它们并使用 Tableau Prep Conductor 刷新流程输出。还可以在服务器上手动运行各个流。在 Web 上创建或编辑的流（版本 2020.4 及更高版本）必须先发布，然后才能运行。

有关 Web 上的发布流的信息，请参阅Tableau Server（链接在新窗口中打开）或Tableau Online（链接在新窗口中打开）帮助。有关正在运行的流的信息，请参阅运行流。

发布之前

若要确保可以运行流，请检查以下各项：

1. 验证流中没有错误。

   当您尝试在 Tableau Server 或 Tableau Online 中运行包含错误的流程时，这些流程将失败。流中的错误由红色感叹号和红点标识，红点在画布的右上角带有“错误”指示器。

   

2. 验证您的流程是否不包含与您的 Tableau Server 版本不兼容的输入连接器或功能。在 Web 上创建的流始终与创建它们的服务器版本兼容。

   您仍然可以从 Tableau Prep Builder 发布包含您的 Tableau Server 版本中尚不支持的连接器或功能的流，但您无法安排它们运行。

   例如，在 Tableau Prep Builder 版本 2019.1.4 中引入了 SAP HANA 连接器，但在 Tableau Prep Conductor 的 Tableau Server 版本 2019.2 之前，不支持此连接器。发布流时，将看到类似于以下内容的消息：

   

   注： 若要计划流在 Tableau Server 上运行，您必须使用 Tableau Server 版本 2019.1 或更高版本，并且必须启用 Tableau Prep Conductor。

   若要在 Tableau Server 中运行流，您需要采取适当的操作来使流兼容。有关使用不兼容流的详细信息，请参阅与 Tableau Prep 的版本兼容性（链接在新窗口中打开）.

3. 包含连接到网络共享的输入或输出步骤的流需要安全列表。Tableau Online 不支持此选项，并且文件必须在发布时与流一起打包。

   注意：目前，在 Web 上创建的流只能输出到已发布的数据源或数据库。

   Tableau Prep Builder

   不允许使用指向存储在网络共享（UNC 路径）中的文件的流输入和输出步骤，除非文件和路径可由服务器访问并包含在组织的安全列表中。如果在未将文件位置添加到安全列表的情况下发布流，则该流将发布，但当您尝试手动运行流或在 Tableau Server 中使用计划运行时，将收到错误。

   如果文件未存储在安全列出的位置，则在发布流时将看到一条警告消息。

   

   Click the "list" link in the message to see a list of allowed locations. Move your files to one of the locations in the list, and make sure that your flow points to these new locations.

   

   In Tableau Server, to configure the allowed network paths, use the tsm command options described in Step 4: Safe list Input and Output locations(Link opens in a new window) in the Tableau Server help.

   If you don't want to move your files to a safe listed location, you will need to package the input files with the flow and publish the flow output to Tableau Server as a published data source. For more information about setting these options, see Publish a flow from Tableau Prep Builder in this topic.

4. (Tableau Prep Builder only) If your flow output steps are set to Publish as a data source, all flow output steps must point to the same server or site where the flow is published. They can point to different projects on that server or site, but only one server or site can be selected.

   To set the publishing location for your output steps, do the following:

1. In the flow pane, select the output step.

2. In the publishing pane, select Publish as a data source.

3. Select the server or site and the project where you want to publish the flow. Sign in to the server or site if needed.

4. Enter a name and description for each output.

   The output file name should be distinctive enough so that the person running the flow can easily identify which output files to refresh. The file name shows on the Overview and Connections page for the flow in Tableau Server or Tableau Online.

5. Save your flow.

   

   For more information about how to configure output steps for publishing, see Create data extract files and published data sources.

Publish a flow from Tableau Prep Builder

Note: When you publish a flow, you are automatically assigned as the default flow owner. If the flow connects to a published data source, the server uses the flow owner to connect to the published data source. Only the Site or Server Administrator can change the flow owner, and only to themselves.

1. Open your flow in Tableau Prep Builder.

2. From the top menu select Server > Publish Flow.

   

3. Complete the fields for your platform. Then click Publish. Tableau Server or Tableau Online opens automatically in your default browser on the flow Overview page.

• Tableau Server

• Tableau Online

1. In the Publish to Tableau Server dialog, complete the following fields:

• Project: Click the drop-down option to select your project from the project hierarchy. This should be the same project that the output files are published to.

• Name: Enter a name for your flow. This name shows on the server on the Flow pages. If you want to overwrite an existing flow, click the drop-down option to select a name from the list.

• Description (optional): Enter a description for the flow.

• Tags (optional): Click Add to type in one or more tags to identify your flow so users can easily find it. Tags can also be added after publishing in the Flow pages in Tableau Server.

2. Click Edit in the Connections section to edit connections settings or change authentication.

   

   Files

   By default, file input connections are packaged with the flow. Packaged files aren't refreshed when the flow is run in Tableau Server. All files must have the same setting, either Upload or Direct Connection.

   Direct Connection

   To retrieve the most current data when refreshing the output files, select Direct Connection if Tableau Server can connect to the file location and the location is included in your organization's safe list.

   

   Files stored in a network share

   If your input or output steps point to files stored in a network share (UNC path) and the location isn't included in your organization's safe list, you will see a warning message. Click the link in the message to see a list of safe listed locations, move your files and point your input and output steps to the new file location. For more information, see Step 3 in Before you publish.

   For information about how to add locations to your organization's safe list, see Step 4: Safe list Input and Output locations(Link opens in a new window) in the Tableau Server help.

   

   Parameters in the input file path

   Starting in version 2022.1.1, you can schedule and run flows on the web that include parameters in the input file path. This requires a direct file connection.

   If your files are packaged with your flow or you are using an earlier version of Tableau Prep, any parameters included in the file paths are changed to the current (default) value and the file path is made static. For more information about using parameters in flows, see Apply parameters to input steps.

   Databases

   If your flow connects to one or more databases, select one of the following authentication types to use to connect to the flow input data sources.

• Server Run As Account: The server’s Run As User account will authenticate all users.

• Prompt User: You must edit the connection in Tableau Server and enter the database credentials before running the flow.

• Embedded Password: The credentials you used to connect to the data will be saved with the connection and used by everyone who accesses the flow you publish.

  Add Credentials (version 2020.1.1 and later)

  If you connect to cloud connectors, you can add your credentials directly from the Publish Flow dialog to embed them in the flow.

1. Click Edit in the Connections section, or click Edit credentials from the warning message. Then click Add credentials from the Authentication drop-down menu.

   

2. In the confirmation dialog, click Continue. Tableau Prep Builder automatically opens the Account Settings page for the server you are signed into.

   

3. Add your credentials, then navigate back to Tableau Prep Builder.

   

4. In the Finish adding credentials dialog, click Done.

   

5. Click Edit in the Connections section and verify that your credentials were added and embedded in your flow.

   

谁可以这样做

• 服务器管理员、站点管理员创建者和创建者允许完全连接和发布访问权限。

• 创建者可以执行 Web 制作任务。

• 资源管理器（可以发布）和站点管理员资源管理器具有有限的发布功能，如以下主题中所述：

  Tableau Server：

  Tableau Online： 每个站点角色允许的常规功能。（链接在新窗口中打开）

• 窗户：每个站点角色允许的常规功能（链接在新窗口中打开）.

• Linux：每个站点角色允许的常规功能（链接在新窗口中打开）.