Use the Configuration tab to specify settings related to the Tableau workbooks that contain the Vision performance dashboards.
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Note: If your firm uses the Deltek First Vision Essentials cloud version of Vision, then all fields on the Configuration tab of the Performance Management Configuration form are disabled. If your firm does not use the Deltek First Vision Essentials cloud version of Vision, then all fields on the Configuration tab of the Performance Management Configuration form are enabled.
| Field | Description |
|---|
| Use SSL
|
If Tableau Server is configured for Secure Sockets Layer (SSL) for secure communications, select this check box.
If Vision uses SSL, Tableau Server must also use SSL.
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| Validate SSL Certificate
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If Tableau is configured for SSL, clear this check box if you receive a "certificate verify failed" error publishing workbooks when an SSL certificate issued by an internal certificate authority is used.
If this check box is cleared, the TabCmd utility does not validate the certificate during the publish process.
|
| Port
|
Enter the port that the Tableau Server is configured to use. This is a required field.
|
| Server Name
|
Enter the server name for the instance of Tableau Server that you want to associate with the Vision database and data warehouse database currently displayed in
Currently Selected Database and
Analysis Cube Database.
|
| Username
|
Enter a Tableau administrator account with Publish rights to the Tableau server.
- If you use Active Directory authentication, enter the username in this format: <Domain>\<Username>.
- If you are using Local Authentication, enter the username without the domain in this format: <Username>.
If the site has not yet been created, this account must have system-level administrator rights. If the site exists, the user must be a site administrator.
|
| Password
|
Enter the password for the Tableau administrator account.
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| Image Path
|
Initially, this field displays the default location on the Tableau server in which the Deltek Vision Performance Management installation installs the images used on the performance dashboards: C:\Program Files (x86)\Deltek\Workbooks\Images.
If you chose to install the images to a different location on the Tableau server, enter that location (the complete local path).
To display on the sample performance dashboards, or on custom dashboards that you create, images must be located on the Tableau server in the folder that you specify in this field. The images must also be one of the following image file formats:
- .JPG or .JPEG
- .GIF
- .TIF or .TIFF
- .PNG
- .BMP
|
| Authentication Type
|
Indicate the type of authentication for which you configured Tableau Server:
- Local (Tableau)
- Active Directory
Generally, firms configure Tableau Server to use the type of authentication that matches the authentication that they use for Vision. If they use Windows Integrated Authentication with Vision, they configure Tableau Server for Active Directory security. If they use Vision security, they use Local (Tableau) authentication. However, this approach is not required. You can use either type of authentication for Tableau Server, regardless of your Vision authentication method.
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| Test Tableau Configuration
|
Click this button to test that the Tableau configuration settings entered on the Configuration tab of the Performance Management Configuration form are correct.
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