Which step should the consultant recommend to accomplish the client’s goal?

A client is using Tableau to visualize data by leveraging security token-based credentials. Suddenly, sales representatives in the field are reporting that they cannot access the necessary workbooks. The client cannot recreate the error from their offices, but they have seen screenshots from the field agents. The client wants to restore functionality for the field agents with minimal disruption.

Which step should the consultant recommend to accomplish the client’s goal?
A . Ensure that "Allow Refresh Access" was checked when the data source was published.
B . Change the data source permissions for the connection to "Prompt User."
C . Ask the workbook owners to republish the workbooks to refresh the security token.
D . Renew the security token via the Data Connection on Tableau Server.

View Answer

Answer: D

Explanation:

When field agents are unable to access workbooks due to issues with security token-based credentials, the most immediate and least disruptive solution is to renew the security token. This can be done through the Data Connection settings on Tableau Server. Renewing the token will restore access for the field agents without requiring them to take any action or affecting other users.

References: The use of personal access tokens (PATs) in Tableau and the procedure for renewing them are documented in Tableau’s official resources. It is noted that PATs are long-lived authentication tokens that can be revoked and renewed to manage access securely1.Additionally, there have been discussions in the Tableau Community regarding issues with concurrent PAT access, which further supports the need to manage tokens effectively2.