Define a remote instance

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture
  • For each instance, define other instances in the hierarchy as remote instances.

    Avant de commencer

    Role required: none

    Pourquoi et quand exécuter cette tâche

    For example, to set up remote instances for Sub-Dev 1:

    Procédure

    1. If IP address access control is enabled, log in to the remote instance and add Sub-Dev 1 as an exception.
    2. On Sub-Dev 1, navigate to Team Development > Remote Instances.
    3. Click New.
    4. Define the remote instance, such as Dev-Parent, by completing the form (see table).
      Remote Instance
    5. Click Submit.
    6. Repeat step 1 through step 5 for each instance in the hierarchy that this instance needs to push and pull with (for example, Sub-Dev 2 and Sub-Dev 3).
      Tableau 1. Remote instance form
      Field Description
      Name Enter a unique name describing the instance.
      Type Specify whether the remote instance is a development, test, or UAT instance.
      Active Specify whether the local instance communicates with the remote instance as a member of Team Development. Team Development operations such as comparing changes between instances or selecting a parent instance are only available for active remote instances.
      URL Specify the URL of the remote instance using the appropriate transfer protocol. Each remote instance record should have a unique URL. Creating duplicate records with the same URL can cause errors.
      Username Enter the user on the remote instance who authorizes Team Development operations on the instance. This user account must have an appropriate role on the remote instance.
      Password Enter the password of the authorizing user.
      Short description [Optional] Enter any other relevant information about the remote instance.