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About Collectors

Collectors are extractors that are developed and managed by you (A customer of K).

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  1. Deploying and orchestrating the extract code

  2. Managing a high water mark so the extract only pull the latest metadata

  3. Storing and pushing the extracts to your K instance.

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Pre-requisites

  • Python 3.6 - 3.10

  • Tableau Server Version [2019.3] and above.

  • Enable the Tableau Metadata API for Tableau Server

    • This requires a server restart if not enabled

  • Tableau API access

    • An API user (record the username and password) needs to be created to access Tableau API.

    • The user cannot be a SSO user. This is a Tableau limitation. SSO users cannot access Tableau API

    • User needs Site Administrator Creator or Server/Site Administrator role. Roles are dependent on both Licensing and Server version see https://help.tableau.com/current/server/en-us/users_site_roles.htm

      • Site Administrator Creator is only available on Role Based Licensing Model

      • Server/Site Administrator is available on both Role Based and Core Based Licensing Model

  • Tableau Repository access

  • Access to the KADA Collector repository that contains the Tableau whl

    • The repository is currently hosted in KADA’s Azure Blob Storage. You will be given a SAS token to access the repository. Reach out to KADA Support (support@kada.ai) if you do not have access.

    • Download the Tableau whl (e.g. kada_collectors_extractors_tableau-#.#.#-py3-none-any.whl)

  • Access to K landing directory.

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Step 1: Create the Source in K

Create a Tableau source in K

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  • Give the source a Name - e.g. Tableau Production

  • Add the Host name for the Tableau server

  • Click Finish Setup

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Step 2: Getting Access to the Source Landing Directory

Insert excerpt
Collector Method
Collector Method
namelanding

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Step 3: Install the Collector

It is recommended to use a python environment such as pyenv or pipenv if you are not intending to install this package at the system level.

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Code Block
pip install kada_collectors_extractors_tableau-2.0.0-py3-none-any.whl

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Step 4: Configure the Collector

The collector requires a set of parameters to connect to and extract metadata from Tableau.

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Code Block
languagejson
{
    "server_address": "",
    "username": "",
    "password": "",
    "sites": [],
    "db_host": "",
    "db_username": "readonly",
    "db_password": "",
    "db_port": 8060,
    "db_name": "workgroup",
    "meta_only": false,
    "retries": 5,
    "dry_run": false,
    "output_path": "/tmp/output",
    "mask": true,
    "mapping": {}
}

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Step 5: Run the Collector

The following code is an example of how to run the extractor. You may need to uplift this code to meet any code standards at your organisation.

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If you are handling external arguments of the runner yourself, you’ll need to consider additional items for the run method. Refer to this document for more information https://kadaai.atlassian.net/wiki/spaces/KSL/pages/1902411777/Additional+Notes#The-run-method

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Step 6: Check the Collector Outputs

K Extracts

A set of files (eg metadata, databaselog, linkages, events etc) will be generated. These files will appear in the output_path directory you set in the configuration details

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A high water mark file is created in the same directory as the execution called tableau_hwm.txt and produce files according to the configuration JSON. This file is only produced if you call the publish_hwm method.

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Step 7: Push the Extracts to K

Once the files have been validated, you can push the files to the K landing directory..

You can use Azure Storage Explorer if you want to initially do this manually. You can push the files using python as well (see Airflow example below)

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Example: Using Airflow to orchestrate the Extract and Push to K

Code Block
languagepy
# built-in
import os

# Installed
from airflow.operators.python_operator import PythonOperator
from airflow.models.dag import DAG
from airflow.operators.dummy import DummyOperator
from airflow.utils.dates import days_ago
from airflow.utils.task_group import TaskGroup

from plugins.utils.azure_blob_storage import AzureBlobStorage

from kada_collectors.extractors.utils import load_config, get_hwm, publish_hwm, get_generic_logger
from kada_collectors.extractors.tableau import Extractor

# To be configed by the customer.
# Note variables may change if using a different object store.
KADA_SAS_TOKEN = os.getenv("KADA_SAS_TOKEN")
KADA_CONTAINER = ""
KADA_STORAGE_ACCOUNT = ""
KADA_LANDING_PATH = "lz/tableau/landing"
KADA_EXTRACTOR_CONFIG = {
    "server_address": "http://tabserver",
    "username": "user",
    "password": "password",
    "sites": [],
    "db_host": "tabserver",
    "db_username": "repo_user",
    "db_password": "repo_password",
    "db_port": 8060,
    "db_name": "workgroup",
    "meta_only": False,
    "retries": 5,
    "dry_run": False,
    "output_path": "/set/to/output/path",
    "mask": True,
    "mapping": {}
}

# To be implemented by the customer. 
# Upload to your landing zone storage.
def upload():
  output = KADA_EXTRACTOR_CONFIG['output_path']
  for filename in os.listdir(output):
      if filename.endswith('.csv'):
        file_to_upload_path = os.path.join(output, filename)

        AzureBlobStorage.upload_file_sas_token(
            client=KADA_SAS_TOKEN,
            storage_account=KADA_STORAGE_ACCOUNT,
            container=KADA_CONTAINER, 
            blob=f'{KADA_LANDING_PATH}/{filename}', 
            local_path=file_to_upload_path
        )

with DAG(dag_id="taskgroup_example", start_date=days_ago(1)) as dag:
  
    # To be implemented by the customer.
    # Retrieve the timestamp from the prior run
    start_hwm = 'YYYY-MM-DD HH:mm:SS'
    end_hwm = 'YYYY-MM-DD HH:mm:SS' # timestamp now
    
    ext = Extractor(**KADA_EXTRACTOR_CONFIG)
    
    start = DummyOperator(task_id="start")

    with TaskGroup("taskgroup_1", tooltip="extract tableau and upload") as extract_upload:
        task_1 = PythonOperator(
            task_id="extract_tableau",
            python_callable=ext.run, 
            op_kwargs={"start_hwm": start_hwm, "end_hwm": end_hwm},
            provide_context=True,
        )
        
        task_2 = PythonOperator(
            task_id="upload_extracts",
            python_callable=upload, 
            op_kwargs={},
            provide_context=True,
        )

        # To be implemented by the customer. 
        # Timestamp needs to be saved for next run
        task_3 = DummyOperator(task_id='save_hwm') 

    end = DummyOperator(task_id='end')

    start >> extract_upload >> end

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