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Tableau Server

This page will guide you through the setup of Tableau Server in K using the direct connect method.

Integration details

Scope

Included

Comments

Scope

Included

Comments

Metadata

YES

 

Lineage

YES

 

Usage

YES

 

Sensitive Data Scanner

N/A

 


Step 1) Tableau Server Configuration

The following Tableau server settings needs to be configured.

Changing these settings will require a restart of the tableau server.


Step 2) Setup Tableau APIs Access

  • A user needs to be configure to access Tableau API.

The user must exists on tableau server as REST APIs do not support SSO. https://help.tableau.com/current/api/rest_api/en-us/REST/rest_api_concepts_auth.htm

  • User needs Site Administrator Creator or Server 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 Administrator is available on both Role Based and Core Based Licensing Model


Step 3) Manually run an ad hoc load to test

  • Next to your new Source, click on the Run manual load icon

    image-20240520-123952.png
  • Confirm how your want the source to be loaded

  • After the source load is triggered, a pop up bar will appear taking you to the Monitor tab in the Batch Manager page. This is the usual page you visit to view the progress of source loads

A manual source load will also require a manual run of

  • DAILY

  • GATHER_METRICS_AND_STATS

To load all metrics and indexes with the manually loaded metadata. These can be found in the Batch Manager page