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104 lines
4.5 KiB
Markdown
104 lines
4.5 KiB
Markdown
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---
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title: Tableau
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slug: /connectors/dashboard/tableau
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---
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{% connectorDetailsHeader
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name="Tableau"
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stage="PROD"
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platform="OpenMetadata"
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availableFeatures=["Dashboards", "Charts", "Lineage", "Owners", "Datamodels", "Tags", "Projects", "Column Lineage"]
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unavailableFeatures=[]
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/ %}
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In this section, we provide guides and references to use the Tableau connector.
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Configure and schedule Tableau metadata and profiler workflows from the OpenMetadata UI:
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- [Requirements](#requirements)
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- [Metadata Ingestion](#metadata-ingestion)
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{% partial file="/v1.5/connectors/ingestion-modes-tiles.md" variables={yamlPath: "/connectors/dashboard/tableau/yaml"} /%}
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## Requirements
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To ingest tableau metadata, minimum `Site Role: Viewer` is required for the tableau user.
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To create lineage between tableau dashboard and any database service via the queries provided from Tableau Metadata API, please enable the Tableau Metadata API for your tableau server.
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For more information on enabling the Tableau Metadata APIs follow the link [here](https://help.tableau.com/current/api/metadata_api/en-us/docs/meta_api_start.html)
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## Metadata Ingestion
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{% partial
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file="/v1.5/connectors/metadata-ingestion-ui.md"
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variables={
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connector: "Tableau",
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selectServicePath: "/images/v1.5/connectors/tableau/select-service.png",
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addNewServicePath: "/images/v1.5/connectors/tableau/add-new-service.png",
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serviceConnectionPath: "/images/v1.5/connectors/tableau/service-connection.png",
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}
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/%}
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{% stepsContainer %}
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{% extraContent parentTagName="stepsContainer" %}
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#### Connection Details
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- **Host and Port**: URL or IP address of your installation of Tableau Server.
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- **Authentication Types**:
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1. Basic Authentication
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- Username: The name of the user whose credentials will be used to sign in.
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- Password: The password of the user.
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2. Access Token Authentication
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- Personal Access Token: The personal access token name. For more information to get a Personal Access Token please visit this [link](https://help.tableau.com/current/server/en-us/security_personal_access_tokens.htm).
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- Personal Access Token Secret: The personal access token value. For more information to get a Personal Access Token please visit this [link](https://help.tableau.com/current/server/en-us/security_personal_access_tokens.htm).
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- **API Version**: Tableau API version. A lists versions of Tableau Server and of the corresponding REST API and REST API schema versions can be found [here](https://help.tableau.com/current/api/rest_api/en-us/REST/rest_api_concepts_versions.htm).
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- **Site Name**: This corresponds to the `contentUrl` attribute in the Tableau REST API. The `site_name` is the portion of the URL that follows the `/site/` in the URL.
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- **Site URL**: If it is empty, the default Tableau site name will be used.
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- **Environment**: The config object can have multiple environments. The default environment is defined as `tableau_prod`, and you can change this if needed by specifying an `env` parameter.
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- **Pagination Limit**: The pagination limit will be used while querying the Tableau Graphql endpoint to get the data source information.
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### Site Name and Site URL
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#### 1. Service Connection for Tableau Cloud
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If you're connecting to a cloud Tableau instance, add the `Site Name` and `Site URL` with your site name.
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#### 2. Service Connection for a default tableau site
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For a default tableau site `Site Name` and `Site URL` fields should be kept empty.
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#### 3. Service Connection for a non-default tableau site
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For a non-default tableau site `Site Name` and `Site URL` fields are required.
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{% note %}
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If `https://xxx.tableau.com/#/site/MarketingTeam/home` represents the homepage url for your tableau site, the `MarketingTeam` from the url should be entered in the `Site Name` and `Site Url` fields.
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{% /note %}
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### Authentication Type
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### 1. Basic Authentication
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We need the name of the user whose credentials will be used to sign in and the password of the user.
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### 2. Access Token Authentication
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In this case, the personal access token name and the personal access token value are required.
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For more information to get a Personal Access Token please visit this [link](https://help.tableau.com/current/server/en-us/security_personal_access_tokens.htm).
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{% /extraContent %}
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{% partial file="/v1.5/connectors/test-connection.md" /%}
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{% partial file="/v1.5/connectors/dashboard/configure-ingestion.md" /%}
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{% partial file="/v1.5/connectors/ingestion-schedule-and-deploy.md" /%}
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{% /stepsContainer %}
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{% partial file="/v1.5/connectors/troubleshooting.md" /%}
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