From 11d6fe2f20ec71a54d54d0993697719457bdaaba Mon Sep 17 00:00:00 2001 From: mohdsiddique Date: Tue, 18 Apr 2023 23:09:05 +0530 Subject: [PATCH] doc(ingestion/tableau): Fix rendering ingestion quickstart guide (#7808) Co-authored-by: MohdSiddiqueBagwan Co-authored-by: John Joyce --- .../powerbi/configuration.md | 24 ++++++------ docs/quick-ingestion-guides/powerbi/setup.md | 10 ++--- .../tableau/configuration.md | 20 +++++----- docs/quick-ingestion-guides/tableau/setup.md | 39 +++++++++---------- 4 files changed, 46 insertions(+), 47 deletions(-) diff --git a/docs/quick-ingestion-guides/powerbi/configuration.md b/docs/quick-ingestion-guides/powerbi/configuration.md index f29be043e3..400f695ad2 100644 --- a/docs/quick-ingestion-guides/powerbi/configuration.md +++ b/docs/quick-ingestion-guides/powerbi/configuration.md @@ -33,7 +33,7 @@ If you do not see the Ingestion tab, please contact your DataHub admin to grant * Click **Create**

- Application (client) ID + Application (client) ID

4. Create a secret to store the Azure AD Client Secret @@ -46,7 +46,7 @@ If you do not see the Ingestion tab, please contact your DataHub admin to grant * Click **Create**

- Azure AD app Secret + Azure AD app Secret

## Configure Recipe @@ -59,7 +59,7 @@ If you do not see the Ingestion tab, please contact your DataHub admin to grant 2. Choose PowerBI

- Select PowerBI from the options + Select PowerBI from the options

3. Enter details into the PowerBI Recipe @@ -69,13 +69,13 @@ If you do not see the Ingestion tab, please contact your DataHub admin to grant a. **tenant_id:** This is the unique identifier (GUID) of the Azure Active Directory instance. Tenant Id can be found at: PowerBI Portal -> Click on `?` at top-right corner -> Click on `About PowerBI`

- Select PowerBI from the options + Select PowerBI from the options

On `About PowerBI` window copy `ctid`:

- copy ctid + copy ctid

@@ -95,7 +95,7 @@ Optionally, use the `workspace_id_pattern` field to filter for specific workspac Your recipe should look something like this:

- tenant id + tenant id

@@ -122,13 +122,13 @@ Now it's time to schedule a recurring ingestion pipeline to regularly extract me 1. Name your ingestion source, then click **Save and Run**

- Name your ingestion + Name your ingestion

You will now find your new ingestion source running

- ingestion_running + ingestion_running

## Validate Ingestion Runs @@ -136,25 +136,25 @@ You will now find your new ingestion source running 1. View the latest status of ingestion runs on the Ingestion page

- ingestion succeeded + ingestion succeeded

2. Click the plus sign to expand the full list of historical runs and outcomes; click **Details** to see the outcomes of a specific run

- ingestion_details + ingestion_details

3. From the Ingestion Run Details page, pick **View All** to see which entities were ingested

- ingestion_details_view_all + ingestion_details_view_all

4. Pick an entity from the list to manually validate if it contains the detail you expected

- ingestion_details_view_all + ingestion_details_view_all

**Congratulations!** You've successfully set up PowerBI as an ingestion source for DataHub! diff --git a/docs/quick-ingestion-guides/powerbi/setup.md b/docs/quick-ingestion-guides/powerbi/setup.md index 1694229c3e..355d4e5ced 100644 --- a/docs/quick-ingestion-guides/powerbi/setup.md +++ b/docs/quick-ingestion-guides/powerbi/setup.md @@ -20,7 +20,7 @@ In order to configure ingestion from PowerBI, you'll first have to ensure you ha e. On `Register an application` window fill the `Name` of application says `powerbi-app-connector` and keep other default as is

- app_registration + app_registration

f. On `Register an application` window click on `Register` @@ -28,7 +28,7 @@ In order to configure ingestion from PowerBI, you'll first have to ensure you ha g. The Azure portal will open up the `powerbi-app-connector` window as shown below. On this screen note down the `Application (client) ID` and click on `Add a certificate or secret` to generate a secret for the `Application (client) ID`

- powerbi_app_connector + powerbi_app_connector

f. On `powerbi-connector-app | Certificates & secrets` window generate the client secret and note down the `Secret` @@ -42,7 +42,7 @@ In order to configure ingestion from PowerBI, you'll first have to ensure you ha c. On `New group` window fill out the `Group type`,  `Group name`,  `Group description`.  `Group type` should be set to `Security` .   `New group` window is shown in below screenshot.

- powerbi_app_connector + powerbi_app_connector

d. On `New group` window click on `No members selected` and add `Azure AD app` i.e. *powerbi-connector-app* as member @@ -58,7 +58,7 @@ In order to configure ingestion from PowerBI, you'll first have to ensure you ha c. On `Admin Portal` navigate to `Tenant settings` as shown in below screenshot.

- powerbi_admin_portal + powerbi_admin_portal

d. **Enable PowerBI API:** Under `Tenant settings` -> `Developer settings` -> `Allow service principals to use Power BI APIs` add the previously created security group i.e. *powerbi-connector-app-security-group* into `Specific security groups (Recommended)` @@ -73,7 +73,7 @@ In order to configure ingestion from PowerBI, you'll first have to ensure you ha f. **Add Security Group to Workspace:** Navigate to `Workspaces` window and open workspace which you want to ingest as shown in below screenshot and click on `Access` and add `powerbi-connector-app-security-group` as member

- powerbi_admin_portal + powerbi_admin_portal

diff --git a/docs/quick-ingestion-guides/tableau/configuration.md b/docs/quick-ingestion-guides/tableau/configuration.md index 6baa271a7b..803fa9d677 100644 --- a/docs/quick-ingestion-guides/tableau/configuration.md +++ b/docs/quick-ingestion-guides/tableau/configuration.md @@ -33,7 +33,7 @@ If you do not see the Ingestion tab, please contact your DataHub admin to grant * Click **Create**

- Tableau Username Secret + Tableau Username Secret

4. Create a `password` secret @@ -46,7 +46,7 @@ If you do not see the Ingestion tab, please contact your DataHub admin to grant * Click **Create**

- Tableau Password Secret + Tableau Password Secret

## Configure Recipe @@ -60,7 +60,7 @@ If you do not see the Ingestion tab, please contact your DataHub admin to grant 6. Select Tableau

- Select Tableau from the options + Select Tableau from the options

7. Fill in the Tableau Recipe form: @@ -84,7 +84,7 @@ To filter for specific site and project, use the `site` and `project_pattern` fi Your recipe should look something like this:

- tableau recipe in form format + tableau recipe in form format

Click **Next** when you're done. @@ -110,13 +110,13 @@ Now it's time to schedule a recurring ingestion pipeline to regularly extract me 11. Name your ingestion source, then click **Save and Run**

- Name your ingestion + Name your ingestion

You will now find your new ingestion source running

- ingestion_running + ingestion_running

## Validate Ingestion Runs @@ -124,25 +124,25 @@ You will now find your new ingestion source running 12. View the latest status of ingestion runs on the Ingestion page

- ingestion succeeded + ingestion succeeded

13. Click the plus sign to expand the full list of historical runs and outcomes; click **Details** to see the outcomes of a specific run

- ingestion_details + ingestion_details

14. From the Ingestion Run Details page, pick **View All** to see which entities were ingested

- ingestion_details_view_all + ingestion_details_view_all

15. Pick an entity from the list to manually validate if it contains the detail you expected

- ingestion_details_view_all + ingestion_details_view_all

**Congratulations!** You've successfully set up Tableau as an ingestion source for DataHub! diff --git a/docs/quick-ingestion-guides/tableau/setup.md b/docs/quick-ingestion-guides/tableau/setup.md index 73dac977c4..1db40d2820 100644 --- a/docs/quick-ingestion-guides/tableau/setup.md +++ b/docs/quick-ingestion-guides/tableau/setup.md @@ -10,42 +10,41 @@ In order to configure ingestion from Tableau, you'll first have to enable Tablea 1. Grant `Site Administrator Explorer permissions` to a user A. Log in to Tableau Cloud https://sso.online.tableau.com/public/idp/SSO. - + B. Navigate to `Users`.

- Navigate to the Users tab -

- + Navigate to the Users tab +

C. **For New User**: Follow below steps to grant permission for new user. - Click `Add Users` -> `Add Users by Email` -

- Navigate to the Users tab -

+

+ Navigate to the Users tab +

- - Fill `Enter email addresses`, set `Site role` to `Site Administrator Explorer` and Click `Add Users` - -

- Navigate to the Users tab -

+ - Fill `Enter email addresses`, set `Site role` to `Site Administrator Explorer` and Click `Add Users` +

+ Navigate to the Users tab +

D. **For Existing User:** Follow below steps to grant permission for existing user. - - - Select a user and click `Actions` -> `Site Role` -

- Actions Site Role -

+ - Select a user and click `Actions` -> `Site Role` + +

+ Actions Site Role +

- Change user role to `Site Administrator Explorer` -

- tableau site role -

+

+ tableau site role +

+ 2. **Enable Tableau Metadata API:** This step is required only for Tableau Server. The Metadata API is installed with Tableau Server but disabled by default.