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doc(ingestion/tableau): Fix rendering ingestion quickstart guide (#7808)

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Co-authored-by: MohdSiddiqueBagwan <mohdsiddique.bagwan@gslab.com>
Co-authored-by: John Joyce <john@acryl.io>
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mohdsiddique 2023-04-18 23:09:05 +05:30 committed by GitHub
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24
docs/quick-ingestion-guides/powerbi/configuration.md
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@ -33,7 +33,7 @@ If you do not see the Ingestion tab, please contact your DataHub admin to grant
* Click **Create** * Click **Create**
<p align="center"> <p align="center">
<img width="70%" alt="Application (client) ID" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/powerbi/powerbi-client-id-secret.png"/> <img width="70%" alt="Application (client) ID" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/powerbi/powerbi-client-id-secret.png"/>
</p> </p>
4. Create a secret to store the Azure AD Client Secret 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** * Click **Create**
<p align="center"> <p align="center">
<img width="70%" alt="Azure AD app Secret" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/powerbi/powerbi-client-secret.png"/> <img width="70%" alt="Azure AD app Secret" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/powerbi/powerbi-client-secret.png"/>
</p> </p>
## Configure Recipe ## Configure Recipe
@ -59,7 +59,7 @@ If you do not see the Ingestion tab, please contact your DataHub admin to grant
2. Choose PowerBI 2. Choose PowerBI
<p align="center"> <p align="center">
<img width="70%" alt="Select PowerBI from the options" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/powerbi/powerbi-source-window.png"/> <img width="70%" alt="Select PowerBI from the options" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/powerbi/powerbi-source-window.png"/>
</p> </p>
3. Enter details into the PowerBI Recipe 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` 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`
<p align="center"> <p align="center">
<img width="70%" alt="Select PowerBI from the options" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/powerbi/powerbi-portal-about-setting-window.png"/> <img width="70%" alt="Select PowerBI from the options" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/powerbi/powerbi-portal-about-setting-window.png"/>
</p> </p>
On `About PowerBI` window copy `ctid`: On `About PowerBI` window copy `ctid`:
<p align="center"> <p align="center">
<img width="70%" alt="copy ctid" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/powerbi/powerbi-portal-about-window.png"/> <img width="70%" alt="copy ctid" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/powerbi/powerbi-portal-about-window.png"/>
</p> </p>
@ -95,7 +95,7 @@ Optionally, use the `workspace_id_pattern` field to filter for specific workspac
Your recipe should look something like this: Your recipe should look something like this:
<p align="center"> <p align="center">
<img width="70%" alt="tenant id" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/powerbi/powerbi-recipe-window.png"/> <img width="70%" alt="tenant id" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/powerbi/powerbi-recipe-window.png"/>
</p> </p>
@ -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** 1. Name your ingestion source, then click **Save and Run**
<p align="center"> <p align="center">
<img width="75%" alt="Name your ingestion" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/powerbi/powerbi-ingestion-source-window.png"/> <img width="75%" alt="Name your ingestion" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/powerbi/powerbi-ingestion-source-window.png"/>
</p> </p>
You will now find your new ingestion source running You will now find your new ingestion source running
<p align="center"> <p align="center">
<img width="75%" alt="ingestion_running" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/powerbi/powerbi-ingestion-running.png"/> <img width="75%" alt="ingestion_running" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/powerbi/powerbi-ingestion-running.png"/>
</p> </p>
## Validate Ingestion Runs ## 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 1. View the latest status of ingestion runs on the Ingestion page
<p align="center"> <p align="center">
<img width="75%" alt="ingestion succeeded" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/powerbi/powerbi-ingestion-succeeded.png"/> <img width="75%" alt="ingestion succeeded" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/powerbi/powerbi-ingestion-succeeded.png"/>
</p> </p>
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 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
<p align="center"> <p align="center">
<img width="75%" alt="ingestion_details" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/powerbi/powerbi-ingestion-history.png"/> <img width="75%" alt="ingestion_details" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/powerbi/powerbi-ingestion-history.png"/>
</p> </p>
3. From the Ingestion Run Details page, pick **View All** to see which entities were ingested 3. From the Ingestion Run Details page, pick **View All** to see which entities were ingested
<p align="center"> <p align="center">
<img width="75%" alt="ingestion_details_view_all" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/powerbi/powerbi-ingestion-detail.png"/> <img width="75%" alt="ingestion_details_view_all" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/powerbi/powerbi-ingestion-detail.png"/>
</p> </p>
4. Pick an entity from the list to manually validate if it contains the detail you expected 4. Pick an entity from the list to manually validate if it contains the detail you expected
<p align="center"> <p align="center">
<img width="75%" alt="ingestion_details_view_all" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/powerbi/powerbi-ingestion-assets.png"/> <img width="75%" alt="ingestion_details_view_all" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/powerbi/powerbi-ingestion-assets.png"/>
</p> </p>
**Congratulations!** You've successfully set up PowerBI as an ingestion source for DataHub! **Congratulations!** You've successfully set up PowerBI as an ingestion source for DataHub!

10
docs/quick-ingestion-guides/powerbi/setup.md
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@ -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 e. On `Register an application` window fill the `Name` of application says `powerbi-app-connector` and keep other default as is
<p align="center"> <p align="center">
<img width="75%" alt="app_registration" src="https://raw.githubusercontent.com/main/static-assets-fork/main/imgs/guides/powerbi/app-registration.png"/> <img width="75%" alt="app_registration" src="https://raw.githubusercontent.com/main/static-assets/main/imgs/guides/powerbi/app-registration.png"/>
</p> </p>
f. On `Register an application` window click on `Register` 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` 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`
<p align="center"> <p align="center">
<img width="75%" alt="powerbi_app_connector" src="https://raw.githubusercontent.com/main/static-assets-fork/main/imgs/guides/powerbi/powerbi-connector-window.png"/> <img width="75%" alt="powerbi_app_connector" src="https://raw.githubusercontent.com/main/static-assets/main/imgs/guides/powerbi/powerbi-connector-window.png"/>
</p> </p>
f. On `powerbi-connector-app | Certificates & secrets` window generate the client secret and note down the `Secret` 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`,&nbsp; `Group name`, &nbsp;`Group description`. &nbsp;`Group type` should be set to `Security` . &nbsp; `New group` window is shown in below screenshot. c. On `New group` window fill out the `Group type`,&nbsp; `Group name`, &nbsp;`Group description`. &nbsp;`Group type` should be set to `Security` . &nbsp; `New group` window is shown in below screenshot.
<p align="center"> <p align="center">
<img width="75%" alt="powerbi_app_connector" src="https://raw.githubusercontent.com/main/static-assets-fork/main/imgs/guides/powerbi/new-group-window.png"/> <img width="75%" alt="powerbi_app_connector" src="https://raw.githubusercontent.com/main/static-assets/main/imgs/guides/powerbi/new-group-window.png"/>
</p> </p>
d. On `New group` window click on `No members selected` and add `Azure AD app` i.e. *powerbi-connector-app* as member 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. c. On `Admin Portal` navigate to `Tenant settings` as shown in below screenshot.
<p align="center"> <p align="center">
<img width="75%" alt="powerbi_admin_portal" src="https://raw.githubusercontent.com/main/static-assets-fork/main/imgs/guides/powerbi/powerbi-admin-portal.png"/> <img width="75%" alt="powerbi_admin_portal" src="https://raw.githubusercontent.com/main/static-assets/main/imgs/guides/powerbi/powerbi-admin-portal.png"/>
</p> </p>
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)` 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 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
<p align="center"> <p align="center">
<img width="75%" alt="powerbi_admin_portal" src="https://raw.githubusercontent.com/main/static-assets-fork/main/imgs/guides/powerbi/workspace-window.png"/> <img width="75%" alt="powerbi_admin_portal" src="https://raw.githubusercontent.com/main/static-assets/main/imgs/guides/powerbi/workspace-window.png"/>
</p> </p>

20
docs/quick-ingestion-guides/tableau/configuration.md
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@ -33,7 +33,7 @@ If you do not see the Ingestion tab, please contact your DataHub admin to grant
* Click **Create** * Click **Create**
<p align="center"> <p align="center">
<img width="70%" alt="Tableau Username Secret" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/tableau/tableau-username-secret.png"/> <img width="70%" alt="Tableau Username Secret" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/tableau/tableau-username-secret.png"/>
</p> </p>
4. Create a `password` 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** * Click **Create**
<p align="center"> <p align="center">
<img width="70%" alt="Tableau Password Secret" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/tableau/tableau-user-password-secret.png"/> <img width="70%" alt="Tableau Password Secret" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/tableau/tableau-user-password-secret.png"/>
</p> </p>
## Configure Recipe ## Configure Recipe
@ -60,7 +60,7 @@ If you do not see the Ingestion tab, please contact your DataHub admin to grant
6. Select Tableau 6. Select Tableau
<p align="center"> <p align="center">
<img width="70%" alt="Select Tableau from the options" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/tableau/tableau-new-ingestion-source.png"/> <img width="70%" alt="Select Tableau from the options" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/tableau/tableau-new-ingestion-source.png"/>
</p> </p>
7. Fill in the Tableau Recipe form: 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: Your recipe should look something like this:
<p align="center"> <p align="center">
<img width="70%" alt="tableau recipe in form format" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/tableau/tableau-recipe.png"/> <img width="70%" alt="tableau recipe in form format" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/tableau/tableau-recipe.png"/>
</p> </p>
Click **Next** when you're done. 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** 11. Name your ingestion source, then click **Save and Run**
<p align="center"> <p align="center">
<img width="75%" alt="Name your ingestion" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/tableau/tableau-ingestion-save-and-run.png"/> <img width="75%" alt="Name your ingestion" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/tableau/tableau-ingestion-save-and-run.png"/>
</p> </p>
You will now find your new ingestion source running You will now find your new ingestion source running
<p align="center"> <p align="center">
<img width="75%" alt="ingestion_running" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/tableau/tableau-ingestion-running.png"/> <img width="75%" alt="ingestion_running" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/tableau/tableau-ingestion-running.png"/>
</p> </p>
## Validate Ingestion Runs ## 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 12. View the latest status of ingestion runs on the Ingestion page
<p align="center"> <p align="center">
<img width="75%" alt="ingestion succeeded" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/tableau/tableau-ingestion-succeeded.png"/> <img width="75%" alt="ingestion succeeded" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/tableau/tableau-ingestion-succeeded.png"/>
</p> </p>
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 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
<p align="center"> <p align="center">
<img width="75%" alt="ingestion_details" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/tableau/tableau-ingestion-history.png"/> <img width="75%" alt="ingestion_details" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/tableau/tableau-ingestion-history.png"/>
</p> </p>
14. From the Ingestion Run Details page, pick **View All** to see which entities were ingested 14. From the Ingestion Run Details page, pick **View All** to see which entities were ingested
<p align="center"> <p align="center">
<img width="75%" alt="ingestion_details_view_all" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/tableau/tableau-ingestion-run-detail.png"/> <img width="75%" alt="ingestion_details_view_all" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/tableau/tableau-ingestion-run-detail.png"/>
</p> </p>
15. Pick an entity from the list to manually validate if it contains the detail you expected 15. Pick an entity from the list to manually validate if it contains the detail you expected
<p align="center"> <p align="center">
<img width="75%" alt="ingestion_details_view_all" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/tableau/tableau-ingestion-assets.png"/> <img width="75%" alt="ingestion_details_view_all" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/tableau/tableau-ingestion-assets.png"/>
</p> </p>
**Congratulations!** You've successfully set up Tableau as an ingestion source for DataHub! **Congratulations!** You've successfully set up Tableau as an ingestion source for DataHub!

39
docs/quick-ingestion-guides/tableau/setup.md
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@ -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 1. Grant `Site Administrator Explorer permissions` to a user
A. Log in to Tableau Cloud https://sso.online.tableau.com/public/idp/SSO. A. Log in to Tableau Cloud https://sso.online.tableau.com/public/idp/SSO.
B. Navigate to `Users`. B. Navigate to `Users`.
<p align="center"> <p align="center">
<img width="75%" alt="Navigate to the Users tab" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/tableau/tableau-user-navigation-window.png"/> <img width="75%" alt="Navigate to the Users tab" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/tableau/tableau-user-navigation-window.png"/>
</p> </p>
C. **For New User**: Follow below steps to grant permission for new user. C. **For New User**: Follow below steps to grant permission for new user.
- Click `Add Users` -> `Add Users by Email` - Click `Add Users` -> `Add Users by Email`
<p align="center"> <p align="center">
<img width="75%" alt="Navigate to the Users tab" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/tableau/tableau-add-user.png"/> <img width="75%" alt="Navigate to the Users tab" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/tableau/tableau-add-user.png"/>
</p> </p>
- Fill `Enter email addresses`, set `Site role` to `Site Administrator Explorer` and Click `Add Users` - Fill `Enter email addresses`, set `Site role` to `Site Administrator Explorer` and Click `Add Users`
<p align="center">
<img width="75%" alt="Navigate to the Users tab" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/tableau/tableau-new-user-site-role.png"/>
</p>
<p align="center">
<img width="75%" alt="Navigate to the Users tab" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/tableau/tableau-new-user-site-role.png"/>
</p>
D. **For Existing User:** Follow below steps to grant permission for existing user. D. **For Existing User:** Follow below steps to grant permission for existing user.
- Select a user and click `Actions` -> `Site Role`
<p align="center"> - Select a user and click `Actions` -> `Site Role`
<img width="75%" alt="Actions Site Role" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/tableau/tableau-user-list.png"/>
</p> <p align="center">
<img width="75%" alt="Actions Site Role" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/tableau/tableau-user-list.png"/>
</p>
- Change user role to `Site Administrator Explorer` - Change user role to `Site Administrator Explorer`
<p align="center"> <p align="center">
<img width="75%" alt="tableau site role" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/tableau/tableau-site-role.png"/> <img width="75%" alt="tableau site role" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/tableau/tableau-site-role.png"/>
</p> </p>
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. 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.