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datahub/docs/quick-ingestion-guides/tableau/setup.md
mohdsiddique 11d6fe2f20
doc(ingestion/tableau): Fix rendering ingestion quickstart guide (#7808) 
Co-authored-by: MohdSiddiqueBagwan <mohdsiddique.bagwan@gslab.com>
Co-authored-by: John Joyce <john@acryl.io>
2023-04-18 10:39:05 -07:00

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title
Setup

Tableau Ingestion Guide: Setup & Prerequisites

In order to configure ingestion from Tableau, you'll first have to enable Tableau Metadata API and you should have a user with Site Administrator Explorer permissions.

Tableau Prerequisites

  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

    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

    • 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

    • Change user role to Site Administrator Explorer

      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.

    • Open a command prompt as an admin on the initial node (where TSM is installed) in the cluster
    • Run the command: tsm maintenance metadata-services enable

Next Steps

Once you've done all of the above in Tableau, it's time to move on to configuring the actual ingestion source within DataHub.

Need more help? Join the conversation in Slack!