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Co-authored-by: MohdSiddiqueBagwan <mohdsiddique.bagwan@gslab.com> Co-authored-by: John Joyce <john@acryl.io>
59 lines
2.5 KiB
Markdown
59 lines
2.5 KiB
Markdown
---
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title: Setup
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---
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# Tableau Ingestion Guide: Setup & Prerequisites
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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.
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## Tableau Prerequisites
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1. Grant `Site Administrator Explorer permissions` to a user
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A. Log in to Tableau Cloud https://sso.online.tableau.com/public/idp/SSO.
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B. Navigate to `Users`.
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<p align="center">
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<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"/>
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</p>
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C. **For New User**: Follow below steps to grant permission for new user.
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- Click `Add Users` -> `Add Users by Email`
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<p align="center">
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<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"/>
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</p>
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- Fill `Enter email addresses`, set `Site role` to `Site Administrator Explorer` and Click `Add Users`
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<p align="center">
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<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"/>
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</p>
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D. **For Existing User:** Follow below steps to grant permission for existing user.
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- Select a user and click `Actions` -> `Site Role`
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<p align="center">
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<img width="75%" alt="Actions Site Role" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/tableau/tableau-user-list.png"/>
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</p>
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- Change user role to `Site Administrator Explorer`
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<p align="center">
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<img width="75%" alt="tableau site role" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/tableau/tableau-site-role.png"/>
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</p>
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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.
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- Open a command prompt as an admin on the initial node (*where TSM is installed*) in the cluster
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- Run the command: `tsm maintenance metadata-services enable`
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## Next Steps
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Once you've done all of the above in Tableau, it's time to [move on](configuration.md) to configuring the actual ingestion source within DataHub.
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*Need more help? Join the conversation in [Slack](http://slack.datahubproject.io)!* |