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65 lines
3.0 KiB
Markdown
65 lines
3.0 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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3. **Enable Derived Permissions:** This step is required only when the site is using external assets. For more detail, refer to the tableau documentation [Manage Permissions for External Assets](https://help.tableau.com/current/online/en-us/dm_perms_assets.htm).
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Follow the below steps to enable the derived permissions:
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- Sign in to Tableau Cloud or Tableau Server as an admin.
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- From the left navigation pane, click Settings.
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- On the General tab, under Automatic Access to Metadata about Databases and Tables, select the `Automatically grant authorized users access to metadata about databases and tables` check box.
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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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