mirror of
https://github.com/datahub-project/datahub.git
synced 2025-07-14 04:31:02 +00:00
11d6fe2f20
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
---
|
|
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`.
|
|
|
|
<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-user-navigation-window.png"/>
|
|
</p>
|
|
|
|
C. **For New User**: Follow below steps to grant permission for new user.
|
|
|
|
- Click `Add Users` -> `Add Users by Email`
|
|
|
|
<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-add-user.png"/>
|
|
</p>
|
|
|
|
- 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/main/imgs/guides/tableau/tableau-new-user-site-role.png"/>
|
|
</p>
|
|
|
|
D. **For Existing User:** Follow below steps to grant permission for existing user.
|
|
|
|
- Select a user and click `Actions` -> `Site Role`
|
|
|
|
<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`
|
|
|
|
<p align="center">
|
|
<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>
|
|
|
|
|
|
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](configuration.md) to configuring the actual ingestion source within DataHub.
|
|
|
|
*Need more help? Join the conversation in [Slack](http://slack.datahubproject.io)!* |