Add a Tableau synchronization schedule

To keep the content of Collibra Data Intelligence Cloud synchronized with your Tableau Server or Tableau online, you can synchronize manually or create a schedule to automatically do this with a fixed interval.

Note

You can only create one synchronization schedule.
If you have stitched Tableau's logical data layer to Data Catalog physical data layer, you have to restitch after each synchronization to make sure that all relations are up to date.
We highly recommend that you synchronize a Tableau Server version 2020.02 and newer after working hours. This is necessary to make sure that no Tableau data is added, changed, renamed or deleted on Tableau's side during the synchronization process. If there are any inconsistencies between the Tableau data collected via the REST API and Tableau data collected via the GraphQL metadata API, the corresponding Tableau assets are not synchronized in Data Catalog.

Prerequisites

Tip

The prerequisites for this procedure are different if you have Tableau 2020.1 or older you or if you have Tableau 2020.2 or newer.

Tableau 2020.1 or older. Tableau 2020.2 or newer.

You have a resource role with the Configure external system resource permission, for example Owner.
You have a global role with the Catalog global permission, for example Catalog Author.
You have a role with the following resource permissions on the Tableau community you create when you register a Tableau server:
- Asset: add
- Attribute: add
- Domain: add
- Attachment: add
You have registered Tableau.
You have connected a Tableau Server asset to a Tableau Server or Tableau Online.
You have enabled the Tableau metadata API in Collibra Console and in Tableau.

Warning If you upgrade to Tableau version 2020.2 or newer, but previously synchronized an older Tableau version via the REST API and XML mapping, you have to prepare the migration procedure to prevent losing manually added relations, attributes, tags, comments and stitching results.

Steps

Open a Tableau Server asset page.
In the tab pane, click Configuration.
In the Synchronization schedule section, click Add Schedule.

Enter the required information.

Field	Description
Repeat	The interval when you want to synchronize automatically, for example daily, weekly or based on a Cron expression.
Cron	The Quartz Cron expression that determines when the synchronization takes place. This field is only visible if you select `Cron expression` in the Repeat field.
Every	The day on which you want to synchronize, for example Sunday. This field is only visible if you select `Weekly` in the Repeat field.
Every first	The day of the month on which you want to synchronize, for example Tuesday. This field is only visible if you select `Monthly` in the Repeat field.
At	The time at which you want to synchronize automatically, for example 14:00. This field is only visible if you select `Daily`, `Weekly` or `Monthly` in the Repeat field.
Time zone	The time zone for the schedule.

Click Save.

Tip If your Tableau synchronization fails, go to the troubleshooting section to find a solution.