Connect to Tableau

Warning The end of life of Jobserver and all related Jobserver integrations has been announced for September 30, 2024. This means that the Tableau via Jobserver integration method is deprecated and will also reach its end of life on September 30, 2024. To integrate Tableau metadata and create lineage, please use Edge or lineage harvester.

To retrieve data from Tableau, you have to connect to Tableau via a Tableau Server asset in your Collibra Data Intelligence Platform environment.

Tip You have to register the Tableau Server asset before you can connect to it.

You can edit the connection settings at any time, for example, if you want to use another user than the one you originally used.

Prerequisites

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 registered Tableau.
If you connect to Tableau Online, you have a Tableau user with at least Viewer rights.
If you connect to Tableau Server, you have a Tableau user with access to at least one site.
You have the necessary Tableau permissions.

Steps

Open a Tableau Server asset page.
In the tab panebar, click Configuration. In the tab panebar, click Configuration.
In the Connection Details section, click Edit.

Enter the required information.

Field	Description	Required
On-premises \| Online	The Tableau product that you use.	Yes
Tableau URL or endpoint	The URL of your Tableau Server or Tableau Online. Example http://my-tableau.collibra.com Important If you are using the latest Collibra UI, the Tableau URLs are grouped in a drop-down list. If the URL that you want is not included in the drop-down list, you need to first add the URL in Tableau on-premise instances field, in the DGC service configuration settings. Show me an image of the DGC service configuration settings If you want to make available multiple URLs, separate each URL by a comma, but no spaces. For example: `my.tableau1.com,my.tableau2.com`.	Yes
Site ID	The ID of a Tableau site. If you don't enter a site ID, your Tableau user must have access to the Default site. If you enter a site ID, your Tableau user must have access to that site. Note If you connect to Tableau Server, the site ID does not determine which sites you can synchronize from that server. It is used to validate the permissions of the Tableau user. Even if you enter one site ID, you can still synchronize the other sites from Tableau Server. Tip You can find the site ID in the URL of the Tableau site. The site ID is the string between `/site/` and `/projects/`. In the following URL, the site ID is `collibra`. `https://example.collibra.online.tableau.com/#/site/collibra/projects`	No for Tableau Server Yes for Tableau Online
Token Name/Username	For Tableau Online with multi-factor authentication, the Personal Access Token (PAT) name of the Tableau user. Otherwise, the username of the Tableau user.	Yes
Token Secret/Password	For Tableau Online with multi-factor authentication, the Personal Access Token secret of the Tableau user. Otherwise, the password of the Tableau user.	Yes

Click Save.
The connection is verified. If successful, you can see the list of available sites in Tableau.
Tip After clicking Save, the site name isn't immediately shown in the Tableau sites section. Click Refresh list and then the site name will appear.

What's next?

You can now synchronize one or more sites.