Before you can synchronize Tableau, you have to register a Tableau server to create an initial structure of a community, meaning a BI Catalog domain and a Tableau Server asset in a selected parent community in Collibra Data Intelligence Platform.
Prerequisites
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.
- 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 global role that has the Manage all resources global permission.
- You have a role with the following resource permissions on the community you create:
- Asset: add
- Attribute: add
- Domain: add
- Attachment: add
-
You have enabled the Tableau metadata API in Collibra Console and in Tableau.
Steps
-
On the main toolbar, click
, and then click
Catalog.
The Catalog Home opens. -
On the main toolbar, click
.The
Create dialog box appears. - In the Create dialog box, click Register system.
- In the Register system dialog box, click Tableau Server.
- In the Register Tableau server dialog box, enter the required information.
Field Description Community The name of the parent community in which the initial Tableau structure will be created. Tableau server name The name of the Tableau server.
The name that you fill in here will be the name of the subcommunity, the domain in this subcommunity and the Tableau Server asset.
Description A description to provide extra information about the Tableau server.
This content is used as the description of the Tableau Server asset.
Owner The owner of the data in the created community.
By default, your user is selected.
- Click Register.
A Tableau Server asset is created.
A Tableau Catalog domain is created.
The configuration page of the Tableau Server asset is automatically opened.
What's next?
You can now connect to Tableau Server or Tableau Online.