Create a Tableau connection to an Edge site

Tip You can set up this integration in the unified integrations experience (in preview). This feature is in public preview and applies to metadata, AI, SAP, and lineage integrations. In one guided flow, you select an Edge site, create the connection, add the integration, and configure it. To get started, in the banner on the Integration configuration tab, click Try the new Integrations page. For more information, go to About the unified integrations experience (in preview).

To retrieve data from Tableau, you have to connect to Tableau via the Edge or Collibra Cloud site.

Prerequisites

  • You have a global role with the Product Rights > System administration global permission.
  • You have a global role that has the Manage Edge sites global permission.
  • You have a global role that has the Manage connections and capabilities global permission.
  • You have a resource role with the Configure external system resource permission, for example, Owner.
  • 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.
  • If you want to add connection values from a vault, you have added the vault to your Edge site. If your data source connection requires a file from your vault, the file must be encoded into Base64 and stored as a regular secret in your vault. For more information, go to the Vault documentation.
    Note  Vaults are not supported on Collibra Cloud sites.

Steps

  1. Open a site.
    1. On the main toolbar, click Products icon → Cogwheel icon Settings.
      The Settings page opens.
    2. In the tab pane, click Edge.
      The Sites tab opens and shows a table with an overview of your sites.
    3. In the site overview, click the name of a site.
      The site page appears.
  2. In the Connections section, click Create Connection.
    The Create Connection dialog box appears.
  3. Select Tableau connection.
  4. Enter the required information.
    FieldDescriptionRequired
    Name

    The name of the connection. The name can be anything, as long as it is unique.

    Tip The name that you provide here is the name you have to select in the Tableau connection field, when adding the Technical Lineage for Tableau capability to the Edge or Collibra Cloud site.

    		 Yes
    DescriptionThe description of the connection. No
    Vault The vault where you store your data source values. No
    URL

    The URL of your Tableau server.

    You can add this property from your vault. For more information, go to the vault documentation.

    		 Yes
    Authentication Type

    The authentication type for your connection to the Tableau server.

    		 Yes
    Username/Token Name
    • If you selected authentication type username, enter the username of the Tableau user.
    • If you selected authentication type token, enter the personal access token name of the Tableau user.

    You can add this property from your vault. For more information, go to the vault documentation.

    		 Yes
    Password/Token Secret
    • If you selected authentication type username, enter the password of the Tableau user.
    • If you selected authentication type token, enter the personal access token secret of the Tableau user.

    You can add this property from your vault. For more information, go to the vault documentation.

    		 Yes
    Custom Certificate

    Important This field will soon be deprecated. For guidance on uploading a custom certificate to an Edge site, refer to the "Optionally, use a custom certificate to allow Edge to connect to your data source" content in the "Before you begin" section of this topic.

    Optional field for uploading a custom server certificate, to connect to Tableau. Self-signed certificates are also supported.

    Click Upload and search for your custom server certificate.

    If you specify a certificate during Edge installation, that certificate is used and the certificate you specify here is ignored.

    You don't need to add the certificate to the Java Truststore. Edge stores the certificate as it does any other input parameter, and automatically uses it when connecting to Tableau.

    You can add this property from your vault. For more information, go to the vault documentation.

    		 No
  5. Click Create.

What's next

Add the Technical Lineage for Tableau capability to the Edge or Collibra Cloud site.

What's next

Add the Technical Lineage for Tableau capability to your Edge or Collibra Cloud site.