Steps overview: Integrate Tableau via Edge

The following table shows the required steps for integration.

#	Step	Description
1	Review the preflight checks.	Key considerations to help ensure successful integration, including required Edge, technical lineage, and data source-specific permissions, network requirements and more.
2	Set up Tableau.	Before you start the Tableau integration in Data Catalog, make sure that: You have the necessary roles and permissions in Tableau. You've configured the mandatory settings. You've tested your connectivity with the Tableau server. For complete information, go to: Tableau roles, permissions, and mandatory settings Test your connectivity with the Tableau server
3	Optionally, create a new target domain for asset ingestion.	You can choose an existing domain or create a new one.
4	Create a Tableau connection.	Create a connection to allow Collibra Data Lineage to connect to and retrieve metadata from Tableau.
5	Add the Technical Lineage for Tableau capability.	Add the technical lineage capability to your Edge site. The capability allows the lineage harvester to retrieve data from your data source.
6	Synchronize the technical lineage.	You can synchronize your technical lineage manually or automatically by adding a synchronization schedule.

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