Tableau Server (via Direct Connect method)

This page will guide you through the setup of Tableau Server in K using the direct connect method.

Integration details

Step 1) Tableau Server Configuration

The following Tableau server settings needs to be configured.

• Tableau Metadata API must be enabled: https://help.tableau.com/current/api/metadata_api/en-us/docs/meta_api_start.html

• Tableau Repository must be accessible: https://help.tableau.com/current/server/en-us/perf_collect_server_repo.htm

  • The repository user will be used by the KADA extractor / collector.

    • Tableau repository default database name: workgroup

    • Tableau repository default user: readonly

Step 2) Setup Tableau APIs Access

• A user needs to be configured to access Tableau API.

• User needs Site Administrator Creator or Server Administrator role. Roles are dependent on both Licensing and Server version — see https://help.tableau.com/current/server/en-us/users_site_roles.htm

  • Site Administrator Creator is only available on Role Based Licensing Model

  • Server Administrator is available on both Role Based and Core Based Licensing Model

Step 3) Manually run an ad hoc load to test

• Select Platform Settings in the side bar

• In the pop-out side panel, under Platform Settings click on Sources

• Next to the Source click on the menu icon and select Run

  

• After the manual run is triggered, a pop up bar will appear containing a link that can take you to the Monitor tab where you can check the progress of the job.