How to crawl Tableau

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Once you have configured Tableau, you can establish a connection between Atlan and Tableau.

To crawl metadata from Tableau, complete the following steps.

Select the source

To select Tableau as your source:

  1. In the top right of any screen, navigate to New and then click New Workflow.
  2. From the list of packages, select Tableau Assets and click on Setup Workflow.

Provide credentials

Direct extraction method

To enter your Tableau credentials:

  1. For Host Name enter the host name of your Tableau Online or Tableau Server instance.
  2. For Port enter the port number of your Tableau instance.
  3. For Authentication choose how you would like to connect to Tableau:
    • For Username & Password authentication, enter the Username and Password you use to log in to Tableau.
    • For Personal Access Token authentication, enter the Personal Access Token Name and Personal Access Token Value you generated.
  4. (Optional) To disable SSL, select the SSL Disabled option under SSL.
  5. For Default Site enter the name of the site you want to crawl. (If left blank the default site will be used.)
    🚨 Careful! If you are using Tableau Online, the site is required for Atlan to authenticate properly.
  6. At the bottom of the form, click the Test Authentication button to confirm connectivity to Tableau using these details.
  7. When successful, at the bottom of the screen click the Next button.

S3 extraction method

To enter your S3 details:

  1. For S3 bucket name, enter the name of your S3 bucket.
  2. For S3 prefix, enter the S3 prefix under which all the metadata files exist. These include dashboards/result-0.json, workbooks/result-0.json, and so on.
  3. (Optional) For S3 region, enter the name of the S3 region.
  4. When complete, at the bottom of the screen, click Next.

Configure the connection

To complete the Tableau connection configuration:

  1. Provide a Connection Name that represents your source environment. For example, you might want to use values like production, development, gold, or analytics.
  2. (Optional) To change the users able to manage this connection, change the users or groups listed under Connection Admins.
    🚨 Careful! If you do not specify any user or group, nobody will be able to manage the connection β€” not even admins.

Configure the crawler

Before running the Tableau crawler, you can further configure it.

You can override the defaults for any of these options:

  • Select Tableau projects you want to include in crawling in the Include Projects field. (This will default to all projects, if none are specified.)
  • Select Tableau projects you want to exclude from crawling in the Exclude Projects field. (This will default to no projects, if none are specified.)
  • To have the crawler ignore Tableau projects based on a naming convention, specify a regular expression in the Exclude Projects Regex field.
πŸ’ͺ Did you know? If a project appears in both the include and exclude filters, the exclude filter takes precedence. (The Exclude Projects Regex also takes precedence.)

Run the crawler

To run the Tableau crawler, after completing the steps above:

  1. To check for any permissions or other configuration issues before running the crawler, click Preflight checks.
  2. You can either:
    • To run the crawler once immediately, at the bottom of the screen, click the Run button.
    • To schedule the crawler to run hourly, daily, weekly, or monthly, at the bottom of the screen, click the Schedule Run button.

Once the crawler has completed running, you will see the assets in Atlan's asset page! πŸŽ‰

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