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:
- In the top right of any screen, navigate to New and then click New Workflow.
- From the list of packages, select Tableau Assets and click on Setup Workflow.
Provide credentials
To enter your Tableau credentials:
- For Host Name enter the host name of your Tableau Online or Tableau Server instance.
- For Port enter the port number of your Tableau instance.
- 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.
- (Optional) To disable SSL, select the SSL Disabled option under SSL.
- For Default Site enter the name of the site you want to crawl. (If left blank the default site will be used.)
- At the bottom of the form, click the Test Authentication button to confirm connectivity to Tableau using these details.
- When successful, at the bottom of the screen click the Next button.
Configure the connection
To complete the Tableau connection configuration:
- Provide a Connection Name that represents your source environment. For example, you might want to use values like
production
,development
,gold
, oranalytics
. - (Optional) To change the users able to manage this connection, change the users or groups listed under Connection Admins.
π¨ Careful! If you do not specify any user or group, nobody will be able to manage the connection β not even admins.
Run the crawler
To run the Tableau crawler, after completing the steps above:
- 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! π