Preflight checks for Tableau

Before running the Tableau crawler, you can run preflight checks to perform the necessary technical validations. The following preflight checks will be completed:

Server REST API version

The Server Info REST API is used to fetch the restApiVersion value.

βœ… Check successful if the restApiVersion is greater than or equal to 2.4.

Projects view capability

First, the list of projects in the Include Projects and Exclude Projects fields is determined. Next, the Query Projects REST API is used to fetch the actual list of projects for which the user has view capability.

βœ… Check successful if all the projects from the first list are in the second one.

πŸ’ͺ Did you know? User credentials with a Site Administrator Explorer role will always have view capability for all projects.

Metadata API

βœ… Check successful

❌ Cannot run the query because the Metadata API has not been enabled yet. Run the 'tsm maintenance metadata-services enable' command to enable the Metadata API or contact the Tableau administrator

User site role

βœ… Check successful if the site role of the user is Site Administrator Creator, Site Administrator Explorer, or Server Administrator.

❌ Insufficient permissions, make sure the user's site role is Site Administrator Creator, Site Administrator Explorer, or Server Administrator

πŸ’ͺ Did you know? User credentials with a Site Administrator Explorer or Site Administrator Creator role will always have access to run any query and crawl assets.

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