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Setup

Tableau Ingestion Guide: Setup & Prerequisites

In order to configure ingestion from Tableau, you'll first have to enable Tableau Metadata API and you should have a user with Site Administrator Explorer permissions.

Tableau Prerequisites

  1. Grant Site Administrator Explorer permissions to a user

    A. Log in to Tableau Cloud https://sso.online.tableau.com/public/idp/SSO.

    B. Navigate to Users.

    Navigate to the Users tab

    C. For New User: Follow below steps to grant permission for new user.

    • Click Add Users -> Add Users by Email

      Navigate to the Users tab

    • Fill Enter email addresses, set Site role to Site Administrator Explorer and Click Add Users

      Navigate to the Users tab

    D. For Existing User: Follow below steps to grant permission for existing user.

    • Select a user and click Actions -> Site Role

      Actions Site Role

    • Change user role to Site Administrator Explorer

      tableau site role

  2. Enable Tableau Metadata API: This step is required only for Tableau Server. The Metadata API is installed with Tableau Server but disabled by default.

    • Open a command prompt as an admin on the initial node (where TSM is installed) in the cluster
    • Run the command: tsm maintenance metadata-services enable

Next Steps

Once you've done all of the above in Tableau, it's time to move on to configuring the actual ingestion source within DataHub.