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XL Deploy Tableau Plugin

Travis (.org) GitHub GitHub All Releases

Preface

This document describes the functionality provided by the 'xld-tableau-plugin'

Overview

This plugin provides capability to deploy/publish Tableau Workbooks as a part of automated deployment.
The plugin code uses the Tableau Python client library https://github.com/tableau/server-client-python

Installation

  • Download the latest plugin JAR from under the releases section in github repository OR Clone the repository and run ./gradlew build to build the JAR file with the latest code.
  • Copy the plugin JAR fole into the 'SERVER_HOME/plugins' directory of XL Release.

Infrastructure

Here's how you can provide information to connnect to a tableau instance.

Required Fields

  • Name: Name of the Tableau server defintion.
  • Server URL: URL For connecting to the server endpoint
  • User name: OPTIONAL Name to use in notifications.
  • Password: OPTIONAL Password

configsettings

CheckConnection

The server configuration supports checkConnection that allows to verify the connectivity to the target server

Discovery

The server configuration also supports discovery of sites and projectst that will be created under the configuration itself and can be then added to Environment for deployment of workbooks.

checkconnection

The Hierarchy of Site and projects looks something like this.

discovery

Environment

Add the Tableau Project under sites to map in the environment as workbooks are going to map directly on project

discovery

Application Package

The Application package will contain a new file type artifact ( tableau.Workbook ) that will be used to provide a *.twbx tableau workbook file along with information about Workbook Name, Publish Mode and Connections.

discovery

The Connections referred under the tableau.Workbook is a nested configuration of type tableau.Connection that can be created under the Workbook.

Create a new connection

discovery

Connection configuration screen

discovery

Deployment preview

discovery

References