Tableau

Applies to: Tableau Cloud, Tableau Server (version 2022.3 or later)

The following guide will walk you through how to set up a Tableau connector in the Datalogz Control Tower using the personal access token method for authentication. This is Tableau's recommended method for authentication to the Tableau REST API without requiring hard-coded credentials or user interactive sign-in.

Setup Overview

Below is the order of operations for completing the Tableau connector setup

1. Create a Tableau personal access token

2. Create a Tableau connector in Datalogz Control Tower

Setup Detail

1

Generate a Tableau personal access token

1. Follow the steps outlined here on generating a personal access token

Note: The user creating the personal access token (PAT) should have a Site Administrator role:

1. Site Administrator Creator (recommended)

2. Site Administrator Explorer

There are several pieces of information required from your Tableau host to complete the next steps.

1. Host URL

   1. This is everything after https:// but before /#/

      1. Example: https://prod-useast-a.online.tableau.com/#/site/...

2. Site Name

   1. This everything after /site/ but before /home

      1. Example: ...tableau.com/#/site/mysite/home

3. API Version

   1. This table identifies which version of Tableau Server and Cloud correspond to the supported version of the ReST API.

4. Personal Access Token Name

   1. This will be the name you specified in the creation of the personal access token above.

5. Personal Access Token Secret

   1. This will be the value generated as the Secret

Note: The steps above will need to be repeated for each additional site as connectors are site specific.

2

Create a Tableau connector in the Datalogz Control Tower

1. Log in to your Datalogz account

2. Navigate to your organizations connectors

3. Select New Connector

4. Select Tableau

5. Enter the following information obtained in the previous steps

   1. Host

   2. Site Name

   3. API Version

   4. Access Token Name

   5. Access Token Secret

6. Click Connect

7. Enter a Connector Name

8. Select the snapshot frequency, e.g., Weekly or Daily

9. Click Next

10. Click Confirm and Finish

For questions or assistance with this setup, please contact Datalogz support [email protected]