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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`

  <p align="center">
  <img width="75%" alt="Navigate to the Users tab" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/tableau/tableau-add-user.png"/>
  </p> 

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

  <p align="center">
  <img width="75%" alt="Navigate to the Users tab" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/tableau/tableau-new-user-site-role.png"/>
  </p>

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

  - Select a user and click `Actions` -> `Site Role`

  <p align="center">
  <img width="75%" alt="Actions Site Role" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/tableau/tableau-user-list.png"/>
  </p> 

  -  Change user role to `Site Administrator Explorer`

  <p align="center">
  <img width="75%" alt="tableau site role" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/tableau/tableau-site-role.png"/>
  </p>

  1. 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.

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