Tableau Server

Version Supported: up to 2023

Tool Permissions Prerequisites

Warning: Missing permissions could end up in broken lineages.

• Tableau Server/Online – Supported (Tableau Desktop - Not Supported by automation)

  • Tableau server from version 10.3 and up

  • API of Tableau Server is Enabled (by Default)

  • Login permissions to the Tableau server using one of the following options:

    • Tableau Personal Access Token (PAT) associated with a user that has Server/Site Admin permissions to the Tableau API & the relevant Sites(Recommended). More about PAT can be found here: Personal Access Tokens

    • Tableau User and password with Server/Site Admin permissions to the Tableau API & the Relevant Sites.

The error message displayed when API is disabled:

System.Net.Http.HttpRequestException: Method: POST, RequestUri: 'http://<Server>/api/<api_version>/auth/signin', Version: 1.1, Content…

 

• Check and run Tableau API:

  • Tableau server version 10.3 or lower:

Check if the default Rest API of Tableau is enabled --> tabadmin get api.server.enabled

If it isn’t enabled (false):

1. tabadmin set api.server.enabled
2. For this, one of the following pre-requisites is required:
• tabadmin stop
• tabadmin start
• tabadmin config

Tableau server versions later than 10.3:

Check if the default Rest API of Tableau is enabled: tsm configuration get --key api.server.enabled

If it isn’t enabled (false):

1. tsm configuration set --key api.server.enabled true
2. For this, one of the following pre-requisites is required:
• tsm stop
• tsm start

Setting up Tableau Metadata Source

Metadata Sources are set on the Octopai Client (OC) 

How to verify the extracted Metadata File

Access the Octopai Target Folder (TGT)

1. Go to the TGT Folder located on the Server where the Octopai Client is installed.
   By default: C:\Program Files (x86)\Octopai\Service\TGT
2. Open the zip file having the Connector Name
   Example:
3. Verify its content
   Quantity & Quality of inner files

Troubleshoot

Error during the extraction:

• Check the permissions
• Send the log with the connector number and name to Octopai Support - C:\Program Files (x86)\Octopai\Service\log