Use this connector to have Foundational scan and determine lineage and downstream impact for Tableau.

This setup should take about 15 minutes.

Permissions: If you're using Tableau Server you will need to be a Tableau admin. For Tableau Cloud it is not needed, yet recommended.

Foundational will only access metadata and does not query data.

Configuring Tableau Connector

In order to provide Foundational access to Tableau, please follow these steps below:

1. Enable the Tableau Metadata API

Tableau Cloud

The Metadata API is turn on by default.

Tableau Server

In Tableau Server, the Metadata API is disabled by default. A server admin must enable the Metadata API using the tsm maintenance metadata-services enable command through the Tableau Services Manager (TSM) command line interface (CLI). For more information, see this article in the Tableau Server Help Center.

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

Note: Running this command stops and starts some services used by Tableau Server, which causes certain functionality, such as the Recommendations capability, to be temporarily unavailable.

2. Create a Token

Tableau Cloud

Under Personal Access Tokens, enter a descriptive name for your token in the Token Name field, and click Create Token.
In the Personal Access Token dialog, click Copy Secret.
Paste the secret to a file and store the file in a safe location on your local machine.

Tableau Server

Under Personal Access Tokens, enter a descriptive name for your token in the Token Name field, and then click Create new token.
In the Personal access token dialog, click Copy to clipboard
Paste the secret to a file and store the file in a safe location on your local machine.

3. Setup in Foundational

Open the Connectors page in Foundational and select the Tableau connector
Fill in the following information:
1. Server Name: This is the URL of your Tableau server
2. Site Name
  1. For Tableau Server the default is: Default (if you changed it, use the new name)
  2. For Tableau Cloud, it's the name of your site (The site would appear in the URL as “.../site/site_name”)
3. Token Name: Enter the name of the token you created
4. Token Secret: Cope and paste the secret for the token you created
5. Enabled Projects: Enter any projects you'd like Foundational to analyze in Tableau, or keep as default for all projects

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