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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. Allow Site Administrator Explorer permissions:

    a. login to tableau cloud https://sso.online.tableau.com/public/idp/SSO

    b. Navigate to Users

    Navigate to the Users tab

    c. Select particular user and click on Actions -> Site Role

    Actions Site Role

    d. Change user role to Site Administrator Explorer

    tableau site role

  2. 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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