This section describes the basics of creating Tableau Server connections from within the application.
NOTE: You can export Tableau format (TDE) files as part of exporting results from the platform. For more information, see Publishing Dialog.
- This connection type only enables publication.
- You cannot read data from Tableau Server.
- When created in the application, publish-only connections must be created through the Connections page.
Download and Install Tableau SDK
To enable generation of TDE files and publication to Tableau Server, the Tableau Server SDK must be licensed, downloaded, and installed in the Trifacta platform.
- Navigate to the following:
- Centos/RHEL 6.x: https://help.tableau.com/v10.1/api/sdk/en-us/SDK/tableau_sdk_installing.htm#downloading
- All other operating system versions: https://onlinehelp.tableau.com/current/api/sdk/en-us/SDK/tableau_sdk_installing.htm#downloading
- Complete any required licensing steps.
- Download this version: Tableau SDK for C/C++/Java (64-bit).
- Transfer the file to the Trifacta node.
Extract it in a directory where the
trifactaaccount has read and execute permissions.
NOTE: The above directory should be located outside of the install directory for the platform software.
- Retain the path to this directory. This directory is assumed to have the following name:
- Platform configuration must be updated to point to this SDK. You can apply this change through the Admin Settings Page (recommended) or
trifacta-conf.json. For more information, see Platform Configuration Methods.
Update the following property:
Add to the Batch Job Runner classpath to the current classpath (
<current_classpath_values>). You must replace
<tableau-extract-dir>with the path where you extracted the Tableau Server SDK:
- Save your changes and restart the platform.
Workspace administrators must enable workspace users to publish to TDE format. For more information, see Workspace Admin Page.
Create Tableau Server Connection
Create through application
Any user can create a Tableau Server connection through the application.
NOTE: Only an administrator can make a Tableau Server connection available for all users.
- Login to the application.
- In the menu, select Settings menu > Connections. See Connections Page.
- In the Connections page, click Create Connection. See Create Connection Window.
- In the Create Connection window, click the Tableau Server connection card.
Specify the properties for your Tableau Server.
Property Description Server URL
The URL to the Tableau Server to which you are connecting. To specify an SSL connection, use
https://for the protocol identifier.
NOTE: By default, this connection assumes that the port number is
80. To use a different port, you must specify it as part of the Server name value:
User Name The username to use to connect. Password The password associated with the username. Connection Name The name of the connection as you want it to appear in the user interface. Description This description is displayed in the user interface. Available to All Users Cick this checkbox to make this connection available to all users of the platform.
For more information, see Create Connection Window.
Create through CLI
This connection can also be created through the Trifacta command line interface. Notes on creating the connection:
The CLI tools are stored in the following directory:
Example command (all one command):
|CLI action type. Please leave this value as |
Username of the Trifacta account to use. Please specify the full username.
|Password of the account.|
|The type of connection. Set this value to |
The internal name of this connection.
NOTE: This value must be unique within all of your connections.
|A user-friendly description for this connection appears in the application.|
|Host of the Tableau Server instance.|
Port number of the Tableau Server instance.
|The type of credentials to use. Set this value to |
Specify the location on the Trifacta node where the credentials file is located. See below for more information on the format of this file.
Include this flag to make the connection public and available to all Trifacta users. This flag requires no value.
NOTE: After a connection has been made public, it cannot be made private. You must delete the connection through the CLI and then recreate it.
You cannot delete a connection if it has imported datasets associated with it. You can delete a connection without datasets, but the publication information associated with the connection is dropped.
By default, any connection is tested as part of a create or edit action. Include this flag to skip testing the connection. This flag requires no value.
Tip: After creation, you can test the connection and modify it through the application. See Flows Page.
The path to the file where results of this command are written.
NOTE: The user issuing the command must also have execute permissions on all parent folders in the specified
For Tableau Server connections, you must create a credentials file and store it on the Trifacta node in a location that is accessible to the CLI. This location must be specified as part of the command.
The format of this file should look like the following:
<userId>is the user identifier to connect to the Tableau Server.
<pwd_for_userId>is the password for the user in use.
For more information on the Trifacta command line interface, see CLI for Connections.
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