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This section describes the basics of creating Tableau Server connections from within the application.

Info

NOTE: You can export Tableau format (TDE) files as part of exporting results from the platform. For more information, see Publishing Dialog.

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  1. Navigate to the following: https://onlinehelp.tableau.com/current/api/sdk/en-us/SDK/tableau_sdk_installing.htm#downloading
    1. Complete any required licensing steps.
    2. Download this version: Tableau SDK for C/C++/Java (64-bit).
  2. Transfer the file to the 
    D s node
    .
    1. Extract it in a directory where the trifacta account has read and execute permissions.

      Info

      NOTE: The above directory should be located outside of the install directory for the platform software.


    2. Retain the path to this directory. This directory is assumed to have the following name: <tableau-extract-dir>
  3. Platform configuration must be updated to point to this SDK. 
    D s config
  4. Update the following property:

    Code Block
    "batch-job-runner.env.LD_LIBRARY_PATH" = "<tableau-extract-dir>/lib64/tableausdk/"


  5. 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: 

    Code Block
    "batch-job-runner.classpath" ="<current_classpath_values>:<tableau-extract-dir>/lib64/tableausdk/Java/tableaucommon.jar:<tableau-extract-dir>/lib64/tableausdk/Java/tableauserver.jar:<tableau-extract-dir>/lib64/tableausdk/Java/tableauextract.jar"


  6. Save your changes and restart the platform.


Enable

Workspace administrators must enable workspace users to publish to TDE format. For more information, see Workspace Admin Page.

Create Tableau Server Connection

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  1. Login to the application.
  2. In the menu, select Settings menu > Settings > Connections. See Connections Page.
  3. In the Connections page, click Create Connection. See Create Connection Window.
  4. In the Create Connection window, click the Tableau Server connection card.
  5. Specify the properties for your Tableau Server.

    PropertyDescription
    Server URL

    The URL to the Tableau Server to which you are connecting. To specify an SSL connection, use https:// for the protocol identifier.

    Info

    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: http://<Tableau_Server_URL>:<port_number>

     

    Site

    Enter the value that appears after /site/ in your target location.

    Example target URL:

    Code Block
    https://tableau.example.com/#/site/MyNewTargetSite

    Enter the following for the Site setting:

    Code Block
    MyNewTargetSite


    User NameThe username to use to connect.
    PasswordThe password associated with the username.
    Test ConnectionClick this button to test the connection that you have specified.
    Connection NameThe name of the connection as you want it to appear in the user interface.
    DescriptionThis description is displayed in the user interface.

    For more information, see Create Connection Window.

  6. Click Save

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