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


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

Limitations

Enable Hyper format

Hyper format generation is enabled by default. To enable the generation of results into Hyper format, please verify the following:

Steps:

  1. Login as an administrator.
  2. Locate the following setting:

    Hyper output format
  3. Set it to Enabled.
  4. No other configuration is required.

Configure Permissions

The user who is publishing to Tableau Server must have exec permissions on the temporary directory on the backend datastore. This directory is used to write the intermediate file format locally, before it is published to Tableau Server. For more information, see Supported File Formats.

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.

Steps:

  1. In the left nav bar, select the Connections icon. See Connections Page.
  2. In the Connections page, click Create Connection. See Create Connection Window.
  3. In the Create Connection window, click the Tableau Server connection card.
  4. 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.

    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:

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

    Enter the following for the Site setting:

    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.

  5. Click Save

Create through APIs

  1. Acquire the vendor and type information. See Connection Types.
  2. Create the connection through the APIs. See

    operation/createConnection