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Tableau Server Connections

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

Note

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

Supported Versions: 10.5.x and later

Supported Environments:

Operation

Designer Cloud Powered by Trifacta Enterprise Edition

Amazon

Microsoft Azure

Read

Not supported

Not supported

Not supported

Write

Supported

Supported

Supported

Limitations

  • 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.

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. You apply this change through the Workspace Settings Page. For more information, see Platform Configuration Methods.

  3. Locate the following setting:

    Hyper output format

  4. Set it to Enabled.

  5. 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.

    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: 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 Name

    The username to use to connect.

    Password

    The password associated with the username.

    Test Connection

    Click this button to test the connection that you have specified.

    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.

    For more information, see Create Connection Window.

  5. Click Save.

Create through APIs

You can create this connection type through the APIs:

API: API Reference

  • Type: jdbc

  • Vendor: tableau

For more information, see https://api.trifacta.com/ee/9.7/index.html#operation/createConnection

In this section: