Help & DocumentationWorking with Tableau Establishing a ConnectionEstablish Connectivity to Tableau Server via Remote Data Collector

Establish Connectivity to Tableau Server via Remote Data Collector

This article describes how to connect to the Tableau Server in order to use Tableau reports as data sources in Metric Insights.  If your Tableau Server is accessible from your Metric Insights server over the network, this is most likely the best solution.  General instructions for establishing a Data Source based on a plug-in can be found here.  Specific settings for this approach follow.

PREREQUISITES

Prerequisites to creating a connection with Tableau server are described in this article.

ALTERNATIVE APPROACHES:

If your Tableau Server is accessible over the network from your Metric Insights server, you can  connect to Tableau Server directly.

If you are connecting to Tableau Online, then follow the instructions for establishing connectivity to Tableau Online.

1. Access Admin > Data Sources

Start by adding a new Data Source.

2. Select "Other" Data Source Type and choose "Tableau" from the drop-down

  1. Select Other Data Source Type
  2. Choose Salesforce from the drop-down list
  3. Move to the Next step

3. Complete the required parameters

  1. Data Source name: The system creates a default name, but we recommend changing it to a descriptive name of your choice, especially if you plan to create several connection profiles for different sites
  2. Tableau Server: Provide the URL to your Tableau server to access it online
  3. Site ID: Required for Online access
  4. Enter the regular Username and Password that you use to log in to the Tableau server
  5. Test connection to view any errors in Required Parameters section

If necessary, open the sections below to enter Optional Parameters and Advanced Configuration.

4. Add/Change the Optional Tableau Parameters

Open the section by clicking the arrow

The following parameters need to be set as shown for Online access:

  1. Set Force refresh cache to 'false'
  2. Set User Custom Views  to 'false'

To get  full description of each parameter, refer to Tableau Parameters (Mandatory and Optional).

5. Now setup your Remote Data Collector

Click the arrow next to the Advanced Data Source Configuration section to open it:

  1. Set Use Remote Data Collector to 'yes' to open the Remote Collectors section
  2. Select [+ New Remote Collector] button

5.1. Select to Add a new Remote Collector from pop-up

Save

5.2. Add Remote Collector pop-up displays

Add Remote Collector pop-up displays
  1. Enter a meaningful Name for your Remote Collector
  2. Input your Remote Agent Username

Save your entry.

5.3. New Remote Collector now displays in grid

Click to select it

5.4. Remote Collector Editor opens

  1. Input your Remote Agent Id
  2. Input your Remote Agent password
  3. Input email address for Notification
  4. Download the Insightd Zip File, extract the contents, and install Insightd.

General instructions on installing Insightd on Windows servers can be found here.

5.5. Start the Metric Insights Daemon

Start the Metric Insights Daemon

Once you have installed Insightd on your Tableau server, you will need to start the Metric Insights Daemon. Click the Start button and then open the Services panel.

5.6. Find the Metric Insights Daemon and start the service

Find the Metric Insights Daemon and start the service

Find the Metric Insights Daemon and start the service. Now you're ready to collect data from your Tableau server!

6. Additional options now available in Plugin Data Source Editor

Using the other tabs, you can:

  1. You can update, refresh or manually add Reports to the Reports List (depending on fetch method selected)
  2. You can create new elements using this Data Source directly from the Elements tab
  3. You can assign Permissions to Groups or Power Users

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