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Configuring Connections to Tableau Server

You can configure AtScale to connect to Tableau Server, enabling users to deploy catalogs directly to Tableau.

You can create multiple Tableau Server definitions. If you have more than one configured, users will be able to select the ones they want to deploy to.

Prerequisites​

Ensure that Tableau Server is running and accessible to AtScale. Additionally, you must have the username and password for an administrator account for all Tableau sites you want to connect to.

Adding a Tableau Server Definition​

To add a Tableau Server definition:

  1. Log in to AtScale as an admin user.

  2. In the main menu, click Settings.

  3. In the Settings panel, click Integrations And Services > Tableau Server Definitions.

  4. Click Add Tableau Server Definition. The Add Tableau Server Definition panel opens.

  5. Complete the following fields:

    • Descriptive Name: The name of the server definition, as it appears in AtScale.

    • Tableau Server URL: The URL for the Tableau Server web service.

    • Username: The username for a Tableau administrator. AtScale uses this to authenticate with the server.

    • Password: The password for the Tableau administrator.

    • Site Name: Optional. The name of the site you want to deploy to, if different from the default site.

      Note

      If you are deploying to your default Tableau Server site, leave the Site Name field blank. If you are deploying to either a different Tableau Server site or your default Tableau Cloud site, you must specify the name of the site.

    • Name Template: Optional. A template defining affixes to add to the names of models deployed to this definition. You can use the template to differentiate between models with the same names that have been deployed to different environments (for example, development and production).

      You can define a prefix, suffix, or both, using {0} as a placeholder for the model name. For example:

      • {0}-Dev adds the suffix -Dev to deployed models.
      • Dev-{0} adds the prefix Dev- to the models.
      • Dev-{0}-1 adds both a prefix and a suffix to the models.

  6. (Optional) Click Test Tableau Server Definition to test the connection to the server.

  7. Click Save.

Additional Information​