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Version: I2023.3.0

Configuring Connections to Tableau Server

You must create a Tableau server in AtScale to enable connections to Tableau Server. You configure the server within an organization. Use the Create Tableau Server dialog box to enter the required information and test the server connection after doing so.

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Before you begin​

Make sure your Tableau server is up and running at accessible over the network from the AtScale host. You will also need proper authentication credentials for all the sites you plan to access via AtScale.

Procedure​

  1. In AtScale, click the Settings tab at the top of the page.

  2. Under Organization Settings, click Integrations and Services.

  3. Under Tableau Server Definitions, click Create Tableau Server Definition.

  4. Complete the connection information for the server.

    FieldDescription
    Descriptive NameA descriptive name so users can identify the Tableau server to publish to
    Tableau Server URLURI of the Tableau Server web service
    UsernameTableau administrator user name for authentication to the server
    PasswordPassword for the Tableau adminstrator
    Default Site NameName of the default site in Tableau (usually default; important for API calls)
    Omit Site Name from API callsDifferent versions of Tableau server authenticate differently. Some require the site name in the API call and some do not. If you are not able to authenticate successfully at publish time, try selecting this option.
    Site NamesA comma-separated list of site names that you want AtScale to publish to. The default site name must be in this list. Users can then choose which sites they want at publish time.

  5. Optional: Click Test Tableau Server Definition to find out whether the connection settings that you specified are correct.

  6. Click Create Tableau Server Definition.

note

Note: To use the Impersonate via server Run As account authentication option (for Tableau Server Single Sign-On), you must publish the .tds file from Tableau Desktop. You cannot use the AtScale Tableau Server integration option.

What to do next​

  • You can create multiple Tableau server definitions. If you have more than one Tableau server configured for an organization, users will be able to choose which servers to publish a project to.
  • You may want to configure Tableau Server Impersonation.