In this section, we provide guides and references to use the Tableau connector.
Configure and schedule Tableau metadata and profiler workflows from the OpenMetadata UI:
How to Run the Connector Externally
To run the Ingestion via the UI you'll need to use the OpenMetadata Ingestion Container, which comes shipped with custom Airflow plugins to handle the workflow deployment.
If, instead, you want to manage your workflows externally on your preferred orchestrator, you can check the following docs to run the Ingestion Framework anywhere.
Requirements
To ingest tableau metadata, minimum Site Role: Viewer is required for the tableau user.
To create lineage between tableau dashboard and any database service via the queries provided from Tableau Metadata API, please enable the Tableau Metadata API for your tableau server. For more information on enabling the Tableau Metadata APIs follow the link here
Python Requirements
We have support for Python versions 3.8-3.11
To run the Tableau ingestion, you will need to install:
Metadata Ingestion
All connectors are defined as JSON Schemas. Here you can find the structure to create a connection to Tableau.
In order to create and run a Metadata Ingestion workflow, we will follow the steps to create a YAML configuration able to connect to the source, process the Entities if needed, and reach the OpenMetadata server.
The workflow is modeled around the following JSON Schema
1. Define the YAML Config
This is a sample config for Tableau:
Source Configuration - Service Connection
For Basic Authentication:
Username: The name of the user whose credentials will be used to sign in.
Password: The password of the user.
For Access Token Authentication:
Personal Access Token: The personal access token name. For more information to get a Personal Access Token please visit this link.
Personal Access Token Secret: The personal access token value. For more information to get a Personal Access Token please visit this link.
env: The config object can have multiple environments. The default environment is defined as tableau_prod, and you can change this if needed by specifying an env parameter.
hostPort: URL or IP address of your installation of Tableau Server.
siteName: Tableau Site Name. This corresponds to the contentUrl attribute in the Tableau REST API. The site_name is the portion of the URL that follows the /site/ in the URL.
siteUrl: Tableau Site URL. Tableau Site Url. To be kept empty if you are using the default Tableau site
apiVersion: Tableau API version. A lists versions of Tableau Server and of the corresponding REST API and REST API schema versions can be found here.
paginationLimit: The pagination limit will be used while querying the Tableau Graphql endpoint to get the data source information.
Source Configuration - Source Config
The sourceConfig is defined here:
- dbServiceNames: Database Service Names for ingesting lineage if the source supports it.
- dashboardFilterPattern, chartFilterPattern, dataModelFilterPattern: Note that all of them support regex as include or exclude. E.g., "My dashboard, My dash.*, .*Dashboard".
- projectFilterPattern: Filter the tableau dashboards, charts and data sources by projects. Note that all of them support regex as include or exclude. E.g., "My project, My proj.*, .*Project".
- includeOwners: Set the 'Include Owners' toggle to control whether to include owners to the ingested entity if the owner email matches with a user stored in the OM server as part of metadata ingestion. If the ingested entity already exists and has an owner, the owner will not be overwritten.
- includeTags: Set the 'Include Tags' toggle to control whether to include tags in metadata ingestion.
- includeDataModels: Set the 'Include Data Models' toggle to control whether to include tags as part of metadata ingestion.
- markDeletedDashboards: Set the 'Mark Deleted Dashboards' toggle to flag dashboards as soft-deleted if they are not present anymore in the source system.
Sink Configuration
To send the metadata to OpenMetadata, it needs to be specified as type: metadata-rest.
Workflow Configuration
The main property here is the openMetadataServerConfig, where you can define the host and security provider of your OpenMetadata installation.
Logger Level
You can specify the loggerLevel depending on your needs. If you are trying to troubleshoot an ingestion, running with DEBUG will give you far more traces for identifying issues.
JWT Token
JWT tokens will allow your clients to authenticate against the OpenMetadata server. To enable JWT Tokens, you will get more details here.
You can refer to the JWT Troubleshooting section link for any issues in your JWT configuration.
Store Service Connection
If set to true (default), we will store the sensitive information either encrypted via the Fernet Key in the database or externally, if you have configured any Secrets Manager.
If set to false, the service will be created, but the service connection information will only be used by the Ingestion Framework at runtime, and won't be sent to the OpenMetadata server.
Store Service Connection
If set to true (default), we will store the sensitive information either encrypted via the Fernet Key in the database or externally, if you have configured any Secrets Manager.
If set to false, the service will be created, but the service connection information will only be used by the Ingestion Framework at runtime, and won't be sent to the OpenMetadata server.
SSL Configuration
If you have added SSL to the OpenMetadata server, then you will need to handle the certificates when running the ingestion too. You can either set verifySSL to ignore, or have it as validate, which will require you to set the sslConfig.caCertificate with a local path where your ingestion runs that points to the server certificate file.
Find more information on how to troubleshoot SSL issues here.
Example Source Configurations for default and non-default tableau sites
1. Sample config for default tableau site
For a default tableau site siteName and siteUrl fields should be kept as empty strings as shown in the below config.
1. Sample config for non-default tableau site
For a non-default tableau site siteName and siteUrl fields are required.
Note: If https://xxx.tableau.com/#/site/sitename/home represents the homepage url for your tableau site, the sitename from the url should be entered in the siteName and siteUrl fields in the config below.
Securing Tableau Connection with SSL in OpenMetadata
To establish secure connections between OpenMetadata and Tableau, in the YAML you can provide the CA certificate used for SSL validation by specifying the caCertificate. Alternatively, if both client and server require mutual authentication, you'll need to use all three parameters: ssl key, ssl cert, and caCertificate. In this case, ssl_cert is used for the client’s SSL certificate, ssl_key for the private key associated with the SSL certificate, and caCertificate for the CA certificate to validate the server’s certificate.
2. Run with the CLI
First, we will need to save the YAML file. Afterward, and with all requirements installed, we can run:
Note that from connector to connector, this recipe will always be the same. By updating the YAML configuration, you will be able to extract metadata from different sources.