|
3 | 3 | In order to ingest metadata from Tableau, you will need:
|
4 | 4 |
|
5 | 5 | - Tableau Server Version 2021.1.10 and above. It may also work for older versions.
|
6 |
| -- [Enable the Tableau Metadata API](https://help.tableau.com/current/api/metadata_api/en-us/docs/meta_api_start.html#enable-the-tableau-metadata-api-for-tableau-server) for Tableau Server, if its not already enabled. |
7 |
| -- Tableau Credentials (Username/Password or [Personal Access Token](https://help.tableau.com/current/pro/desktop/en-us/useracct.htm#create-and-revoke-personal-access-tokens)) |
8 |
| -- The user or token must have **Site Administrator Explorer** permissions. |
| 6 | +- [Enable the Tableau Metadata API](https://help.tableau.com/current/api/metadata_api/en-us/docs/meta_api_start.html#enable-the-tableau-metadata-api-for-tableau-server) for Tableau Server, if its not already enabled. This is always enabled for Tableau Cloud. |
| 7 | + |
| 8 | +### Authentication |
| 9 | + |
| 10 | +DataHub supports two authentication methods: |
| 11 | + |
| 12 | +1. Username/Password |
| 13 | +2. [Personal Access Token](https://help.tableau.com/current/pro/desktop/en-us/useracct.htm#create-and-revoke-personal-access-tokens) |
| 14 | + |
| 15 | +Either way, the user/token must have the **Site Administrator Explorer** site role. |
| 16 | + |
| 17 | +:::info |
| 18 | + |
| 19 | +We need the `Site Administrator Explorer` site role in order to get complete metadata from Tableau. |
| 20 | + |
| 21 | +With any lower role, the Tableau Metadata API returns missing/partial metadata. This particularly affects data source fields and definitions, which impacts our ability to extract columns and generate column lineage. As such, other site roles like `Viewer` are insufficient with the current Tableau Metadata API. |
| 22 | + |
| 23 | +::: |
9 | 24 |
|
10 | 25 | ### Ingestion through UI
|
11 | 26 |
|
@@ -46,8 +61,8 @@ This ingestion source maps the following Source System Concepts to DataHub Conce
|
46 | 61 |
|
47 | 62 | | Source Concept | DataHub Concept | Notes |
|
48 | 63 | | --------------------------- | ------------------------------------------------------------- | --------------------------------- |
|
49 |
| -| `"Tableau"` | [Data Platform](../../metamodel/entities/dataPlatform.md) | |
50 |
| -| Project | [Container](../../metamodel/entities/container.md) | SubType `"Project"` | |
| 64 | +| `"Tableau"` | [Data Platform](../../metamodel/entities/dataPlatform.md) | |
| 65 | +| Project | [Container](../../metamodel/entities/container.md) | SubType `"Project"` | |
51 | 66 | | Embedded DataSource | [Dataset](../../metamodel/entities/dataset.md) | SubType `"Embedded Data Source"` |
|
52 | 67 | | Published DataSource | [Dataset](../../metamodel/entities/dataset.md) | SubType `"Published Data Source"` |
|
53 | 68 | | Custom SQL Table | [Dataset](../../metamodel/entities/dataset.md) | SubTypes `"View"`, `"Custom SQL"` |
|
@@ -75,14 +90,15 @@ Lineage is emitted as received from Tableau's metadata API for
|
75 | 90 |
|
76 | 91 | ### Troubleshooting
|
77 | 92 |
|
78 |
| -### Why are only some workbooks/custom SQLs/published datasources ingested from the specified project? |
| 93 | +#### Why are only some workbooks/custom SQLs/published datasources ingested from the specified project? |
79 | 94 |
|
80 | 95 | This may happen when the Tableau API returns NODE_LIMIT_EXCEEDED error in response to metadata query and returns partial results with message "Showing partial results. , The request exceeded the ‘n’ node limit. Use pagination, additional filtering, or both in the query to adjust results." To resolve this, consider
|
81 | 96 |
|
82 | 97 | - reducing the page size using the `page_size` config param in datahub recipe (Defaults to 10).
|
83 | 98 | - increasing tableau configuration [metadata query node limit](https://help.tableau.com/current/server/en-us/cli_configuration-set_tsm.htm#metadata_nodelimit) to higher value.
|
84 | 99 |
|
85 |
| -### `PERMISSIONS_MODE_SWITCHED` error in ingestion report |
| 100 | +#### `PERMISSIONS_MODE_SWITCHED` error in ingestion report |
| 101 | + |
86 | 102 | This error occurs if the Tableau site is using external assets. For more detail, refer to the Tableau documentation [Manage Permissions for External Assets](https://help.tableau.com/current/online/en-us/dm_perms_assets.htm).
|
87 | 103 |
|
88 | 104 | Follow the below steps to enable the derived permissions:
|
|
0 commit comments