Tableau Sources > Before you begin > Create a connection
  

Create a connection

Create a Tableau connection object in Administrator with the connection details of the Tableau source system.
    1In Administrator, select Connections.
    2Click Add Connection.
    3Select Tableau V3 and click Next.
    4In the Connection Details section, enter the following connection details:
    Connection property
    Description
    Connection Name
    Name of the connection.
    Each connection name must be unique within the organization. Connection names can contain alphanumeric characters, spaces, and the following special characters: _ . + -,
    Maximum length is 255 characters.
    Description
    Description of the connection. Maximum length is 4000 characters.
    5Enter the connection properties.
    The following table describes the connection properties:
    Property
    Description
    Use Secret Vault
    Stores sensitive credentials for this connection in the secrets manager that is configured for your organization.
    This property appears only if secrets manager is set up for your organization.
    When you enable the secret vault in the connection, you can select the credentials that the Secure Agent retrieves from the secrets manager. If you don't enable this option, the credentials are stored in the repository or on a local Secure Agent, depending on how your organization is configured.
    Note:
    If you’re using this connection to apply data access policies through pushdown or proxy services, you cannot use the Secret Vault configuration option.
    For information about how to configure and use a secrets manager, see Secrets manager configuration.
    Runtime Environment
    The name of the runtime environment where you want to run the tasks.
    Select a Secure Agent or elastic runtime environment.
    Tableau Product
    Type of Tableau component that is used for the metadata extraction. You can select Tableau Server or Tableau Online.
    Authentication Method
    Authentication method to connect to the Tableau source system.
    Select one of the following methods:
    • - Username & Password. Connect to Tableau Server with your account user name and password.
    • - Personal Access Token. Connect to Tableau Server or Tableau Cloud with your Personal Access Token and Token Secret from your Tableau account.
    Connection URL
    URL to connect to the Tableau Server or Tableau Cloud account.
    User Name
    User name to connect to the Tableau Server account.
    Password
    Password associated with the user name.
    Personal Access Token Name
    The personal access token to connect to the Tableau Server or Tableau Cloud account.
    Token Secret
    The token secret associated with the personal access token to connect to the Tableau Server or Tableau Cloud account.
    Site ID
    The site name that points to a specific site on Tableau Server or Tableau Cloud where you want to publish the data extract file.
    Contact the Tableau administrator to provide the site ID.
    6Click Test to test your connection to the source system.
    7Click Save.