- Login to the backend of your Curator instance (e.g.
http://curatorexample.com/backend
). - Navigate to the Integration > Connections section from the left-hand menu.
- Click on the New Connection button at the top of the page.
- Fill out the form, and select Tableau from the platform dropdown to reveal the connection details form below.
- Expand the Tableau Connection section, select whether Tableau Server or Tableau Cloud, and enter in your Tableau Server URL or select your Tableau Cloud host, respectively. Once the server check has been confirmed, you can begin filling out the authentication details using either a username + password or a Personal Access Token (PAT) using the steps below:
Tableau Connections
Tableau Server / Tableau Cloud: Personal Access Token (PAT)
This connection-type is more stable and preferred over username and password due to changes in Tableau’s APIs.- Enable the toggle for Use Personal Access Token for REST API Connection in the “Tableau Connection” section
- Ensure you have created up Personal Access token on Tableau Server, with at least a site administrator role and that you have the name and token.
- Fill out the fields below, and once the confirmation check has been successful, save your settings:
- Personal Access Token Name PAT Token Name
- Personal Access Token PAT Token
- Tableau Server Site Tableau Server Site*
- Tableau Server Site (Custom) Manually entered Tableau Server site*
Username & Password connection (not recommended - Tableau Server only)
This connection type is not recommended and should only be used when absolutely required. Fill out the fields below, and once the confirmation check has been successful, save your settings:- Service Username Tableau Server Admin Username
- Service Password Tableau Server Admin Password
- Tableau Server Site Tableau Server Site*
- Tableau Server Site (Custom) Manually entered Tableau Server site*
Tableau Server Site (Custom)
Before saving your Tableau Connection settings for the the first time, when switching Tableau Servers, or when connecting to Tableau Cloud you may need to use the “Tableau Server Site (Custom)” field.- Select “Custom” in the Tableau Server Site dropdown to enable the Tableau Server Site (Custom) field.
-
Manually enter the name of the site you wish to connect to
Tableau Server Site (Custom) The value is derived from the url on Tableau Server. For example: using
https://tableau.interworks.com/#/site/CuratorDemo
, you would enter CuratorDemo. - Save your settings.