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Version: v4

Credentials

Here you configure the credentials needed to connect to Tableau. You must set them up before you can use Canner Enterprise features such as Data Push.

Clicking "Set Up Tableau Credentials" on the Data Push module page takes you to this settings page.

Create a Credential​

Step 1: Click the Create a Credential button​

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Step 2: Fill in the following fields​

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  • Tableau 2019.4 and later can authenticate with a Personal Access Token or a username and password
  • Versions earlier than Tableau 2019.4 can only authenticate with a username and password

When Credential Type = Tableau Token (a Personal Access Token configured in Tableau)

1. Credential Name: A name to help you identify the credential; you select it in later steps

2. Token Name: The token name from Tableau

3. Token Secret: The token secret copied from Tableau

4. Host: The Tableau server URL, in a format like https://canner-test.online.tableau.com

5. Site: Your Tableau Server site. If Tableau only has the Default Site, leave this empty. If Tableau has multiple sites, go to the Tableau Settings page (Settings > Site Name and ID), choose the site, and paste its ID (Seen in URL) value here.

For how to generate a Personal Access Token in Tableau, see 2.5 Data Push Module.

When Credential Type = Tableau Basic Credential (a Tableau username and password)

1. Credential Name: A name to help you identify the credential; you select it in later steps

2. Username: Your Tableau login username

3. Password: Your Tableau login password

4. Host: The Tableau server URL, in a format like https://canner-test.online.tableau.com

5. Site: Your Tableau Server site. If Tableau only has the Default Site, leave this empty. If Tableau has multiple sites, go to the Tableau Settings page (Settings > Site Name and ID), choose the site, and paste its ID (Seen in URL) value here.

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Step 3: Click Submit to finish. The new credential appears in the credentials list.​

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