Configuring Tableau Accounts

Owned by Amritesh Singh
Last updated: Nov 03, 2023 by Amritesh Singh
3 min read

This page is no longer maintained (Nov 08,, 2023). For the most current information, go to Configure Tableau Accounts, Tableau Account, Tableau REST Account.

On this Page

This account is used by the Snaps in the Tableau 9&10 Snap Pack.

You can create an account from Designer or Manager. In Designer, when working on pipelines, every Snap that needs an account prompts you to create a new account or use an existing account. The accounts can be created in or used from:

  • Your private project folder: This folder contains the pipelines that will use the account.
  • Your Project Space’s shared folder: This folder is accessible to all the users that belong to the Project Space.
  • The global shared folder: This folder is accessible to all the users within an organization in the SnapLogic instance.

Account Configuration

In Manager, you can navigate to the required folder and create an account in it (see Accounts ). To create an account for Tableau:

  1. Click Create, then select Tableau9 then Tableau Account or Tableau REST Account.
  2. Supply an account label.
  3. Supply the Username, Password, Server, and Site for your Tableau account.
  4. (Optional) Supply additional information on this account in the Notes field of the Info tab.
  5. Click Apply. 

Account Types

Tableau Account

 Account Settings


Label


Required. User provided label for the account instance

Username


Required. Tableau username

Password


Required. The password for the Tableau username

Site


Varies. Site in Tableau format.

Default value: [None]

Server


Required. Server in Tableau format

Example: https://online.tableausoftware.com/

Default value: [None]

Account Encryption

Standard Encryption

If you are using Standard Encryption, the High sensitivity settings under Enhanced Encryption are followed.


Enhanced Encryption

If you have the Enhanced Account Encryption feature, the following describes which fields are encrypted for each sensitivity level selected for this account.

Account:

  • High: Password
  • Medium + High: Username, Password
  • Low + Medium + High: Username, Password, Server

Tableau REST Account

 Account Settings



Label


Required. Specify an unique name for the account instance.

Username


Required. Specify the Tableau username.

Password


Required. Specify the password for the Tableau username.

Site


Specify the name of the site in Tableau format. Copy the Site from the URL in the browser's address bar after successfully logging into Tableau and paste it in this field.

For Tableau accounts, Site is only required if you are using the online version of Tableau. You must also remove all spaces in the site name and enter it in all lowercase. 


Default value: [None]
Example: snaplogicsalesdemo

Server


Required. Specify the server address in Tableau format.

Example: https://online.tableau.com/

Default value: https://online.tableau.com/

Server version


Required. Specify the Tableau server version for the XML REST operations. The available options for the versions are 9.3, 10.1 and Other.

Click the link to download a list of Tableau 9.x and 10.x operations. 

9.2  - If selected, the server lists all the 9.2 operations.

10.1 - If selected, the server lists all the 10.1 operations.

10.5 - If selected, the server lists all the 10.5 operations.

Other - If selected, the user must explicitly provide the XML Schema URL and the API version of the server.

The Tableau REST Snap is tested against 9.2, 10.1, and 10.5 versions of Tableau only. However, the Tableau REST Snap also supports other versions, for which, select the option Other and provide the respective XSD Schema URL & API version. While the Snap supports the later versions, the newly added operations in those versions will not be supported.

Default value: 9.2 

 XSD Schema URL (other)

URL of the .xsd file (XML Schema Definition), containing the XML schema to be used in the request and response.

Click the link for more information on XML Schema : REST API XML Schema.

Example: 

Tableau Server VersionREST API Version.xsd LocationXML Schema Version
9.22.1 ts-api-2_1.xsd2.1
10.12.4 ts-api_2_4.xsd2.4
10.22.5ts-api_2_5.xsd2.5
10.32.6ts-api_2_6.xsd2.6
10.42.7ts-api_2_7.xsd2.7
10.52.8ts-api_2_8.xsd2.8

Default value: None

API version (other)

Specify the API version to be used for the Tableau server that is not listed in the dropdown.
Click the link for more information on Tableau server versions and REST API versions: REST API Versions.

Default value: None

S3 credentialsProvide access-key ID and secret-key if the file (to be upload in the REST operation invoked) resides on an S3 bucket.
IAM Role

Select this checkbox to enable the IAM role stored in the EC2 instance to access the S3 bucket. If you select this checkbox, the Access-key ID and Secret key are not required.

This feature is valid only in EC2-type Groundplex nodes hosted in the EC2 environment. Please refer to the Snap Reference document for the required entry in the global.properties file.


Default value: Not selected

Access-key ID

Specify the Access key ID part of AWS authentication.

Default value: None

Secret key

Specify the Secret key part of AWS authentication.

Default value: None

Account Encryption

Standard Encryption

If you are using Standard Encryption, the High sensitivity settings under Enhanced Encryption are followed.

Enhanced Encryption

If you have the Enhanced Account Encryption feature, the following describes which fields are encrypted for each sensitivity level selected for this account.

Account:

  • High: Password
  • Medium + High: Username, Password
  • Low + Medium + High:  Username, Password, Server

For information on Tableau versions, see: REST API Versions.


 Click to view/expand
ReleaseSnap Pack VersionDateTypeUpdates
August 2023main22460 StableUpdated and certified against the current SnapLogic Platform release.
May 2023433patches21835 Latest

The TDE Formatter and Tableau Write Snaps from the Tableau Snap Pack are deprecated. Contact support@snaplogic.com, if your existing pipelines use Snaps from the deprecated Snap Pack.

May 2023main21015 StableUpdated and certified against the current SnapLogic Platform release.
February 2023main19844 StableUpdated and certified against the current SnapLogic Platform release.
November 2022main18944 StableUpdated and certified against the current SnapLogic Platform release.
August 2022main17386 StableUpgraded with the latest SnapLogic Platform release.

4.29

main15993

 

Stable

Upgraded with the latest SnapLogic Platform release.

4.28main14627 StableUpgraded with the latest SnapLogic Platform release.

4.27

main12833

 

Stable

Upgraded with the latest SnapLogic Platform release.
4.26main11181 Stable

Added the following Tableau Snaps to support hyper extract files for Tableau 10.25 and later versions.

  • Hyper Formatter: Converts the incoming documents to Tableau hyper extract format and sends the output (extract) to the binary output view. 
  • Hyper Parser: Parses Tableau hyper extract files and converts them to a document format.
  • Hyper Write: Creates a hyper file in a temporary location (local disk) for incoming documents and publishes it to Tableau Server/Online without packaging it into a data source.
4.25425patches10994 Latest

Fixed an issue with Tableau REST Snap where the Snap was not able to filter or route the output data shows either duplicate records or incorrect results.

4.25main9554 StableUpgraded with the latest SnapLogic Platform release.
4.24main8556
 
Stable

Fixed an issue when updating user information in the Tableau REST Snap by not overwriting the site ID or user ID if the entries already exist.

Behavioral Change

In the 4.23 release, the Tableau REST Snap had a defect where it used site ID and user ID from the Tableau Account even if the selected REST operation required a site ID and/or user ID from the input document. This issue is fixed in the 4.24 release, so that the Snap uses values for the said IDs from the input document when available. Since this fix changes the Snap behavior, it is possible for production Pipelines to fail after the 4.24 release. Hence, you need to reconfigure the Tableau REST Snap using the site ID and user ID values from the input document.

4.23main7430
 
StableUpgraded with the latest SnapLogic Platform release.
4.22main6403
 
StableUpgraded with the latest SnapLogic Platform release.
4.21snapsmrc542
 
StableUpgraded with the latest SnapLogic Platform release.
4.20snapsmrc535
 
StableUpgraded with the latest SnapLogic Platform release.
4.19snaprsmrc528
 
StableUpgraded with the latest SnapLogic Platform release.
4.18snapsmrc523
 
StableUpgraded with the latest SnapLogic Platform release.
4.17ALL7402
 
Latest

Pushed automatic rebuild of the latest version of each Snap Pack to SnapLogic UAT and Elastic servers.

4.17snapsmrc515
 
Latest

Added the Snap Execution field to all Standard-mode Snaps. In some Snaps, this field replaces the existing Execute during preview check box.

4.16snapsmrc508
 
StableUpgraded with the latest SnapLogic Platform release.
4.15snapsmrc500
 
StableUpgraded with the latest SnapLogic Platform release.
4.14snapsmrc490
 
StableUpgraded with the latest SnapLogic Platform release.
4.13

snapsmrc486

 
Stable

Enhanced Tableau Snap Pack to support Tableau version 10.5 (Server version), this includes support for refresh task related REST API calls in the Tableau REST Snap.

4.12

snapsmrc480

 
StableUpgraded with the latest SnapLogic Platform release.
4.11snapsmrc465
 
StableUpgraded with the latest SnapLogic Platform release.
4.10

snapsmrc414

 
StableUpgraded with the latest SnapLogic Platform release.
4.9

snapsmrc405

 
Stable
  • Extended the support for Tableau 9 and 10 REST Snap to access the TDE files on S3 (using the IAM role on the Snap Account).
  • Support extended for Tableau 10.1 server version.
  • Updated the Snap account with the properties, XML Schema URL and API version (other).
  • Updated the Snap account with Access Key ID, Secret Key and IAM role to support access to files on S3.
  • Tableau REST Snap extended support to access the TDE files on S3.
4.8

tableau92770

 
Latest

Addressed an issue where the TDE Formatter threw a Field conversion failed error.

4.8

snapsmrc398

 
StableUpgraded with the latest SnapLogic Platform release.
4.7

snapsmrc382

 
StableUpgraded with the latest SnapLogic Platform release.
4.6

snapsmrc362

 
Stable
  • Enhanced to support chunking when publishing large files for the Tableau 9&10 REST Snap. 
  • Enhanced error reporting when fields are improperly mapped from input Tableau 9&10 REST Snap. 
  • Enhanced error handling to appropriately route errors in the Tableau 9&10 Write Snap. 
  • Enhanced error handling to appropriately route errors in the Snap for the TDE Formatter Snap.
  • Extended the TDE Formatter Snap support for Linux Snaplexes. 
  • Doc Enhancement: Examples added to Tableau 9 Snap documentation.
  • Resolved an issue in Tableau REST Snap that caused failures when publishing workbook and datasources. 
  • Resolved an issue in TDE Formatter and Tableau REST Snap that cause errors on Windows Groundplex.
  • Resolved an issue in Tableau REST Snap that only made available 100 entries of datasource.
4.5.1

tableau91634

 
Latest

  • Initial release of the Snap Pack with Tableau 9&10 REST, Write and the TDE Formatter Snaps.

  • Supports Tableau 9.1 version of Tableau server.

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