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This article outlines how to register Tableau, and how to authenticate and interact with Tableau in Microsoft Purview. For more information about Microsoft Purview, read the introductory article.
Important
This feature is currently in preview. The Supplemental Terms of Use for Microsoft Azure Previews include additional legal terms that apply to Azure features that are in beta, in preview, or otherwise not yet released into general availability.
Metadata Extraction | Full Scan | Incremental Scan | Scoped Scan | Classification | Labeling | Access Policy | Lineage | Data Sharing | Live view |
---|---|---|---|---|---|---|---|---|---|
Yes | Yes | No | Yes | No | No | No | No | No | No |
The supported Tableau Server version is 8.x to 2023.x.
When scanning Tableau, Microsoft Purview supports extracting technical metadata including:
When setting up scan, you can choose to scan an entire Tableau server, or if you have multiple sites installed, to scope the scan to a given site.
You must have an Azure account with an active subscription. Create an account for free.
You must have an active Microsoft Purview account.
You need an Azure Key Vault, and to grant Microsoft Purview permissions to access secrets.
You need Data Source Administrator and Data Reader permissions to register a source and manage it in the Microsoft Purview governance portal. For more information about permissions, see Access control in Microsoft Purview.
Set up the right integration runtime for your scenario. If your data source isn't publicly accessible, set up the latest kubernetes supported self-hosted integration runtime.
Microsoft Purview supports basic authentication (username and password) for scanning Tableau server.
The user account must be licensed as "Interactor" (renamed to "Explorer" in the latest versions) on the Tableau server, and must have 'View' and 'Download' rights for all of the Workbooks, Data Sources and Projects that are about to import. It is preferable to use an account that has "Site Administrator" security role.
This section describes how to register a Tableau server in Microsoft Purview by using the Microsoft Purview governance portal.
Go to your Microsoft Purview account.
Select Data Map on the left pane.
Select Register.
In Register sources, select Tableau > Continue.
On the Register sources (Tableau) screen, do the following:
For Name, enter a name that Microsoft Purview will list as the data source.
For Host, enter the URL of your Tableau server. If SSL is used, the URL must start by https and possibly end with a custom port if the SSL default port of 443 is not used.
Select a collection from the list.
Select Register.
Tip
To troubleshoot any issues with scanning:
Use the following steps to scan Tableau server to automatically identify assets. For more information about scanning in general, see Scans and ingestion in Microsoft Purview.
Go to Sources.
Select the registered Tableau source.
Select + New scan.
Provide the following details:
Name: Enter a name for the scan.
Connect via integration runtime: Choose the default Azure integration runtime, Managed VNet IR, or a Kubernetes supported self-hosted integration runtime you created.
Credential: Select the credential to connect to your data source. Make sure to:
For more information, see Credentials for source authentication in Microsoft Purview.
Site: Site is only required when connecting to an online Tableau server with multiple sites installed. The value is case sensitive, and must not contain any space as it is used in the URL to connect to Tableau.
Click Test connection to validate the settings.
Select Continue.
For Scan trigger, choose whether to set up a schedule or run the scan once.
Review your scan and select Save and Run.
To view existing scans:
To edit, cancel, or delete a scan:
Go to the Microsoft Purview portal. On the left pane, select Data Map.
Select the data source. You can view a list of existing scans on that data source under Recent scans, or you can view all scans on the Scans tab.
Select the scan that you want to manage. You can then:
Note
After successfully scanning your Tableau server, you can browse Unified Catalog or search Unified Catalog to view the asset details.
Now that you've registered your source, use the following guides to learn more about Microsoft Purview and your data:
Events
Take the Microsoft Learn Challenge
Nov 19, 11 PM - Jan 10, 11 PM
Ignite Edition - Build skills in Microsoft security products and earn a digital badge by January 10!
Register now