SentryOne Document Tableau Server

Tableau Server

Solution Item IconSolution Item Description
SentryOne Document Tableau Server Provider

SentryOne Document allows you to document databases across major versions of Tableau Server. See the System Requirements article for details on prerequisites.

Adding Tableau Server

Add a Tableau Server Solution item to your SentryOne Document Solution by completing the following steps:

1. Select Add to add a new Solution, or select Open to open an existing solution in the SentryOne Document Configuration tool. SentryOne Document Solution Configuration Tool Open Solution

2. Select Add to open the Add Solution item window. SentryOne Document Solution Configuration Tool Add Solution Item

3. Enter an item name, and then select Tableau Server from the Source type drop-down list.SentryOne Document Add Solution Item Tableau Server

4. Enter your valid server name, and connection credentials.SentryOne Document Add Solution Item Tableau Server credentials

Important:  The credentials used to connect to the Tableau Server must be assigned the Server Administrator role.

5. Select OK to add the Tableau Server Solution item to your SentryOne Document Solution.SentryOne Document Add Solution Item Tableau Server select Ok

Additional Information: You need to take a snapshot of your Solution and Tableau Server Solution item before viewing any documentation or lineage. For more information about taking a snapshot, see the Generating Documentation and Scheduling a Snapshot articles.

After adding a Solution with your Tableau Server Solution Item, and taking a snapshot, you are ready to view your documentation and lineage within the environment.