Adding your Tableau credentials to Oomnitza

Best practice
For the integration with Oomnitza, create a dedicated user account.

Tableau uses Session-Based authentication and requires the following information to be added to Oomnitza:

• Your Tableau credentials
• Your Tableau Site Name
• Your Tableau URL
• The API version. 

Credentials

You can use your Tableau Server or Cloud credentials. The Tableau integration for Oomnitza supports Tableau Server and Cloud.

The Tableau integration for Oomnitza enables you to supply your username and password or Personal Access Token (PAT) credentials. If your Tableau account has multi-factor authentication (MFA) enabled, you must use PAT authentication.

You will need to complete the following steps to obtain your PAT token:

• Configure PAT creation and expiration on the Settings page. See Tableau Cloud Help: Site settings for personal access tokens
• Next, you need to create the token on your personal Account Settings page. See Tableau Cloud Help: Manage your Account Settings

Site Name 

Your Tableau Site Name is visible when you sign in to Tableau Server or Tableau Cloud manually, and is the value that appears after/site/in the browser address bar. For example:

(Tableau Server)http://MyServer/#/site/MarketingTeam/projects

(Tableau Cloud)https://10ay.online.tableau.com/#/site/MarketingTeam/workbooks

For Tableau Server, if you use the default site enter defaultwhen Adding your Credentials.

URL

Your Tableau URL is your full URL. For example,  https://10ay.online.tableau.com

API Version

You must substitute the API version number of your own server for theversionplaceholder.

For information on Tableau Server versions, see Tableau API Documentation: Tableau Server versions and REST API versions.

The APIs used in this integration support version 1.0 and later.

Getting your API version in Tableau Cloud

There is a quick workaround for you to obtain your API version in Tableau Cloud, which can be achieved when you are logged into Tableau. Simply enter your full URL, (in this case https://dub01.online.tableau.com/) and append the following api/2.4/serverinfoin your browser window. Even though the version number you supplied was an old one, the response will send the correct version back to you - in this case 3.17. You can use this value when adding the credentials.

Related Documentation

Tableau API Documentation: Signing In and Signing Out (Authentication).

Tableau API Documentation: Sign in to your server with REST

Adding your credentials

1. In Oomnitza, click Configuration > Security > Credentials.
2. Click Add new credential (+).
3. Search for the integration, and then click the forward button > to select the integration.
4. Enter your session-based credentials and any other additional information.
5. Click CREATE.

Information
If the integration is not listed, click Advanced Mode, and add your credentials.

1. Add the information details.
2. Click the AUTHORIZATION tab.
3. Ensure that Session Based is selected from the Authorization Type list.
4. Ensure that Tableau is selected from the SaaS list.
5. Enter the information listed above.
6. Click CREATE.