Tableau assets package

The Tableau assets package crawls Tableau assets and publishes them to Atlan for discovery.

Direct extraction

Will create a new connection

This should only be used to create the workflow the first time. Each time you run this method it will create a new connection and new assets within that connection — which could lead to duplicate assets if you run the workflow this way multiple times with the same settings.

Instead, when you want to re-crawl assets, re-run the existing workflow (see Re-run existing workflow below).

1.0.0

To crawl Tableau assets directly from Tableau:

Java Python Raw REST API

Workflow tableau = TableauCrawler.basicAuth( // (1)
                "production", // (2)
                "example.online.tableau.com", // (3)
                443, // (4)
                "pEBDcOauyVfCtQacdvJUL", // (5)
                "eKnUIFK2JvmVO5mruqbxjnzXf", // (6)
                "site", // (7)
                List.of(RoleCache.getIdForName("$admin")), // (8)
                null,
                null,
                List.of("50d5150f-ba39-41f1-b427-7dbb1b6109e6"), // (9)
                null); // (10)
WorkflowResponse response = tableau.run(); // (11)

1. The TableauCrawler package will create a workflow to crawl assets from Tableau. The basicAuth() method creates a workflow for crawling assets directly from Tableau using a username and password.
2. You must provide a name for the connection that the Tableau assets will exist within.
3. You must provide the hostname of your Tableau instance.
4. You must specify the port number of the Tableau instance (use 443 for the default).
5. You must provide your username for accessing Tableau.
6. You must provide your password for accessing Tableau.
7. You must provide the site to crawl within Tableau.

8. You must specify at least one connection admin, either:

   • everyone in a role (in this example, all $admin users)
   • a list of groups (names) that will be connection admins
   • a list of users (names) that will be connection admins

9. You can also optionally specify the list of projects to include in crawling. For Tableau assets, this should be specified as a list of project GUIDs. (If set to null, all projects will be crawled.)

10. You can also optionally specify the list of projects to exclude from crawling. For Tableau assets, this should be specified as a list of project GUIDs. (If set to null, no projects will be excluded.)

11. You can then run the workflow using the run() method on the object you've created.

    Workflows run asynchronously

    Remember that workflows run asynchronously. See the packages and workflows introduction for details on how you can check the status and wait until the workflow has been completed.

Coming soon

Create the workflow via UI only

We recommend creating the workflow only via the UI. To rerun an existing workflow, see the steps below.

Re-run existing workflow

1.0.0

To re-run an existing workflow for Tableau assets:

Java Python Raw REST API

List<WorkflowSearchResult> existing = WorkflowSearchRequest // (1)
            .findByType(TableauCrawler.PREFIX, 5); // (2)
// Determine which of the results is the Tableau workflow you want to re-run...
WorkflowRunResponse response = existing.get(n).rerun(); // (3)

1. You can search for existing workflows through the WorkflowSearchRequest class.
2. You can find workflows by their type using the findByType() helper method and providing the prefix for one of the packages. In this example, we do so for the TableauCrawler. (You can also specify the maximum number of resulting workflows you want to retrieve as results.)

3. Once you've found the workflow you want to re-run, you can simply call the rerun() helper method on the workflow search result. The WorkflowRunResponse is just a subtype of WorkflowResponse so has the same helper method to monitor progress of the workflow run.

   Workflows run asynchronously

   Remember that workflows run asynchronously. See the packages and workflows introduction for details on how you can check the status and wait until the workflow has been completed.

Coming soon

Requires multiple steps through the raw REST API

1. Find the existing workflow.
2. Send through the resulting re-run request.

{
  "from": 0,
  "size": 5,
  "query": {
    "bool": {
      "filter": [
        {
          "nested": {
            "path": "metadata",
            "query": {
              "prefix": {
                "metadata.name.keyword": {
                  "value": "atlan-tableau" // (1)
                }
              }
            }
          }
        }
      ]
    }
  },
  "sort": [
    {
      "metadata.creationTimestamp": {
        "nested": {
          "path": "metadata"
        },
        "order": "desc"
      }
    }
  ],
  "track_total_hits": true
}

1. Searching by the atlan-tableau prefix will ensure you only find existing Tableau assets workflows.

   Name of the workflow

   The name of the workflow will be nested within the _source.metadata.name property of the response object. (Remember since this is a search, there could be multiple results, so you may want to use the other details in each result to determine which workflow you really want.)

{
  "namespace": "default",
  "resourceKind": "WorkflowTemplate",
  "resourceName": "atlan-tableau-1684500411" // (1)
}

1. Send the name of the workflow as the resourceName to rerun it.

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