Integrating InsightEdge with Tableau Server
This topic describes how to publish dashboards from InsightEdge to Tableau Server, where they can be shared throughout the organization. To integrate with Tableau Server you must:
- Set up the InsightEdge JDBC Connector on Tableau Server
- Configure the security settings on the InsightEdge server to work with Tableau Server
After both of these steps have been completed, you can publish InsightEdge data from Tableau Desktop to Tableau Server.
Before you integrate InsightEdge with Tableau Server, make sure that:
- The Tableau Desktop application is already integrated with the Integrating InsightEdge with Tableau Desktop.
- Tableau Server has Java 8 or higher installed.
Configuring InsightEdge on Tableau Server
Setting Up the InsightEdge JDBC Connector
To set up the InsightEdge JDBC Connector:
Copy the JDBC driver from the Tableau Desktop
<TABLEAU_HOME>\Drivers\ folder to the same folder on Tableau Server.
Copy the $GS_HOME\tools\tableau\insightedge-connector folder to any folder on the server.
To configure the InsightEdge JDBC connector, run the following commands:
tsm configuration set -frc -k native_api.connect_plugins_path -v C:/<insightedge_connectors folder> tsm pending-changes apply
To verify the configuration, run the following command:
tsm settings export --output-config-file config.txt
Verify that the
config.txtfile contains the following line:
native_api.connect_plugins_path -v C:/tableau_connectors
Configuring the InsightEdge Security
To configure the InsightEdge security for Tableau Server access:
Add the following to the setenv-overrides.bat/.sh file:
.export XAP_OPTIONS_EXT="-Dcom.gs.security.enabled=true -Dcom.gs.manager.rest.ssl.enabled=false"
set GS_OPTIONS_EXT="-Dcom.gs.security.enabled=true -Dcom.gs.manager.rest.ssl.enabled=false"
- Create an InsightEdge new user with all permissions. This is the user that will connect to Tableau Server.
Publishing InsightEdge Data to Tableau Server
After the setup process is complete and the connection has been configured, you can publish dashboards that are created in Tableau Desktop using InsightEdge data to Tableau Server.
To publish a dashboard with InsightEdge data from Tableau Desktop to Tableau Server:
Connect to the Space (this is configuring the data source) in Tableau Desktop.
In Tableau Desktop, do the following:
Create a sheet that uses InsightEdge data.
Sign Infrom the
Publish Data Sourcefrom the
Select the required options in the
Publish Data Sourcewindow and click
The data source is published to Tableau Server and the Tableau Server URL opens in your browser.
- Log in to Tableau Server and verify that the data was published.