Tableau Lineage Plus Connector – User Setup

To enable Bigeye to connect to Tableau and retrieve data lineage, you will need to create a dedicated user, configure permissions, and generate an API key.

1. Create a Tableau User and Group

1. Create a new user, for example:
   • Username: bigeye_lineage_user
2. Add this user to a group, for example:
   • Group name: BigeyeGroup

Note: Usernames and group names may be used interchangeably in the steps below.
Example project folder name: Tableau Samples.

2. Understand Project Folders

Tableau displays a list of Project Folders, where Workbooks, Views, and Data Sources are stored. Permissions must be configured at the Project Folder level or the Workbook level depending on your access strategy.

3. Configure Project-Level Permissions

1. Navigate to the Project Folder (e.g., Tableau Samples).
2. Click on Permissions.
3. Assign permissions to the group (e.g., BigeyeGroup):
   • View
   • Download Workbook

When permissions are locked to the project, these permissions apply to all workbooks within the folder.

4. Configure Workbook-Level Permissions (Optional)

If the project is set to Managed by the Owner rather than locked:

1. Each workbook must be configured individually.
2. For each workbook, assign the following permissions to the user or group:
   • View
   • Download Workbook

5. Create an API Key for the Tableau User

Bigeye uses a Tableau API key (personal access token) to authenticate. To generate an API key for the new user:

1. Log in to Tableau Server or Tableau Online as the newly created user (bigeye_lineage_user).
2. Click your profile icon in the top-right corner.
3. Navigate to My Account Settings.
4. Under the Personal Access Tokens section:
   • Click Create new token.
   • Enter a descriptive token name (e.g., bigeye_token).
   • Click Create.
5. Copy the generated Token Name and Token Value.
   • The token value is shown only once. Save it securely for use in Bigeye.

Credentials to Share with the Bigeye Team

Once configuration is complete, be prepared to configure your lineage plus agent with the following properties:

• Tableau Username (e.g., bigeye_lineage_user)
• Group Name (e.g., BigeyeGroup)
• Project Folder Name (e.g., Tableau Samples)
• Tableau API Token Name
• Tableau API Token Value