Tableau Connections
Tableau connections are saved connection profiles that Antares can use for environment analysis, workbook inventory, and optional usage data.
If you are creating your first Tableau connection, start with Connect Tableau. This page is the detailed reference for authentication, permissions, usage data, statuses, and connection management.
What a connection stores
Section titled “What a connection stores”Each Tableau connection includes:
- Connection name and optional description.
- Server URL.
- Site ID or Tableau Server default site setting.
- Installation type: Tableau Cloud or Tableau Server.
- Authentication method: Personal Access Token or JWT Connected App.
- Optional usage data configuration.
- Last connection test status and last tested time.
Secrets are stored as credentials. The Connections list shows the connection metadata and status, not the secret values.
Tableau Cloud and Tableau Server
Section titled “Tableau Cloud and Tableau Server”Antares supports both Tableau Cloud and Tableau Server through Tableau APIs.
Tableau Cloud: enter the Tableau Cloud URL and the Site ID. For example, if the URL contains /site/mycompany/, use mycompany.
Tableau Server: choose Default Site when the Tableau Server URL has no /site/ segment. Choose Custom Site when the URL includes /site/your-site-id.
Network accessibility
Section titled “Network accessibility”Connection tests run from the Antares environment. If Antares cannot reach Tableau over the network, the connection will fail even when the same Tableau URL works for you locally.
| Tableau environment | What Antares must reach |
|---|---|
| Tableau Cloud | The Tableau Cloud site URL over HTTPS. |
| Tableau Server | The Tableau Server API endpoint from the network where Antares runs. |
| Tableau Server usage data | The Tableau Server PostgreSQL repository host and port when repository access is enabled. |
If Tableau Server is only available inside your private network, Antares may need a private-network deployment path. See Private Network Access for rollout planning guidance.
Authentication
Section titled “Authentication”Antares supports two Tableau authentication methods.
| Method | Required values | Notes |
|---|---|---|
| Personal Access Token | Token Name, Token Secret | The Token Secret is shown once when the token is created. |
| JWT (Connected App) | Client ID, Secret ID, Secret Value, Username | Only Direct Trust connected apps are supported. |
Personal Access Token
Section titled “Personal Access Token”Use Personal Access Token authentication when the connecting Tableau user has a token for Antares.
In Tableau, create a token from the user account settings, then copy the Token Name and Token Secret into Antares.
JWT Connected App
Section titled “JWT Connected App”Use JWT authentication when your Tableau site uses a Direct Trust connected app.
The connected app must provide:
- Client ID.
- Secret ID.
- Secret Value.
- Username for the Tableau user Antares should authenticate as.
For Tableau Cloud, the username must be in email format. For Tableau Server, the username format depends on the server configuration.
Permissions
Section titled “Permissions”The connecting Tableau user controls what Antares can see. Results are limited to the workbooks, projects, users, groups, and usage sources visible to that identity.
| Access | Required | Affects |
|---|---|---|
| List workbooks and projects | Yes | Environment inventory and workbook selection. |
| Download workbooks | Yes | Workbook structure analysis and migration scoring. |
| List users and groups | Optional | Ownership, user, and group context in reports. |
| Usage statistics | Optional | Usage trends, workbook activity, and migration prioritization. |
Site Administrator access is recommended when you need full workbook inventory, user and group details, and usage statistics.
Usage data
Section titled “Usage data”Usage data is optional. It helps Antares show workbook views, user activity, and content engagement.
Tableau Cloud usage data
Section titled “Tableau Cloud usage data”For Tableau Cloud, Antares can collect usage data from Admin Insights using the TS Events datasource.
Usage data collection uses the same Tableau connection and credentials. No repository database credentials are required.
By default, Admin Insights is available to Site Administrators. A Site Administrator can also grant access to the Admin Insights project for other users.
Tableau Server usage data
Section titled “Tableau Server usage data”For Tableau Server, Antares can collect usage data from the Tableau Server PostgreSQL repository.
Enable repository access in the Usage Data step and provide the repository database credentials.
| Host | Tableau Server repository host. |
|---|---|
| Port | 8060 by default. |
| Database | workgroup by default. |
| Username | readonly by default. |
| SSL Mode | disable or require. |
Use a read-only repository database user with the minimum access required to read usage tables.
Testing and statuses
Section titled “Testing and statuses”Run Test Connection to verify that Antares can authenticate with Tableau and reach the selected site.
A successful connection test can show server version, API version, site name, and authenticated user.
The Connections list shows connection status:
| Connected | The most recent connection test succeeded. |
|---|---|
| Failed | The most recent connection test failed. |
| Not configured | The connection has not been successfully tested yet. |
Usage data has its own status:
| Status | Meaning |
|---|---|
| Not configured | Usage data was not enabled for the connection. |
| Not tested | Usage data was enabled but has not been tested. |
| Verified | Usage data access was tested successfully. |
| Not available | The usage source is not available for the connection. |
| Limited access | Antares reached part of the usage source, but one or more checks failed. |
If a connection includes usage data, testing the connection from the Connections list also checks the configured usage source.
Managing connections
Section titled “Managing connections”Open Connections and select the Tableau tab to manage saved Tableau connections.
The list shows:
- Name and description.
- Server URL.
- Site ID or Default Site.
- Type: Cloud or Server.
- Usage data source and status.
- Authentication method.
- Connection status.
- Last tested time.
You can retest or delete a connection from the Actions column.
Deleting a connection removes the saved connection profile and credentials. Existing analyses keep their generated results, but new analyses cannot use the deleted connection.
Analysis pre-checks
Section titled “Analysis pre-checks”Connection tests verify saved credentials and reachability. Analysis pre-checks run when you create an analysis from a Tableau connection.
The analysis pre-check validates the capabilities needed for that analysis, including workbook visibility, project visibility, optional user and group access, and optional usage data availability.