Loading Tableau Metadata to Connect

[MattD]

Please see Maintaining Data Lineage for details and requirements before your metadata harvest. After ensuring you’ve downloaded the latest Connect Metadata loaders from the live downloads page, simply proceed with the steps below to upload Tableau Server metadata to your Alteryx Connect instance!

1. Open Alteryx Designer and Click Help > Sample Workflows > Alteryx Connect Metadata Loaders > Tableau Loader > Tableau Loader:

2. Open the Analytic App interface by clicking the wand icon to the right of the “Run” button:

3. Configure the Tableau server tab and select “Next”:

• Please note that the user account must be a Server Administrator or a Site Administrator for all specified sites

4. Configure the Alteryx Connect tab with your admin credentials:

Note: At this stage it is recommended that you save the YXWV value file from the app interface into the Tableau loader directory (C:\ProgramData\Alteryx\AlteryxConnect\Tableau_Loader\

This .yxwv file of app configurations can be used later for scheduling the Tableau metadata loader for a regular harvest.

5. Click “Finish” and wait for the app to load your metadata to Connect. Depending on how much metadata is being imported, the app can take some time to run:

6. Upon completion of a successful metadata harvest, the app will output “Success” and you can select “OK” to exit. To confirm the harvest, open the Connect website to validate the metadata load in Reports > Tableau:

[sglynn14]

Hey @MattD 

I started a ticket with Alteryx Support but figured I could post this here as well.  Have you come across this error message before when configuring the Tableau loader?

I can confirm I am running Designer as an admin and that our credentials on the Connect tab are correct using admin credentials.

Sample Data pushed through to the Connect site even with the error message, but nothing from our specific site that we listed under Site Name.     

I have also tried a couple other Tableau Server URLs, but those give me their own kind of errors.  

Designer Version: 21.2 

Loader Version: 21.2

Gallery version: 21.2 

Connect version: 21.3

[lepome]

@sglynn14 
Connect version must match Server version, and Loader version must match those.  Server version must match or exceed Designer version.  I confess that I'm not sure precisely what impact mismatched Server-Connect-Loader versions will have, and it might not be the same for every version, but I very strongly encourage you to run the Connect version that matches the others.

[sglynn14]

@lepome  thanks for the reply.  I was able to jump into my dev environment where everything is on 21.2 and got the same error.  Do you have any other thoughts on why this error would be triggered?

Best,

Sean

[lepome]

@sglynn14 
Not immediately, but I'm confident that with the additional information you've supplied through the Support case, it will be resolved.  I mostly wanted to post here so that any other users who happened to find your post would know to install matching versions as a reliable first step.  If other users have had this problem and resolved it, I hope they will chime in.  When your case is resolved, one of the CSEs will probably note some troubleshooting steps that led to that resolution.

[beccakatzmann]

Resolution: User should be assigned to a Site Administrator Explorer or Site Administrator Creator role.