Set Up OCF Connector for Tableau

Alation Cloud Service Applies to Alation Cloud Service instances of Alation

Customer Managed Applies to customer-managed instances of Alation

Install the Connector

Alation On-Premise

Important

Installation of OCF connectors requires Alation Connector Manager to be installed as a prerequisite.

To install an OCF connector:

  1. If this has not been done on your instance, install the Alation Connector Manager: Install Alation Connector Manager.

  2. Ensure that the OCF connector Zip file is available on your local machine.

  3. Install the connector on the Connectors Dashboard page using the steps in Manage Connectors.

Alation Cloud Service

Note

On Alation Cloud Service instances, Alation Connector Manager is available by default.

Depending on your network configuration, you may need to use Alation Agent to connect to databases.

Connection via Alation Agent

  1. Ensure that Alation Agent is enabled on your Alation instance. If necessary, create a Support ticket with Alation for an Alation representative to enable the Alation Agent feature on your instance and to receive the Alation Agent installer.

  2. Install the Alation Agent.

  3. Install the OCF connector on Alation Agent.

Connection Without Agent

To install an OCF connector:

  1. Ensure that the OCF connector Zip file is available on your local machine.

  2. Install the connector on the Connectors Dashboard page using the steps in Manage Connectors.

Configure a New BI Server Source

In Alation, add a new BI source:

  1. Log in to Alation as a Server Admin.

  2. Expand the Apps menu on the right of the main toolbar and select Sources.

  3. On the Sources page, click +Add on the top right of the page and in the list that opens, click BI Server. The Register a Business Intelligence Server screen will open.

  4. From the Select a Business Intelligence Server type list, select the OCF connector for Tableau. The connector name appears in this list only after it was installed.

    ../../../_images/TableauOCF_02.png

    Note

    Agent-based connectors will have the Agent name appended to the connector name.

  5. Specify a Title and a Description (optional) for your Tableau OCF BI source.

    ../../../_images/TableauOCF_03.png

  1. Click Add. You will be navigated to your new BI Server source Settings page.