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cdeptula edited this page Dec 9, 2013 · 6 revisions

A big thanks to my employer OpenBI (http://www.openbi.com) for allowing me to open source and make this plugin available.

The Refresh Tableau Extract plugin allows you to refresh an extract on a Tableau server from PDI. It can perform a full refresh of any extract, update an incremental extract from a database, or append new files to an existing extract.

This plugin utilizes the Tableau command line utility detailed at http://onlinehelp.tableausoftware.com/v8.1/pro/online/en-us/extracting_TDE.html.

System Requirements

  • Pentaho Data Integration 4.3 and above
  • Tableau 8.0 and above

Installation

Install using the Pentaho Marketplace or unzipping to the ${PDI_HOME}/plugins/jobentries folder.

Usage

General Tab

  • Tableau client application - The path to the Tableau client. For example: c:\Program Files\Tableau\Tableau 8.1\bin\tableau.exe
  • Tableau server protocol - The protocol to use when connecting to the Tableau server. Either HTTP or HTTPS
  • Tableau server - The server name running Tableau.
  • Tableau server port - The port to use when connecting to Tableau server.
  • Tableau user name - The username to use when connecting to Tableau.
  • Tableau password - The password to use when connecting to Tableau.
  • Data source - The data source name on the Tableau server to refresh.
  • Project - The project for the data source on the Tableau server.
  • Working directory - A local working directory where the user has permissions to read/write. This directory must exist before execution.
  • Refresh type
    • Refresh extract from file - Performs a full refresh of an extract from a file.
      • File name - The name of the file to refresh the extract from.
    • Refresh extract from database - Tells Tableau server to refresh the extract from a database. If the extract is set up to perform incremental extracts it will attempt an incremental refresh. Otherwise it will do a full refresh.
      • Perform full refresh? - Forces Tableau server to perform a full refresh.
      • Extract source user name - The username to use when connecting to the database.
      • Extract source password - The password to use when connecting to the database.
    • Append new files to extract - Appends files to an existing extract. Can append txt, csv, xls, and tde type files.
      • Process result files - Append all files from result to the extract.
      • Filename - The name of the file or folder to append to the extract.
      • Wildcard - A regular expression to use when finding files to append to the extract.

Advanced tab

  • Site name - If the Tableau server is running multiple sites, the name of the site to use when connecting to Tableau server.
  • Proxy user name - If a proxy user name is required when connecting to the Tableau server, the user name for the proxy.
  • Proxy password
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