The following settings are required to run Tableau Creator Embedded to refresh Tableau extracts using a Windows Service account (such as via ETL+ Agent or WTS).
a) Setup Windows Admin User / Windows Service Account:
-
Create/use a Windows admin user with a password that does not expire
-
Assign this user to run the Win services running DataSelf apps (MS SQL, SQL Agent, ETL+ Agent Service)
b) Install Tableau Creator Embedded Desktop
How to Install Tableau Desktop to run Tableau Extract refreshes via ETL+:
-
Log to the computer using the Windows user above
-
Open Download page: https://www.tableau.com/products/desktop/download in a web browser.
-
Click “sign in” under “Almost there”.
The installer will be downloaded locally. -
Run the installer file.
-
Run Tableau Desktop.
-
Register and license Tableau Desktop.
-
Run Tableau Desktop
-
Connect Tableau Desktop to the dedicated Tableau Server,
c) Test the Deployment
-
Run Tableau Desktop
-
Download a Tableau data source, save it locally, and be sure the locally saved tdsx can be successfully refreshed manually.
-
Test refreshing a Tableau extract via ETL+
Tableau Creator/Desktop for Regular Tableau Server Maintenance
To do maintenance on the dedicated Tableau Server, use a Tableau Desktop licensed to a person.