Creator Embedded for Refreshing Tableau Data Sources

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:

1. Create/use a Windows admin user with a password that does not expire

2. 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+:

1. Log to the computer using the Windows user above

2. Open Download page: https://www.tableau.com/products/desktop/download in a web browser.

3. Click “sign in” under “Almost there”.
   The installer will be downloaded locally.

4. Run the installer file.

5. Run Tableau Desktop.

6. Register and license Tableau Desktop.

7. Run Tableau Desktop

8. Connect Tableau Desktop to the dedicated Tableau Server,

c) Test the Deployment

1. Run Tableau Desktop

2. Download a Tableau data source, save it locally, and be sure the locally saved tdsx can be successfully refreshed manually.

3. 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.