Initializing help system before first use

Integrating with Tableau

If you deployed using one of the configurations that includes Tableau support, you must complete some additional configuration steps to integrate Xpress Insight with Tableau Server.

Note: These instructions include configuration for Tableau and for the mirror database. If you are deploying only the mirror database, disregard the configuration options that are specific to Tableau.
You must have an installation of Tableau Server that is available for use with Xpress Insight. This can be either an existing organizational server or a new dedicated server for Xpress Insight to use. For information about installing Tableau Server, see Installing and Upgrading Tableau Server in the Administrator Guide.
  1. Configure Tableau Server for Insight integration. For more information, see Configuring Tableau for Xpress Insight in the Administrator Guide.
  2. In your local copy of the insight-docker repository, edit the .env file.
  3. Specify values for the following environment variables:
    • TABLEAU_URL: The URL of the Tableau server.

      The default port is 80. If Tableau is installed on port 80, specify the server URL (for example, http://tableau.example.com). If Tableau is installed on a port other than 80, specify the correct port (for example, http://tableau.example.com:8080). This is the same port used for logging into Tableau directly via the web interface.

      If Insight and Tableau share a single host and will only be accessed by users who are local to that machine, you can use localhost as the hostname. If remote users will access Insight using their browsers, you must use the server hostname or IP address.

      If the server is installed on a corporate network that regularly updates the leased IP addresses of all machines on the network, use the server hostname rather than the IP address.

    • TABLEAU_USER: The username of the Tableau account that Insight should use to integrate with Tableau. This must be an account that has administration or site administration rights within Tableau.
    • TABLEAU_SITE_ID: The ID of the Tableau site that Insight should use. This property is optional; if it is not set, Insight uses the default Tableau site.
      Note: If you are integrating with a shared Tableau server, Insight should use a dedicated Tableau site to ensure clear separation between Insight and other applications or users.
    The following environment variables apply to the mirror database:
    • MIRROR_HOST: The hostname or IP address of the host where the mirror database container is deployed.
    • MIRROR_PORT: The port Tableau will use to connect to the mirror database. This variable is optional (the default port is 3306).
  4. Edit the secrets/tableau_password.txt file and specify the password for the account Insight will use to access Tableau Server.
  5. It is recommended to also change the default password for the mirror database.
    For more information, see Changing Database Passwords.
After you have updated the configuration, restart the Insight containers.
Parent Topic Configuration and Administration

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