3 Replies Latest reply on May 11, 2015 4:56 AM by Mark Fraser

    Connection Form in Tableau Server missing Service as Parameter

    Andhika Dewanta

      I have to connect a workbook in Tableau Server to Oracle using host name, service, port, username, and password as parameters.

      I created the workbook using Tableau Desktop. There was no problem in data connection.

      I published the workbook to Tableau Server and set daily update for the workbook.

      The workbook couldn't do automatic update, I checked to edit the connection but there is no Service as parameter in the form to connect data.

      I also have tried to to use full connection string like 'hostname:port/service' but failed too.

      I suspect that is the cause the workbook couldn't do automatic update.

      Now, I download the workbook Tableau Desktop and update it through desktop, then reupload it again to the server, so the workbook is updated.

       

      What should I do so the Tableau Server can do the automatic update schedule?

      Thank you

        • 1. Re: Connection Form in Tableau Server missing Service as Parameter
          Mark Fraser

          Hi Andhika

           

          You first need to create an extract of the data

          Creating an Extract

           

          Then you upload to Server (number 3 in the below) (you may need steps 1&2 also...)

          Quick Start: Refresh Extracts on a Schedule

          ** IMPORTANT: under authentication choose - embed password **


          Once that's done, on Tableau Server, under Tasks you can choose a schedule, tick, choose Run Now and see what happens... if you get an error, it will be displayed top right, next to a warning flag.

           

          Hope that helps!

           

          Cheers

          Mark

          1 of 1 people found this helpful
          • 2. Re: Connection Form in Tableau Server missing Service as Parameter
            Ken Patton

            Often when this scenario arises, it is because the Server host does not have the same TNSnames.ora entries as your personal machine with Desktop on it, so the Server ends up taking a TNSnames error.

             

            (Your Server Administrator can check if this is the case.)

             

            In the "old" days (prior to 9.0) one hack that worked was to copy paste the actual TNS entry (with all the parentheses in it) directly into the Connection Dialog box, but I have not yet tried that in 9.0    In 6.x, 7.x, and 8.x  we found that that allowed the Server to connect to various Oracle sources even when the Server's host itself did not have the corresponding entries in its TNSnames.ora.

             

            It is difficult for a Tableau Server Admin to have to add more TNS entries every time a new Workbook gets published that contains a new one, but that would be the more "correct" way to configure the system.

            • 3. Re: Connection Form in Tableau Server missing Service as Parameter
              Mark Fraser

              Thanks Ken, you're a few steps ahead of me...

              I was going to get onto that if the OP was using an extract, and it wasn't a problem with embedded credentials.

               

              It could also be related to the permissions of the Server account (Run As User), my TNS name file was an easy check, it was the user account which caused me ALOT of issues!

               

              Andhika... hope something there helps, do post back if you have any queries...

               

              Cheers

              Mark