It sounds like one of two problems. Or it could be something completely different
1. When publishing to server, make sure to embed database credentials instead of prompting. If server needs to prompt, this could cause connection failures.
2. How is it that your Tableau Desktop has access to the client network? Or are you somehow running Tableau Desktop within the client network and then transferring to your network and then publishing? If your server doesn't have access to the client's network, then it's a network issue and maybe you can work with your IT team to resolve?
Thanks for the response. I checked my settings and I use Embedded Password, so we can rule that out as the issue.
You're correct on #2--I run Desktop on my client network, then upload to Server, which is on my company's network. My understanding is that our client doesn't want to give us access to their network (banks are super cautious with this kind of stuff), so I may be dead in the water here.
understood on the network connectivity, except how are you uploading it from the client network to your server? Do you ftp it first to the same network that your server lives?
If having server be able to connect to the client network isn't an option, then maybe an alternative, though a bit more complicated is to leverage the "Tableau Data Extract API", to create an extract locally and then publish this to your server and then have your workbook point at this.
Thank you Jeff. So we create the workbook inside the firewalls of the client's network, then we're able to log on to Tableau Server (which is maintained out of our corporate office) and upload it. Does that make sense?
I started exploring the Data Extract API, but I couldn't find specific instructions on this type of scenario, so I thought the community might be able to point me in the right direction.
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No, it doesn't make sense, but perhaps it's a 1-way path that you can send stuff to the server from the client site, but the server can't retrieve from the client site. This kind of goes beyond my networking knowledge.
There is some community activity here related to the API. Tableau SDK
And there are a few samples that Tableau provides too. http://onlinehelp.tableau.com/current/api/sdk/en-us/help.htm#SDK/tableau_sdk_samples.htm%3FTocPath%3DTableau%2520SDK%252…
Thank you Jeff for the help! I'll check out these resources and see if the API might be the best route to take.
I agree with Jeff. You are in a bad situation with the Tableau Server not being allowed to connect to the data sources. Too bad your networking team and the data sources networking team can't get together and work out a secure solution.