Welcome to using Tableau.
Are you stuck at any of these points? You have the embed URL from your server so I believe you have your first requirement done.
What are you unable to do with the refresh of the data? This will depend on how often the data is refreshed via the Tableau Server configuration for that data source. In this case the source is a WDC connector so the data will be locally in a Tableau extract and only be updated based on the frequency of the connector. You will also want to be aware of these settings: Data Out-of-Date in Tableau Server Views After Refreshing Extract | Tableau Software