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Tableau Server へのSFTP Data ダッシュボードの公開・パブリッシュ

CData ODBC driver for SFTP を使って、Tableau ダッシュボードにSFTP data をデータ連携。

エンタープライズBI にSFTP data 連携機能を追加しましょう。CData ODBC Driver for SFTP を使って、Tableau Server にSFTP data データをリアルタイム連携して、ダッシュボードを公開。企業の他のメンバーに連携レポート・ダッシュボードを共有しましょう。

This article walks through the process of configuring a DSN on the client and server machines, publishing a data source for SFTP to Tableau Server, and publishing an entire Workbook to Tableau Server (including the data source). If you publish a data source, you will be able to create new, refreshable workbooks in Tableau Server.

SFTP にODBC データソースとして接続を確立

To create a data source or workbook in Tableau Desktop and publish the data source or workbook to Tableau server, you will need to configure a DSN on each machine (Desktop and Server), specifying connection properties and creating DSNs using the same name on each machine. Information for connecting to SFTP follows, along with different instructions for configuring a DSN in Windows and Linux environments.

SFTP can be used to transfer files to and from SFTP servers using the SFTP Protocol. To connect, specify the RemoteHost;. service uses the User and Password and public key authentication (SSHClientCert). Choose an SSHAuthMode and specify connection values based on your selection.

Set the following connection properties to control the relational view of the file system:

  • RemotePath: Set this to the current working directory.
  • TableDepth: Set this to control the depth of subfolders to report as views.
  • FileRetrievalDepth: Set this to retrieve files recursively and list them in the Root table.
Stored Procedures are available to download files, upload files, and send protocol commands. See gdatamodel for more on using SQL to interact with the server.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Windows

If you are installing the CData ODBC Driver for SFTP on Windows, DSN configuration is the last step of the driver installation. If you already have the driver installed, or you wish to configure new DSNs, you can use the Microsoft ODBC Data Source Administrator.

Linux

If you are installing the CData ODBC Driver for SFTP in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData SFTP Source] Driver = CData ODBC Driver for SFTP Description = My Description RemoteHost = MyFTPServer

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

SFTP データソースをTableau に公開

With the connections to SFTP data configured, you are ready to publish a SFTP data source on Tableau, ready to be leveraged by users in your organization to create workbooks based on SFTP data.

Create and Publish a Data Source

  1. In the Connect pane, click More -> Other Databases (ODBC). Select CData SFTP Sys, the system DSN.

    The driver installation automatically creates matching user and system DSNs: The system DSN is needed to connect from Tableau Server.

  2. In the Database menu, select CData.
  3. In the Table box, enter a table name or click New Custom SQL to enter an SQL query.
  4. Drag the table onto the join area.
  5. From the Server menu, click Publish Data Source -> (YOUR DATA SOURCE).
  6. Enter the URL to the server. For most instances, you will authenticate with the Tableau Server username and password. Other authentication scenarios can be found below:
    • If Tableau is configured to use Kerberos and your computer has valid Active Directory credentials, Tableau connects to the server.
    • If Tableau is configured to use SAML, a login prompt for your external identity provider is displayed.
    • If Tableau is configured to use Active Directory, enter your Windows username and password.
  7. In the resulting dialog, set the Project, Data Source, and other properties. If you want to schedule refreshes, select Embedded Password in the Authentication menu. Click Publish.

You and other users in your organization can now create and share workbooks based on the published data source.

Refresh Workbooks

With a system DSN configured on the client (Tableau Desktop) machine and server (Tableau Server) machine, you can refresh workbooks connected to the SFTP data source. From the Web interface for Tableau Sever, click Data -> (YOUR DATA SOURCE) -> Refresh.

Publish a Completed Workbook with SFTP Data to Tableau Server

If you have a specific Workbook that you wish to share with your organization, you can create the Workbook on Tableau Desktop and publish the Workbook directly to Tableau Server.

  1. To connect to SFTP and select data, follow steps 1-5 above.
  2. Click Server -> Sign in and configure the connection to the server. For most instances, you will authenticate with the Tableau Server username and password. Other authentication scenarios can be found below:
    • If Tableau is configured to use Kerberos and your computer has valid Active Directory credentials, Tableau connects to the server.
    • If Tableau is configured to use SAML, a login prompt for your external identity provider is displayed.
    • If Tableau is configured to use Active Directory, enter your Windows username and password.
  3. With the data selected, select dimensions and measures to visualize and select a type of chart or graph to build your visualization(s).
  4. Once the Workbook is complete, click Server -> Publish Workbook to publish the Workbook to Tableau Server.
  5. In the resulting dialog, set the Project, Name, Description and other properties. If you want to schedule refreshes, click Edit under Data Sources and change the Authentication option to Embedded Password. Click Publish.

You and other users in your organization can now review the published workbook from Tableau Server.

 
 
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