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Connecting QuerySurge to Tableau

Versions:6.0+

QuerySurge's end-to-end data testing solution provides testing of all legs in the ETL process, and the QuerySurge BI Tester data source feature extends the solution to the Business Intelligence layer. BI Tester for Tableau allows QA team members to automate the process of retrieving data from Tableau reports and validating it against any supported data source. Users can use powerful SQL syntax to query the data query layer of reports, compare report data to data from upstream or downstream systems, create suites of multiple BI report tests, and schedule tests for execution according to BI system availability.

For a Tableau connection, you will need the following information (check with a Tableau administrator or other knowledgeable resource in your organization):

  • Server version
  • Server hostname and port
  • Username and password
  • Authentication type (QuerySurge supports Local and Integrated Windows authentication)

Note: QuerySurge's BI Tester feature is licensed separately. Contact QuerySurge Sales for information.

Connect to Tableau

  1. Log into QuerySurge as an Admin user. Navigate to the QuerySurge Admin view.
  2. To configure a Tableau Connection, select Configuration > Connection in the Admin view tree (at the left).
  3. Click on the Add button at the bottom left of the main panel to launch the Connection Wizard. Check the Advanced Mode checkbox. Click Next.

    cw_advanced.png

  4. Provide a name for your Connection. Then, select "BI Tester: Tableau" as the Data Source.

    tableau1.png
    Note: The BI Tester JDBC driver is bundled with QuerySurge; install this driver on your Agent(s) from your QuerySurge Installer.

  5. Once you have selected your BI Tester Data Source, the Wizard will tell you what information you are likely to need in order to create your Connection. Once you have collected this information, you are ready to click Next.

    tableau2.png
  6. Provide the connection information to your Tableau server. This includes the server hostname, port (the default port will automatically populate), version and login credentials. Required fields for your Connection Type are marked by an *. Click Next.

    tableau3.png
    Note: QuerySurge only supports specific Tableau versions at this time. If your version does not appear in the dropdown, contact QuerySurge Support to see if there are any options.
    Note: If no port is provided when accessing the Tableau instance in a browser the default port is 80. If SSL is enabled (https in the URL) then port 443 should be utilized. 
  7. In the Advanced Mode, several additional options are available. Adjust these options as needed and click Next.

    Max String Width: Maximum size of all "string" or "text" columns returned in a query on this connection. Values beyond this size will be truncated to fit. Defaults to 500 bytes.

    Temporary Data Location: Whether data retrieved from Tableau should be processed in memory, or in a temporary file on disk. In Memory provides better performance, but requires enough Agent heap memory for the datasets to be queried through this connection. (See instructions for adjusting heap on Linux or Windows.) On Disk provides capacity for larger result sets at the expense of slower performance. Defaults to In Memory.

    Protocol: When connecting to Tableau installations configured for SSL/TLS, select https to handle the encrypted traffic. Defaults to http.

    tableau4.png

  8. Click on the Test Connection button.

    tableau5.png
    Note:     You must have an Agent running with the driver deployed for this Connection deployed in order to test the Connection.

  9. Click the Save button to save the Connection.

  10. Congratulations! You’ve created a QuerySurge Connection. Again, make sure that you have deployed the driver for this Connection to all your QuerySurge Agents. (See Adding a JDBC Driver to your QuerySurge Agent for instructions.

Adding Certificates for SSL

In some cases it might be required to deploy certificates to the QuerySurge Agent(s) in order to support connecting to a Tableau environment which has SSL enabled. 

1. Acquire Tableau SSL certificate from your Tableau server administrator

2. Shut down the QuerySurge Agent(s) process(es)

3. Navigate to /<QuerySurge Install Dir>/QuerySurge/java/lib/security/

4. Using the keytool import the certificate into the default Java truststore (cacerts) using the following command (note, the keytool binary is located in the  /<QuerySurge Install Dir>/QuerySurge/java/bin directory):

keytool -import -alias <your alias> -file <cert name>.crt -keystore cacerts

5. Start Agent(s) process(es)

Limitations

Current QuerySurge Tableau add-on does not support Tableau instances configured SAML.

 

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