Control-M for Tableau

Tableau is a cloud-based data analytics platform that enables you to visualize, analyze, and share large workloads of data.

Control-M for Tableau enables you to do the following:

• Connect to any Tableau endpoint from a single computer with secure login, which eliminates the need to provide authentication.
• Integrate Tableau jobs with other Control-M jobs into a single scheduling environment.
• Execute any of the following Tableau job operations:
  • Refresh a data source.
  • Trigger a Tableau workflow.
• Monitor the status, results, and output of Tableau jobs in the Monitoring domain.
• Attach an SLA job to your Tableau jobs.
• Introduce all Control-M capabilities to Control-M for Tableau including advanced scheduling criteria, complex dependencies, Resource Pools, Lock Resources, and variables.

Control-M for Tableau Compatibility

The following table lists the prerequisite that are required to use the Tableau plug-in, each with its minimum required version.

Control-M for Tableau is supported on Control-M Web and Control-M Automation API, but not on Control-M client.

To download the required installation files for each prerequisite, see Obtaining Control-M Installation Files.

Setting up Control-M for Tableau

This procedure describes how to deploy the Tableau plug-in, create a connection profile, and define a Tableau job in Control-M Web and Automation API.

NOTE: Integration plug-ins released by BMC require an Application Integrator installation at your site. However, these plug-ins are not editable and you cannot import them into Application Integrator. To deploy these integrations to your Control-M environment, you import them directly into Control-M using Control-M Automation API.

Before you Begin

Verify that Automation API is installed, as described in Automation API Installation.

Begin

1. Create a temporary directory to save the downloaded files.

2. Download the Tableau plug-in from the Control-M for Tableau download page  in the EPD site.
3. Install the Tableau plug-in via one of the following methods:
   • (For version 9.0.21.or later) Use the Provision service of Automation API:
     1. As an administrator on the Control-M/EM Server, store the downloaded zip file in the following location.
        Within several minutes, the zip file is available in all Control-M interfaces associated with the Control-M/EM.
        
        • Linux: $HOME/ctm_em/AUTO_DEPLOY
        • Windows: <EM_HOME>\AUTO_DEPLOY
     2. As an application user on the Agent machine, run the provision image command, as follows:
        • Linux: ctm provision image Tableau_plugin.Linux
        • Windows: ctm provision image Tableau_plugin.Windows
   • (For versions lower than 9.0.21) Use the Deploy service of Automation API, as described in deploy jobtype.
4. Create a Tableau connection profile in Control-M Web or Automation API, as follows:
   • Web: Creating a Centralized Connection Profile with Tableau Connection Profile Parameters
   • Automation API: ConnectionProfile:Tableau
5. Define a Tableau job in Control-M Web or Automation API, as follows:
   • Web: Creating a Job with Tableau Job parameters
   • Automation API: Job:Tableau