In this video, we'll go over the initial setup of Tableau
Bridge as well as an overview of the user interface
of the Tableau Bridge client.
First at the top is the client
name, which is also the name of the machine
where the client is installed.
In the second slot, we have the
connection status which indicates whether the client
is connected to Tableau Cloud successfully or
not. In the third slot, we have the
site name, which is the Tableau Cloud site
that the client is registered to.
On the fourth slot, we have the Settings
menu which also contains options to disable
error reports and unlink the client
from a site. You can also select
the About Table Bridge option here to identify
your Tableau Bridge version.
In the fifth slot, we have data sources by
default. This area displays a list
of live queries that are being load balanced
or pooled by the clients across the site.
This can also contain data sources that have been
assigned to the specific client using
Bridge legacy schedules. Please note that
this list does not show
data sources or virtual connections that
are refreshed with online schedules. To see
data sources or virtual connections, refreshed
with online schedules, you'll need to go to the Jobs
page on your Tableau Cloud site and filter on Bridge
refreshes
On the sixth slot, we have the pooling status
which shows whether the data
source is part of the client pool.
For a live connection, a live status
indicates that the data source has a live connection
and is a part of the pool of clients.
Again, please note that virtual con- virtual
connections which utilize a live connection do not
show in this list
if it is blank there, it indicates that
the client is not a part of the pool.
This is because the data source is using Bridge legacy
schedules.
The seventh slot here shows the legacy
options which will display on hover
to edit or view connection information,
go to the schedule and run a manual refresh
for data sources that are using Bridge legacy schedules.
Please note that if you are not using legacy
schedules, you can manually refresh the data source
directly in Tableau Cloud through the Run Now option
on your Tableau Cloud site.
In the eight slot, the client mode indicates
if the client is running as a Windows application or
service.
We generally recommend using service mode in
this situation, as that will continue to run the application
after the user logs off the machine.
Please know that if you are planning on running
Tableau Bridge as a service, you'll want to have the user
be a local Windows administrator on
the machine that Tableau Bridge is installed on.
Next, we'll go over how to set up Tableau Bridge
and link it with your Tableau Cloud site. First,
you'll want to open the Tableau Bridge shortcut.
This is going to prompt you to sign in with your
Tableau Cloud credentials. Please note
that here, you will want to use an account
that is a site administrator creator or a site
administrator explorer or higher
when authenticating and connecting Bridge
to your Tableau Cloud site.
Next, you're gonna enter your site URI, which is just
your site name portion of the URL in your
Tableau Cloud
URL
Hit continue. Then you will want to enter
your password and click sign in.
Then you'll wanna click through your MFA
At this point, your Bridge client should be running in the bottom
right corner of your screen. If it doesn't automatically
appear, go ahead and click the up arrow down
here and then click the plus icon to get
the client to show up.
Over here you'll see the settings
cog wheel icon which lets you repair
the client. If any live connections are broken
on the client itself, you can also unlink
it from the site completely or click the About
Tableau Bridge icon here to view the current
Tableau Bridge version.
Next, what we're gonna do is we're gonna change this mode
from application down to service mode. And
what this does will ensure that the application
continues to run after the VM has
been logged off of.
Go ahead and hit OK,
and then you're going to be prompted for your Windows
credentials after that,
then you're gonna go ahead and enter your Windows credentials
here. Hit OK.
That's gonna restart the Tableau Bridge
client as a service on the machine.
So now you'll notice the mode down here is in service
mode and when you log off the machine,
it will continue to run in the background and
perform extract refreshes and query
live connections as well.
Next, you want to navigate to your Tableau Cloud site.
Note: if you're having issues
connecting the Tableau Bridge client to the site,
navigate to the settings page
here and then go to the authentication tab
and ensure that the connected clients option
is enabled on your site.
Next, what you can do is go to the Bridge tab here
to adjust email notification settings
to notify you. When the Tableau Bridge
client stops running,
we will be diving into the private network,
allow list and custom pooling set up
in a separate video. So be sure
to look for that as well. If you'd like
further information on setting up
and configuring Tableau Bridge as well as going over
the Tableau Bridge UI, please
see the documentation below the video. Thanks
for watching.