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tableau-desktop-driver-setup.md

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Tableau Desktop

Link to product webpage.

Adding the Amazon DocumentDB JDBC Driver

  1. Download the DocumentDB JDBC driver JAR file and copy it to one of these directories according to your operating system:

    • Windows: C:\Program Files\Tableau\Drivers
    • Mac: ~/Library/Tableau/Drivers
  2. Download the DocumentDB Tableau connector (a TACO file) and copy it to your My Tableau Repository/Connectors directory.

    • Windows: C:\Users\[user]\Documents\My Tableau Repository\Connectors
    • Mac: /Users/[user]/Documents/My Tableau Repository/Connectors

    For more information, consult the Tableau documentation.

Connecting to Amazon DocumentDB Using Tableau - External SSH Tunnel

  1. Launch the Tableau Desktop application.

  2. Navigate to Connect > To A Server > More. Amazon DocumentDB by Amazon Web Services should be listed under Installed Connectors. Select it.

    Select a Connector

Connecting to Amazon DocumentDB Using Tableau - External SSH Tunnel

  1. If connecting from outside the DocumentDB cluster's VPC, ensure you have setup an SSH tunnel.

  2. Enter the parameters. Hostname, Port, Database, Username and Password are required while the others are optional. Descriptions for each parameter can be found in the JDBC connection string documentation. As an example, the image below is equivalent to the connection string: jdbc:documentdb://localhost:27019/test?tls=true&tlsAllowInvalidHostnames=true&scanMethod=random&scanLimit=1000&loginTimeoutSec=0&readPreference=primary&retryReads=true&schemaName=_default with username and password passed separately in a properties collection.

  3. Click the Sign In button.

    Tableau login dialog general tab

  4. More advanced options can be found on the Advanced tab.

    Tableau login dialog advanced tab

Connecting to Amazon DocumentDB Using Tableau - Internal SSH Tunnel

  1. On the Advanced tab, click the Enable SSH Tunnel option to review further properties.

    Tableau login dialog SSH Tunnel

  2. Enter the SSH User, SSH Hostname, and SSH Private Key File.

  3. Optionally, you can disable the SSH Strict Host Key Check option which bypasses the host key check against a known hosts file. Note: Disabling this option is less secure as it can lead to a "man-in-the-middle" attack.

    Tableau login dialog SSH Tunnel

  4. Enter the parameters. Hostname, Port, Database, Username and Password are required while the others are optional. Descriptions for each parameter can be found in the JDBC connection string documentation. Note: Ensure to use the DocumentDB cluster hostname and not localhost when using the internal SSH tunnel option.

    Tableau login dialog SSH Tunnel

  5. Click the Sign In button.