BulkPro simplifies the creation of documentation for Tableau Server workbooks by directly connecting to Tableau Server to download workbooks and extract their key details. 


BulkPro allows users to process Tableau workbooks project wise, giving the flexibility to handle either all workbooks within a project or select specific ones for documentation. Users can choose the desired output format—HTML, PDF, EXCEL, or CSV—based on their needs. 


To facilitate the access of workbooks from the Tableau server, it is imperative to configure the Tableau server within the BulkPro application. 


TABLE OF CONTENTS

Step 1: Create a User ID in Tableau Server

Please follow the regular process to create a generic user ID in the Tableau server for RapidDox application to connect and source metadata of the Tableau workbooks.


Step 2: Connect BulkPro with Tableau Server


Using UI

1. Go to the BulkPro webpage.

2. Go to the “Tableau Server Configuration” tab from the left panel. 

3. Enter your Tableau Server user’s credentials and click Submit. 


Using CLI

Please execute the following command on the server where BulkPro has been installed

    rapiddox tableau config -h <<hosturl>> -u <<username>> -p <<password>>


-h <<hosturl>>

Full path to the Tableau Server URL.

 

-u <<username>>

The username of the Tableau Server user.

 

-p <<password>>

The password of the Tableau Server user.


Example:

    rapiddox tableau config –h http://example.com -u tableau-user –p password

Running the above config command will setup the BulkPro application to connect to the Tableau Server with URL http://example.com using the username tableau-user.


Now, you’ll be able to use the “Tableau Server” option on the home page to process Tableau Server workbooks.