Embed Views into SharePoint (Local Authentication)

You can embed a Tableau Server view in a SharePoint page. If Tableau Server is using Local Authentication for user authentication, there are some extra steps you need to take before you start embedding views.
This topic describes how to complete the following steps:

• Edit the security permissions for the TableauEmbeddedView.dll file.
• Install and deploy the TableauEmbeddedView.wsp file.
  
• Verify the web part’s deployment.
  
• Embed a view in SharePoint using the Tableau web part.
  

Note: If your Tableau Server installation is using Active Directory for user authentication, you can start embedding views right away. For more information, see Embed Views into SharePoint (Microsoft SSPI).

Requirements

Users: To access an embedded view, users must be licensed Tableau Server users and their user name on SharePoint must be the same as their user name on Tableau Server.
SharePoint version: Starting with Tableau Server 8.1, you must use SharePoint 2013 to embed Tableau Server views in SharePoint pages. SharePoint 2013 uses Microsoft .NET Framework version 4.5, which meets Tableau Server's security requirements.

Edit Security Permissions for TableauEmbeddedView.dll

Edit the security permissions for TableauEmbeddedView.dll so that all users of the operating system can use it.

1. Locate the TableauEmbeddedView.dll and TableauEmbeddedView.wsp files that install with Tableau Server. If Tableau Server is installed on drive C, the files will be in the following directory:
   C:\Program Files\Tableau\Tableau Server\9.0\extras\embedding\sharepoint\
   
2. Copy the files to the root directory of your SharePoint server. The root directory is usually located at C:\Inetpub\wwwroot\wss\VirtualDirectories\<port>\bin, for example:
   

   C:\Inetpub\wwwroot\wss\VirtualDirectories\80\bin

3. To edit the security permissions on TableauEmbeddedView.dll, right-click TableauEmbedded.dll and then select Properties > Security.
   
4. Under Group or user names, select Everyone, and then click Edit.
   
   
5. Under Permissions for Everyone, for the Full control permission, select Allow.
   
   
6. Click OK.  
   

Install and Deploy TableauEmbeddedView.wsp

The TableauEmbeddedView.wsp file gives SharePoint more information about what to do with the .dll file. You copied the TableauEmbeddedView.wsp file to the SharePoint root directory in the previous procedure. To install and deploy the .wsp file, follow these steps:

1. Open SharePoint 2013 Management Shell and enter the following command:
   Add-SPSolution -LiteralPath "C:\Inetpub\wwwroot\wss\VirtualDirectories\80\bin\TableauEmbeddedView.wsp"
   
2. On the SharePoint Central Administration home page, click System Settings.
   
3. In the Farm Management section, click Manage farm solutions.
   
4. On the Solution Management page, click the solution that you want to deploy.
   
5. On the Solution Properties page, click Deploy Solution.
   
6. On the Deploy Solution page, in the Deploy When section, select one of the following options:
   
   • Now
     
   • At a specified time. Specify a time by using the date and time boxes.
     
7. In the Deploy To? section, in the A specific web application list, click All web applications or select a specific Web application, and then click OK.
   
8. Open your SharePoint site. Click the settings icon, and then select Site settings.
   
   
9. Under Site Collection Administration, click Site collection features.
   
10. Scroll to the TableauEmbeddedView feature and then click Activate to activate the feature.
    

Verify the Web Part's Deployment

In the following procedure, you will verify that the Tableau web part is installed.

1. Open your SharePoint site in a web browser.
   It may take a few moments for the site to appear.
   
2. Click the settings icon, and then select Site settings.
   
3. Under Web Designer Galleries, click Web parts.
   
   
4. Confirm that TableauEmbeddedView.webpart is listed.
   

Embed a View Using the Tableau Web Part

You can embed the Tableau web part in a new or existing SharePoint page.

1. Open the page where you want to embed a view and switch to edit mode.
   
2. In the section of the page where you want to embed the view, on the Insert tab, click Web Part.
   
3. Under Categories, in the Custom (or Miscellaneous) folder, select TableauEmbeddedView, and then click Add in the lower-right corner.
   
   
4. Select the TableauEmbeddedView web part, click the drop-down arrow, and then select Edit Web Part.
   
   
5. On the right side of the page, you can specify the attributes of the TableauEmbeddedView web part.
   
   • In Tableau Server Name, enter the name of your Tableau Server. You do not need to enter "http://" before the Tableau Server name.
   • In View Path, enter the path to the view you want to embed.
   • Specify whether you want to show the toolbar, use Trusted Authentication, use SSL, or if you want to embed the view as an image instead of as an interactive view.
     
   • In the Appearance section you can specify a Title for the web part, the Height, Width, Chrome State, and Chrome Type. In general you should specify a fixed height (for example, 700 Pixels) and adjust the width to fit the zone.
     
     
6. Click OK to apply the changes and exit edit mode.
   

Now the view is embedded in the page and users who access it will be automatically signed in based on their user name and password for SharePoint.

This is an example of embedding views into SharePoint using the provided .dll file. You can also embed views into other types of web applications. See JavaScript API for more information.