Curator leverages Tableau’s REST API to communicate with your Tableau Server or Tableau Online Site to retrieve data related to your reports and users, so it can display the right information to the right people. To connect Curator to your Tableau Server:

1. Login to the backend of your Curator instance (e.g. https://www.site.com/backend).
2. Navigate to the Integration > Connections section from the left-hand menu.
3. Click on the New Connection button at the top of the page.
4. Fill out the form, and select Tableau Server from the platform dropdown to reveal the connection details form below.
5. Expand the Tableau Server Connection section and enter in your Tableau Server URL. Once the server check has been confirmed, you can begin filling out the authentication details using either a username + password or a Personal Access Token (PAT) using the steps below:

Tableau Server Connection (Username & Password)

Fill out the fields below, and once the confirmation check has been successful, save your settings:

**Service Username** Tableau Server Admin Username

**Service Password** Tableau Server Admin Password

**Tableau Server Site** Tableau Server Site*

**Tableau Server Site (Custom)** Manually entered Tableau server site*

Tableau Server Connection (PAT)

1. Enable the toggle for Use Personal Access Token for REST API Connection in the "REST Connection" section
2. Ensure you have created up a Personal Access token on Tableau Server, and that you have the name and token.

3. Fill out the fields below, and once the confirmation check has been successful, save your settings:

   Personal Access Token Name PAT Token Name

   Personal Access Token PAT Token

   Tableau Server Site Tableau Server Site*

   Tableau Server Site (Custom) Manually entered Tableau server site*

*Tabelau Server Site (Custom)

Before saving your Tableau Connection settings for the the first time, when switching Tableau Servers, or when connecting to Tableau Online you may need to use the "Tableau Server Site (Custom)" field.

1. Select "Custom" in the Tableau Server Site dropdown to enable the Tableau Server Site (Custom) field.

2. Manually enter the name of the site you wish to connect to

   Tableau Server Site (Custom) The value is derived from the url on Tableau Server. For example: using https://tableau.interworks.com/#/site/CuratorDemo, you would enter CuratorDemo.

3. Save your settings.

Note: If you try to connect to a Custom Site with a Server Administrator account and get an error, make sure the user account is specifically added to the Tableau Site you are trying to connect to. Even though it is a Server Administrator and has frontend access to everything, it needs to be added to the site to get REST API access.