Enable ExoInsight Refreshes from Tableau Server

In order to refresh your ExoInsight data sources from Tableau Server, the ExoInsight Web Data Connector endpoints need to be added to the Tableau Server safe list.

Note: Tableau Server administrative rights are required to perform the steps below.

A JSON file with the ExoInsight WDC endpoints needs to be created. The JSON entries below correspond to the Essbase, PBCS, and FCCS endpoints. There is also an entry to enable all ExoInsight endpoints. Take the text that corresponds to the ExoInsight connection type you'd like to open for Tableau Server and make the following edits:

• Replace servername with the server name where ExoInsight is installed. Important: you must use the fully-qualified server name, including the domain.
• Replace port with the port that ExoInsight is running on.
• Replace http(s) with either http or https, depending on if you have SSL turned on or not.

Once complete, save the text file with a json extension (for example, WDC.json) and copy to the Tableau Server server.

On the Tableau Server server, use the tsm utility to import the json file to Tableau Server:

tsm settings import -f C:\PathToJSONFile\WDC.json

Once complete, use the tsm utility to apply the settings:

tsm pending-changes apply

The tsm utility should warn you that a server restart is required. Once restarted, you will be able to refresh data sources that utilize the ExoInsight WDC endpoints:

Important! Data sources and workbook connections that utilize ExoInsight WDC endpoints must be created using the fully-qualified server name (server and domain).

Tableau WDC Safelist JSON Entries

Essbase

{
  "configEntities": {
    "web-data-connector-settings": {
      "_type": "webDataConnectorSettingsType",
      "refreshEnabled": true,
      "whitelist": {
        "http(s)://servername:port/ExoInsight/query/": {
          "secondaryWhitelist": [
          "http(s)://servername:port/ExoInsight/.*"
          ]
        }
      },
      "enabled": true
    }
  }
}

PBCS

{
  "configEntities": {
    "web-data-connector-settings": {
      "_type": "webDataConnectorSettingsType",
      "refreshEnabled": true,
      "whitelist": {
        "http(s)://servername:port/ExoInsight/PBCS/": {
          "secondaryWhitelist": [
          "http(s)://servername:port/ExoInsight/.*"
          ]
        }
      },
      "enabled": true
    }
  }
}

FCCS

{
  "configEntities": {
    "web-data-connector-settings": {
      "_type": "webDataConnectorSettingsType",
      "refreshEnabled": true,
      "whitelist": {
        "http(s)://servername:port/ExoInsight/PBCS/": {
          "secondaryWhitelist": [
          "http(s)://servername:port/ExoInsight/.*"
          ]
        }
      },
      "enabled": true
    }
  }
}

All Connection Types

{
  "configEntities": {
    "web-data-connector-settings": {
      "_type": "webDataConnectorSettingsType",
      "refreshEnabled": true,
      "whitelist": {
        "http(s)://servername:port/ExoInsight/query/": {
          "secondaryWhitelist": [
          "http(s)://servername:port/ExoInsight/.*"
          ]
        },
        "http(s)://servername:port/ExoInsight/PBCS/": {
          "secondaryWhitelist": [
          "http(s)://servername:port/ExoInsight/.*"
          ]
        }
      },
      "enabled": true
    }
  }
}

Full Tableau documentation on adding Web Data Connector endpoints to the Tableau Server safe list can be found here.