Update Bridge Connection Information

This topic describes how a data source owner can update the connection information for a data source that connects to on-premises data.

Embed or update database credentials

For live queries and scheduled refreshes to run as expected, data sources that require user authentication must have the database credentials embedded with the data source.

You can embed database credentials for your data source in one of two ways: 1) during publish time from Tableau Desktop or 2) after publishing from the data source's Connection tab in Tableau Online. The procedure below describes how to embed database credentials on Tableau Online. For more information about embedding database credentials in Tableau Desktop, see Set Credentials for Accessing Your Published Data.

  1. Sign in to Tableau Online and navigate to your data source.

  2. From the data source page, click the Connections tab.

  3. Select the check box next to the connection, click the Actions menu, and select Edit Connection.

  4. In the Edit Connection dialog box, enter the database credentials required for accessing the data, and click Save.

Embed or update database credentials for Bridge (legacy)

If you use the Bridge (legacy) schedule to refresh your data sources, you must embed the database credentials in the connection information in the Bridge client. This task must be done even if you embedded the database credentials at publishing time on Tableau Desktop.

  1. Open the Windows system tray and click the Bridge icon to open the client.

  2. Point to the data source, and then click the Edit icon () that appears.

  3. In the dialog box, enter the database credentials required for accessing the data, and then click Save.

Change the file path for a data source

If you the Bridge (legacy) schedule is used to refresh, saved with the data source is the location of the file. In some cases, you might need to update the file location that the client references under the following circumstances:

  • Source file location has changed 

  • Data source was published from a mapped drive: If a client used to perform refresh is running in Service mode and the data source was published from a mapped drive, the file path referenced by the client must be updated to use the full UNC path. The Windows services account that the client is running under must also have access to the UNC path location of the file. We strongly recommend clients running in Application mode also reference the UNC path for its file-based data sources.

When one of the above conditions is met, you can use the procedure below to change the file path for the data source.

  1. Open the Windows system tray and click the Bridge icon to open the client.

  2. Point to the data source, and then click the Edit icon () that appears.

  3. In the dialog box, enter the path location information and then click Save.

Change the connection type

A data source can use one of two connection types: live or extract. The connection type determines the frequency at which the data source can be updated to reflect the changes in the underlying data. Depending on the data that is being connected to, some data sources can have live or extract connections but other data sources can only have extract connections. For more information, see Connectivity with Bridge.

If you want to change the connection type of a data source, you must re-publish it from Tableau Desktop, and select the connection preference there. The publishing process will offer you the option to use live or extract depending on the on-premises data that the data source is connected to. If you switched from a live connection to extract, the workflow leads you through setting up a refresh schedule for your data source.

Repair connections

Occasionally something causes one or more of the connections to stop functioning normally. When this happens, an alert appears in the client, and it usually provides information that can direct you toward the cause of the problem. However, if the alert can't provide any troubleshooting information and your client is running in Service mode, you can use the Repair option to try to reset the connections.

  1. Open the Windows system tray and right-click the Bridge icon.

  2. From the drop-down menu, select Repair. This option stops and restarts the service, which can be enough to resolve the issue.

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