Update Tableau Bridge Connection Information

This topic describes how to update information related to a data source and change refresh settings in Tableau Bridge.

Embed or update database credentials

If you want to send scheduled updates to data sources that require user authentication, you need to store those credentials in the connection information in the Tableau Bridge client.

Note: For extracts that you refresh through Tableau Bridge, you need to do this even if you embedded credentials when you published the data source, or otherwise added them directly to the Data Connection page on Tableau Online. (For these extracts, you do not need to store credentials on Tableau Online.)

  1. Open the client, point to the data source, and then click the Edit icon () that appears.

  2. Enter the database credentials for accessing the data, and click Save.

Change the file path for a linked data source

If you send data updates from a file-based (for example, Excel, .csv, or .txt file) or statistical file-based data source to Tableau Online using the Tableau Bridge client, you will need to update the file location in the client under the following circumstances:

  • Source file location has changed: If the location of the file has changed.

  • Data source was published from a mapped drive: If a client used to perform refreshes for a file 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 account that the client service is running under must also have access to the UNC path location of the file. Tableau strongly recommends that clients running in Application mode also reference the UNC path for its file-based data sources.

When one of the above conditions is met, follow the procedure below to change the path for the file-based or statistical file-based data source.

  1. Open the client, point to the data source, and then click the Edit icon () that appears.

  2. In the file path dialog box, provide the updated information and click Save.

Change the connection type

You can change the way a Tableau Bridge data source is kept up to date. That is, use a live connection instead of an extract, or vice-versa.

To change the connection type, re-publish the data source from Tableau Desktop, and select your connection preference in the Publish Data Source dialog box. The publishing process assigns your data source to Bridge appropriately. If you switched from live connection to extract, it leads you through setting up a refresh schedule.

Repair a Tableau Bridge client running in Service mode

Occasionally something causes one of your Tableau Bridge connections to stop functioning normally. When this happens, an alert appears, and it usually provides information that direct you toward the cause of the problem. However, if Tableau Online cannot provide troubleshooting information in the alert, and if you run Tableau Bridge as a service, you can use the Repair command to try to reset connections.

To help repair a client in Service mode:

  • In the Windows system tray, right-click the Tableau Bridge icon and select Repair. This stops and restarts the service, which can be enough to resolve the issue.
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