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Setup a connection to SAP

RPT-5967

  1. Log in to tableau-dev VM as tableau_auth

  2. Set the BPA connection
    Connection Type: Custom Application Server
    Description: BPA
    Application Server: erpbia
    Instance Number: 00
    System ID: BPA

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  3. Test the connection in Tableau Desktop.
    In tableau-dev VM open Tableau Desktop.
    Connect to SAP NetWeaver Business Warehouse.
    Connect as tableauuser or gmtableau (password is in TeamsID) and make sure Client is set to 100.

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Develop reports off SAP BW data

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  1. ZDTR uses published extract ZBFM_M01.

  2. Filters in the extract:
    Fiscal Year - current and previous
    Funded Prog LVL3 : BGS SSF, LLC CRSP. This will ensure that all COs for GP and DSP platforms are captured.

  3. Changing the connection (that is to change the username) wipes out the extract filters. RPT-5976
    Steps to change the connection done when logged in to tableau-dev VM as yourelfyourself:
    Downloaded the data source ZBFM_M01
    Copy to \\gp-reports\Tableau\Datasources\ZBFM_M01.tdsx
    Login to tableau-dev as yourself
    Open the data source in Desktop
    Extract Data...
    Tableau asked for SAP credentials - switched to the new user
    Set the filters above and run the extract.
    Publish to Server with Authentication set to Allow refresh in order to embed credentials even though this extracts will not be scheduled for regular refresh.

  4. ZDTR or any other SAP extract failing on Tableau server - this usually happens due to a problem in the underlying cube/view managed by Business Systems. Course of action:

    1. Re-start the extract manually. If it recovers, OK.

    2. If manual extraction fails again, email bussys@broadinstitute.org.

Tickets related to Installation and setting up connectivity to SAP in Tableau

(RPT-5967) SAP installation on the new tableau01 VM

(RPT-5976) Issues with extract for ZDTR 2020 after changing connection user

(RPT-5977) Switch connection to SAP data source for ZDTR 2017

(RPT-5929) Summary to Setup SAP Connectivity on tableau-dev after Tableau migration

(RPT-5589) install SAP drivers on tableau-test