BI Server Configuration

Add and manage your Tableau and Power BI environments, and the sites or workspaces within them

TableauPower BIEnvironmentsSitesWorkspacesAdmin only

BI Server Configuration is where an administrator connects Rapid BI Catalog to a BI platform. It is a two-tab page — Tableau and Power BI — and each tab manages that tool's own environments and what sits inside them: sites for Tableau, workspaces for Power BI. For how each connection works, see Tableau Server & Cloud Setup or Power BI Service.

Licence Required
This page requires the Admin role, and each tab requires its own licence feature. A tab whose licence you do not hold is not shown.

Overview

Configuration is fully UI‑driven and admin‑only. You add one environment per Tableau Server or Tableau Cloud tenant, or Power BI tenant, then configure the sites or workspaces you want to document under it. Multiple environments can be added and used side by side.

Tableau tabPower BI tab
An environment isA Tableau Server, or a Tableau Cloud tenantA Power BI tenant
Identified byServer URL, or Cloud tenantTenant ID and client ID
Authenticates withAn admin PAT for discovery, and Connected Apps for end usersA Microsoft Entra app registration acting as a service principal
Beneath it you configureSitesWorkspaces
BI Server Configuration page
BI Server Configuration: manage environments and, beneath them, sites or workspaces.

Add a Tableau environment

  1. Open BI Server Configuration from the left panel, and select the Tableau tab.
  2. Choose the environment type — Tableau Server or Tableau Cloud.
  3. Enter the connection details and the Admin PAT used for discovery: for Tableau Cloud this is a Tableau Cloud Manager (TCM) Personal Access Token; for Tableau Server it is a server administrator PAT.
  4. Click Test Connection. For Tableau Cloud this also discovers the tenant and is required before you can save. For Tableau Server it verifies the URL and admin token.
  5. Save the environment.
Duplicate environments are prevented
Rapid BI Catalog detects duplicates by tenant for Tableau Cloud and by server URL for Tableau Server. Remember that two Cloud tenants sharing a pod URL are still separate environments and must each be added.
Add a Tableau environment
Add an environment: choose Server or Cloud, enter connection details and the admin PAT, then Test Connection.

Add a Power BI environment

  1. Select the Power BI tab.
  2. Enter the Tenant ID, Client ID and Secret Value of the Microsoft Entra app registration, and optionally a name and the secret expiry date.
  3. Click Test Connection. It lists the workspaces the service principal can see, and the environment cannot be saved until it passes.
  4. Save the environment, then fetch and select the workspaces to catalogue.
  5. Run user discovery on those workspaces, so your users can select them.
Add a Power BI environment
Add Power BI Environment: tenant ID, client ID and secret value, then Test Connection.
The full Power BI procedure lives on its own page
The field-by-field form, the workspace selection, discovery states and the errors an end user can hit are documented in Power BI Service. What must be granted in Microsoft Entra ID and Power BI first is in Power BI Permissions.
One Power BI environment per tenant and client
Rapid BI Catalog rejects a second Power BI environment that repeats a tenant ID and client ID already configured.

Configure Tableau sites

Under each environment, add and configure the Tableau sites you want to process. For each site you choose an authentication method — Direct Trust or OAuth 2.0 Trust:

  • Tableau Server supports a server‑wide configuration that covers its sites.
  • Tableau Cloud is configured per site (a Tableau constraint for Tableau Connected Apps).

To run scheduled jobs against a site, also configure a Service Account. For sites that use Direct Trust, run User Discovery before users can process content.

Configure Tableau sites
Configure sites under an environment and choose each site's authentication method (Direct Trust or OAuth 2.0 Trust).

Configure Power BI workspaces

Under each Power BI environment, Fetch Workspaces lists the workspaces the service principal can see and Save Workspaces stores the ones you want catalogued. Run user discovery on them so your users can select them. There is no per-workspace authentication to choose: the environment's service principal is used throughout. See Power BI Service for the detail.

Configure Power BI workspaces
Add Workspaces: fetch the workspaces the service principal can see, then select the ones to catalogue.

Multiple environments & connection labels

When more than one environment is configured, Rapid BI Catalog surfaces and lets you filter by connection across the UI, lineage diagram, and exports. Connection display labels are derived automatically — a Tableau Server shows its hostname; a Tableau Cloud connection shows its pod host, plus the tenant name when several tenants share one pod. There is no custom connection name to set.

Next Steps