When attempting to connect to Tableau via Monte Carlo, you may encounter the error: "Invalid version: Unknown." This error typically indicates an issue with the connection setup or permissions. Below are the recommended steps to troubleshoot and resolve this issue:
1. Connected Apps & Version Support
If using Connected Apps, Monte Carlo supports integration with both Tableau Online and Tableau Server. For Tableau Server, we support version 2023.3 or later. If you are using an Agent, please note that Tableau Connected Apps is the only supported method on a remote agent.
2. Verify Tableau User Permissions
Ensure that the Tableau user who created the Connected App or Personal Access Token has the appropriate permissions. The user should have Site Admin Creator permissions. Insufficient permissions can lead to authentication and connection issues. In addition, make sure that the user has access to the Metadata API.
3. Confirm the Tableau Server URL and Site Name
Double-check the Tableau Server URL that you’ve entered. The URL must be accurate, and if your Tableau Server hosts multiple sites, ensure that the correct site name is specified. For a server with multiple sites, omitting the site name can cause connection failures.
4. Network Accessibility Tests
Use Monte Carlo’s network tests to verify that Monte Carlo can access your Tableau Server. These tests help identify potential network-related issues that could be blocking the connection:
- IP Allowlist: If using IP filtering, ensure that Monte Carlo's IP addresses are added to the Tableau Server's IP allowlist.
- Routing Rules / Firewalls: If you are using load balancers or firewalls, confirm that the routing rules or firewall settings are correctly configured to allow traffic from Monte Carlo. Similarly, if you are using a proxy, Monte Carlo needs the address of the Tableau instance, not the proxy redirecting traffic in front of the Tableau instance.
- PrivateLink Configuration: If using AWS PrivateLink, verify that the endpoint configuration allows Monte Carlo to connect to Tableau.
To verify that you are using the correct endpoint or server URL, try accessing it directly. If the endpoint redirects you to a Single Sign-On (SSO) login page, it indicates that the endpoint is not suitable for our needs. Our system requires direct communication with the Tableau server without human intervention, as our integration operates as a non-human actor that cannot complete SSO/MFA authentication.
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