# Setup

> To successfully establish a connection and send requests to the Tableau API, the [Tableau Scope](https://docs.uipath.com/activities/other/latest/legacy-integrations/tableau-scope) activity must complete authentication using the supported [Tableau API authentication](https://help.tableau.com/current/server/en-us/security_auth.htm) methods such as Basic Authentication, Personal Access Token, or JWT Authentication.

To successfully establish a connection and send requests to the Tableau API, the [Tableau Scope](https://docs.uipath.com/activities/other/latest/legacy-integrations/tableau-scope) activity must complete authentication using the supported [Tableau API authentication](https://help.tableau.com/current/server/en-us/security_auth.htm) methods such as Basic Authentication, Personal Access Token, or JWT Authentication.

To give the **Tableau Scope** activity the ability to authenticate and to enable the other activities to successfully send requests to Tableau API, you must complete the following steps:

After establishing a connection, a parent Tableau Scope activity can output a record of the connection in a Tableau Connection object (**Tableau Connection**) that you can use in subsequent child scope activities.

1. Create an Integration Key
2. Configure a personal access token
3. Build your project

   ![docs image](https://dev-assets.cms.uipath.com/assets/images/activities/legacy-integrations-docs-image-183501-4c06c8bd-49dd4824.webp)

## Steps

### 1. Create an Integration Key

The following input properties are required in the **Tableau Scope** activity:

Create an HTTP Basic Authentication using a **Username** and a **Password**.

:::note
Please ensure you have HTTP basic authentication allowed on your Tableau tenant or instance. If not, please ask your Tableau administrator to set it up. Your administrator can use this [link](https://help.tableau.com/current/server/en-us/security_auth.htm).
:::

### 2. Configure a Personal Access Token

If you choose an **API Token** authentication, you need to create a personal access token in Tableau, as described in [Create and revoke personal access tokens](https://help.tableau.com/current/pro/desktop/en-us/useracct.htm#create-and-revoke-personal-access-tokens).

To learn more about personal access tokens in Tableau, see the [Tableau official documentation](https://help.tableau.com/current/server/en-us/security_personal_access_tokens.htm).

### 3. Build your project

#### Create a new automation project
1. Open **UiPath Studio**.
2. Under **New Project**, click **Process** (this opens a **New Blank Process** window).
3. Enter a project **Name**, **Location**, and **Description**.
4. Click **Create**.

#### Install the UiPath.Tableau.Activities package
1. In the **Design** ribbon, click **Manage Packages** (this opens the **Manage Packages** window).
2. Under **All Packages**, click **Connect**
3. In the **Search** bar, enter *Tableau*.
4. Click, install and accept the license for the **UiPath.Tableau.Activities**.

For more information about UiPath Studio packages, see [Managing Packages](https://docs.uipath.com/studio/docs/managing-activities-packages) in the Studio Guide.

You're done!

Now that you have completed the setup, you can start adding the Tableau activities to your project.

To learn more about the Tableau activities (including example property inputs/outputs), see the [Activities](https://docs.uipath.com/activities/other/latest/legacy-integrations/tableau-activities) page for a complete activity list and links to the activity detail pages.