> For AI agents: [llms.txt](https://docs.trustedauth.com/llms.txt) provides a Markdown index of this documentation.

# Tableau Online

Tableau is a cloud-based data visualization software used for data science and business intelligence (see <https://www.tableau.com>). You can protect access to Tableau Online by integrating Tableau with Identity as a Service. Once integrated, users can use single sign-on to log in to their Tableau Online account through Identity as a Service.

note

This integration was tested using Identity as a Service version 5.13 and Tableau Server 2020.4.0 (20204.20.1210.1658 64-bit Linux. Other versions of Tableau Online may require integration and configuration steps that differ from those documented in this procedure. For other versions of Tableau Online, use this procedure as a starting point for integrating Tableau Online. In the event of other issues, contact <support@entrust.com> for assistance.

To integrate Tableau Online with Identity as a Service, you must do the following steps.

## Step 1: Download the Identity Provider metadata file

1. Log in to the Tableau Online administrator portal. The Tableau **Home** page appears.
2. **In the menu pane, click** **Settings.** The **General** page appears.
3. Click the **Authentication** tab. The **Authentication** page appears.
4. Under **SAML**, click **Edit Connection**. The **Export metadata from Tableau Online** options appear.
5. Click **Export metadata** to download the metadata XML file.

## Step 2: Add Tableau Online to Identity as a Service

1. Log into your Identity as a Service administrator account.
2. Click Menu icon **>** **Security > Applications**. The **Applications** **Lists** page appears.
3. Click **Add**. The **Select an Application Template** page appears.
4. Do one of the following:
   - Select **SAML Cloud Integrations** from the search drop-down list and scroll to find the application you want to add to IDaaS.
   - In the **Search bar**, enter a search option to filter for the application you want to add to IDaaS.
5. Click **Tableau**. The **Add Tableau** page appears.
6. Enter an **Application Name**.
7. Enter an **Application Description**.
8. Optional. Add a custom application logo.
   1. Click Plus icon next to **Application Logo**. The **Upload Logo** dialog box appears.
   2. Click Upload icon to select an image file to upload.
   3. Browse to select your file and click **Open**. The **Upload Logo** dialog box reappears showing your selected image.
   4. If required, resize your image.
   5. Click **OK**.
9. Select the **Authentication Flow** that appears to users during login.
10. Click **Next**. The **General** page appears.
11. Click Upload icon to the **Upload Metadata XML** and browse to the location of the metadata file you downloaded. The **Metadata Configuration** dialog box appears.
12. If required, click **Merge with existing values** to merge new values with existing values for Alternative Assertion Consumer Services URLs and SAML attribute names.
13. Click **Save**. The **Assertion Consumer Service URL** and **Service Provider Entity ID (Issuer)** fields are populated with the information from the metadata file.
14. Optional. Enter the **SAML Username Parameter Name** used to identity the user ID being requested for authentication. The user ID can then be passed as a parameter, for example, Username=jdoe. Alternately, if the SAML username is NameID, the SAML Request XML NameID element value is used to the identify the IDaaS userID.
15. Enter the **SAML Session Timeout** to the time when the SAML Assertion times out. The maximum is 720 minutes.
16. Enter the **Max Authentication Age (seconds)** to set the maximum amount of time that can elapse before a user is required to reauthenticate during a new login attempt. This applies for both SP-initiated and IDP-initiated login. Set this field to -1 to disable this feature.
17. From the **SAML NameID Attribute** drop-down list, select **Email**.
18. From the **SAML NameID Encoding Format** drop-down list, select **Email**.
19. From the **SAML Signing Certificate** drop-down list, select the signing certificate.
20. From the **SAML Signature Algorithm** drop-down list, select **SHA256**.
21. Select **Sign Complete SAML Response**.
22. Deselect **Enable Go Back Button** if you do not want users to be able to go back to the Tableau Online login page to log in.
23. Select **Show Default Assertion Consumer URL Service in the My Profile**. When selected, the Default Assertion Consumer URL appears in a user's My Profile page in addition to relay states and Alternative Assertion Consumer URLs.
24. Select **Encryption SAML Assertion**.
25. Optional. Add **Alternative Assertion Consumer Service URLs**, as follows:
    1. Click **Add**.
    2. Enter a **Name**.
    3. Enter a URL **Value**.
    4. Select **Show in My Profile** to display the Alternative Consumer Service URL in a user's My profile page.
26. Optional. **Add an Application Logo**.
    1. Click **Add**.
    2. Repeat these steps to add more Alternative Assertion Consumer Service URLs.
27. Click **Submit**.

## Step 3: Add a resource rule

See [Create resource rules](/docs/authentication-and-security/create-and-manage-resource-rules.md).

## Step 4: Download the metadata file from Identity as a Service

1. In Identity as a Service, click Menu icon **>** **Security > Applications**. The **Applications List** page appears.
2. Do one of the following:
   - Click Cloud Download icon next to the application you are integrating with Identity as a Service.
   - Click Ellipsis Vertical icon next to the application you are integrating with Identity as a Service and select **SAML IDP Metadata**.
3. The **SAML Application Metadata** dialog box appears.
4. **Select the certificate to include in the SAML IDP Metadata file** from the drop-down list.
5. If applicable, **Select the domain to include in the SAML IDP Metadata** file from the drop-down list.
6. Enter the **Lifetime, in days, for the SAML IDP Metadata file**. The value must be between 2 and 730.
7. Do one of the following, as required:
   - Copy the **Public Endpoint** to paste into your SAML application being used Identity Provider authentication.
   - Click **Download**.

note

If you are using multiple domains, you must download each domain's metadata file separately because the values in the metadata file vary for each domain.

## Step 5: Configure Tableau for Identity as a Service authentication

1. **In the menu pane, click** **Settings.** The **General** page appears.
2. Click the **Authentication** tab. The **Authentication** page appears.
3. Under SAML, click **Edit Connection**.
4. Scroll to **Import metadata file into Tableau Online**.
5. Click **Choose a file** and then browse to select the metadata file that you downloaded in _Step 4: Download the metadata file from Identity as a Service_ and then click **OK**.
6. Under **Import metadata file into Tableau Online**, click **Apply**.

## Step 6: Optional. Declare users as SAML users

### Add users individually

1. Log in to the Tableau Online administrator portal. The Tableau **Home** page appears.
2. **In the menu pane, click** **Users.** The **Site Users** page appears.
3. From the **Add Users** drop-down list, select **Add Users by Email**. The **Add Users** dialog box appears.
4. Select **Add users for (SAML) authentication**.
5. In the **Enter email addresses** in the text box, add the user's email address. The email address must match the email address in the user's profile in Identity as a Service.
6. To add multiple users, separate each entry with a semi-colon.
7. From the **Site role** drop-down list, select **Explorer (can publish)**.
8. Click **Add users**. The user's email address appears on the **Site Users** page.

### Import a CSV file on the Tableau authentication page

1. Sign in to Identity as a Service as an administrator and export a CSV file that includes only the Email user attribute for users you want to declare as SAML users on Tableau. See [View, filter, and export a user list](/docs/people-and-access/manage-members/add-users-to-identity-as-a-service/view-filter-and-export-user-list.md).
2. Log in to the Tableau Online administrator portal. The Tableau **Home** page appears.
3. **In the menu pane, click** **Settings.** The **General** page appears.
4. Click the **Authentication** tab. The **Authentication** page appears.
5. Scroll to **Manage Users**.
6. From the **Manage Users** drop-down list, select **Import from a file**. The **Import from a file** dialog box appears.
7. Select **Add users for (SAML) authentication**.
8. Select **Choose a file** and browse to select the CSV file that you exported from Identity as a Service in step 1.
9. Click **Import Users**.
10. The users are added to the **Site Users** page. To view this page, **in the menu pane, click** **Users.**

## Step 7: Test the integration

### Test the integration

1. Open a Web browser and enter the URL for your Tableau Online account. You are directed to Identity as a Service

2. Enter your Tableau Online account **User ID** and click **Password** **and then click** **OK. The Tableau Home page appears.**

3. **In the menu pane, click** **Users.** The **Site Users** page appears.

4. Under **Actions**, click **...** and select **Authentication** from the drop-down list. The **Authentication** dialog box appears.

5. Select **SAML** and then click **Update**.

   This update allows SAML redirection so that when the user logs in to Identity as a Service using their email address that matches the email address in Tableau, the user is redirected to the Tableau Home page. You must first complete the optional _Step 6: Declare users as SAML users_.

6. Respond to the second-factor authentication challenge. If you respond successfully, you are logged in to Tableau.

### Test Identity as a Service redirect log in

1. Log in to your Identity as a Service account.
2. Go to your **My Profile** page if you are not already there.
3. Under **Applications**, click **Tableau**. You are redirected to the Tableau Home page.