Configuring Tableau Reporting Source
Click here to see this page in full context

Configuring Tableau Reporting Source

Reporting Portal supports two types of authentication with Tableau Server:

 

Trusted Authentication

Trusted authentication simply means that you have set up a trusted relationship between Tableau Server and Reporting Portal/Configuration web applications. When Tableau Server receives requests from Reporting Portal/Configuration it sends also credential token that was issued for licensed Tableau Server user.

How to configure Tableau Server to use Trusted Authentication please follow the link .

To configure Tableau Reporting Source to use Trusted Authentication follow these steps:

  1. Go to Reporting Sources
  2. Select Tableau Reporting Source from the grid
  3. In the first tab (Properties) in the section User Identity & Access select ‘Trusted Authentication’ option
  4. In the ‘User’ and ‘Password’ fields enter the credentials for the licensed Tableau User. These credentials will be used to generate credential token which will be used for Tableau API and for loading visual reports from Tableau Server.
  5. Click on ‘Check connection’ to verify the credentials entered

 

Client browsers must be configured to allow third-party cookies in order to use trusted authentication with embedded views.

Note: It is the responsibility of the customer to make sure that the license agreements with Tableau are respected.

 

Configuration

 

    1. Name – Reporting source name

    2. Description – Source description

    3. Endpoint – Tableau server endpoint

    4. Site name – Tableau site is a grouping of your workbooks and other resources on a server. A site has its own URL and users. It is walled off from other sites on the server. A developer program sandbox is a site on the Tableau Online server.

    5. User Identity & Access –  Enable OpenID Connect and Trusted Authentication or Trusted Authentication

    6. User – User credentials for login on server

    7. Password – User credentials for login on server

 

Check connection button – check’s the connection to the server

 

OpenID Connect & Trusted Authentication

OpenID Connect is a standard authentication protocol that lets users that are successfully signed in to an identity provider (IdP) to use Tableau Server. Tableau Server can use ATS Security Manager as Identity provider. After they have successfully signed in to Reporting Portal (ATS Security Manager is used as IdP), they are automatically signed in to Tableau Server and they can load and view Tableau visual reports in Reporting Portal.

Configuring OpenID Connect involves several steps.

How to configure OpenID Connect on Tableau Server please follow the link.

To configure Tableau Reporting Source to use ATS Security Manager as Identity Provider follow these steps:

  1. Go to Reporting Sources
  2. Select Tableau Reporting Source from the grid
  3. In the first tab (Properties) in the section User Identity & Access select ‘OpenID Connect & Trusted Authentication’ option
  4. In the ‘User’ and ‘Password’ fields enter the credentials for the licensed Tableau User
  5. These credentials will be used to generate credential token which will be used for accessing Tableau API. Tableau API only works with credentials token and OpenID authentication flow is not applicable here.
  6. Click on ‘Check connection’ to verify the credentials entered
  7. ‘Client Id’, ‘Client Secret’ and ‘Configuration URL’ are automatically generated by the Reporting Portal. These values should be used when you are configuring OpenID Connect authentication method on Tableau Server.

When using OpenID Connect, Tableau Server identifies the user from the claims stored in the token issued by ATS Security Manager. Tableau Server searches for a username in the Tableau’s repository that matches the ‘email’ claim from the ATS Security Manager token. When a username match succeeds the user can load Tableau visual reports.

For this authentication flow to work, the user must have email address stored in ATS Security Manager. This same email address must match with the user name of a licensed Tableau user.

 

Configuration

 

    1. Name – Reporting source name

    2. Description – Source description

    3. Endpoint – Tableau server endpoint

    4. Site name – Tableau site is a grouping of your workbooks and other resources on a server. A site has its own URL and users. It is walled off from other sites on the server. A developer program sandbox is a site on the Tableau Online server.

    5. User Identity & Access –  Enable OpenID Connect and Trusted Authentication or Trusted Authentication

    6. User – User credentials for login on server

    7. Password – User credentials for login on server

 

 

Check connection button – check’s the connection to the server