Step 1: Download
the Identity Provider metadata fileTableau 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, this integration guide may be used as an initial approach for integrating Tableau Online. In the event of other issues, contact support@entrust.com for assistance.
Step 1: Download
the Identity Provider metadata file1. 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 ServiceAdd Tableau as an application to Identity as a Service
1. Log into your Identity as a Service administrator account.
2. Click
> Security > Applications. The Applications
Lists page appears.
3. Click Add. The Select an Application Template page appears.
4. Under SAML Cloud Integrations, click Tableau. The Add Tableau page appears.
5. Enter an Application Name.
6. Enter an Application Description.
7. Optional. Add a custom application logo.
a. Click 
next to Application Logo. The
Upload Logo dialog box appears.
b. Click 
to
select an image file to upload.
c. Browse to select your file and click Open. The Upload Logo dialog box reappears showing your selected image.
d. If required, resize your image.
e. Click OK.
8. Select the Authentication Flow that appears to users during login.
9. Click Next. The General page appears.
10. Click
to the Upload Metadata XML
and browse to the location of the metadata file you downloaded
in Step 1: Download the Identity Provider metadata
file. The Metadata Configuration
dialog box appears.
a. If required, click Merge with existing values to merge new values with existing values for Alternative Assertion Consumer Services URLs and SAML attribute names.
b. Click Save.
The Assertion Consumer Service URL and Service Provider Entity ID (Issuer) fields are populated with the information from the metadata file.
11. 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.
12. Enter the SAML Session Timeout to the time when the SAML Assertion times out. The maximum is 720 minutes.
13. 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.
14. From the SAML NameID Attribute drop-down list, select Email.
15. From the SAML NameID Encoding Format drop-down list, select Email.
16. From the SAML Signing Certificate drop-down list, select the signing certificate.
17. From the SAML Signature Algorithm drop-down list, select SHA256.
18. Select Sign Complete SAML Response.
19. 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.
20. 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.
21. Select Encryption SAML Assertion.
22. Optional. Add Alternative Assertion Consumer Service URLs, as follows:
a. Click Add.
b. Enter a Name.
c. Enter a URL Value.
d. Select Show in My Profile to display the Alternative Consumer Service URL in a user's My profile page.
e. Optional. Add an Application Logo.
f. Click Add.
g. Repeat these steps to add more Alternative Assertion Consumer Service URLs.
23. Click Submit.
Step 3: Create
a resource rule to protect access to Tableau Create a resource rule to protect access to a SAML application
1. Log in to your Identity as a Service administrator account.
2. Click
> Security
> Resource Rules. The Resource Rules List
page appears.
3. Click + next to the application you want to protect with a resource rule. The Add Resource Rules page appears.
4. Enter a Rule Name and Rule Description for the resource rule.
5. In the Groups list, select the group or groups of users restricted by the resource rule.
These are the groups to which the resource rule applies. If you do not select any groups, by default the resource rule applies to all groups.
6. Click Next. The Authentication Conditions Settings page appears.
7. Optional: Select Disable Single Sign-On for Application to force a user to re-authenticate whenever they attempt a new login.
8. If you do not Enable Advanced Risk Factors, do the following:
a. Select the Authentication Flow from the drop-down list. The Authentication Flow flowchart updates based on the selection.
b. Click Submit to save the Resource Rule.
9. If you want to Enable Advanced Risk Factors, complete the remaining steps in this procedure.
10. Select Enable Advanced Risk Factors to add additional risk factors to the resource rule.
11. Select Enable Strict Access for Application to set the resource rule to deny access regardless of the outcome from other resource rules. If this option is disabled for any resource rule that denies access, the user is allowed access if at least one resource rule allows access.
12. For each Advanced Risk Factor, click the Deny option to deny access to the application if the risk factor fails regardless of the results of the other risk factors.
13. Click Date/Time to set the conditions as follows:
a. Select one of the following:
– Allow Date/Time to set when a user can access the application.
– Deny Date/Time to set when the user cannot access the application.
The Date/Time Context Condition Settings appear.
b. Select the Condition Type:
– Specific Date Range Condition—Allows or denies access to the application during a select period of days.
– Time-of-day and/or Day of Week Recurring Conditions—Allows or denies access to the application on a specific time of day, day of the week, or both. Recurring times selected only apply to days not denied.
– Clear Selection—Clears existing Date and Time conditions.
c. Set the Condition Type settings, as follows:
i) Select Use local time zone to use the local time zone or deselect Use local time zone to use the local time zone and begin typing the time zone in the Begin Typing Timezone name field and select the time zone from the drop-down list.
ii) If you selected Specific Date Range Condition, click Start Date to select a start date from the pop-up calendar. Optionally, select the End Date.
iii) If you selected Time-of-Day and/or Day-of-Week, click Start Time and select the start time from the pop-up clock. Optionally set the End Time. You must also select the days of the week for the condition.
d. Click Save to return to the Authentication Conditions Settings page.
14. Click Geolocation to set the Location Condition Settings, as follows:
a. Select Allow or Deny to create an allowed or denied country list.
b. From the Selected Countries drop-down list, select the countries to add or deny access to the application. Repeat until you have added all the desired countries to the list.
c. Select Allow Anonymous IP Address to increase the risk of users authenticating from an anonymous IP.
d. Click Save to save to return to the Authentication Conditions Settings page.
15. Click Source IP Address. The IP Address Risk Setting dialog box appears. Do one of the following:
a. Select Custom and add the required IP Allowed Addresses and IP Denied Addresses.
b. Select IP List Address and select the IP List to allow or deny.
c. Select None to not restrict any IP addresses.
d. Click OK to return to the Authentication Conditions Settings.
16. Click Machine Authentication to set the Machine Authentication Condition Settings, as follows:
a. Set the Machine Authentication Risk is less than or equal to the value that the machine authenticator's total risk score must be less than during authentication to pass this condition.
The risk score is based on the attribute differences
between a user's Machine Authentication information and that recorded
on Identity as a Service before the condition fails. If an attribute does
not match, the attribute incurs the number of risk points shown in Non-Matching Risk Points for that attribute. The
Non-Matching Risk Points values of each non-matching
attribute are added together, resulting in a total risk score. This score
is normalized to be out of 100 as follows:
Total Risk Score = (Total Risk Points
of Failing Attributes / Maximum Risk Points of All Enabled Attributes)
* 100
The resource rule condition fails when the number of non-matching risk
points exceeds the Machine Authentication Risk value defined in this step.
A value of 0 means that a single attribute
difference causes the Device Fingerprint
condition to fail. The default value is 3.
The value between 0-50 can be entered.
The default value is defined by the Machine Risk Limit.
See Modify machine authenticator settings.
b. Click Save.
17. Define the Location History / Known Locations and Travel Velocity conditions. The Risk-Based Authentication (RBA) settings of your Identity as a Service account define the location history and travel velocity conditions. See Manage risk-based authentication settings for more information.
18. Set the Device Certificates risk factor to require the client to perform client-authenticated SSL with a certificate issued from a trusted CA to pass.
19. Set the risk score for application conditions to set the risk percentage a user receives if they fail to meet the condition, as follows:
● Click the dot next to the condition setting and slide the risk scale to the risk percentage
-or-
● Click the 0% and enter the risk points and then click OK.
The default setting is 0%. The Risk percentage determines the authentication requirements as set by the Authentication Decision. When a user attempts to authenticate to an application, the final risk percentage is the sum of all failed conditions.
20. Set the Authentication Decision risk level for Medium Risk and High Risk as follows:
a. Click the risk threshold percentage to the right of Medium Risk or High Risk. The Risk Threshold dialog box appears.
b. Enter the risk percentage.
c. Click OK.
21. Select the Authentication Flows for Low Risk, Medium Risk, and High Risk from the drop-down lists. The Authentication Flows flowchart updates based on your selections.
22. Click Submit to create the resource rule.
Create a resource rule to protect access to a SAML application
1. Log in to your Identity as a Service administrator account.
2. Click
> Security
> Resource Rules. The Resource Rules List
page appears.
3. Click + next to the application you want to protect with a resource rule. The Add Resource Rules page appears.
4. Enter a Rule Name and Rule Description for the resource rule.
5. In the Groups list, select the group or groups of users restricted by the resource rule.
These are the groups to which the resource rule applies. If you do not select any groups, by default the resource rule applies to all groups.
6. Click Next. The Authentication Conditions Settings page appears.
7. Optional: Select Disable Single Sign-On for Application to force a user to re-authenticate whenever they attempt a new login.
8. If you do not Enable Advanced Risk Factors, do the following:
a. Select the Authentication Flow from the drop-down list. The Authentication Flow flowchart updates based on the selection.
b. Click Submit to save the Resource Rule.
9. If you want to Enable Advanced Risk Factors, complete the remaining steps in this procedure.
10. Select Enable Advanced Risk Factors to add additional risk factors to the resource rule.
11. Select Enable Strict Access for Application to set the resource rule to deny access regardless of the outcome from other resource rules. If this option is disabled for any resource rule that denies access, the user is allowed access if at least one resource rule allows access.
12. For each Advanced Risk Factor, click the Deny option to deny access to the application if the risk factor fails regardless of the results of the other risk factors.
13. Click Date/Time to set the conditions as follows:
a. Select one of the following:
– Allow Date/Time to set when a user can access the application.
– Deny Date/Time to set when the user cannot access the application.
The Date/Time Context Condition Settings appear.
b. Select the Condition Type:
– Specific Date Range Condition—Allows or denies access to the application during a select period of days.
– Time-of-day and/or Day of Week Recurring Conditions—Allows or denies access to the application on a specific time of day, day of the week, or both. Recurring times selected only apply to days not denied.
– Clear Selection—Clears existing Date and Time conditions.
c. Set the Condition Type settings, as follows:
i) Select Use local time zone to use the local time zone or deselect Use local time zone to use the local time zone and begin typing the time zone in the Begin Typing Timezone name field and select the time zone from the drop-down list.
ii) If you selected Specific Date Range Condition, click Start Date to select a start date from the pop-up calendar. Optionally, select the End Date.
iii) If you selected Time-of-Day and/or Day-of-Week, click Start Time and select the start time from the pop-up clock. Optionally set the End Time. You must also select the days of the week for the condition.
d. Click Save to return to the Authentication Conditions Settings page.
14. Click Geolocation to set the Location Condition Settings, as follows:
a. Select Allow or Deny to create an allowed or denied country list.
b. From the Selected Countries drop-down list, select the countries to add or deny access to the application. Repeat until you have added all the desired countries to the list.
c. Select Allow Anonymous IP Address to increase the risk of users authenticating from an anonymous IP.
d. Click Save to save to return to the Authentication Conditions Settings page.
15. Click Source IP Address. The IP Address Risk Setting dialog box appears. Do one of the following:
a. Select Custom and add the required IP Allowed Addresses and IP Denied Addresses.
b. Select IP List Address and select the IP List to allow or deny.
c. Select None to not restrict any IP addresses.
d. Click OK to return to the Authentication Conditions Settings.
16. Click Machine Authentication to set the Machine Authentication Condition Settings, as follows:
a. Set the Machine Authentication Risk is less than or equal to the value that the machine authenticator's total risk score must be less than during authentication to pass this condition.
The risk score is based on the attribute differences
between a user's Machine Authentication information and that recorded
on Identity as a Service before the condition fails. If an attribute does
not match, the attribute incurs the number of risk points shown in Non-Matching Risk Points for that attribute. The
Non-Matching Risk Points values of each non-matching
attribute are added together, resulting in a total risk score. This score
is normalized to be out of 100 as follows:
Total Risk Score = (Total Risk Points
of Failing Attributes / Maximum Risk Points of All Enabled Attributes)
* 100
The resource rule condition fails when the number of non-matching risk
points exceeds the Machine Authentication Risk value defined in this step.
A value of 0 means that a single attribute
difference causes the Device Fingerprint
condition to fail. The default value is 3.
The value between 0-50 can be entered.
The default value is defined by the Machine Risk Limit.
See Modify machine authenticator settings.
b. Click Save.
17. Define the Location History / Known Locations and Travel Velocity conditions. The Risk-Based Authentication (RBA) settings of your Identity as a Service account define the location history and travel velocity conditions. See Manage risk-based authentication settings for more information.
18. Set the Device Certificates risk factor to require the client to perform client-authenticated SSL with a certificate issued from a trusted CA to pass.
19. Set the risk score for application conditions to set the risk percentage a user receives if they fail to meet the condition, as follows:
● Click the dot next to the condition setting and slide the risk scale to the risk percentage
-or-
● Click the 0% and enter the risk points and then click OK.
The default setting is 0%. The Risk percentage determines the authentication requirements as set by the Authentication Decision. When a user attempts to authenticate to an application, the final risk percentage is the sum of all failed conditions.
20. Set the Authentication Decision risk level for Medium Risk and High Risk as follows:
a. Click the risk threshold percentage to the right of Medium Risk or High Risk. The Risk Threshold dialog box appears.
b. Enter the risk percentage.
c. Click OK.
21. Select the Authentication Flows for Low Risk, Medium Risk, and High Risk from the drop-down lists. The Authentication Flows flowchart updates based on your selections.
22. Click Submit to create the resource rule.
Step
4: Download the metadata file from Identity as a ServiceDownload the Metadata file from Identity as a Service
1. In Identity as a Service, click
> Security > Applications.
The Applications List page appears.
2. Do one of the following:
● Click
next to the application you are integrating
with Identity as a Service.
–or–
● Click
next to the application you are integrating
with Identity as a Service and select SAML IDP Metadata.
The SAML Application Metadata dialog box appears.
3. Select the certificate to include in the SAML IDP Metadata file from the drop-down list.
4. If applicable, Select the domain to include in the SAML IDP Metadata file from the drop-down list.
5. Enter the Lifetime, in days, for the SAML IDP Metadata file. The value must be between 2 and 730.
6. Do one of the following, as required:
a. Copy the Public Endpoint to paste into your SAML application being used Identity Provider authentication.
b. 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 authentication1. 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.
5. Scroll to Import metadata file into Tableau Online.
6. 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.
7. Under Import metadata file into Tableau Online, click Apply.
To declare a user as a SAML user, the user email must match the email attribute of the user in Identity as Service. You can do this in a few ways, as follows:
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. Log 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, search, and export user list).
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 integrationTesting Service Provider Login
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.
Testing 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.