Tableau Online

Before You Begin

Introduction

This document describes how to configure Oracle Identity Cloud Service to provide Single Sign-On (SSO) for Tableau Online using SAML.

About Tableau Online

Tableau Online is an analytics platform fully hosted in the cloud. It is used to publish dashboards and share discoveries with anyone and also to invite colleagues or customers to explore hidden opportunities with interactive visualizations and accurate data.

After integrating Tableau with Oracle Identity Cloud Service:

  • Users can access Tableau using their Oracle Identity Cloud Service login credentials.
  • Users can start Tableau using the Oracle Identity Cloud Service My Apps console.
  • Admins can assign and revoke user access to the Tableau app using the Oracle Identity Cloud Service administration console.

What Do You Need?

  • An Oracle Identity Cloud Service account with authorization rights to manage apps and users (Identity Domain Administrator or Application Administrator).
  • A Tableau account with authorization rights to configure federated authentication.
  • Make sure that the email ID of each user in Tableau matches the primary email ID of the Oracle Identity Cloud Service account.

Configuring the Tableau Online App in Oracle Identity Cloud Service

Use this section to register and activate the Tableau Online app, and then assign users to the app.

Prerequisite Steps

An account alias ID is required before you can register and activate the Tableau Online app. You obtain that account alias ID from Tableau Online.

To obtain the account alias ID:

  1. Log in as an administrator to Tableau Online at: https://sso.online.tableau.com/public/idp/SSO.

  2. Click Settings, and then click Authentication.

  3. Select Tableau Online Entity ID, and then copy the account alias ID.

    Image img1.png displays the Tableau Online entity ID details with alias ID highlighted.

Registering and Activating the Tableau Online App

  1. Access the Oracle Identity Cloud Service administration console, select Applications, and then click Add.

  2. Click App Catalog.

  3. Search for Tableau Online, and then click Add.

  4. In the App Details section, enter your Tableau Online Account Alias ID, and then click Next.

    Note: This is the account alias ID value that you obtained while performing the steps in the "Prerequisite Steps" section.

  5. Click Download IDCS Metadata. Alternatively, you can use the following URL to access the metadata: <https://<IDCS-Service-Instance>.identity.oraclecloud.com/fed/v1/metadata>.

    Tip: You use this file later during the Tableau Online configuration in the "Configuring SSO for Tableau Online" section.

  6. Click Finish. Oracle Identity Cloud Service displays a confirmation message.

  7. Click Activate, and then click Activate Application. Oracle Identity Cloud Service displays a confirmation message.

Assigning Users to the Tableau Online App

  1. On the Tableau Online app page in Oracle Identity Cloud Service, select the Users tab, and then click Assign. The Assign Users window appears.

  2. Select users that you want to assign to Tableau Online, and then click OK. Oracle Identity Cloud Service displays a confirmation message stats that the Tableau Online app is assigned to the users that you selected.

Configuring SSO for Tableau Online

Use this section to configure SSO for Tableau Online.

  1. Access Tableau Online as an administrator at: https://sso.online.tableau.com/public/idp/SSO.

  2. Select Settings, and then Authentication.

  3. Select Single sign-on with SAML to enable SAML.

    Tip: SAML Enablement disables normal log in Tableau Online.

  4. To configure SAML Authentication, locate the Import metadata file into Tableau Online step, and then use the table to update the federated authentication attribute.

    This table lists the mandatory federated authentication attributes that you must set to complete the SSO configuration.
    Attribute Value
    IdP metadata file Click Browse, upload the metadata that you downloaded during the Tableau Online registration in Oracle Identity Cloud Service, and then click Apply. See the "Registering and Activating the Tableau Online App" section.

  5. Locate the Match attributes step, use the table to update the federated authentication attributes, and then click Apply.

    This table lists the mandatory federated authentication attributes that you must set to complete the SSO configuration.
    Attribute Value
    Email Enter the value: email
    First name Select the First name / Last name option, and then leave the default: FirstName.
    Last name Leave the default: LastName

  6. In the Default authentication type for embedded views section, select Single sign-on with SAML, and then Authenticate using an inline frame. Your changes are saved automatically..

  7. To change the authentication for the user to SAML, select the Users tab, and then the select the user.

  8. Click the Actions drop-down list, and then select Authentication.... The Authentication dialog box appears.

    Tip: By default the created user's authentication is TableauID.

  9. Click SAML to change the user authentication to SSO with SAML.

Verifying the Integration

Use this section to verify that SSO works when initiated from Oracle Identity Cloud Service (IdP Initiated SSO).

Verifying Identity Provider Initiated SSO from Oracle Identity Cloud Service

  1. Access the Oracle Identity Cloud Services My Profile console: https://<IDCS-Service-Instance>.identity.oraclecloud.com/ui/v1/myconsole.

  2. Log in using credentials for a user that is assigned to the Tableau Online app. Oracle Identity Cloud Service displays a shortcut to Tableau Online under My Apps.

  3. Click Tableau Online. The Tableau Online home page appears.

  4. In the upper-right corner of the Tableau Online home page, confirm that the user that is logged in is the same for both Tableau Online and Oracle Identity Cloud Service.

    This confirms that SSO that is initiated from Oracle Identity Cloud Service works.

Troubleshooting

Use this section to locate solutions to common integration issues.

Known Issues

Tableau Online displays the message “Unable to Sign In"

Cause: The email attribute sent by Oracle Identity Cloud Service during SSO doesn't match any existing user in Tableau Online.

Solution: Ensure that the user that you assign to the Tableau Online app has an account in both Oracle Identity Cloud Service and Tableau Online with the same email address.

Tableau Online displays the message “You are not authorized to access the app. Contact your System administrator."

Cause 1: The SAML 2.0 integration between the Oracle Identity Cloud Service Tableau Online app and Tableau Online is deactivated or the administrator has revoked the user's access to Tableau Online.

Solution 1:

  • Access the Oracle Identity Cloud Service administration console, select Applications, and then Tableau Online.
  • Click Activate, and then click Activate Application. Oracle Identity Cloud Service displays a confirmation message.

Cause 2: The administrator revokes access for the user at the same time that the user tries to access the Tableau Online app using Oracle Identity Cloud Service.

Solution 2: Access the Oracle Identity Cloud Service administration console, select Applications, Tableau Online, Users, and then click Assign to re-assign the user.

Unknown Issues

For unknown issues, contact Oracle Support:

  1. Go to https://support.oracle.com.

  2. Select Cloud Support, and then sign in with your support credentials.

  3. In the Cloud Dashboard, confirm that there are no planned outages in Oracle Identity Cloud Service, and then click Create Service Request.

  4. Select Oracle Identity Cloud Service as the service type.

  5. Complete your service request.