Integrate Tableau with Conditional Access

In this topic, you will find general instructions on how to integrate Tableau with Portnox™ Conditional Access for Applications.

Create a Portnox Cloud application configuration

In this step, you will create a configuration in Portnox Cloud that will contain all the information necessary to integrate with Tableau.

  1. In a new tab of your browser, open your Portnox Cloud account by accessing the following URL: https://clear.portnox.com/

    From now on, we will call this tab the Portnox tab.

  2. In the Cloud portal top menu, click on the Applications option.

  3. On the Applications screen, click on the Add application button, and select the Add new SAML application option.

  4. Optional: If you have more than one SAML identity provider configured, select the identity provider in the Select an identity provider to use for this application section.
  5. In the Application details section, enter an Application name and optionally a Description.

    In this example, we used the name Tableau for the new application configuration but you can use any name you like.

  6. Keep this browser tab open. You will need it later.

Open your Tableau SAML SSO settings

In this section, you will access your Tableau administrative interface and find the SAML single sign-on (SSO) settings.

  1. In another tab of your browser, open your Tableau dashboard by accessing the following URL: https://online.tableau.com/ and signing in to your account.

    From now on, we will call this tab the Tableau tab.

  2. In the left-hand side menu, click on the Settings option, click on the Authentication tab on top of the right-hand side pane, and then activate the Enable an additional authentication method checkbox in the Authentication types section.

  3. In the Select authentication type drop-down menu, select the SAML option.

Copy configuration values from the Tableau tab to the Portnox tab

In this section, you will copy the values displayed in the Tableau SAML SSO setup section and paste them in the relevant fields in Portnox Cloud.

  1. In the Tableau tab, in the 1. Export metadata from Tableau Cloud step, select the value of the Tableau Cloud entity ID field and use the operating system shortcut to copy it to the clipboard.

  2. In the Portnox tab, in the Application properties section, click on the empty field under the Entity ID / Service Provider Entity URL heading and paste the value copied from Tableau.

  3. In the Tableau tab, select the value of the Tableau Cloud ACS URL field and use the operating system shortcut to copy it to the clipboard.

  4. In the Portnox tab, in the Application properties section, click on the empty field under the Assertion Consumer Service (ACS) URL / Reply URL heading and paste the value copied from Tableau.

Copy configuration values from the Portnox tab to the Tableau tab

In this section, you will copy the values displayed by Portnox Cloud and paste them in the relevant fields in the Tableau SAML SSO setup section.

  1. In the Portnox tab, in the SAML metadata section, click on the Download metadata XML file link to download the metadata.xml file to your local drive.

  2. In the Tableau tab, in the 4. Upload metadata to Tableau step, click on the Choose a file button and then select the metadata.xml file that you just downloaded from Portnox Cloud.

Finalize the configuration

In this section, you will finalize the configuration in Portnox Cloud and Tableau.

  1. Finalize the configuration in the Portnox tab.
    1. Optional: In the POLICY ASSIGNMENTS section, change the setting to Application-based and then select an access control policy and a risk assessment policy if you want to control access to this application without using groups.
    2. Scroll all the way down to the end of the page, and then click on the Save button.

  2. Finalize the configuration in the Tableau tab.
    1. Click on the Save Changes button under step 6.

    2. Optional: Click on the Test Configuration button to check if the SAML configuration is correct.

    3. In the left-hand side menu, click on the Users option. Then, in the right-hand side pane, click on the  …  button next to the user for whom you want to change the authentication type, and then select the Authentication option from the drop-down menu.

      Note: You can also enforce Conditional Access for all users (using the Settings page), but we recommend configuring it for individual users instead.
    4. In the Authentication dialog, select the portnox.com (SAML) option, and then click on the Update button.

Result: You have configured Tableau to be accessible using Portnox Conditional Access for Applications.