Integrate with Tableau Server

Use JumpCloud SAML Single Sign On (SSO) to give your users convenient but secure access to all their web applications with a single set of credentials.

Read this article to learn how to integrate Tableau Server.

Prerequisites

  • A JumpCloud administrator account
  • JumpCloud SSO Package or higher or SSO à la carte option
  • A Tableau administrator account
  • Your Tableau server and domain names

Important Considerations

  • This procedure requires that you upload the SAML certificates to TSM so that they are properly stored and distributed in the server configuration. The SAML files must be available to the browser on the local computer where you are running the TSM web interface in this procedure. If you are running the TSM web interface from a different computer, then you will need to copy all SAML files locally before proceeding. 

Creating a new JumpCloud Application Integration

  1. Log in to the JumpCloud Admin Portal.
  2. Navigate to USER AUTHENTICATION SSO Applications.
  3. Click + Add New Application.
  4. Type the name of the application in the Search field and select it.
  5. Click Next.
  6. In the Display Label, type your name for the application. Optionally, you can enter a Description, adjust the User Portal Image and choose to hide or Show in User Portal.

Note:

If this is a Bookmark Application, enter your sign-in URL in the Bookmark URL field.

  1. Optionally, expand Advanced Settings to specify a value for the SSO IdP URL. If no value is entered, it will default to https://sso.jumpcloud.com/saml2/<applicationname>.

Warning:

The SSO IdP URL is not editable after the application is created. You will have to delete and recreate the connector if you need to edit this field at a later time.

  1. Click Save Application.
  2. If successful, click:
    • Configure Application and go to the next section
    • Close to configure your new application at a later time

Configuring the SSO Integration

To configure JumpCloud

  1. Create a new application or select it from the Configured Applications list.
  2. Select the SSO tab.
  3. Replace any instances of YOURDOMAIN and YOUR_TABLEAU_SERVER with your Tableau Server values.
  4. Add or change any attributes.
  5. Click save.

Download the JumpCloud metadata file

  1. Find your application in the Configured Applications list and click anywhere in the row to reopen its configuration window.
  2. Select the SSO tab and click Export Metadata.
  3. The JumpCloud-<applicationname>-metadata.xml will be exported to your local Downloads folder.

Tip:

Metadata can also be downloaded from the Configured Applications list. Search for and select the application in the list and then click Export Metadata in the top right corner of the window.

To configure Tableau Server

  1. Open TSM in a browser on the local server, https://<tsm-computer-name>:8850.
  2. Navigate to the  Configuration tab > User Identity & Access menu > Authentication Method.
  3. For Authentication Method, select SAML.
  4. Select Enable SAML authentication for the server.
  5. Enter the following information: 
    • Tableau Server return URL – paste the URL that Tableau Server users will access (http://YOUR_TABLEAU_SERVER/)
    • SAML entity ID – enter http://YOUR_TABLEAU_SERVER again or use a site specific URL
    • SAML IdP metadata file – browse to and select the file downloaded in the previous section
  6. Enter the same attribute(s) used in JumpCloud.
  7. Click Save.

Authorizing User SSO Access

Users are implicitly denied access to applications. After you connect an application to JumpCloud, you need to authorize user access to that application. You can authorize user access from the Application Configuration panel or from the Groups Configuration panel. 

To authorize user access from the Application Configuration panel

  1. Log in to the JumpCloud Admin Portal.
  2. Go to USER AUTHENTICATION > SSO Applications, then select the application to which you want to authorize user access.
  3. Select the User Groups tab. If you need to create a new group of users, see Get Started: User Groups.
  4. Select the check box next to the group of users you want to give access.
  5. Click save

To learn how to authorize user access from the Groups Configuration panel, see Authorize Users to an SSO Application.

Validating SSO authentication workflow(s)

IdP Initiated

  • Access the JumpCloud User Console.
  • Select the application’s tile.
  • The application will launch and login the user.

SP Initiated

  • Navigate to your Service Provider application URL.
  • You will be redirected to log in to the JumpCloud User Portal.
  • The browser will be redirected back to the application and be automatically logged in.

Removing the SSO Integration

Important:

These are steps for removing the integration in JumpCloud. Consult your SP's documentation for any additional steps needed to remove the integration in the SP. Failure to remove the integration successfully for both the SP and JumpCloud may result in users losing access to the application.

To deactivate the SSO Integration

  1. Log in to the JumpCloud Admin Portal.
  2. Go to USER AUTHENTICATION > SSO Applications.
  3. Search for the application that you’d like to deactivate and click to open its details panel. 
  4. Select the SSO tab.
  5. Scroll to the bottom of the configuration.
  6. Click Deactivate SSO
  7. Click save
  8. If successful, you will receive a confirmation message.

To delete the application

  1. Log in to the JumpCloud Admin Portal.
  2. Go to USER AUTHENTICATION > SSO Applications.
  3. Search for the application that you’d like to delete.
  4. Check the box next to the application to select it.
  5. Click Delete.
  6. Enter the number of the applications you are deleting
  7. Click Delete Application.
  8. If successful, you will see an application deletion confirmation notification.
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