How to Configure SAML 2.0 for Tableau Server (2024)

Contents

• Supported Features
• Configuration Steps
• Notes

Supported Features

The Okta/Tableau Server SAML integration currently supports the following features:

• SP-initiated SSO
• IdP-initiated SSO
• SP-Initiated Single Logout

For more information on the listed features, visit the Okta Glossary.

Configuration Steps

1. Save the following file as idp_metadata.xml.

   Sign into the Okta Admin dashboard to generate this value.

   See Also

   Identity StoreHow Difficult is it to Learn Tableau?How to Run Start-ADSyncSyncCycle - Easy365ManagerMicrosoft Access vs Tableau Desktop | TrustRadius

2. SAML Configuration:

   • For v2018.2 and higher: Follow the steps described in Tableau's SAML Configuration Overview.

   • For v2018.1 and lower: Open the Tableau Server Configuration Utility and enter the following information:

     • Select SAML authentication for the server.

     • SAML entity ID: Make a copy of this value.

     • SAML IdP metadata file: Click Browse files to locate and upload the idp_metadata.xml file you saved in step 1 to Tableau Server.

       See Also

       What is Tableau? Uses of Tableau Software Tool

     • Click OK.

     

3. In Okta, select the Sign On tab for the Tableau Server app, then click Edit.

   • [Optional SLO]: Check Enable Single Logout.

   • [Optional SLO]: Upload your Tableau Server Certificate to Okta.

   • Enter the SAML Entity ID value you made a copy of in step 2 into the corresponding field.

   • Click Save:

   

4. Done!

Notes

The following SAML attributes are supported:

Name	Value
username	user.userName

SP-initiated SSO

Go to: [your-tableau_server] URL.