Tableau
  • 23 Mar 2023
  • 2 Minutes to read
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Tableau

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Article summary

This guide will teach you how to set up the connector between Tableau and Clarity Security.

Estimated time to complete: 15 minutes

If you run into any problems, please contact your support team or support@claritysecurity.io.

Supported Connector Capabilities

Below are capabilities supported by the connector at this time.

Method
Supported
Provision User
Yes
List Groups, Policies, and Roles
Yes
Add User to Groups, Policies, and Roles
Yes
Remove User from Groups, Policies, and Roles
Yes
Deactivate User
No
Delete User
Yes

How to Setup the Connector

Step 1. Navigate to Tableau.

Step 2. After logging in, navigate to the URL in your browser to obtain your site_url & site_name. Copy these values.

Step 3. Log into Clarity Security.

Step 4. Click on Applications and select Marketplace

Step 5. Scroll to find Tableau and click Connect.

Step 6. Fill out the form with the username & password that you previously used to log into Tableau. Use the two values you copied in Step 2 for the site_url & site_name.

Complete the App Settings form.  Details for fields common to all applications can be found at the following article: Common App Configuration Steps

Step 7. Fill out your Sync options, App owner, Trust relationship, and Trust permission.

Note: A default entitlement is required for new users.

Complete the App Settings form.  Details for each field can be found at the following article: Common App Configuration Steps

Configure App Step 2 - App Settings

Step 8. Finish up the User Settings form.

Note: Deactivate users on termination is available for Tableau.

Complete the User Settings form, check the table at the top to see if any features are unsupported.  Details for each field can be found at the following article: Common App Configuration Steps

Configure App Step 3 - User Settings

Step 9. Validate Your Selections and Save.

Save
Clicking the Save button will trigger the first full sync for your application (even if you selected Manual syncing).  This includes Service Users, Entitlements, Service User Entitlements, Service User Attributes.

Need Help?

If you have any problems, contact your customer success team. You can also get in touch with our general support via email, open a support ticket. Our general support team is available Monday - Friday from 8:00 AM - 6:30 PM CST.



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