# SailPoint Tableau Online SaaS Connector Documentation > Tableau Online SaaS Connector Documentation # Documentation # Account Aggregation Status The following table correlates the Tableau site roles to account statuses in SailPoint: | Tableau Site Role | SailPoint Account Status | | --- | --- | | Creator | Active | | Explorer | Active | | ExplorerCanPublish | Active | | ServerAdministrator | Active | | SiteAdministratorExplorer | Active | | SiteAdministratorCreator | Active | | Viewer | Active | | Unlicensed | Disable | # Connecting SailPoint and Tableau Online SaaS To connect SailPoint with Tableau Online, perform the following tasks: ## Adding the Source in SailPoint To connect to SailPoint, perform the following steps. Once the connection is made, you can configure it to meet your company's needs. > [!IMPORTANT] > > By default, the provisioning feature is **disabled**, and the connector only supports read-only operations. To support provisioning operations, you must manually enable the feature in the source configuration. **To configure a new source:** 1. Sign in to SailPoint. 2. Go to **Admin \> Connections \> Sources**. 3. Select **Create New**. 4. Search for the connector by entering the name in the search box, and then select **Actions**. 5. In the **Actions** dropdown list, select the setup method: - [**Express Setup**](<#configuring-a-source-using-express-setup>) - Quickly create a read-only connection to your target system by providing minimal configurations and authentication. On completion, aggregation is automatically started. > **Note** > > Express Setup supports Credential Providers. For information on supported credential providers and configuration, refer to [Credential Providers](). For more information, contact your SailPoint Customer Service Manager. - [**Standard Setup**](<#configuring-a-source-using-standard-setup>) - Provide detailed basic configuration to create the source. Once the source is created, continue with source setup. ### Configuring a Source Using Express Setup Express Setup minimizes the initial configuration process so you can quickly connect the application and immediately begin aggregating user account and entitlement data. 1. Review the directions and select **Start Express Setup**. 2. Review the pre-populated **Source Name**, **Source Owner**, and **Description**. To update, select **Edit**. > **Note** > > The source name must be unique. You can change these settings later in the source configuration. 3. (Optional) If enabled for your organization, select the **Use a Credential Provider** checkbox to manage the source's authentication using a credential provider. > **Note** > > To add a Credential Provider in SailPoint, go to **Admin \> Connections \> Credential Providers**. For more information about credential providers, refer to [Credential Providers](). 4. Configure the authentication to allow SailPoint to connect to the source. For more information, refer to the **Connection Settings** section. 5. Select **Finish**. After a successful test connection, the system creates your source and prompts you to run an aggregation. - If you want to aggregate now, select **Aggregate**. - To see the latest account aggregation history, go to **Account Management \> Account Aggregation**. - To see the list of aggregated source accounts, go to **Account Management \> Accounts**. - If you want to aggregate later, select **Exit**. This returns you to the **Sources** page. Your new source is listed, but contains no accounts or aggregation history yet. ### Configuring a Source Using Standard Setup Use Standard Setup to configure the connector for full feature support. 1. In the **Source Name** field, enter a unique and descriptive name for your source. Source names cannot exceed 128 characters. 2. In the **Description** field, provide additional details about the source to help distinguish it from similar sources. This field allows a maximum of 2,000 characters. 3. In the **Source Owner** field, begin typing the name of an owner. Matches appear after you type two or more letters. For more information, refer to [Assigning a Source Owner](). 4. (Optional) Select a governance group to grant its members [source]() or [role]() sub-admin level oversight of the source and its access. For more information, refer to [Creating and Managing Governance Groups](). 5. If this source represents a primary system containing your organization's personnel records, select the **Authoritative Source** checkbox. For more information, refer to [Creating Identity Profiles](). 6. Select **Continue**. The source is created, and you are navigated to the **Source Setup \> Base Configuration** page. Continue to configure your connected source there. ## Base Configuration Provide the base configuration parameters. Information you entered in the Create New Source dialog is automatically entered into the fields in the Base Configuration page. You can edit this information if necessary. 1. Enter a unique name and description for the source. 2. In the **Source Owner** dropdown list, select the identity that owns this source. - To find a source owner, begin entering their name. 3. (Optional) If enabled for your organization, select the **Use a Credential Provider** checkbox to manage the source's authentication using a credential provider. > **Note** > > To add a credential provider, go to **Admin \> Connections \> Credential Providers**. For more information about credential providers, refer to [Credential Providers](). 4. Configure the authentication to allow SailPoint to connect to the source. Refer to [Connection Settings](<#connection-settings>) for more information. 5. (Optional) In the **Governance Group for Source Management** dropdown list, select a governance group to associate with this source. For more information about governance groups, refer to [Associating Governance Groups with a Source](). 6. (Optional) Choose whether to enable or disable provisioning for the source. Provisioning is disabled by default. - **Enable Provisioning** - Set the toggle to **Enabled** to allow the source to create, update, and deactivate accounts in the connected source system. - **Disable Provisioning** - Set the toggle to **Disabled** to disable provisioning for the source. Disabling provisioning will prevent the creation, updating, or deactivating of accounts on this source. 7. Select **Save**. ## Connection Settings The following information is required for SailPoint to connect and interact with Tableau Online. > [!NOTE] > > **Screenshot** > > [![Connection Settings]()]() 1. Select **Connection Settings** from the menu on the left of the screen. 2. Enter the Site url into the **Site url** field. You can get this URL by copying the URL from the site name after you log into Tableau Online. This is an example of a Tableau Online URL: `https://prod-useast-b.online.tableau.com/#/site/contosoSiteName` 3. Enter the Personal Access Token Name into the **Personal Access Token Name** field. This is the Personal Access Token name of the Tableau Online user with the 'SiteAdministratorCreator' site role. 4. Enter the Personal Access Token Secret into the **Personal Access Token Secret** field. 5. Select **Save**. ## Provisioning Settings > [!NOTE] > > **Screenshot** > > [![Provisioning Settings]()]() 1. To enable an account, enter the **Enable Account Site Role** to assign users that are being re-enabled. The default site role is `Viewer`. If you leave an account disabled, the site role will change to `Unlicensed`. > **Note** > > Tableau does not allow you to assign the ServerAdministrator site role to a user, which sets them as a server administrator, via REST API. Available Site Role Values: - Creator - Explorer - ExplorerCanPublish - SiteAdministratorExplorer - SiteAdministratorCreator - Viewer ## Review and Test Perform a test to confirm the connection to SailPoint. 1. Go to **Review and Test**. 2. Confirm that the entries in each field are correct. If you note any mistakes, return to the section and make corrections. 3. Select **Test Connection**. ## SailPoint Application Onboarding SailPoint application onboarding enables you to easily onboard new applications and create sources following the successful onboarding of a discovery source. To use this feature, continue to **Discovered Applications** in the SailPoint user interface. For more information, refer to [Application Onboarding]() in the SailPoint SaaS documentation. # Integrating SailPoint with Tableau Online SaaS Tableau Online is a cloud-based data analytics platform that helps organizations gain more insight from their data. Use the Tableau Online source to manage users and groups from the Tableau Online site. This document is designed to give specific information about the requirements and fields needed to successfully configure an instance of the Tableau Online source-. > [!NOTE] > > To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the [SaaS Release Notes]() page. ## Supported Features The Tableau Online source supports the following features: - Access Certifications (certifications of entitlements connected to the accounts) - Aggregation of Accounts - Aggregation of Entitlements - Get Account - Provisioning - Add/Remove Entitlement (group) - Create Accounts - Enable/Disable Accounts - Update Account (only the siteRole) - Delete Accounts ## Prerequisites You must have the 'SiteAdministratorCreator' role on the Tableau Online site and you must provide the following information to connect and interact with the Tableau Online system: - **Site URL:** Provide the Tableau Online site URL. You can get this URL by copying the URL from the site name after you log into Tableau Online. This is an example of a Tableau Online URL: `https://prod-useast-b.online.tableau.com/#/site/contosoSiteName` - **Personal Access Token:** Provide the **Personal Access Token** **(PAT)** **Name** of the Tableau Online user with the 'SiteAdministratorCreator' site role. - **Personal Access Token Secret:** Provide the **Personal Access Token Secret** of the provided **PAT**. # Machine Account Attributes ## Machine Account Provisioning Attributes The following table lists the attributes in the machine account creation template, including the generator and description for each attribute. | Attribute | Generator | Description | | --- | --- | --- | | name | Static | Name of the account | | siteRole | Disable | Site role of the account | | authSetting | Disable | Authentication setting of the account | For more information, refer to [Machine Identity Security Overview](). # Provisioning The Tableau Online SaaS connector supports provisioning, allowing you to create and manage accounts and entitlements in Tableau Online directly from SailPoint. **Prerequisite:** Your system is configured for provisioning. When SailPoint provisions new accounts to the source, it uses the attributes on the **Create Account** page as instructions or a template for what to include in the account. This page is also referred to as the *provisioning policy*. When new access is granted on a source where a user does not already have an account, SailPoint automatically includes account creation in the provisioning. This applies whether provisioning is started from an access request or from an automated role or lifecycle state assignment. For direct-connect sources, SailPoint automatically creates the account from this configuration. If the source is not configured as a direct-connect source, SailPoint creates and assigns a provisioning task to the source owner and includes the values for the source owner to use in manually creating the account. > [!IMPORTANT] > > This section describes the default **Create Account** configuration. SailPoint recommends that you work with Services to define a provisioning configuration specific to your company's needs. Be sure to verify large changes to the provisioning policy before implementation. Failure to do so might cause provisioning to fail. In Create Profile, the following values are allowed for the **siteRole:** - Creator - Explorer - ExplorerCanPublish - SiteAdministratorCreator - SiteAdministratorExplorer - Unlicensed The following values are allowed for the **authSetting**. If nothing is set, by default the value is set to ServerDefault. - SAML - ServerDefault - OpenID - TableauIDWithMFA # Schema Reference The application schema is used to configure the objects returned from a connector. > [!NOTE] > > - The **Account Schema** tab is used to define the attributes for each object type in the application being configured. The schema attributes can be defined as **Entitlement** or **Multi-Valued**. Refer to [Managing Source Account Schemas]() for more information. > - The schema attributes that are not present by [default](<#default-account-schema>) must be defined as strings if not specified. The Tableau Online SaaS connector uses the following default correlation and object configurations. ## Default Correlation Configuration Before you aggregate accounts from this source, you can map account attributes with their corresponding identity attributes based on your requirements. You can customize the correlation configuration. Refer to [Assigning Source Accounts to Identities]() for more information. When you first create the Tableau Online SaaS source, the default correlation mapping is: | Account Attribute | Operation | Identity Attribute | | --- | --- | --- | | email | Equals | Work Email (email) | | fullName | Equals | Name (name) | | name | Equals | UserName (displayName) | ## Default Account Schema Each source supports a variety of details, or attributes, about each user who has an account, such as their name, email address, manager name, and location. The set of account attributes each source stores and how they're organized is known as the account's *schema*. To best represent your data, you can configure sources to use an account schema matching the one you use in the external connector. Refer to [Managing Source Account Schemas]() for more information. ### Default Account Attributes The Tableau Online SaaS connector supports the following default account schema attributes and customer configurable attributes. The attributes must be defined as strings if not specified. | Attribute Name | Description | | --- | --- | | authSetting | Authentication setting for the user. | | email | User's Email address. | | externalAuthUserId | User's ID for the Tableau's SSO system. | | fullName | FullName of the user. | | groups | User's group membership. | | id | Unique ID of the user. | | name | Unique name for the user in email format. | | siteRole | Site role of the user. | | language | Language code. | ## Default Entitlement Attributes Entitlement attributes define the entitlements, such as groups or roles, that can be assigned to the managed system's user accounts. Refer to [Managing Entitlements]() for more information. > [!CAUTION] > > Changing the attribute marked as the Entitlement ID after aggregating accounts or entitlements can result in duplicate entitlements being created, or access profiles and roles breaking. To avoid this, edit the entitlement schema before performing any aggregations. | Attribute Name | Description | | --- | --- | | grantLicenseMode | Indicates mode of license grant to members of this group. | | id | Unique ID of the group. | | minimumSiteRole | Site role granted through grantLicenseMode. | | name | Name of the group. | | siteRole | Site role assigned to group. | | userCount | Count of group members. | # Troubleshooting If you encounter any of the following issues or errors, SailPoint recommends that you follow the guidance provided below to resolve the error before contacting SailPoint Support. For issues or errors that are not addressed in this connector guide, refer to the following resources for troubleshooting information: - [SailPoint Identity Services Documentation]() - [SailPoint Support Knowledge Base]() - [SailPoint Developer Community]() ## Debug Logs For information about managing additional source settings, including debug logging and downloading connector logs, refer to [Managing Additional Settings]().