All about SAML End-to-end Tableau and OKTA integration

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1

2 Welcome

3 # T C 1 8 All about SAML End-to-end Tableau and OKTA integration Abhishek Singh Senior Manager, Regional Delivery Tableau

4 Abhishek Singh Senior Manager Regional Delivery

5 Agenda What is SAML? Why SAML? How does SAML work? Options for SAML configuration Demo Troubleshooting Resources

6 What is SAML?

7 What is SAML? Security Assertion Markup Language SSO login standard Originally developed in 2001 Last updated in 2005 (SAML 2.0) XML-based Users are authenticated through an external Identity Provider (IdP) Logged in to Tableau Server/Online automatically after logging in to IdP Can be used with Local Authentication or Active directory

8 Why SAML? Standardized Secure Easy to use IT-friendly

9 Terminology Client User attempting to access a resource Tableau Server user Service Provider Web server that the end user is trying to access Tableau Server Identity Provider Third party that manages identities and credentials E.g. Okta, OneLogin, Ping Identity, etc.

10 How does SAML work? Service provider (SP) initiated 1. User navigates to the Tableau Server sign-in page or a published workbook, and enters the user name. 2. Tableau Server starts the authentication process and redirects the request to the registered IdP. 3. The IdP requests the user s password and, after confirming that the user name submitted is identical to the user name stored in the IdP assertions, authenticates the user. 4. The IdP returns a SAML success response to Tableau Server. 5. Tableau Server displays the page the user requested in step 1.

11 How does SAML work? Identity provider (IdP) initiated 1. User navigates to the IdP portal 2. User clicks on link to SP 3. Creation of a SAML assertion is triggered, which is transported to the SP using HTTP POST binding 4. Access check is made to establish whether user has correct authorization to access the resource 5. If access check passes, the SP page is displayed by the browser

12 SAML Options Server-wide SAML authentication Server-wide local authentication and site-specific SAML authentication Server-wide SAML authentication and site-specific SAML authentication

13 SAML Server-wide SAML authentication All server users authenticate with the same SAML IdP Site 1 Tableau Server Site 2

14 SAML Server-wide local authentication and site-specific SAML authentication Users from one or more sites on Tableau Server authenticate with one or more SAML IdPs Each site can use a different IdP Site 1 Tableau Server Site 2 Users not configured to use SAML can sign in via Local Authentication

15 SAML Server-wide SAML authentication and site-specific SAML authentication All users authenticate with a single SAML IdP There is a default SAML IdP for users that belong to multiple sites Site 1 Tableau Server Site 2 Each site can use a different IdP

16 Compatibility Requirements No Kerberos No Mutual SSL To connect to a site-specific-saml enabled Tableau Server from Desktop, users must run Desktop 10.0 or later

17 Demo

18 Tableau Config

19 OKTA Config

20 OKTA Config

21 SAML Response

22 IDP Metadata

23 Troubleshooting Use SAMLTracer Set Log Level to Debug for wgserver: tabadmin set vizportal.log.level debug tsm configuration set -k vizportal.log.level v debug Missing username attribute Clocks not in Sync Assertion not Signed Not using HTTP-POST Destination not Matching

24 Resources Tableau Online Help: Step by Step guide for ADFS integration: Troubleshooting Steps: Tableau Online OKTA Integration:

25 Please complete the session survey from the My Evaluations menu in your TC18 app

26 Questions?

27 #TC18 Thank you! Abhishek Singh

28

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