Okta

How to Configure SAML 2.0 for Tableau Server


Read this before you enable SAML

These SAML instructions contain Single Log-Out (SLO) configuration steps that are optional. If you are not going to use SLO, skip the steps that are marked as [Optional SLO] and highlighted in blue font.

Contents


Supported Features

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

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.

  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.

      • Click OK.

      tableau_newb.png

  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:

    tableau_newa.png

  4. Done!


Notes

The following SAML attributes are supported:

SP-initiated SSO

Go to: [your-tableau_server] URL.