Publish to Tableau server using microsoft AD

Hi All,

In my organization Tableau Server is set up with SAML configuration for Single Sign On using OIM. The problem is when to publish from Alteryx to Tableau Server, I need a Tableau local user id/password irrespective of the same user logging with Alteryx and Tableau.

I need to set up up microsoft Active Directory in both Alteryx and Tableau so when i publish from Alteryx to Tableau Server it ask for my AD credentials only. Can anyone know how to integrate this process?

Help

Accepted answers

Coxta45

As @mathurneeyat said...

In Tableau server you can synchronize your Active Directory. Below is the link which might help you.
Synchronize - https://onlinehelp.tableau.com/current/server/en-us/groups_create_adsync.htm

Doing this would allow the tool to work as you expect...

All comments

AmitBelagali

Hi mathurneeyat,

In Tableau server you can synchronize your Active Directory. Below is the link which might help you.

Synchronize - https://onlinehelp.tableau.com/current/server/en-us/groups_create_adsync.htm

Also, there is one example which Microsoft Azure people have posted in their site as an Tutorial. Below is the link for that.

https://docs.microsoft.com/en-us/azure/active-directory/active-directory-saas-tableauserver-tutorial

In Tableau workbook, you can always use, Embed all passwords to make sure you need not enter the credentials every time.

https://onlinehelp.tableau.com/current/pro/desktop/en-us/publish_workbooks_permissions_add.html

Do let me know if this helps you.

Thanks,

@AmitBelagali

mathurneeyat

Thanks Amit for valuable information and time.

Let me explain little more in detail. My Tableau is SSO enabled and working fine within the organisation. As you see the screenshot below of Publish to Tableau Server macro in Alteryx, it asks for Tableau username and Password. Here when i use my AD credentials then it does not work. I changed the server passwords for that user in Tableau and that password is working.

This password is the local password of server and not AD password. I want that my AD credentials should get work in this macro too. Hope that clears the question.

Thanks in Advance

Publish to Tableau Server

SophiaF

Hi @mathurneeyat - at this time, the Publish to Tableau Server macro does not work with SAML authenticated Tableau servers. In order to work with this tool, you would need to have both SAML and local authentication on the same Tableau instance. I would ask your Tableau admin if this is possible.

mathurneeyat

Hi @sofiaF

Do you have any information regarding SAML integration with Alteryx? Is this in Alteryx Development pipeline?

mieszczak

I was actually able to solve the SSO related issue around this process. I modified the macro and deleted the Error check for Password and user id and made password "" using a formula tool in the token area before the sample tool.

It does require user ID - Name@domain type of login

It worked the a charm otherwise.

joshuaburkhow

@mieszczak this sounds cool can you post a screenshot of what you did?

mieszczak

I just got done working with Tableau to resolve this issue with Single Sign on and the Alteryx macro, Publish to Tableau Server.

We upgraded to version 10.5 of Tableau Server (this probably would have worked on a lesser version). Our setup uses Active Directory to set up the single sign on but because it uses SAML it does not synch the password.

That being said, the user password under Account Settings\Settings \Change Password is the key to all of this.

This password is actually your user password and is used for Rest API authentication. In order to test this, we created a local account and mirrored the same project and group permissions and we were able to login to the server using Postman.

This worked and returned a 2 part Token, separated by a pipe "|".

To test our theory, we changed a test users password (Site admins cannot change their own password but can change other site admins password; go figure) to something we could remember and then used the username and new password to send through postman.

It worked! Then we tested with the Publish to Tableau Server macro and bingo!

Hopefully this helps some folks out there.

Hello,

Please can you share with us, the modification you made to solve the problem?

Thank you.

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