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Integrate with Tableau Online

Use JumpCloud SAML Single Sign On (SSO) to give your users convenient but secure access to all their web applications with a single set of credentials. Integrate your JumpCloud account with Tableau Online (Tableau) through an identity management connector. After you connect JumpCloud with Tableau, you can provision, update, and deprovision users in Tableau through your JumpCloud Administrator Portal. Leverage this integration for centralized user lifecycle management and get immediate attribute management of users bound to integrated applications.

Read this article to learn how to integrate Tableau.

Prerequisites

  • A JumpCloud administrator account.
  • JumpCloud SSO Package or higher or SSO à la carte option
  • A Tableau administrator account
  • Your Tableau Online alias
  • Default members must be added to your Tableau groups ahead of time

Important Considerations

  • SSO for Tableau is recommended, not required, prior to creating an Identity Management integration. SSO simplifies the login process for your users and reduces the number of usernames and passwords they have to remember.
  • The Tableau SCIM integration uses SCIM v2 protocol. 
  • If you delete an integrated Tableau application from your Applications list, the application is removed from JumpCloud, but any previously bound users remain active in Tableau. These users will be able log in to Tableau with the password they used prior to enablement of SSO to the Tableau application from your JumpCloud account.
  • If you deactivate the Identity Management on your Tableau application, previously bound users remain active in Tableau and able to authenticate using SSO. No further updates will be made to user accounts via the Identity Management integration
  • If you need to update your token, you must deactivate the IdM integration, update the token, and then reactivate the IdM integration
  • If the site admin’s role changes or the user is removed from the site, the secret token becomes invalid, and another site administrator must generate a new secret token and apply it to the configuration in JumpCloud.
  • If a user’s password expires in JumpCloud, their account becomes suspended and they are deactivated in all applications that have Identity Management configured and, are associated to them. Once the user’s password is updated, the account and previously associated applications are reactivated.
  • Groups are supported

Attribute Considerations

  • A default set of attributes are managed for users. See the Attribute Mappings section for more details
  • Tableau does not support Sync Password functionality. The Password attribute is ignored.
  • The username and primary email attributes must match. 
  • Tableau only supports one primary email.
    • Email addresses that have a ‘+’ in the username are not supported for SSO. The user is successfully created via the SCIM integration. However, the user won’t be able to log in with this type of email address.
  • Tableau sets deactivated user’s roles as Unlicensed. 
  • If SSO is not enabled, new users are prompted to provide a first name, last name, and password when they sign in to Tableau for the first time. First Name and Last Name attributes are not synced to Tableau via SCIM.
  • Display Name is not propagated to Tableau.
  • Display name is set to the SCIM name.formatted value. If first name and last name were not set in JumpCloud, the value is not provided. Tableau will set the display name to the user’s email address. This also applies if only the last name was set in JumpCloud. 

Creating a new JumpCloud Application Integration

  1. Log in to the JumpCloud Admin Portal.
  2. Go to USER AUTHENTICATION > SSO Applications.
  3. Click + Add New Application.
  4. Type the name of the application in the Search field and select it.
  5. Click Next.
  6. In the Display Label, type your name for the application. Optionally, you can enter a Description, adjust the User Portal Image and choose to hide or Show in User Portal.

Note:

If this is a Bookmark Application, enter your sign-in URL in the Bookmark URL field.

  1. Optionally, expand Advanced Settings to specify a value for the SSO IdP URL. If no value is entered, it will default to https://sso.jumpcloud.com/saml2/<applicationname>.

Warning:

The SSO IdP URL is not editable after the application is created. You will have to delete and recreate the connector if you need to edit this field at a later time.

  1. Click Save Application.
  2. If successful, click:
    • Configure Application and go to the next section
    • Close to configure your new application at a later time

Configuring the SSO Integration

To configure Tableau 1

  1. Login to Tableau as an administrator.
  2. Select Settings, then Authentication.
  3. In Authentication types, select Enable an additional authentication method, then select SAML. 
  4. Click Edit Connection. 
  5. Click Export metadata.
  6. Copy the Tableau Online entity ID and the Assertion Consumer Service URL (ACS).
  7. Click Download certificate. 

To configure JumpCloud

  1. Create a new application or select it from the Configured Applications list.
  2. Select the SSO tab.
  3. For the IdP URL, leave the default value or enter a plaintext string unique to this connector.
  4. Optionally, you can upload a service provider application’s XML metadata file to populate SAML connector attributes for that application. The attributes populated by the metadata file may vary by the application. To apply a metadata file for Tableau, click Upload Metadata, then select the Tableau metadata file you downloaded in the previous section. Be aware that if you upload more than one metadata file, you’ll overwrite the attribute values applied in the previously uploaded file. If you upload a metadata file, go to step 10. 
  5. For SP Entity ID, enter the Tableau Online entity ID you collected in To configure Tableau 1.
  6. For ACS URL, enter the Assertion Consumer Service URL (ACS) you collected in To configure Tableau 1.
  7. Click Upload SP Certificate and upload the certificate you downloaded from Tableau in the previous section.
  8. Select save.

Download the JumpCloud metadata file

  1. Find your application in the Configured Applications list and click anywhere in the row to reopen its configuration window.
  2. Select the SSO tab and click Export Metadata.
  3. The JumpCloud-<applicationname>-metadata.xml will be exported to your local Downloads folder.

Tip:

Metadata can also be downloaded from the Configured Applications list. Search for and select the application in the list and then click Export Metadata in the top right corner of the window.

To configure Tableau 2

  1. Back in Tableau, go to Import Metadata File Into Tableau Online, and upload the metadata file that you downloaded from JumpCloud.
  2. Click Apply. The IdP Entity ID and SSO Service URL fields are filled. 
  3. Scroll to Match Attributes. 
  4. In Identity Provider Assertion Name, enter the following:
    1. NameID for Email
    2. FirstName for First name 
    3. LastName for Last name
  5. In the left-hand navigation, go to Users.
  6. To give new user accounts SAML authentication, click Add Users, then follow the prompts for adding new user accounts. Make sure to select Add users for SAML authentication. 
  7. To give existing user accounts SAML authentication, select existing users . Then click the Actions drop down menu, and select Authentication. Select the option for SAML, then click Update. 

Authorizing User SSO Access

Users are implicitly denied access to applications. After you connect an application to JumpCloud, you need to authorize user access to that application. You can authorize user access from the Application Configuration panel or from the Groups Configuration panel. 

To authorize user access from the Application Configuration panel

  1. Log in to the JumpCloud Admin Portal.
  2. Go to USER AUTHENTICATION > SSO Applications, then select the application to which you want to authorize user access.
  3. Select the User Groups tab. If you need to create a new group of users, see Get Started: User Groups.
  4. Select the check box next to the group of users you want to give access.
  5. Click save. 

To learn how to authorize user access from the Groups Configuration panel, see Authorize Users to an SSO Application.

Validating SSO user authentication workflow(s)

IdP-initiated user workflow

  • Access the JumpCloud User Console
  • Go to Applications and click an application tile to launch it
  • JumpCloud asserts the user’s identity to the SP and is authenticated without the user having to log in to the application

SP-initiated user workflow

  • Go to the SP application login – generally, there is either a special link or an adaptive username field that detects the user is authenticated through SSO

Note:

This varies by SP.

  • Login redirects the user to JumpCloud where the user enters their JumpCloud credentials
  • After the user is logged in successfully, they are redirected back to the SP and automatically logged in

Configuring the Identity Management Integration

To configure Tableau

  1. Log in to your Tableau Online business account. 
  2. Go to Settings > Authentication.
  3. Under Automatic Provisioning and Group Synchronization (SCIM), click Enable SCIM.
  4. You will need the Secret and Base URL values.  
  5. Copy the Secret.

Warning:

The Client ID and Secret (token) may only be shown once. Copy them to a secure location, like the JumpCloud Password Manager, for future reference.

To configure JumpCloud

  1. Create a new application or select it from the Configured Applications list.
  2. Select the Identity Management tab.
  3. By default, Group Management is enabled. Deselect Click Enable management of User Groups and Group Membership in this application if you don’t want to provision, manage, and sync groups.
  4. In the Configuration Settings section, click Configure.
    • Base URL: Copy and paste the Base URL from the Tableau admin console. 
    • Token Key: Paste the Secret that you generated from the Tableau admin console.
  5. Click activate. 
  6. You receive a confirmation that the Identity Management integration has been successfully verified and a Public Certificate is created. You can download the certificate from here.
  7. Click save.

Attribute Mappings

The following table lists attributes that JumpCloud sends to the application. See Attribute Considerations for more information regarding attribute mapping considerations. 

Learn about JumpCloud Properties and how they work with system users in our API. 

Tableau User Attributes

JumpCloud Property JumpCloud UI SCIM v2 Mapping Tableau Value
email Company Email emails: value email
email Company Email userName username
firstname/lastname First Name/Last Name name.formatted Not propagated
firstname First Name name.givenName Not propagated
lastname Last Name name.familyName Not propagated

Group Attributes

JumpCloud Property JumpCloud UI Field Name SCIM v2 Mapping Application Value
name Name displayName Name

Group Management Considerations

Enabling Group Management

You must select the Enable management of User Groups and Group Membership in this application option to manage groups and group membership in the application from JumpCloud.

Group Provisioning and Syncing 
  • Empty groups are not created
  • JumpCloud takes over management of existing groups in the application when the user group name in JumpCloud matches the name of the group in the application
  • All user groups associated with the application in JumpCloud are synced. Syncing occurs whenever there is a membership or group change event
  • Group renaming is supported
  • If a user group is disassociated from the application in JumpCloud, syncing immediately stops and the group is left as-is in the application. All members of that user group are deactivated in the application unless they are associated with another active application group that is managed from JumpCloud
Group Deletion
  • Managed groups deleted in JumpCloud are deleted in the application
  • All members of the deleted group are deactivated in the application, unless they are associated with another active application group that is managed from JumpCloud
Disabling Group Management
  • You can disable group and group membership management by unchecking the Enable management of User Groups and Group Membership in this application option
  • The managed groups and group membership are left as-is in the application
  • JumpCloud stops sending group membership information for the user, but the user’s identity will continue to be managed from JumpCloud

Importing Users

This functionality is helpful if users have already been created in the application but have not been created in JumpCloud.

  1. Log in to the JumpCloud Admin Portal.
  2. Go to USER AUTHENTICATION > SSO Applications.
  3. Search for the application and click to open its configuration panel. 
  4. Select the Identity Management tab.
  5. Click manual import.
  6. Select the users you want to create in JumpCloud from the application from the list of users that appear. Users in the list have two import statuses:
    • New – user has not been imported
    • Imported – user has been imported and has an account in JumpCloud

Tip: Try using the New Users-only filter when selecting users to import. This will move all of your new users to the top of the list, making them easier to identify and select.

  1. Click import.
    • If you are importing less than 100 users, your import results will display in real time and you can continue onboarding your users 
    • If you have more than 100 users being imported, JumpCloud will send you an email when your import is complete
  1. You can now connect and grant users access to all their JumpCloud resources. Learn more in the Authorize Users to an Application and Connecting Users to Resources articles.

Warning: Imported users must be members of a user group bound to an application for JumpCloud to manage their identity in, and access to, the application.

SCIM Directory Insights Events

The following Directory Insights (DI) events provide visibility into failures and detailed information about the user and group data being added or updated from HR or other external solutions to JumpCloud.

Note:

Customers with no package or the Device Management Package will need to add the Directory Insights à la carte option. Directory Insights is included in all other packages.

SCIM DI Integration Events

Event Name Event Description
idm_integration_activate Logged when an IT admin attempts to activated new SCIM Identity Management integration.
idm_integration_update Logged when an IT admin attempts to update a configured and activated SCIM Identity Management integration.
idm_integration_reauth Logged when an IT admin attempts to change the credentials for an activated SCIM Identity Management integration.
idm_integration_delete Logged when an IT admin attempts to deactivate an activated SCIM Identity Management integration.

SCIM DI User Events

Event Name Event Description
user_create_provision Logged when JumpCloud tries to create a new user in service provider application.
user_update_provision Logged when JumpCloud tries to update an existing user in service provider application.
user_deprovision Logged when JumpCloud tries to change an existing user to inactive in the service provider application.
user_delete_provision Logged when JumpCloud tries to delete an existing user in service provider application.
user_lookup_provision Logged when JumpCloud encounters an issue when trying to lookup a user to determine if the user needs to be created or updated.

SCIM DI Group Events

Important:

These DI events will only be present if SCIM Groups are supported.

Event Name Event Description
group_create_provision Logged when JumpCloud tries to create a new group in service provider application.
group_update_provision Logged when JumpCloud tries to update an existing group in service provider application.
group_delete_provision Logged when JumpCloud tries to delete an existing group in service provider application.

Removing the Integration

Important:

These are steps for removing the integration in JumpCloud. Consult your SP's documentation for any additional steps needed to remove the integration in the SP. Failure to remove the integration successfully for both the SP and JumpCloud may result in users losing access to the application.

To deactivate the IdM Integration

  1. Log in to the JumpCloud Admin Portal.
  2. Go to USER AUTHENTICATION > SSO Applications.
  3. Search for the application that you’d like to deactivate and click to open its details panel. 
  4. Under the company name and logo on the left hand panel, click the Deactivate IdM connection link.
  5. Click confirm. 
  6. If successful, you will receive a confirmation message.

To deactivate the SSO Integration or Bookmark

  1. Log in to the JumpCloud Admin Portal.
  2. Go to USER AUTHENTICATION > SSO Applications.
  3. Search for the application that you’d like to deactivate and click to open its details panel. 
  4. Select the SSO or Bookmark tab.
  5. Scroll to the bottom of the configuration.
  6. Click Deactivate SSO or Deactivate Bookmark. 
  7. Click save. 
  8. If successful, you will receive a confirmation message.

To delete the application

  1. Log in to the JumpCloud Admin Portal.
  2. Go to USER AUTHENTICATION > SSO Applications.
  3. Search for the application that you’d like to delete.
  4. Check the box next to the application to select it.
  5. Click Delete.
  6. Enter the number of the applications you are deleting
  7. Click Delete Application.
  8. If successful, you will see an application deletion confirmation notification.
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