Tableau

Introduction

This document provides the step-by-step procedure to configure Tableau in SAFE.

SAFE integrates with Tableau and fetches the security misconfiguration of the Tableau account in SAFE.

Prerequisites

• Access required in SAFE:
  • SAFE Admin Access
• Access required in Tableau:
  • Tableau Admin
• Required User Inputs:
  • API Instance URL
  • Personal Access Token Name
  • Personal Access Token Secret
  • Site Name
  • Site ID
• Required Scope:
  • Site Administrator Creator

Generate Connection Details

• How to generate API Token:
  1. Log in to your Tableau account as Admin.
  2. Click on the Settings icon at the bottom left corner.
  3. Click on the Enable personal access tokens option.

  4. Click on the Save button.

• 5. Click on the User profile option on top left corner.
  6. Click on the My Account Settings option.
  7. Under Personal Access Tokens enter the token name.

  8. Click on Create Token.

• 9. The system displays the Personal Access Token Secret. Copy and save the Secret to use it while configuring Tableau in SAFE.

  10. It's important to regularly update the API Key in SAFE according to its expiration date.

• How to get a Site ID:
  1. Run the following curl command to get the site-id.
  2. Copy and save the site-id to be used for onboarding Tableau in SAFE.
  3. Replace the personalAccessTokenName and personAccessTokenSecret using the above captured Token Name and Token Secret.
  4. Log in to your Tableau account as Admin.

  5. In the exhibit provided, find the contentUrl highlighted. Copy and save this contentUrl to use it while generating site-id.

• 6. In the exhibit provided, find the URL highlighted. Copy and save this URL to use it while generating site-id.

• 7. Use the above captured contentUrl to generate the site-id in the curl request below.

curl --location 'https://tableau-server-name.online.tableau.com/api/3.21/auth/signin' \
--header 'Accept: application/json' \
--header 'Content-Type: application/xml' \
--data '<tsRequest> <credentials personalAccessTokenName="<PAT name>" personalAccessTokenSecret="<PAT secret>"> <site contentUrl="<content_url>"/> </credentials> </tsRequest>'

• The system displays the Site ID. Copy and save the Site ID to use it while configuring Tableau in SAFE.

• How to get Site Name:
  • Log in to your Tableau account as Admin.

  • In the exhibit provided, find the Site Name highlighted. Copy and save this Site Name to use it while configuring Tableau in SAFE.

• How to get API URL:
  • Log in to your Tableau account as Admin.

  • In the exhibit provided, find the URL highlighted. Copy and save this API URL to use it while configuring Tableau in SAFE.

Configure Tableau in SAFE

1. Log in to your SAFE account as Admin.
2. Click on the Integrations option from the left navigation.

3. Scroll to find the Tableau integration card or search for Tableau in the search bar.

4. Hover over the Tableau integration card and click on the Configure button.

5. Enter the following parameters:

   • API Instance URL
   • Personal Access Token Name
   • Personal Access Token Secret
   • Site Name
   • Site ID
6. Enter the Auto Sync Frequency.
7. Click on the Test Connection button.

8. Once the connection is successful, click on the Save button.

9. Once the configuration is saved successfully, click on the Sync Now button to trigger an on-demand sync.

10. Upon a successful sync, the system pulls the Tableau assets and their findings into SAFE. You can track the status of the sync in the History table.

View Results

Scroll down to inspect the ingested data subsets using the available reporting panels:

• Finding View: This tab displays all the findings details pulled from Tableau.

• Asset View: This tab displays all the assets pulled from Tableau.

To check sync status and errors for this integration, see Integration History.

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