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Tableau
- 6 Minutes to read
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About this document
This document provides the step-by-step procedure to configure Tableau in SAFE.
Introduction
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
Log in to your Tableau account as Admin.
Click on the Settings icon at the bottom left corner
Click on the Enable personal access tokens option
Click on the Save button
Click on the User profile option on top left corner
Click on the My Account Settings option
Under Personal Access Tokens enter the token name
Click on the Create Token
The system displays the Personal Access Token Secret. Copy and save the Secret to use it while configuring Tableau in SAFE.
It's important to regularly update the API Key in SAFE according to its expiration date.
How to get a Site ID
Run the following curl command to get the site-id.
Copy and save the site-id to be used for onboarding Tableau in SAFE:
Replace the personalAccessTokenName and personAccessTokenSecret using the above captured Token Name and Token Secret
Log in to your Tableau account as Admin.
In the exhibit provided, find the contentUrl highlighted, Copy and save this contentUrl to use it while generating site-id
In the exhibit provided, find the URL highlighted, Copy and save this URL to use it while generating site-id
Use the above captured contentUrl to generate the site-id in below curl request
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
Log in to your SAFE account as Admin.
Click on the Integrations option from the left navigation.
Scroll to find the Tableau integration card or search for Tableau in the search bar.
Hover over the Tableau integration card and click on the Configure button.
Enter the following:
Enter the Auto Sync Frequency.
Click on the Test Connection button.
Once the connection is successful, click on the Save button.
Once the configuration is saved successfully, click on the Sync Now button to trigger an on-demand sync.
Open image-20240322-140946.png
Upon a successful sync, the system pulls the Tableau assets and their findings in SAFE. You can track the status of the sync in the History table.
View Results
Go to the integration homepage
Scroll to find the Tableau integration card or search for Tableau in the search bar.
Click on the Tableau integration card for Finding View and Asset View.
Finding View: This tab displays all the findings details pulled from Tableau.
Asset View: This tab displays all the assets pulled from Tableau.
History
Learn More about Integration History here.
SAFE's Outgoing IP Addresses
Click here to find the outgoing IP addresses of SAFE. All traffic to any integrations in SAFE will see one IP address as the source IP of the incoming connection.