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Connecting to Tableau with the AtScale Connector

You can use AtScale's branded Tableau connector to connect to Tableau Desktop, Server, and Cloud via SSO.

Note

The AtScale connector enables you to configure SSO with Tableau regardless of the IdP you use.

Prerequisites​

  • You must be on Tableau 2023.1 or higher.

  • If you're connecting to Tableau Server or Cloud, it must be configured as follows:

    • Port 15432 must be open so Tableau can receive data from AtScale.
    • Port 443 must be open to enable token exchange between AtScale and Tableau.
    • TLS must be enabled. For more information, refer to the Tableau documentation.

Configure AtScale to use the Tableau connector​

In order to connect to Tableau via SSO, make the following changes to the AtScale global settings. For instructions, see Configuring Global Settings.

  • tableau.pgwire.client.protocol: Set to atscale_pgwire.
  • tableau.connector.type: Set to atscale_pgwire.
  • tableau.pgwire.authentication: Set to oauth.

Connect to Tableau Desktop​

  1. Download the following files:

  2. Move the PostgreSQL driver to ~/Library/Tableau/Drivers.

  3. Move the AtScale connector to ~/My Tableau Repository/Connectors.

  4. In Design Center, redeploy the catalog you want to connect to, then download its .tds file. For instructions, see Deploying a Catalog.

  5. Open the .tds file.

Tableau opens a window in your browser to authenticate. If it is successful, you can begin working in Tableau Desktop as normal.

Connect to Tableau Server​

  1. On Tableau Server:

    1. Download the following files:

    2. Move the AtScale Posgres connector to C:\Program Files\Tableau\Connectors.

    3. Move the Postgres Driver to C:\Program Files\Tableau\Drivers.

    4. Import the AtScale SSL cert(s) to Tableau Server.

    5. Restart Tableau Server.

  2. Log in to Design Center as an admin user and do the following:

    1. In the sidebar, click Security. The Identity Broker opens.
    2. In the sidebar, click Clients.
    3. Click the atscale-tableau-connector client, then click the Settings tab.
    4. In the Access settings section, locate the Valid redirect URIs field and add a new URI. This should be the URL for Tableau Server, with /auth/add_oauth_token appended.
    5. Click Save.

  3. Log in to the Tableau Server Browser as an admin and do the following:

    1. Go to Settings > General > OAuth Clients Registry.

    2. Click Add OAuth Client and complete the following fields:

      • Connection Type: Select AtScale by AtScale.
      • OAuth Provider: Enter atscale_keycloak.
      • OAuth Instance URL: Enter the URL for AtScale.
      • Client ID: Enter atscale-tableau-connector.
      • Redirect URL: Enter <tableau_server_host>/auth/add_oauth_token.

    3. Click Add OAuth Client.

  4. In Design Center, redeploy the catalog you want to connect to, then download its .tds file. For instructions, see Deploying a Catalog.

  5. Open the .tds file in Tableau Desktop and publish it to Tableau Server.

  6. Log in to Tableau Server and open the workbook.

  7. Log in using your AtScale credentials.

If login is successful, you can begin working in Tableau Server as normal.

Connect to Tableau Cloud​

  1. Log in to Design Center as an admin user and do the following:

    1. In the sidebar, click Security. The Identity Broker opens.
    2. In the sidebar, click Clients.
    3. Click the atscale-tableau-connector client, then click the Settings tab.
    4. In the Access settings section, locate the Valid redirect URIs field and add a new URI. This should be <tableau_server_host>/auth/add_oauth_token.
    5. Click Save.

  2. In Tableau Cloud, add a custom OAuth client for AtScale:

    1. Log in to Tableau Cloud and go to the Settings page.

    2. Under OAuth Clients Registry, click Add OAuth Client.

    3. Complete the following fields:

      • Connection Type: Select Atscale by Atscale.
      • OAuth Instance URL: Enter your AtScale URL.
      • Client ID: Enter atscale-tableau-connector.
      • Client Secret: Leave this field empty.
      • Redirect URL: Enter <tableau_server_host>/auth/add_oauth_token.

    4. Click Save.

  3. In Design Center, redeploy the catalog you want to connect to, then download its .tds file. For instructions, see Deploying a Catalog.

  4. Open the .tds file and enter your AtScale login credentials. Tableau opens a window in your browser to authenticate.

  5. Publish your workbook from Tableau Desktop to Tableau Cloud:

    1. In Tableau Desktop, select your data source.
    2. Click Server > Publish Workbook.
    3. In the dialog, select a Location to publish to and enter a Name for the workbook.
    4. Click Publish.

  6. In the sidebar, click Explore, navigate to the location you published the workbook to, and open it.

  7. Log in using your AtScale credentials.

If login is successful, you can begin working in Tableau Cloud as normal.