Tableau Integration Setup

Getting Started

BalkanID recommends creating a separate service account for the purposes of this integration, instead of using personal or employee named accounts.

Requirements:

A token in Tableau has exactly the access of the user who created it, so its recommended to use a token belonging to a Site or Server Administrator.

• Tableau Instance URL - The URL of your Tableau Server or Tableau Cloud instance.

• Site Name - The name of the Tableau site to connect to.

• Personal Access Token Name - The name of the Personal Access Token created in Tableau.

• Personal Access Token Secret - The secret value generated for the Personal Access Token.

Getting the Configuration

1. Open your Tableau Page, and navigate to Settings and search for Personal Access Tokens.

   
2. Now enter a Token name (Personal Access Token Name) and click on Create Token.

   
3. Copy the token and save it. This will be your Personal Access Token Secret. You will have to enter it within the BalkanID application when prompted.

4. For Tableau Instance URL, copy this part of your URL:

   
5. For Site Name, copy this part of your URL:

   

Configure integration within your BalkanID tenant

1. Login to the BalkanID application and switch to the tenant you would like to add your integration to.

2. Head to Integrations > Add Integration, select Tableau.

   

   
3. Set up the Primary Application owner (mandatory) and the Description, if any. Set up Secondary Application Owner(s), if any.

   Select the Extraction Type. From here, you can configure your application using one of the following methods:

   1. Direct integration - Provide your Tableau Instance URL, Site name, Personal access token name and Personal access token secret obtained above to set up a direct connection with BalkanID.

   2. SCIM integration - Provide SCIM server credentials to set up a SCIM connection with BalkanID.

   3. Manual file upload - Upload Entity and Entity Relations through a .CSV file upload. Contact the team for assistance with this.

      
4. Click on next to move onto Optional Configuration.

5. Fill Optional configuration, if required.

   
6. Once you filled in the information, click Save. Your integration is now configured and you will see the status of the integration displayed alongside other integrations on the Integrations page. When data is available, the integration Status will read Connected and the integration Message will read Data available.