Set up a Tableau connector

ConductorOne provides identity governance for Tableau. Integrate your Tableau instance with ConductorOne to run user access reviews (UARs) and enable just-in-time access requests.

Capabilities

Resource	Sync	Provision
Accounts
Groups
Sites
Licenses
Projects
Workbooks
Views

The Tableau connector supports automatic account provisioning and deprovisioning.

Permission inheritance

Tableau uses a permission inheritance model that affects how access is synced and provisioned:

• Projects with LockedToProject: When a project’s content permissions are set to LockedToProject, workbooks inside that project inherit the project’s permissions and cannot be granted or revoked independently — permissions must be changed at the project level instead.

• Workbooks with showTabs=true: Views (dashboards) inside these workbooks inherit their permissions from the workbook. View-level permissions cannot be granted or revoked independently — attempting to do so returns a clear error. Use the workbook entitlement instead.

• Workbooks with showTabs=false: Views have their own independent permission assignments, which can be granted and revoked directly.

Gather Tableau credentials

Configuring the connector requires you to pass in credentials generated in Tableau. Gather these credentials before you move on.

A user with the Server Administrator role in Tableau Server or Site Administrator in Tableau Cloud must perform this task.

To work with the Tableau APIs, you’ll need either an installation of Tableau Server or membership in the Tableau Developer Program, which grants you a personal Tableau Cloud sandbox.

Generate a Personal Access Token

1. Sign into Tableau Server or Tableau Cloud.

2. In the menu bar at the top of the page, click your profile image or initials and select My Account Settings from the menu.

3. In the Personal Access Tokens area of the page, enter a name for your new token (such as “ConductorOne integration”) and then click Create.

4. Carefully copy and save the newly generated token and its name.

Locate your server path and site ID

1. Locate your server path, which is the base URL for your Tableau server.

2. Locate your site ID, which is the value that appears after /site/ in the full URL for your Tableau instance.

   Examples:

   For a Tableau Server instance with the URL http://SampleServer#/site/SecurityTeam/projects, the server path is SampleServer and the site ID is SecurityTeam.

   For a Tableau Cloud instance with the URL https://10ay.online.tableau.com#/site/MarketingTeam/workbooks, the server path is 10ay.online.tableau.com and the site ID is MarketingTeam.

   That’s it! Next, move on to the connector configuration instructions.

Configure the Tableau connector

To complete this task, you’ll need:

• The Connector Administrator or Super Administrator role in ConductorOne
• Access to the set of Tableau credentials generated by following the instructions above

Cloud-hosted

Follow these instructions to use a built-in, no-code connector hosted by ConductorOne.

1. In ConductorOne, navigate to Integrations > Connectors and click Add connector.

2. Search for Tableau and click Add.

3. Choose how to set up the new Tableau connector:

   • Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with ConductorOne)

   • Add the connector to a managed app (select from the list of existing managed apps)

   • Create a new managed app

4. Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of ConductorOne users. Setting multiple owners is allowed.

   If you choose someone else, ConductorOne will notify the new connector owner by email that their help is needed to complete the setup process.

5. Click Next.

6. Find the Settings area of the page and click Edit.

7. Enter the site ID and server path into the Site ID and Server path fields.

8. Enter the name of the personal access token into the Access token name field.

9. Enter the personal access token value into the Access token secret field.

10. Click Save.

11. The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.

That’s it! Your Tableau connector is now pulling access data into ConductorOne.

Self-hosted

Follow these instructions to use the Tableau connector, hosted and run in your own environment.

When running in service mode on Kubernetes, a self-hosted connector maintains an ongoing connection with ConductorOne, automatically syncing and uploading data at regular intervals. This data is immediately available in the ConductorOne UI for access reviews and access requests.

Resources

• Official download center: For stable binaries (Windows/Linux/macOS) and container images.

• GitHub repository: Access the source code, report issues, or contribute to the project.

Step 1: Set up a new Tableau connector

1. In ConductorOne, navigate to Integrations > Connectors > Add connector.

2. Search for Baton and click Add.

3. Choose how to set up the new Tableau connector:

   • Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with ConductorOne)

   • Add the connector to a managed app (select from the list of existing managed apps)

   • Create a new managed app

4. Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of ConductorOne users. Setting multiple owners is allowed.

   If you choose someone else, ConductorOne will notify the new connector owner by email that their help is needed to complete the setup process.

5. Click Next.

6. In the Settings area of the page, click Edit.

7. Click Rotate to generate a new Client ID and Secret.

   Carefully copy and save these credentials. We’ll use them in Step 2.

Step 2: Create Kubernetes configuration files

Create two Kubernetes manifest files for your Tableau connector deployment:

Secrets configuration

# baton-tableau-secrets.yaml
apiVersion: v1
kind: Secret
metadata:
  name: baton-tableau-secrets
type: Opaque
stringData:
  # ConductorOne credentials
  BATON_CLIENT_ID: <ConductorOne client ID>
  BATON_CLIENT_SECRET: <ConductorOne client secret>
  
  # Tableau credentials
  BATON_ACCESS_TOKEN_NAME: <Name of the Tableau access token>
  BATON_ACCESS_TOKEN_SECRET: <Tableau access token>
  BATON_SERVER_PATH: <Base URL for your Tableau server>
  BATON_SITE_ID: <Tableau site ID>

  # Optional: include if you want ConductorOne to provision access using this connector
  BATON_PROVISIONING: true

See the connector’s README or run --help to see all available configuration flags and environment variables.

Deployment configuration

# baton-tableau.yaml
apiVersion: apps/v1
kind: Deployment
metadata:
  name: baton-tableau
  labels:
    app: baton-tableau
spec:
  selector:
    matchLabels:
      app: baton-tableau
  template:
    metadata:
      labels:
        app: baton-tableau
        baton: true
        baton-app: tableau
    spec:
      containers:
      - name: baton-tableau
        image: ghcr.io/conductorone/baton-tableau:latest
        imagePullPolicy: IfNotPresent
        env:
        - name: BATON_HOST_ID
          value: baton-tableau
        envFrom:
        - secretRef:
            name: baton-tableau-secrets

Step 3: Deploy the connector

1. Create a namespace in which to run ConductorOne connectors (if desired), then apply the secret config and deployment config files.

2. Check that the connector data uploaded correctly. In ConductorOne, click Apps. On the Managed apps tab, locate and click the name of the application you added the Tableau connector to. Tableau data should be found on the Entitlements and Accounts tabs.

That’s it! Your Tableau connector is now pulling access data into ConductorOne.