Tableau Server on Windows now includes Tableau Services Manager (TSM), which replaces the Configuration Utility and the command line tool. If you need help for an earlier version of Tableau Server, see the Tableau Help page.
Authentication verifies a user's identity. Everyone who needs to access Tableau Server—whether to manage the server, or to publish, browse, or administer content—must be represented as a user in the Tableau Server identity store. The method of authentication may be performed by Tableau Server (“local authentication”), or authentication may be performed by an external process. In the latter case, you must configure Tableau Server for external authentication technologies such as Kerberos, SSPI, SAML, or OpenID. In all cases, whether authentication takes place locally or is external, each user identity must be represented in the Tableau Server identity store, which is managed by the repository.
Access and management permissions are implemented through site roles. Site roles define which users are administrators, and which users are content consumers and publishers on the server. For more information about administrators, site roles, groups, Guest User, and user-related administrative tasks, see Users and Site Roles for Users.
Note: In the context of authentication, it’s important to understand that users are not authorized to access external data sources through Tableau Server by virtue of having an account on the server. In other words, in the default configuration, Tableau Server does not act as a proxy to external data sources. Such access requires additional configuration of the data source on Tableau Server or authentication at the data source when the user connects from Tableau Desktop.
If the server is configured to use local authentication, then Tableau Server authenticates users. When users sign-in and enter their credentials, either through Tableau Desktop, tabcmd, API, or web client, Tableau Server verifies the credentials.
To enable this scenario, you must first create an identity for each user. To create an identity, you specify a username and a password. To access or interact with content on the server, users must also be assigned a site role. User identities can be added to Tableau Server in the server UI, using tabcmd Commands, or using the REST API.
You can also create groups in Tableau Server to help manage and assign roles to large sets of related user groups (e.g., “Marketing”).
When you configure Tableau Server for local authentication, you cannot set password policies or account lockout on failed password attempts. If you require these account safeguards, then you should use Active Directory or other supported authentication.
External authentication solutions
Tableau Server can be configured to work with a number of external authentication solutions.
NTLM and SSPI
If you configure Tableau Server to use Active Directory during installation, then NTLM will be the default user authentication method.
When a user logs onto Tableau Server from Tableau Desktop or a web client, the credentials are passed through to Active Directory, which then verifies them and sends an access token to Tableau Server. Tableau Server will then manage user access to Tableau resources based on the site roles stored in the repository.
If Tableau Server is installed on a Windows computer in Active Directory, they you may optionally enable automatic logon. In this scenario, Tableau Server will use Microsoft SSPI to automatically sign in your users based on their Windows username and password. This creates an experience similar to single sign-on (SSO). Do not enable SSPI if you plan to configure Tableau Server for SAML, trusted authentication, or for a proxy server. See tsm authentication sspi <commands>.
You can configure Tableau Server to use Kerberos/GSSAPI for Active Directory and OpenLDAP directory solutions. See Kerberos.
You can configure Tableau Server to use SAML (security assertion markup language) authentication. With SAML, an external identity provider (IdP) authenticates the user's credentials, and then sends a security assertion to Tableau Server that provides information about the user's identity.
For more information, see SAML.
OpenID Connect is a standard authentication protocol that lets users sign in to an identity provider (IdP) such as Google. After they've successfully signed in to their IdP, they are automatically signed in to Tableau Server. To use OpenID Connect (OIDC) on Tableau Server, the server must be configured to use the local identity store. Active Directory or LDAP identity stores are not supported with OIDC. For more information, see OpenID Connect.
Using mutual SSL, you can provide users of Tableau Desktop, Tableau Mobile, and other approved Tableau clients a secure, direct-access experience to Tableau Server. With mutual SSL, when a client with a valid SSL certificate connects to Tableau Server, Tableau Server confirms the existence of the client certificate and authenticates the user, based on the user name in the client certificate. If the client does not have a valid SSL certificate, Tableau Server can refuse the connection. For more information, see Configure Mutual SSL Authentication.
Trusted authentication (also referred to as "Trusted tickets") lets you set up a trusted relationship between Tableau Server and one or more web servers. When Tableau Server receives requests from a trusted web server, it assumes that the web server has already handled whatever authentication is necessary. Tableau Server receives the request with a redeemable token or ticket and presents the user with a personalized view which takes into consideration the user’s role and permissions. For more information, see Trusted Authentication.
You can also configure Tableau Server to use OpenLDAP for user authentication. Users are authenticated by submitting their credentials to Tableau Server, which will then attempt to bind to the OpenLDAP instance using the user credentials. If the bind works then the credentials are valid and Tableau Server grants the user a session.
“Binding” is the handshake/authentication step that happens when a client tries to access an LDAP server. Tableau Server does this for itself when it makes various non-authentication related queries (such as importing users and groups).
You can configure the type of bind you want Tableau Server to use when verifying user credentials. Tabaleau Server supports GSSAPI and simple bind. Simple bind passes credentials directly to the OpenLDAP instance. We recommend that you configure SSL to encrypt the bind communication. Authentication in this scenario maybe be provided by the native LDAP solution, or with an external process, like SAML.
Other authentication scenarios
REST API: Signing In and Out (Authentication)
Mobile device authentication: Single sign-on for Tableau Mobile
Data access and source authentication
You can configure Tableau Server to support a number of different authentication protocols to various different data sources. Data connection authentication may be independent of Tableau Server authentication.
For example, you may configure user authentication to Tableau Server with local authentication, while configuring Kerberos delegation, OAuth, or SAML authentication to specific data sources. See Data Connection Authentication.