Set up the Tableau spoke

  • Release version: Xanadu
  • Updated August 1, 2024
  • 4 minutes to read

    • Integrate your ServiceNow instance and Tableau Cloud to automate flows and perform actions on the Tableau Cloud application.

    Before you begin

    • Request an Integration Hub subscription.
    • Activate the Tableau spoke.
    • Tableau Cloud Role required: Site administrator

    Procedure

    Use one of the following authentication types to validate ServiceNow instance requests with the Tableau spoke.
    • Personal Access Token (PAT)
    • JSON Web Token (JWT)
    1. Validate ServiceNow instance requests with the Tableau spoke using the PAT authentication type.
      1. Log in to the Tableau Cloud account using admin credentials.
      2. Select your profile icon.
      3. Select My Account Settings.
      4. Scroll down to the Personal Access Tokens section on your profile page.
      5. In the text field, provide a token name.

        For example, Test 1.

      6. Select Create Token.

        The Personal Access Token is generated with a Token name and Secret.

      7. To copy the Personal Access Token Secret, select Copy Secret.
        Important:

        Keep the Personal Access Token Secret at a secure place. You would need it when you create a connection record for Tableau.

    2. Validate ServiceNow instance requests with the Tableau spoke using the JWT authentication type.
      1. Log in to the Tableau Cloud account using admin credentials.
      2. Select your profile icon.
      3. From the left-pane, select Settings.
      4. Select the Connected Apps tab.
      5. On the Connected Apps page, select the Direct Trust option from the New Connected Apps drop-down list.
      6. In the Create Connected App dialog box, fill in the Connected app name, Access level, and Domain allow list details.
      7. Select Create.

        The Connected App that you created gets displayed on the Connected Apps page. By default, the Connected App is inactive.

      8. To enable the Connected App, select the ellipsis icon (Ellipsis icon.) in the Actions column and select Enable.

        The status of the Connected App shows as enabled.

      9. Select the Connected App name.

        Keep the Secret ID and Secret value at a secure place. You would need it when you create a connection record for Tableau.

      10. To copy the Client ID, select Copy Client ID.

        Keep the Client ID at a secure place. You would need it when you create a connection record for Tableau.

    What to do next

    Create a connection and credential for the Tableau spoke

    Create a connection and credential for the Tableau spoke

    Create a connection and credential record for the Tableau Cloud application. The Tableau connection and credential alias uses these credentials to authorize actions.

    Before you begin

    Role required: ServiceNow admin or Tableau Cloud Site administrator

    Register your Tableau Cloud application.
    • If you’re using the Personal Access Token (PAT) authentication type, record the Personal Access Token Secret.
    • If you’re using the JSON Web Token (JWT) authentication type, record the Client ID and Client Secret.

    Procedure

    1. Navigate to All > Connections & Credentials > Connection & Credential Aliases.
    2. Select the TableauCloud record.
      The Connection & Credential Aliases page opens.
    3. Under the Related Links section, select Create New Connection & Credential.
    4. In the dialog box, fill in the fields.
      Table 1. Create Connection and Credential
      Field Description
      Please Enter the Connection Information
      Connection Name Name of the connection.

      This field is automatically set to Tableau Cloud Connection.
      Connection URL The URL used for connecting to the server on which Tableau Cloud is installed.
      Content URL The permanent name of the site to sign in to. The content URL appears in the URL path of Tableau content in your browser address bar after the Tableau Server URL.

      mySite is the content URL in the following example: http://<server or cloud URL>/#/site/mySite/explore.
      Please Enter the Credential Information

      Select the PAT or JWT authentication type. The fields change based on the authentication type that you select.
      Fields for the PAT authentication type
      Token Name The Token name that you provided while setting up the Tableau spoke by using the PAT authentication type.

      For more information, see Set up the Tableau spoke
      Token Secret The Token secret that you copied while setting up the Tableau spoke by using the PAT authentication type.

      For more information, see Set up the Tableau spoke.

      .
      Expiry Interval (sec) Life span of the generated Personal Access Token (PAT).

      Default value: 14400 sec

      Important:
      You mustn't modify the value of this field.
      Fields for the JWT authentication type
      Secret ID The Secret ID that you copied while setting up the Tableau spoke by using the JWT authentication type.

      For more information, see Set up the Tableau spoke.
      Secret Value The Secret Value that you copied while setting up the Tableau spoke by using the JWT authentication type.

      For more information, see Set up the Tableau spoke.
      Username User name, that is, the email address of the authenticated Tableau Cloud user.
      Client ID The Client ID that you copied while setting up the Tableau spoke by using the JWT authentication type.

      For more information, see Set up the Tableau spoke.
      Expiry Interval (sec) Life span of the generated JSON Web Token (JWT).

      Default value: 3600 sec

      Important:
      You mustn't modify the value of this field.
    5. Select Create and Get OAuth Token.

    Result

    A connection and credential record is created in the ServiceNow instance.