Tableau spoke

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Tableau spoke

    The Tableau spoke enables ServiceNow customers to view and analyze software subscription usage data to reclaim stale Tableau licenses. It offers automated actions that integrate Tableau Cloud management directly within ServiceNow, helping optimize license utilization and streamline user management.

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    Key Features

    • Automated Actions: Perform tasks such as retrieving users from Tableau Cloud, revoking user licenses, and obtaining access tokens for API authentication.
    • User Role Management: Control access with a dedicated Tableau Admin role to manage Tableau Cloud connections securely.
    • Integration Requirements: Requires a Tableau Cloud account with Site Administrator role and authentication via JSON Web Token (JWT), Connected App, or Personal Access Token (PAT).
    • Dependency Management: Installation depends on several ServiceNow plugins including IntegrationHub Runtime, REST Action Step, Workflow Studio Dynamic Inputs, Complex Object, and Data Stream Action Template.
    • Connection Handling: Uses Integration Hub aliases to manage credentials and connection profiles efficiently across multiple environments without repeated configuration.

    Key Outcomes

    • Automate Tableau license and user management tasks to reduce manual effort and improve governance of software subscriptions.
    • Enable ServiceNow administrators to maintain up-to-date access control and license allocation within Tableau Cloud directly from the ServiceNow platform.
    • Ensure seamless integration and secure authentication with Tableau Cloud APIs using supported authentication mechanisms.
    • Simplify maintenance and scalability of integrations through credential aliasing and dependency management.

    The Tableau spoke provides actions to view and analyze meaningful usage data for software subscriptions so that you can reclaim stale licenses.

    Request apps on the Store

    Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.

    Integration Hub subscription

    This spoke requires an Integration Hub subscription. For more information, see Legal schedules - IntegrationHub overview.

    Supported versions

    This spoke was built for Tableau API version v3.21, but might be compatible with later versions.

    Spoke requirements

    • Tableau Cloud account
    • Tableau Cloud Role required: Site administrator
    • JSON Web Token (JWT) Connected App or Personal access token (PAT) to authenticate the ServiceNow instance.

    Spoke dependencies

    If you’re having trouble installing the app, ensure that these dependent plugins are installed:
    • ServiceNow IntegrationHub Runtime (com.glide.hub.integration.runtime)
    • ServiceNow IntegrationHub Action Step - REST (com.glide.hub.action_step.rest)
    • ServiceNow Workflow Studio - Dynamic Inputs (com.glide.hub.dynamic_inputs)
    • Complex Object (com.glide.cobject)
    • ServiceNow IntegrationHub Action Template - Data Stream (com.glide.hub.action_type.datastream)
    Note:
    Some of these plugins are licensable features and require appropriate licenses, if used outside the spoke implementation.

    Spoke actions

    The Tableau spoke provides actions to automate Tableau tasks when events occur in your ServiceNow instance. Available actions include:

    Category Action Description
    User Management Look up Users Stream Retrieves users from the Tableau Cloud application.
    Remove User Revokes a user license in the Tableau Cloud application.
    Organization Management Get Access Token Gets the access token to authenticate the API calls.

    Spoke user roles

    The Tableau spoke provides the following user role to control access to data:
    User role Description
    Tableau Admin (sn_tableau_spoke.tableau_admin) Creates connections for the Tableau Cloud application.

    Connection and credential alias requirements

    Integration Hub uses aliases to manage connection and credential information, and OAuth credentials. Using an alias eliminates the need to configure multiple credentials and connection information profiles when using multiple environments. If the connection or credential information changes, you don't need to update any actions that use the connection.

    For more information about setting up the spoke, see Set up the Tableau spoke.