000038081 - Tips for getting Tableau to work with RSA Archer

Document created by RSA Customer Support Employee on Oct 28, 2019
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Article Number000038081
Applies ToRSA Product Set: Archer
RSA Product/Service Type: RSA Archer (On-Premise)
RSA Version/Condition: 6.4x+
IssueTableau is confusing to set up
ResolutionThis document has a step for Tableau and (possibly) needed components, but there are missing points in the Implementation Guide document.
NOTE: If you already have the Connecters directory under your website in inetpub/wwwroot, you do NOT need the Integration package (not an Archer package, just a zip of the Connectors folder)
  1. The first thing to understand is that Tableau DOES NOT work with SSO. You must not be using SSO in order to use it.
  2. You MUST use Chrome. It does not work with IE.
  3. The Contentapi folder in IIS must be set to anonymous
  4. Even though the directions say to start in Tableau, the best success is to start in Chrome with https://yoursite/Connectors/Tableau.aspx, have it take you to the Tableau WDC: Archer Login screen
    User-added image
  5. THEN go to Tableau and the Web connector and do the same and then log in to the same screen INSIDE Tableau

This should successfully log you into Tableau with your Archer Metadata.