Using the Microsoft ODBC Data Source Administrator

You can use the Microsoft ODBC Data Source Administrator to edit the DSN configuration. Note that the DSN is created during the installation process.

Complete the following steps to edit the DSN configuration:

1. Select Start > Search, and enter ODBC Data Sources in the Search box.
2. Choose the version of the ODBC Administrator that corresponds to the bitness of your application (32-bit or 64-bit).
3. Click the System DSN tab.
4. Select the system data source and click Configure.
5. Edit the information on the Connection tab and click OK.

Note: For .NET Framework 4.0, the driver distributes Microsoft Visual C++ 2015-2022 Redistributable. For .NET Framework 3.5, the driver distributes Microsoft Visual C++ 2008 Redistributable.

Tableau CRM uses the OAuth 2 authentication standard. You will need to obtain the OAuthClientId and OAuthClientSecret by registering an app with Tableau CRM. See our authentication guide in Connecting to Tableau CRM.

OAuthJWT Certificates

Set the AuthScheme to OAuthJWT.

OAuthJWT

To obtain the OAuthJWT consumer key:

1. Log in to Salesforce.com.
2. From Setup, enter Apps in the Quick Find box and then click the link to create an app. In the Connected Apps section of the resulting page, click New.
3. Enter a name to be displayed to users when they log in to grant permissions to your app, along with a contact Email address.
4. Click Enable OAuth Settings and enter a value in the Callback URL box. Set this value only to create the Connected App as it is required. It will not actually be needed for this type of authentication. The Callback URL is in the format:
   

   http://localhost:8019/src/oauthCallback.rst

5. Enable Use digital signatures.
6. Upload your certificate.
7. Select the scope of permissions that your app should request from the user.
8. Click your app name to open a page with information about your app. The OAuth consumer key is displayed.

After creating your OAuth Application, set the following connection properties:

• AuthScheme: Set to OAuthJWT.
• InitiateOAuth: Set to GETANDREFRESH.
• OAuthJWTCert: Set this to the JWT Certificate store.
• OAuthJWTPassword: Set this to the Password of the JWT Certificate store.
• OAuthJWTIssuer: Set this to the OAuth Client ID.
• OAuthJWTCertType: Set this to the type of the certificate store specified by OAuthJWTCert.

Note: This flow never issues a refresh token.