Linux DSN Configuration
This section describes how to set up ODBC connectivity and configure DSNs on several Linux distributions: Debian-based systems, like Ubuntu, and Red Hat Linux platforms, like Red Hat Enterprise Linux (RHEL), CentOS, and Fedora.
Minimum Linux Versions
Here are the minimum supported versions for Red Hat-based and Debian-based systems:
OS | Min. Version |
Ubuntu | 11.04 |
Debian | 7 |
RHEL | 6.9 |
CentOS | 6.9 |
Fedora | 13 |
SUSE | 12.1 |
Installing the Driver Dependencies
Run the following commands as root or with sudo to install the necessary dependencies:
- Debian/Ubuntu:
apt-get install libc6 libstdc++6 zlib1g libgcc1
- RHEL/CentOS/Fedora:
yum install glibc libstdc++ zlib libgcc
Here are the corresponding libraries required by the driver:
Debian/Ubuntu Package | RHEL/CentOS/Fedora Package | File |
libc6 | glibc | linux-vdso.1 |
libc6 | glibc | libm.so.6 |
libc6 | glibc | librt.so.1 |
libc6 | glibc | libdl.so.2 |
libc6 | glibc | libpthread.so.0 |
libc6 | glibc | libc.so.6 |
libc6 | glibc | ld-linux-x86-64.so.2 |
libstdc++6 | libstdc++ | libstdc++.so.6 |
zlib1g | zlib | libz.so.1 |
libgcc1 | libgcc | libgcc_s.so.1 |
Installing the Driver
You can use standard package management systems to install the driver.
On Debian-based systems, like Ubuntu, run the following command with root or sudo:
dpkg -i /path/to/driver/setup/TableauCRMODBCDriverforUnix.deb
On systems that support the RPM package format, run the following command with root or sudo:
rpm -ivh /path/to/driver/TableauCRMODBCDriverforUnix.rpm
Licensing the Driver
Run the following commands to license the driver. To activate a trial, omit the <key> input.
cd /opt/cdata/cdata-odbc-driver-for-tableaucrm/bin/
sudo ./install-license.sh <key>
Connecting through the Driver Manager
The driver manager loads the driver and passes function calls from the application to the driver. You need to register the driver with the driver manager and you define DSNs in the driver manager's configuration files.
The driver installation registers the driver with the unixODBC driver manager and creates a system DSN. The unixODBC driver manager can be used from Python and from many other applications. Your application may embed another driver manager.
Creating the DSN
See Using unixODBC to install unixODBC and configure DSNs. See Using the DataDirect Driver Manager to create a DSN to connect to OBIEE, Informatica, and SAS.
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:
- Log in to Salesforce.com.
- 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.
- Enter a name to be displayed to users when they log in to grant permissions to your app, along with a contact Email address.
- 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
- Enable Use digital signatures.
- Upload your certificate.
- Select the scope of permissions that your app should request from the user.
- 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.
Refreshing OAuth Values
The driver can refresh the temporary OAuth access tokens obtained during the browser-based OAuth authentication exchange. By default, the driver saves the encrypted tokens in the odbc.ini file corresponding to the DSN. Access to this odbc.ini file can be restricted in the case of System DSNs.
To enable the automatic token exchange, you can give the driver write access to the system odbc.ini.
Installing Dependencies for OAuth Authentication
The OAuth authentication standard requires the authenticating user to interact with Tableau CRM, using a web-browser. If the first OAuth interaction is to be done on the same machine the driver is installed on, for example, a desktop application, the driver needs access to the xdg-open program, which opens the default browser.
To satisfy this dependency, install the corresponding package with your package manager:
Debian/Ubuntu Package | RHEL/CentOS/Fedora Package | File |
xdg-utils | xdg-utils | xdg-open |
Set the Driver Encoding
The ODBC drivers need to specify which encoding to use with the ODBC Driver Manager. By default, the CData ODBC Drivers for Unix are configured to use UTF-16 which is compatible with unixODBC, but other Driver Managers may require alternative encoding.
Alternatively, if you are using the ODBC driver from an application that uses the ANSI ODBC API it may be necessary to set the ANSI code page. For example, to import Japanese characters in an ANSI application, you can specify the code page in the config file '/opt/cdata/cdata-odbc-driver-for-tableaucrm/lib/cdata.odbc.tableaucrm.ini':
[Driver]
AnsiCodePage = 932