This section shows how to set up ODBC connectivity and configure DSNs on macOS.

Minimum macOS Version

The CData ODBC Driver for Tableau CRM Analytics driver requires macOS Sierra (10.12) or above.

Licensing the Driver

In a terminal, run the following commands to license the driver. To activate a trial, omit the <key> input.

cd "/Applications/CData ODBC Driver for Tableau CRM Analytics/bin"
sudo ./install-license.sh <key>

You'll be prompted for a name and password. These refer to your name and your machine's password.

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.

Uninstalling the Driver

The easiest way to uninstall the driver is to open a terminal and run the included uninstall.sh script, located in the installation directory. For example:

cd "/Applications/CData ODBC Driver for Tableau CRM Analytics"
sudo ./uninstall.sh

Note: The script needs to be run from the installation directory.