After Installing the Connector you can connect and create a Data Source for data in Basecamp.

Setting Up a Data Source

Complete the following steps to connect to the data:

1. Under Connect | To a Server, click More....
2. Select the data source called Basecamp by CData.
3. Enter the information required for the connection.
4. Click Sign In.
5. If necessary, select a Database and Schema to discover what tables and views are available.

Using the Connection Builder

The connector makes the most common connection properties available directly in Tableau. However, it can be difficult to use if you need to use more advanced settings or need to troubleshoot connection issues. The connector includes a separate connection builder that allows you to create and test connections outside of Tableau.

There are two ways to access the connection builder:

• On Windows, use a shortcut called Connection Builder in the Start menu, under the CData Tableau Connector for Basecamp folder.
• You can also start the connection builder by going to the driver install directory and running the .jar file in the lib directory.

In the connection builder, you can set values for connection properties and click Test Connection to validate that they work. You can also use the Copy to Clipboard button to save the connection string. This connection string can be given to the Connection String option included in the connector connection window in Tableau.

Connecting to Basecamp

In addition to authenticating, set the following connection properties to access Basecamp tables.

• Schema: Set this to "V2" or "V3" to connect to a Basecamp 2 or Basecamp 3 account.
• ProjectId: This is a required parameter for most table operations. You can query the Projects table to obtain this value.

  If you do not specify the ProjectId connection property, the connector will use the first project Id returned from the Projects table in your first authentication to Basecamp.

• AccountId: You can find the AccountId in the URL after you log in to Basecamp in a web browser:
  

  http://basecamp.com/<AccountId>

Authenticating to Basecamp

Basecamp 2 uses basic or OAuth 2.0 authentication. You can use basic authentication to connect to your own account, or you can use OAuth to enable other users to log into their own accounts.

Basecamp 3 requires OAuth 2.0.

Basic

In basic authentication, you use your login credentials to connect. Set the following properties:

• User: This is the username you use to log in to Basecamp.
• Password: This is the password you use to log in to Basecamp.
• AuthScheme: Set this to Basic.

OAuth

AuthScheme must be set to OAuth in all user account flows.

Desktop Applications

CData provides an embedded OAuth application that simplifies OAuth desktop Authentication. Alternatively, you can create a custom application. See Creating a Custom OAuth App for information on creating custom applications and reasons for doing so.

For authentication, the only difference between the two methods is that you must set two additional connection properties when using custom OAuth applications.

After setting the following connection properties, you are ready to connect:

• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• OAuthClientId: (custom applications only) Set to the Client ID in your application settings.
• OAuthClientSecret: (custom applications only) Set to the Client Secret in your application settings.

When you connect, the connector opens the OAuth endpoint in your default browser. Log in and grant permissions to the application. The connector then completes the OAuth process as follows:

• Extracts the access token from the callback URL.
• Obtains a new access token when the old one expires.
• Saves OAuth values in OAuthSettingsLocation so that they persist across connections.

Next Step

See Using the Connector to create data visualizations.