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

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 Couchbase 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 Couchbase 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 Couchbase

To connect to data, set the Server property to the hostname or IP address of the Couchbase server(s) you are authenticating to.

If your Couchbase server is configured to use SSL, you can enable it either by using an https URL for Server (like https://couchbase.server), or by setting the UseSSL property to True.

Couchbase Analytics

By default, the connector connects to the N1QL Query service. In order to connect to the Couchbase Analytics service, you will also need to set the CouchbaseService property to Analytics.

Couchbase Cloud

Set the following to connect to Couchbase Cloud:

• AuthScheme: Set this to Basic.
• ConnectionMode: Set this to Cloud.
• DNSServer: Set this to a DNS server. In most cases, this should be a public DNS service like 1.1.1.1 or 8.8.8.8.
• SSLServerCert: Set this to the TLS/SSL certificate to be accepted from the server. Any other certificate that is not trusted by the machine is rejected. Alternatively, set "*" to accept all certificates.

Authenticating to Couchbase

The connector supports several forms of authentication. Couchbase Cloud only accepts Standard authentication, while Couchbase Server accepts Standard authentication, client certificates, and credentials files.

Standard Authentication

To authenticate with standard authentication, set the following:

• AuthScheme: Set this to Basic.
• User: The user authenticating to Couchbase.
• Password: The password of the user authenticating to Couchbase.

Client Certificates

The connector supports authenticating with client certificates when SSL is enabled. To use client certificate authentication, set the following properties:

• AuthScheme: Set this to SSLCertificate.
• SSLClientCertType: The type of client certificate set within SSLClientCert.
• SSLClientCert: The client certificate in the format given by SSLClientCertType.
• SSLClientCertPassword (optional): The password of the client certificate, if it is encrypted.
• SSLClientCertSubject (optional): The subject of the client certificate, which, by default, is the first certificate found in the store. This is required if more than one certificate is available in the certificate store.

Credentials File

You can also authenticate using using a credentials file containing multiple logins. This is included for legacy use and is not recommended when connecting to a Couchbase Server that supports role-based authentication.

• AuthScheme: Set this to CredentialsFile.
• CredentialsFile: The path to the credentials file. Refer to Couchbase's documentation for more information on the format of this file.

Next Step

See Using the Connector to create data visualizations.