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

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 Microsoft Dynamics NAV 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 Microsoft Dynamics NAV 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 Microsoft Dynamics NAV

Before the connector can connect with Microsoft Dynamics NAV, OData services need to be enabled on the server. Once OData Services are enabled, the connector will be able to query any services that are published on the server.

In addition, specify a Url to a valid Microsoft Dynamics NAV server organization root (e.g. http://MyServer:7048) and a ServerInstance (e.g. DynamicsNAV71). If there is not a Service Default Company for the server, set the Company (e.g. 'CRONUS Canada, Inc.') as well.

In a multitenant installation, specify the tenant Id in Tenant (e.g. 'Cronus1').

Authenticating to Microsoft Dynamics NAV

To authenticate, set the User and Password properties to valid Microsoft Dynamics NAV logon credentials or Windows user credentials. Select the appropriate authentication method in AuthScheme.

Auth Schemes

The available authentication schemes are configured in IIS where Dynamics NAV is hosted. In IIS you can select to enable or disable Digest, Basic, Windows, or Anonymous authentication. Please consult with your Dynamics NAV admin to determine which authentication scheme is appropriate for you. Set AuthScheme to one of the following:

• NEGOTIATE (default) - It is part of the Windows authentication, also known as Kerberos.
• BASIC - Basic authentication.
• DIGEST - Digest authentication.
• NTLM - Part of the Windows authentication.
• NONE - Anonymous authentication.

Next Step

See Using the Connector to create data visualizations.