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

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 GP 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 GP 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 GP

To connect set URL to the Web services endpoint; for example, http://{servername}:{port}/Dynamics/GPService. Additionally, set CompanyId to the unique identifier of the company you are connecting to. You can obtain this value by querying the Company table and leaving the property empty.

Authenticating to Microsoft Dynamics GP

The Microsoft Dynamics GP data source supports the following authentication methods:

• Anonymous Authentication
• WS-Security (WSS) Authentication
• Basic Authentication
• NTLM User Authentication
• Digest
• Negotiate (Kerberos)

Anonymous Authentication

In some situations, you can connect to Microsoft Dynamics GP without setting any authentication connection properties. To do so, set the AuthScheme to None, and you are ready to connect.

WS-Security (WSS)

Set the User and Password to connect and set AuthScheme to WSS.

Note: WSS Authentication is the default authentication scheme.

Basic

Set the User and Password to connect and set AuthScheme to Basic.

Windows (NTLM)

Set the Windows User and Password to connect and set AuthScheme to NTLM.

Digest

Set the User and Password to connect and set AuthScheme to Digest.

Kerberos

See Using Kerberos for details on how to authenticate with Kerberos.

Fine Tuning Data Access

The connector returns data summaries by default to save performance. Set LookupIds to true to return details such as line items; however, note that entities must be retrieved one at a time.

Next Step

See Using the Connector to create data visualizations.