Excel Add-In for Oracle Eloqua

Build 25.0.9434

Establishing a Connection

Configure a Connection Profile

From the CData ribbon, click Get Data and select From Oracle Eloqua connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Oracle Eloqua Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Authenticating to Oracle Eloqua

Oracle Eloqua supports Basic, OAuth, and OAuth Password authentication.

Basic Authentication

Basic authentication runs over HTTP via SSL to enable users to connect via login.

To use Basic authentication, specify these properties:

OAuth Authentication

The OAuth authentication flow uses authorization tokens to provide limited access to user data without the need to share user passwords. This enhances security and user control.

To enable OAuth authentication from all OAuth flows, you must set AuthScheme to OAuth and create a custom OAuth application.

The following subsections describe how to authenticate to Oracle Eloqua from the three most common authentication flows. For information about how to create a custom OAuth application, see Creating a Custom OAuth Application. For a complete list of connection string properties available in Oracle Eloqua, see Connection.

Desktop Applications

To authenticate with the credentials for a custom OAuth application, you must get and refresh the OAuth access token. After you do that, you are ready to connect.

Get and refresh the OAuth access token:

When you connect, the add-in opens Oracle Eloqua's OAuth endpoint in your default browser. Log in and grant permissions to the application.

When the access token expires, the add-in refreshes it automatically.

Automatic refresh of the OAuth access token:

To have the add-in automatically refresh the OAuth access token:

  1. Before connecting to data for the first time, set these connection parameters:
  2. On subsequent data connections, set:

Manual refresh of the OAuth access token:

The only value needed to manually refresh the OAuth access token is the OAuth refresh token.

  1. To manually refresh the OAuthAccessToken after the ExpiresIn period (returned by GetOAuthAccessToken) has elapsed, call the RefreshOAuthAccessToken stored procedure.
  2. Set these connection properties:

  3. Call RefreshOAuthAccessToken with OAuthRefreshToken set to the OAuth refresh token returned by GetOAuthAccessToken.
  4. After the new tokens have been retrieved, set the OAuthAccessToken property to the value returned by RefreshOAuthAccessToken. This opens a new connection.

Store the OAuth refresh token so that you can use it to manually refresh the OAuth access token after it has expired.

OAuth Password Authentication (OAuth Password Grant)

In the OAuth Password authentication scheme, users provide their username and password directly to the application, which then exchanges these credentials for an access token. This is slightly different from the OAuth authentication flow, which uses authorization tokens to provide limited access to user data without the need to share user passwords.

To enable authentication via OAuth Password, create a custom OAuth application as described in Creating a Custom OAuth Application, then set these properties:

  • AuthScheme: OAuthPassword.
  • Company: The company's unique identifier.
  • User: The login of the authenticating user.
  • Password: The password of the authenticating user.
  • OAuthClientId: The Client ID assigned to the custom OAuth application.
  • OAuthClientSecret: The Client Secret created for your custom OAuth applications.
  • InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid the need to repeat the OAuth exchange and manually set the OAuth access token;.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Oracle Eloqua you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

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Build 25.0.9434