Configure a Connection Profile

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

Authenticating to Cloudant

Cloudant supports three type of authentication:

• Auto (default): the add-in decides how to authenticate you, based on the other connection properties you have set.
• Basic: Basic username/password authentication. Set AuthScheme to Basic.
• OAuth: Performs authentication based on the OAuth standard. Set AuthScheme to OAuth and supply the values for the Cloudant instance APIKey and URL.

IBM Cloudant Legacy

To connect via IBM Cloudant Legacy, ensure that you have a valid IBM Cloudant service credential.

To create an IBM Cloudant service credential:

1. Log in to the IBM Cloud dashboard.
2. Navigate to the Menu icon > Resource List, and open your IBM Cloudant service instance.
3. In the menu, click Service credentials.
4. Click New credential. Cloudant displays a Add new credential window.
5. Enter a name for the new credential.
6. Click Add. Your credentials are added to the Service credentials table.
7. Click Actions > View credentials.
8. Extract the values for User and Password from the JSON file.

Use the values you just obtained to set the User and Password.

Authenticating to a Local Instance

Cloudant supports authenticating to data in local instances from version 1.1.0 and above.

To authenticate to your local instance, set these parameters:

1. Url: The Url of your local instance. For example: http://localhost:8006
2. User: Your username.
3. Password: Your password.

Connection Properties

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

Managing Connections

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

See Also

• Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
• Using the Excel Add-In: Find other ways to interact with Cloudant data, such as using the available CData Excel Functions.