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

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 Cloudant 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 Cloudant 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.

Authenticating to Cloudant

Cloudant supports two types of authentication:

• OAuth: Performs authentication based on the OAuth standard. Set AuthScheme to OAuth and supply the values for the Cloudant instance APIKey and URL.
• Basic: Basic username/password authentication. Set AuthScheme to Basic.

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.

Next Step

See Using the Connector to create data visualizations.