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

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 HarperDB 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 HarperDB 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 HarperDB

Set the Server connection property to the hostname or IP address of your HarperDB instance. Set UseSSL to secure connections with TLS/SSL.

Authenticating to HarperDB

The connector supports Basic authentication and token authentication. To authenticate, select the desired authentication method in the AuthScheme property, and set the necessary credentials described below.

Basic

Set AuthScheme to Basic. Set User and Password to a HarperDB user and password.

Token

Set AuthScheme to Token. The connector supports Token authentication through the following schemes:

• Driver managed: Set User and Password to a HarperDB user and password. The driver handles obtaining and refreshing OperationToken and RefreshToken. Encrypted token credentials are stored at CredentialsLocation.
• User managed: Directly specify OperationToken and RefreshToken. The driver does not attempt to refresh or reacquire token credentials after the supplied tokens expire. The supplied tokens are located at CredentialsLocation but do not persist across connections.

The connector also offers the following properties to govern token management in the Driver managed scheme:

• OperationTokenTimeout: this governs how long the driver attempts to use a supplied OperationToken before refreshing it. It should match the setting for operation_token lifetimes in HarperDB. It defaults to the default operation_token lifetime for HarperDB.
• RefreshTokenTimeout: this governs how long the driver attempts to use a supplied RefreshToken before refreshing it. It should match the setting for refresh_token lifetimes in HarperDB. It defaults to the default refresh_token lifetime for HarperDB.

Next Step

See Using the Connector to create data visualizations.