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

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 SAP Concur 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 SAP Concur 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 SAP Concur

SAP Concur supports OAuth authentication only. To enable this authentication from all OAuth flows, you must set AuthScheme to OAuth, and you must create a custom OAuth application.

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:

• InitiateOAuth: GETANDREFRESH. Used to automatically get and refresh the OAuthAccessToken.
• OAuthClientId: The client Id assigned when you registered your application.
• OAuthClientSecret: The client secret that was assigned when you registered your application.
• CallbackURL: The redirect URI that was defined when you registered your application.

When you connect, the connector opens SAP Concur's OAuth endpoint in your default browser. Log in and grant permissions to the application.

After you grant permissions to the application, the connector then completes the OAuth process:

1. The connector obtains an access token from SAP Concur and uses it to request data.
2. The OAuth values are saved in the path specified in OAuthSettingsLocation. These values persist across connections.

When the access token expires, the connector refreshes it automatically.

Note: For information about OAuth grant types, and how Desktop client applications call the OAuth2 endpoint to obtain a token, see "Desktop Authentication Grant Types", later in this chapter.

Desktop Authentication Grant Types

In order to obtain a token, the client application needs to call the Oauth2 endpoint using various grants, depending on the authentication scenarios required. The supported scenarios from our driver are CODE and PASSWORD grant type.

CODE

CODE is the default OAuthGrantType. In addition to the variables already described above, using the CODE grant type requires you to set the following additional variables:

• UseSandbox: If you are authenticating via an implementation server, set this to True.
• Region: The region of geolocation, received along with the other credentials. Possible values are EU for Europe, CN for China and US (default).

PASSWORD

The PASSWORD grant can be used with a Desktop application, when there is a trust relationship between the user and the application.

In addition to the variables already described above, using the PASSWORD grant type requires you to set the following additional variables:

• AuthScheme: OAuthPassword.
• Username: The username or userId.
• Password: The user's password.
• UseSandbox: If you are authenticating using an implementation server, set this to True.

Company-Level Authentication

Company is a top-level principal within the SAP Concur platform. You can obtain an access token and a refresh token on a Company's behalf the same way you can do it for a User.

After creating an custom OAuth application as described in Creating a Custom OAuth Application, you must generate a Company Request Token. If the Company Request Token Tool is available, you can use that. Otherwise, you must contact the SAP Concur support team for generating the Company Request Token.

After the Company Request Token is generated successfully, the request token tool displays the Company UUID and the Company Request Token. Save these values for later use.

In addition to the variables already described above, using company-level authentication, using the CODE grant type requires you to set the following additional variables:

• AuthScheme: CompanyLevelAuth.
• CompanyId: The Company's unique identifier.
• CompanyRequestToken: The generated Company Request Token.
• UseSandbox: If you are authenticating using an implementation server, set this to True.

Using the SAP Concur Login ID Variable

Login ID (the user's login ID) can be used if the user account associated with the OAuth 2.0 access token has a Concur account with one of the following roles:

• Web Services Administrator for Professional
• Can Administer for Standard

Setting Login ID to ALL retrieves information for all accounts that support the Login ID argument.

Next Step

See Using the Connector to create data visualizations.