Configuring a Connection

After Installing the Connector you can connect and create a Data Source for data in Sage Business Cloud Accounting.

Setting Up a Data Source

Complete the following steps to connect to the data:

Under Connect | To a Server, click More....
Select the data source called Sage Business Cloud Accounting by CData.
Enter the information required for the connection.
Click Sign In.
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 Sage Business Cloud Accounting 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 Sage Business Cloud Accounting

Sage Business Cloud Accounting provides embedded OAuth credentials that simplify connection from a Desktop application . To connect from a Web application, you must create a custom OAuth application, as described in Creating a Custom OAuth Application.

To connect via OAuth from all authentication flows, you must set AuthScheme to OAuth.

The following subsections describe how to authenticate to Sage Business Cloud Accounting from the available oauth flows. For information about how to create a custom OAuth application, and why you might want to create one even for auth flows that already have embedded OAuth credentials, see Creating a Custom OAuth Application.

For a complete list of connection string properties available in Sage Business Cloud Accounting, see Connection.

Desktop Applications

CData provides an embedded OAuth application that simplifies authentication at the desktop; that is, in situations where the user is using a local server not connected to the internet.

You can also authenticate from the desktop via a custom OAuth application, which you configure and register at the Sage Business Cloud Accounting console. For further information, see Creating a Custom OAuth Application.

Before you connect, set these properties:

InitiateOAuth: GETANDREFRESH. Used to automatically get and refresh the OAuthAccessToken.
Custom OAuth applications only:
- OAuthClientId: The client Id assigned when you registered your custom OAuth application.
- OAuthClientSecret: The client secret assigned when you registered your custom OAuth application.
- CallbackURL: The redirect URI defined when you registered your custom OAuth application.

When you connect, the connector opens Sage Business Cloud Accounting's OAuth endpoint in your default browser. Log in and grant permissions to the application.

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

Obtains an access token from Sage Business Cloud Accounting and uses it to request data.
Saves the OAuth values in the path specified in OAuthSettingsLocation. These values persist across connections.

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

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