After Installing the Connector you can connect and create a Data Source for data in IBM Cloud Object Storage.

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 IBM Cloud Object Storage 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 IBM Cloud Object Storage 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.

Before You Connect

Before you can connect to IBM Cloud Object Storage, you need to register a IBM Cloud Object Storage instance, then find and note your IBM Cloud Object Storage API Key and CRN.

Register a New Instance of Cloud Object Storage

If you do not already have Cloud Object Storage in your IBM Cloud account, you can follow the procedure below to install an instance of SQL Query in your account:

1. Log in to your IBM Cloud account.
2. Navigate to the Cloud Object Storage page, choose a name for your instance and click Create. You will be redirected to the instance of Cloud Object Storage you just created.

API Key

You can obtain your ApiKey as follows:

1. Log in to your IBM Cloud account.
2. Navigate to the Platform API Keys page.
3. On the middle-right corner, click Create an IBM Cloud API Key to create a new API Key.
4. In the pop-up window, specify the API Key name and click Create. Note the API Key as you can never access it again from the dashboard.

Cloud Object Storage CRN

By default, the connector will attempt to automatically determine a Cloud Object Storage CRN. However, if you have multiple accounts, you will need to specify the CloudObjectStorageCRN explicitly. You can obtain this value in one of two ways:

• Query the Services view. This will list your IBM Cloud Object Storage instances along with the CRN for each.
• Locate the CRN directly in IBM Cloud. To do so, navigate to your IBM Cloud Dashboard. In the Resource List, under Storage, select your Cloud Object Storage resource to get its CRN.

Connecting to IBM Cloud Object Storage

You can now set the following to connect to data:

• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• ApiKey: Set this to your API key which was noted during setup.
• CloudObjectStorageCRN (Optional): Set this to your noted cloud object storage CRN. While the connector attempts to retrieve this automatically, specifying this explicitly is recommended if you have more than one Cloud Object Storage account.

When you connect, the connector completes the OAuth process.

1. Extracts the access token and authenticates requests.
2. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.

Next Step

See Using the Connector to create data visualizations.