Configuring a Connection
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:
- Under Connect | To a Server, click More....
- Select the data source called IBM Cloud Object Storage 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 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.
Connecting to IBM Cloud Object Storage
To connect to IBM Cloud Object Storage data, set these parameters:- InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
- ApiKey: The API key which was noted during setup (see Before You Connect).
- CloudObjectStorageCRN (Optional): The cloud object storage CRN established during setup (see Before You Connect). The connector attempts to retrieve this automatically, but if you have more than one Cloud Object Storage account, we recommend that you specify this explicitly.
When you connect, the connector completes the OAuth process.
- Extracts the access token and authenticates requests.
- Saves OAuth values in OAuthSettingsLocation to be persisted across connections.
Next Step
See Using the Connector to create data visualizations.