Configuring a Connection
After Installing the Connector you can connect and create a Data Source for data in Azure DevOps.
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 Azure DevOps 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 Azure DevOps 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 Azure DevOps
To connect to your Azure DevOps account, navigate to Profile > Organizations to obtain the name of your organization in the account. Set the Organization property to this value.Note: Since table names can exist in multiple catalogs and schemas, when querying a Azure DevOps table, specify the Organization, Catalog, and Schema.
Authenticating to Azure DevOps
Azure DevOps supports both Basic and Azure AD (OAuth-based) authentication.
Basic
When you connect to your Azure DevOps via Basic authentication, you provide both the Organization and a PersonalAccessToken.To generate a personal access token, log in to your Azure DevOps Organization account and navigate to Profile > Personal Access Tokens > New Token. The generated token displays.
Azure AD
Azure AD is Microsoft’s multi-tenant, cloud-based directory and identity management service. It is user-based authentication that requires that you set AuthScheme to AzureAD and set Organization to the name of your Azure DevOps Organization.Authentication to Azure AD over a Web application always requires the creation of a custom OAuth application. For details, see Creating an Azure AD Application.
Desktop Applications
CData provides an embedded OAuth application that simplifies connection to Azure AD from a Desktop application.You can also authenticate from a desktop application using a custom OAuth application. (For further information, see Creating an Azure AD Application.) To authenticate via Azure AD, set these parameters:
- AuthScheme: AzureAD.
-
Custom 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 you defined when you registered your custom OAuth application.
When you connect, the connector opens Azure DevOps's OAuth endpoint in your default browser. Log in and grant permissions to the application.
The connector completes the OAuth process, obtaining an access token from Azure DevOps and using it to request data. 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.
Next Step
See Using the Connector to create data visualizations.