Configuring a Connection
The connector comes with a connection builder which allows you to build and test your connection settings outside of Tableau. It also allows you to create a connection string, which can be used to provide options not listed in the connection dialog in Tableau.
Configuring a Connection Builder
There are two ways to access the connection builder:
- On Windows, there will be a shortcut called Connection Builder in the start menu, under the CData BlackBaud Raiser's Edge NXT Tableau Data Connector folder.
- The connection builder can also be started 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 the Test Connection button to validate that they work. You can also use the Copy to Clipboard button to save the connection string for use with Tableau.
Connecting to BlackBaud Raiser's Edge NXT
Before establishing a connection, supply the SubscriptionKey, found in the BlackBaud Raiser's Edge NXT Profile.
Authenticating to BlackBaud Raiser's Edge NXT
BlackBaud Raiser's Edge NXT uses the OAuth authentication standard. You can connect to BlackBaud Raiser's Edge NXT without setting any connection properties using the Embedded Credentials.
Alternatively, you can authenticate by Creating a Custom OAuth App to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties.
See Using OAuth Authentication for an authentication guide.
See Getting Data for the next step, which includes authenticating to the BlackBaud Raiser's Edge NXT APIs.