After Installing the Connector you can connect and create a Data Source for data in HubDB.

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 HubDB 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 HubDB 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 HubDB

There are two authentication methods available for connecting to HubDB data source: OAuth Authentication with a public HubSpot application and authentication with a Private application token.

OAuth

AuthScheme must be set to OAuth in all OAuth flows. The following OAuth flows assume you have done so.

Desktop Applications

You must create a custom OAuth application to connect. See Creating a Custom OAuth App a procedure.

Get and Refresh the OAuth Access Token

After setting the following, you are ready to connect:

• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• OAuthClientId: Set this to the client Id assigned when you registered your application.
• OAuthClientSecret: Set this to the client secret assigned when you registered your application.
• CallbackURL: Set this to the redirect URI defined when you registered your application.

When you connect, the connector opens HubDB's OAuth endpoint in your default browser. Log in and grant permissions to the application. The connector then completes the OAuth process:

1. The connector obtains an access token from HubDB and uses it to request data.
2. Extracts the access token from the callback URL and authenticates requests.
3. Saves OAuth values in the location specified in OAuthSettingsLocation. These values persist across connections.

The connector refreshes the access token automatically when it expires.

Private App

To connect using a Hubspot private application token, set the AuthScheme property to PrivateApp.

You can generate a private application token by following the steps below:

1. In your HubDB account, click the settings icon (the gear) in the main navigation bar.
2. In the left sidebar menu, navigate to Integrations > Private Apps.
3. Click Create private app.
4. On the Basic Info tab, configure the details of your application (name, logo, and description).
5. On the Scopes tab, select Read or Write for each scope you want your private application to be able to access.
   • A minimum of hubdb and crm.objects.owners.read is required to access tables.
6. After you are done configuring your application, click Create app in the top right.
7. Review the info about your application's access token, click Continue creating, and then Show token.
8. Click Copy to copy the private application token.

To connect, set PrivateAppToken to the private application token you retrieved.

Next Step

See Using the Connector to create data visualizations.