Configuring a Connection

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

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 CData Connect 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 CData Connect 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 CData Connect Cloud

Follow these steps to connect to CData Connect Cloud:

AuthScheme: Select OAuth.
Click Test Connection or Sign In to open the OAuth sign in page.
Enter your CData Connect Cloud credentials and sign in.

Connecting to CData Connect Server

Enter following connection properties to connect to CData Connect Server:

AuthScheme: Select Basic.
URL: The REST URL found on the Endpoints page of the Admin Console.
User: A user that you configured in the Connect Server dashboard.
Password: The AuthToken for the chosen user.

Next Step