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:

1. Under Connect | To a Server, click More....
2. Select the data source called CData Connect 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 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.

Establishing a Connection

Connecting to CData Connect Cloud

CData Connect Cloud supports two ways to authenticate: OAuth and ClientJWT.

OAuth Authentication

Use OAuth authentication when you want users to authenticate interactively via their CData Connect Cloud credentials. To configure OAuth authentication, set the following in the Admin Console:

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

ClientJWT Authentication

Use ClientJWT authentication when your application needs to connect using a pre-signed JWT token. This method is commonly used in OEM deployments or automated workflows. To configure ClientJWT authentication, set the following connection properties in the Admin Console:

• AuthScheme: ClientJWT.
• ClientJWTCert: Path to the certificate file used to sign the JWT.
• ClientJWTCertType: Format of the certificate file (PEM or PFX).
• ClientJWTCertPassword: Password for the certificate file (if applicable).
• ClientJWTIssuer: The OEM's account ID.
• ClientJWTSubject: The customer's account ID.
• ClientJWTValidityTime (optional): Expiry duration of the JWT in seconds. Default is 3600.

Connecting to CData Connect Server

To connect to CData Connect Server, set the following connection properties in the Admin Console:

• AuthScheme: 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

See Using the Connector to create data visualizations.