Configure a Connection Profile

From the CData ribbon, click Get Data and select From CData Connect connection/s to launch the CData Query window. To setup a new connection, you will have to click the New CData Connect Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

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.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to CData Connect you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

• Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
• Using the Excel Add-In: Find other ways to interact with CData Connect data, such as using the available CData Excel Functions.