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

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 Lakebase 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 Lakebase 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 Lakebase

The following connection properties are required in order to connect to Lakebase.

• Server: The host name or IP of the server hosting the Lakebase database.
• Port (optional): The port of the server hosting the Lakebase database. This property is set to 5432 by default.
• User: The user which will be used to authenticate with the Lakebase server.
• Password: The password which will be used to authenticate with the Lakebase server.
• Database (optional): The database to connect to when connecting to the Lakebase Server. If this is not set, the user's default database will be used.

Authenticating to Lakebase

Standard Authentication

Standard authentication (using the user/password combination supplied earlier) is the default form of authentication.

No further action is required to leverage Standard Authentication to connect.

pg_hba.conf Auth Schemes

There are additional methods of authentication supported by the connector which must be enabled in the pg_hba.conf file on the Lakebase server.

You may find instructions about authentication setup on the Lakebase Server here.

MD5

You can authenticate using MD5 password verification by setting the auth-method in the pg_hba.conf file to md5.

SASL

The connector can authenticate by verifying the password with SASL (particularly, SCRAM-SHA-256).

To use this authentication method, set the auth-method in the pg_hba.conf file to scram-sha-256.

Kerberos

The authentication with Kerberos is initiated by Lakebase Server when the CData Tableau Connector for Lakebase is trying to connect to it. Set up Kerberos on the Lakebase Server to activate this authentication method. Once you have Kerberos authentication set up on the Lakebase server, see Using Kerberos for details regarding how to authenticate with Kerberos by the connector.

Next Step

See Using the Connector to create data visualizations.