Excel Add-In for Oracle Eloqua Reporting

Build 25.0.9434

Establishing a Connection

Configure a Connection Profile

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

Connecting to OracleEloquaReporting

Oracle Eloqua Reporting supports the following authentication methods:
  • Basic authentication (User and Password)
  • OAuth 2.0 code grant flow
  • OAuth 2.0 password grant flow

Basic Authentication (User and Password)

To perform authentication with a user and password, specify these properties:

  • AuthScheme: Basic.
  • Company: The company name associated with your Oracle Eloqua Reporting account.
  • User: Your login account name.
  • Password: Your login password.

OAuth Authentication (Code Grant Flow)

To authenticate with the OAuth code grant flow, you must set AuthScheme to OAuth and create a custom OAuth application.

The following subsections describe how to authenticate to Oracle Eloqua Reporting from the three most common authentication flows. For information about how to create a custom OAuth application, see Creating a Custom OAuth Application.

Desktop Applications

To authenticate with the credentials for a custom OAuth application, you must get and refresh the OAuth access token. After you do that, you are ready to connect.

Get and refresh the OAuth access token:

When you connect, the add-in opens Oracle Eloqua Reporting's OAuth endpoint in your default browser. Log in and grant permissions to the application.

When the access token expires, the add-in refreshes it automatically.

Automatic refresh of the OAuth access token:

To have the add-in automatically refresh the OAuth access token:

  1. Before connecting to data for the first time, set these connection parameters:
  2. On subsequent data connections, set:

Manual refresh of the OAuth access token:

The only value needed to manually refresh the OAuth access token is the OAuth refresh token.

  1. To manually refresh the OAuthAccessToken after the ExpiresIn period (returned by GetOAuthAccessToken) has elapsed, call the RefreshOAuthAccessToken stored procedure.
  2. Set these connection properties:

  3. Call RefreshOAuthAccessToken with OAuthRefreshToken set to the OAuth refresh token returned by GetOAuthAccessToken.
  4. After the new tokens have been retrieved, set the OAuthAccessToken property to the value returned by RefreshOAuthAccessToken. This opens a new connection.

Store the OAuth refresh token so that you can use it to manually refresh the OAuth access token after it has expired.

OAuth Authentication (Password Grant Flow)

With the OAuth password grant flow, you can use your OAuth application's credentials alongside your user credentials to authenticate without the need to grant permission manually via a browser prompt. You must create an OAuth app (see Creating a Custom OAuth Application) to use this authentication method.

Set the following:

  1. AuthScheme: OAuthPassword
  2. Company: The company's unique identifier.
  3. User: Your login account name.
  4. Password: Your login password.
  5. OAuthClientId: The client Id assigned when you registered your custom OAuth application.
  6. OAuthClientSecret: The client secret assigned when you registered your custom OAuth application.

Connection Properties

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

Managing Connections

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

See Also

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Build 25.0.9434