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

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 MarkLogic 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 MarkLogic 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 MarkLogic

Picking an API

The CData Tableau Connector for MarkLogic offers access to both the REST and ODBC APIs for MarkLogic. Please see Picking the right API for a discussion on which API is right for your use case.

Connection Details

Regardless of which API you are connecting to, you will need to include the following connection details:

• Server - The server being connected to.
• Database - (Optional) The specific database to connect to.
• Port - (Optional) The specific port to use if the default port for the selected API is not being used default.

Create an ODBC Server

If connecting to the ODBC API, please follow the guide in MarkLogic's official website on how to create an ODBC Server, https://docs.marklogic.com/guide/admin/odbc.

Authenticating to MarkLogic

To authenticate to MarkLogic, specify the following connection properties:

• User - The user to authenticate as.
• Password - The password of the user.

Next Step

See Using the Connector to create data visualizations.