Configuring a Connection
After Installing the Connector you can connect and create a Data Source for data in Teradata.
Setting Up a Data Source
Complete the following steps to connect to the data:
- Under Connect | To a Server, click More....
- Select the data source called Teradata by CData.
- Enter the information required for the connection.
- Click Sign In.
- 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 Teradata 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.
Deploying the Driver
To connect using the CData Tableau Connector for Teradata, you need to add the JAR files for both the CData Tableau Connector for Teradata and the official Teradata JDBC driver to your Java classpath. For example:- cdata.jdbc.teradata.jar
- terajdbc4.jar
- tdgssconfig.jar (Only included and required for versions prior to 16.20.00.13 of the official Teradata JDBC driver)
The connector wraps the official Teradata Database driver; you can connect to the CData Tableau Connector for Teradata using the same connection properties and access the same functionality as the underlying Teradata driver.
Before You Connect
Before you can establish a connection, you must include the official Teradata JDBC Driver .jar file in the same folder as the the CData Tableau Connector for Teradata's .jar file.
Connecting to Teradata
Required Properties
To connect to Teradata, provide the following authentication information and specify the database server name.
- AuthScheme: Set this to either TD2 (default) or LDAP depending on the required authentication mechanism of your Teradata server.
- User: Set this to the user name of a Teradata user.
- Password: Set this to the password of the Teradata user.
- DataSource: Specify the Teradata server name, DBC Name, or TDPID.
- Port: Specify the port the server is running on.
- Database: Specify the database name. If not specified, the connector connects to the default database.
TLS/SSL Configuration
Set EncryptData to ON to encrypt connections with TLS/SSL.
Next Step
See Using the Connector to create data visualizations.