Power BI Connector for SAP Ariba Procurement

Build 24.0.9060

Creating the Data Source Name

This section describes how to edit the DSN configuration and then authenticate and connect to SAP Ariba APIs.

DSN Configuration

You can use the Microsoft ODBC Data Source Administrator to edit the DSN configuration. Note that the installation process creates a both a user DSN and a system DSN, as described in Installing the Connector.

Note: The connector stores connection information in the Windows registry. To ensure that the connector can write to the registry, either run Power BI as an administrator or use a User DSN for your connection instead of a System DSN.

User DSN

Complete the following steps to edit the DSN configuration:

  1. Select Start > Search, and enter ODBC Data Sources in the Search box.
  2. Choose the version of the ODBC Administrator that corresponds to the bitness of your Power BI Desktop installation (32-bit or 64-bit).
  3. Select the system data source and click Configure.
  4. Edit the information on the Connection tab and click OK.

System DSN

Configure the system DSN the same way as the user DSN, except you will need to switch to the System DSN tab before performing Step 3.

If you're using Power BI's On-Premises Data Gateway with Standard mode, you must use the system DSN.

You must also specify a valid location for OAuthSettingsLocation (a path where OAuth credentials are locally stored to avoid repeated OAuth prompts).

This is because the Standard mode runs on service mode and can only access permitted locations, such as C:\Windows\ServiceProfiles\PBIEgwService\AppData\Local\Microsoft\On-premises data gateway.

Connecting to SAP Ariba

Set the following to connect:

  • ANID: Your Ariba Network ID.
  • API: Specify which API you would like the connector to retrieve SAP Ariba data from. Select the Buyer or Supplier API based on your business role.
  • Environment: The development environment to use when connecting.

Authenticating to SAP Ariba

Authentication to SAP Ariba APIs is handled via OAuth. SAP Ariba's OAuth flow requires no user interaction.

OAuthClient

Set the AuthScheme to OAuthClient.

You need to register an application with the service to obtain the APIKey, OAuthClientId and OAuthClientSecret.

See Creating a Custom OAuth App for information about creating an application.

InitiateOAuth defaults to GETANDREFRESH for the OAuthClient authentication scheme.

Automatic OAuth

Get and Refresh the OAuth Access Token

After setting the following, you are ready to connect:

  • APIKey: The Application key in your app settings.
  • OAuthClientId: The OAuth Client Id in your app settings.
  • OAuthClientSecret: The OAuth Secret in your app settings.

When you connect, the connector automatically completes the OAuth process:

  1. The connector obtains an access token from SAP Ariba and uses it to request data.
  2. The connector refreshes the access token automatically when it expires.
  3. The OAuth values are saved in memory relative to the location specified in OAuthSettingsLocation.

Manual OAuth

Get an OAuth Access Token

Set the following connection properties to obtain the OAuthAccessToken:

  • APIKey: The Application key in your app settings.
  • OAuthClientId: The OAuth Client Id in your app settings.
  • OAuthClientSecret: The OAuth Secret in your app settings.

Then call the GetOAuthAccessToken stored procedure. Set the GrantType input to client_credentials or openapi_2lo (available for legacy users). If not specified, GrantType defaults to client_credentials.

After you have obtained the access and refresh tokens, you can connect to data and refresh the OAuth access token either automatically or manually.

Automatic Refresh of the OAuth Access Token

To have the connector automatically refresh the OAuth access token, set the following on the first data connection.

  • InitiateOAuth: REFRESH.
  • APIKey: The Application key in your app settings.
  • OAuthClientId: The OAuth Client Id in your app settings.
  • OAuthClientSecret: The OAuth Secret in your app settings.
  • OAuthAccessToken: The access token returned by GetOAuthAccessToken.
  • OAuthRefreshToken: The refresh token returned by GetOAuthAccessToken.

Manual Refresh of the OAuth Access Token

The only value needed to manually refresh the OAuth access token when connecting to data is the OAuth refresh token. Use the RefreshOAuthAccessToken stored procedure to manually refresh the OAuthAccessToken after the ExpiresIn parameter value returned by GetOAuthAccessToken has elapsed, then set the following connection properties:

  • APIKey: The Application key in your app settings.
  • OAuthClientId: The OAuth Client Id in your app settings.
  • OAuthClientSecret: The OAuth Secret in your app settings.

Then call RefreshOAuthAccessToken with OAuthRefreshToken set to the OAuth refresh token returned by GetOAuthAccessToken. After the new tokens have been retrieved, open a new connection by setting the OAuthAccessToken property to the value returned by RefreshOAuthAccessToken.

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

Copyright (c) 2024 CData Software, Inc. - All rights reserved.
Build 24.0.9060