Tableau Connector for Email

Build 24.0.9060

Configuring a Connection

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

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 IMAP 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 Email 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.

The User and Password properties in the Authentication section must be set to valid credentials. The Server must be specified to retrieve emails and the SMTPServer must be specified to send emails.

Deprecation notice for Gmail users

From May 30, 2022, Google no longer supports the use of third-party apps or devices which ask you to sign in to your Google Account using only your username and password. There are alternatives that allow your continued use of our Email drivers to connect to your Google account, which is why Gmail-specific columns, pseudo-columns, and stored procedures are only getting deprecated. We recommend you move to our Gmail drivers that offer more secure methods of authentication.

Next Step

See Using the Connector to create data visualizations.

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