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

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 Adobe Analytics 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 Adobe Analytics 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 Adobe Analytics

To connect to Adobe Analytics, both the GlobalCompanyId and RSID must be identified. By default, the connector attempts to identify your company and report suite automatically. However, you can also specify these values explicitly:

Global Company Id

The GlobalCompanyId is an optional connection property. If left empty, the connector attempts to automatically detect the Global Company ID. To find the Global Company ID:

1. Locate it in the request URL for the users/me endpoint on the Swagger UI.
2. Expand the users endpoint, then click GET users/me.
3. Click Try it out > Execute.
4. Set the GlobalCompanyId connection property to the Global Company ID shown in the request URL immediately preceding the users/me endpoint.

Report Suite Id

RSID is also an optional connection property. If not set, the driver tries to detect it automatically. To view all of your report suites and their identifiers, go to Admin > Report Suites.

Authenticating to Adobe Analytics

Adobe Analytics uses the OAuth authentication standard. You can authenticate with OAuth integration or Service Account integration.

User Accounts (OAuth)

You must set AuthScheme to OAuth for all user account flows.

NOTE: Adobe authentication via OAuth requires updating your refresh token every two weeks. As an alternative, you can use the OAuthJWT method, but be aware that this method will be deprecated by January 2025. Adobe recommends migrating to the Server-to-Server OAuth method for continued access.

Desktop Applications

CData provides an embedded OAuth application that simplifies OAuth desktop authentication. Alternatively, you can create a custom OAuth application. Review Creating a Custom OAuth App for more information.

Get and Refresh the OAuth Access Token

Set the following properties to connect:

• InitiateOAuth: Set to GETANDREFRESH to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• OAuthClientId (custom applications only): Set to the client Id assigned when you registered your app.
• OAuthClientSecret (custom applications only): Set to the client secret assigned when you registered your app.
• CallbackURL (custom application only): Set to the redirect URI defined when you registered your app. For example: https://localhost:3333

When you connect, the connector opens Adobe Analytics's OAuth endpoint in your default browser. Log in and grant permissions to the application. The connector then completes the OAuth process:

1. The connector obtains an access token from Adobe Analytics and uses it to request data.
2. The OAuth values are saved in the location specified in OAuthSettingsLocation, to persist across connections.

The connector refreshes the access token automatically when it expires.

Service Account

Service accounts have silent authentication, which does not require user authentication in the browser.
You need to create an application for this flow. Review Creating a Custom OAuth App to create and authorize an application. You can then connect to Adobe Analytics data that the service account has permission to access.

Server-to-Server OAuth

Set the AuthScheme to OAuthClient to authenticate with this method.

Set the following properties to connect:

• InitiateOAuth: Set to GETANDREFRESH.
• OAuthClientId: Set to the client Id in your app settings.
• OAuthClientSecret: Set to the client secret in your app settings.

When you connect, the connector completes the OAuth flow for a service account.

1. Retrieves an access token by using the provided OAuthClientId and OAuthClientSecret in a Client Credentials OAuth flow.
2. Saves OAuth values in OAuthSettingsLocation to persist across connections.
3. Requests new access token when the token expires.

JWT OAuth

Set the AuthScheme to OAuthJWT to authenticate with this method.

Note: OAutJWT is currently supported as an AuthScheme, but support ends in January 2025. Adobe recommends migrating to the Server-to-Server OAuth method for continued access.

Set the following properties to connect:

• InitiateOAuth: Set to GETANDREFRESH.
• OAuthClientId: Set to the client Id in your app settings.
• OAuthClientSecret: Set to the client secret in your app settings.
• OAuthJWTCertType: Set to "PUBLIC_KEY_FILE".
• OAuthJWTCert: Set to the path to the .key file you generated.
• OAuthJWTCertPassword: Set to the password of the .key file.
• OAuthJWTIssuer: Set to your Organization ID from the Adobe I/O Console integration in the format org_ident@AdobeOrg. This identifies the organization that was configured for access to the Adobe I/O API.

When you connect, the connector completes the OAuth flow for a service account.

1. Creates and signs the JWT with the claim set required by the connector.
2. Exchanges the JWT for the access token.
3. Saves OAuth values in OAuthSettingsLocation to persist across connections.
4. Submits the JWT for a new access token when the token expires.

Next Step

See Using the Connector to create data visualizations.