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

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 SFTP 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 SFTP 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 CData Tableau Connector for SFTP allows connecting to SFTP servers.

Connecting to an SFTP Server

SFTP can be used to transfer files to and from SFTP servers using the SFTP Protocol. To connect, specify the RemoteHost. SFTP uses the User and Password and public key authentication (SSHClientCert). Choose an SSHAuthMode and specify connection values based on your selection.

Connecting to Data

Set the following connection properties to control the relational view of the file system:

• RemotePath: Set this to the current working directory.
• TableDepth: Set this to control the depth of subfolders to report as views.
• FileRetrievalDepth: Set this to retrieve files recursively and list them in the Root table.

Stored Procedures are available to download files, upload files, and send protocol commands. See Data Model for more on using SQL to interact with the server.

Next Step

See Using the Connector to create data visualizations.