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

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 Greenplum 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 Greenplum 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 Greenplum

To connect to Greenplum, set the Server, Port (the default port is 5432), and Database connection properties and set the User and Password you want to use to authenticate to the server. If the Database property is not specified, the connector connects to the user's default database (it is the same name as the user).

Authenticating to Greenplum

The CData Tableau Connector for Greenplum supports the md5, password, Kerberos and SASL (particulary, SCRAM-SHA-256) authentication methods.

The specific authentication method is setup in the pg_hba.conf file on the Greenplum Server. You can find instructions about authentication setup on the Greenplum Server here. The md5, password and SASL authentication methods do not require additional setup by the CData Tableau Connector for Greenplum.

Kerberos

The Greenplum Server initiates authentication with the Kerberos Server when the CData Tableau Connector for Greenplum attempts a connection. You need to setup Kerberos on the Greenplum Server to activate this authentication method. After you have Kerberos authentication setup on the Greenplum Server, see Using Kerberos for details on how to authenticate with Kerberos by the connector.

Next Step

See Using the Connector to create data visualizations.