Configuring a Connection
After Installing the Connector you can connect and create a Data Source for data in Oracle OCI.
Setting Up a Data Source
Complete the following steps to connect to the data:
- Under Connect | To a Server, click More....
- Select the data source called Oracle OCI by CData.
- Enter the information required for the connection.
- Click Sign In.
- 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 Oracle 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 Oracle OCI
Oracle OCI supports the following connection types:- Oracle Server
- OracleTNS
- LDAP
Oracle Server
After you have added the appropriate libraries to your PATH (as described in Before You Connect), set these properties:- User: The user Id provided for authentication with the Oracle database.
- Password: The password provided for authentication with the Oracle database.
- Port: The port used to connect to the server hosting the Oracle database.
- ServiceName: The service name of the Oracle database. You can obtain this value by querying global_name (select * from global_name) using the Oracle SQL*PLUS command line.
- Server: The host name or IP address of the server hosting the Oracle database.
OracleTNS
To authenticate via OracleTNS, set these properties:- User: The user Id provided for authentication with the Oracle database.
- Password: The password provided for authentication with the Oracle database.
- DataSource: The Oracle Net Services Name, Connect Descriptor (known also as TNS Connect String), or a connection name that identifies the database to which to connect. You should be able to find these values in your tnsnames.ora file.
For example,
DataSource='(DESCRIPTION=(ADDRESS=(protocol_address_information))(CONNECT_DATA= (SERVICE_NAME=service_name)))'
LDAP
To authenticate via the LDAP server, set these properties:- User: The user Id provided for authentication with the Oracle database.
- Password: The password provided for authentication with the Oracle database.
- LDAPUri: The LDAP URI used to connect to the LDAP server.
- LDAPUser: The User account for LDAP server.
- LDAPPassword: The password for the LDAP user.
Your connection string should look similar to this:
LDAPUri=ldap://myldap.com:389/SERVICE_EXMPL,cn=OracleContext,dc=example,dc=com; User=ORACLEUSER; Password=OracleUserPassword;Note that this connection type requires both your Oracle and LDAP usernames and passwords. If your system administrator allows anonymous LDAP logins, your LDAP username and password are not needed.
Next Step
See Using the Connector to create data visualizations.