Configuring a Connection
The connector comes with a connection builder which allows you to build and test your connection settings outside of Tableau. It also allows you to create a connection string, which can be used to provide options not listed in the connection dialog in Tableau.
Configuring a Connection Builder
There are two ways to access the connection builder:
- On Windows, there will be a shortcut called Connection Builder in the start menu, under the CData UPS Tableau Data Connector folder.
- The connection builder can also be started by going to the driver install directory (by default, C:/Program Files/CData/CData Tableau Connector for UPS and running the .jar file in the lib directory.
In the connection builder, you can set values for connection properties and click the Test Connection button to validate that they work. You can also use the Copy to Clipboard button to save the connection string for use with Tableau.
The CData Tableau Connector for UPS uses five pieces of information in order to authenticate its actions with the UPS service.
- Server: This controls the URL where the requests should be sent. Common testing options for this are: "https://wwwcie.ups.com/ups.app/xml", and "https://wwwcie.ups.com/webservices"
- AccessKey: This is an identifier that is required to connect to a UPS Server. This value will be provided to you by UPS after registration.
- UserId: This value is used for logging into UPS. This value is the one you chose to login with when registering for service with UPS.
- Password: This value is used for logging into UPS. This value is the one you chose to login with when registering for service with UPS.
- AccountNumber: This is a valid 6-digit or 10-digit UPS account number.
- PrintLabelLocation: This property is required to use the GenerateLabels or GenerateReturnLabels stored procedures. This should be set to the folder location where generated labels should be stored.
The Cache Database
Many of the useful task available from UPS require a lot of data. To ensure this data is easy to input and recall later, the CData Tableau Connector for UPS utilizes a cache database to make these requests. You must set the cache connection properties in order to use the CData Tableau Connector for UPS:
- CacheLocation: The path to the cache location, for which a connection will be configured with the default cache provider. For example, C:\users\username\documents\upscache
As an alternative to CacheLocation, set the combination of CacheConnection and CacheProvider to configure a cache connection using a provider separate from the default.
See Getting Data for the next step, which includes authenticating to the UPS APIs.