Configuring a Connection

After Installing the Connector you can connect and create a Data Source for data in Sage X3 Cloud.

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 Sage X3 Cloud 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 Sage X3 Cloud 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.

Authenticating to Sage X3 Cloud

Sage X3 Cloud uses OAuth 2.0 Client Credentials flow for authentication. An X-API-Key is also required for API access. Set AuthScheme to OAuth.

Setting Up Authentication

To authenticate, specify these connection properties:

OAuthAccessTokenUrl: The OAuth token endpoint (for example, https://your-auth-domain/oauth/token).
OAuthClientId: Your OAuth application client ID.
OAuthClientSecret: Your OAuth application client secret.
Audience: The API audience value for the token request.
XAPIKey: The X-API-Key provided by your Sage X3 Cloud administrator.
URL: The base URL of your Sage X3 Cloud instance.
Folder: The Sage X3 folder name (for example, SEED). This folder is used as the default schema.
Folders: An optional comma-separated list of Sage X3 folders (for example, SEED,PERF). Each folder is exposed as a separate schema, allowing you to query tables across multiple folders using the Schema.Table syntax. When this property is not set, only the folder specified in Folder is available.

The connector automatically obtains an access token using the Client Credentials flow and includes it with the X-API-Key in all API requests. Set InitiateOAuth to GETANDREFRESH (the default) to have the connector handle token acquisition and refresh automatically.

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