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

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 Talkdesk 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 Talkdesk 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 Talkdesk

To connect to Talkdesk, set the following properties:

• AccountName: The name of your Talkdesk account.
• Region: The region where your Talkdesk instance is deployed. Supported values are US (default), EU, CA, AU, UK, and FedRamp.
• OAuthClientId: The Client Id assigned when you registered your custom OAuth application.
• OAuthClientSecret: The Client Secret assigned to your custom OAuth application. See Creating a Custom OAuth Application for instructions on registering the application.

When you open the connection, the connector automatically requests an access token from Talkdesk and caches it. The token is refreshed automatically when it expires.

Authenticating to Talkdesk

Talkdesk supports the OAuth 2.0 Client Credentials grant flow. No browser-based authorization or callback URL is required.

OAuth Client Credentials

Authenticating with client credentials requires the creation of a custom OAuth application, as described in Creating a Custom OAuth Application.

To enable authentication, set these properties:

• AccountName: The name of your Talkdesk account.
• Region: The region where your Talkdesk instance is deployed. Supported values are US (default), EU, CA, AU, UK, and FedRamp.
• OAuthClientId: The Client Id assigned when you registered your OAuth application.
• OAuthClientSecret: The Client Secret assigned when you registered your OAuth application.

Use InitiateOAuth to control how the connector manages tokens:

• GETANDREFRESH (default): The connector requests a new access token on first connection and refreshes it automatically when it expires.
• REFRESH: The connector uses the token cached in OAuthSettingsLocation and refreshes it when needed. Use this setting after a prior GETANDREFRESH connection has populated the settings file.
• OFF: The connector does not request or refresh tokens. Provide a valid token via OAuthAccessToken and manage refresh yourself.

The OAuthSettingsLocation property specifies where the connector stores the cached access token. The default is OAuthSettings.txt in the current working directory. When using multiple connections with the same driver, set a distinct path for each connection to prevent one connection from overwriting another's cached token.

Next Step

See Using the Connector to create data visualizations.