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

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 Apache Phoenix 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 Apache Phoenix 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.

Before You Connect

Different distributions contain different interfaces and means of starting and stopping the Phoenix Query server, along with different default port settings. In most distributions, the server can be started in the background by running the following command: queryserver.py start.

This will require a running instance of HBase and possibly ZooKeeper as well.

Please consult your distribution's documentation for further information regarding the Phoenix Query Server.

Connecting to Apache Phoenix

The CData Tableau Connector for Apache Phoenix connects to Apache Phoenix via the Phoenix Query Server. Set the URL connection property to connect to Apache Phoenix.

The URL property will typically be the host name or IP address of the server hosting Apache Phoenix followed by the port, for example: http://localhost:8765.

Authenticating to Apache Phoenix

By default, no authentication will be used (plain). If authentication is configured for your server, you can configure one of the following authentication methods.

Basic

If your instance of Apache Phoenix has set up the basic authentication layer, set the following to authenticate:

• AuthScheme: Set this to Basic.
• User: Set this to the user of your Apache Phoenix instance.
• Password: Set this to the password of your Apache Phoenix instance.

Azure HDInsight

To authenticate to Azure HDInsight, set the following:

• AuthScheme: Set this to AzureHDInsight.
• User: Set this to the cluster username that you specified when creating the cluster on Azure HDInsight.
• Password: Set this to the cluster password that you specified when creating the cluster on Azure HDInsight.
• ClusterName: Set this to the name of the cluster containing your Azure HDInsight instance.

All calls are sent to a gateway which picks one of the nodes to handle the request. Accessing the specific nodes is possible if you are running within the internal virtual network of the cluster.

Kerberos

Set the AuthScheme to Negotiate. See Using Kerberos for details on how to authenticate with Kerberos.

Next Step

See Using the Connector to create data visualizations.