Configure a Connection Profile

From the CData ribbon, click Get Data and select From Apache Phoenix connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Apache Phoenix Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Connecting to Apache Phoenix

The CData Excel Add-In 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.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Apache Phoenix you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

• Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
• Using the Excel Add-In: Find other ways to interact with Apache Phoenix data, such as using the available CData Excel Functions.