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

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 Microsoft OneNote 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 Microsoft OneNote 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 Microsoft OneNote

There are two authentication methods available for connecting to Microsoft OneNote data sources:

• OAuth 2.0-based methods: Microsoft OneNote provides OAuth 2.0-based authentication via both Azure AD and Azure Service Principal.
  • For Azure AD authentication, set AuthScheme to AzureAD.
  • For Azure Service Principal authentication, set AuthScheme to AzureServicePrincipal.
• Managed Service Identity (MSI) authentication. To use this method, set AuthScheme to AzureMSI.

The following subsections describe each authentication method in detail.

Azure AD

Azure AD is Microsoft’s multi-tenant, cloud-based directory and identity management service. It is user-based authentication that requires that you set AuthScheme to AzureAD.

Authentication to Azure AD over a Web application always requires the creation of a custom OAuth application. For details, see Creating a Custom Authentication App.

Desktop Applications

CData provides an embedded OAuth application that simplifies connection to Azure AD from a Desktop application.

You can also authenticate from a desktop application using a custom OAuth application. (For further information, see Creating a Custom Authentication App.) To authenticate via Azure AD, set these parameters:

• AuthScheme: AzureAD.

• Custom applications only:

  • OAuthClientId: The client Id assigned when you registered your custom OAuth application.
  • OAuthClientSecret: The client secret assigned when you registered your custom OAuth application.
  • CallbackURL: The redirect URI you defined when you registered your custom OAuth application.

When you connect, the connector opens Microsoft OneNote's OAuth endpoint in your default browser. Log in and grant permissions to the application.

The connector completes the OAuth process, obtaining an access token from Microsoft OneNote and using it to request data. The OAuth values are saved in the path specified in OAuthSettingsLocation. These values persist across connections.

When the access token expires, the connector refreshes it automatically.

Azure Service Principal

Azure Service Principal is role-based application-based authentication. This means that authentication is done per application, rather than per user. All tasks taken on by the application are executed without a default user context, but based on the assigned roles. The application access to the resources is controlled through the assigned roles' permissions.

For information about how to set up Azure Service Principal authentication, see Creating an Azure AD Application with Service Principal.

Managed Service Identity (MSI)

If you are running Microsoft OneNote on an Azure VM and want to leverage MSI to connect, set AuthScheme to AzureMSI.

User-Managed Identities

To obtain a token for a managed identity, use the OAuthClientId property to specify the managed identity's "client_id".

When your VM has multiple user-assigned managed identities, you must also specify OAuthClientId.

Next Step

See Using the Connector to create data visualizations.