Creating the Data Source Name
This section describes how to edit the DSN configuration and then authenticate and connect to WooCommerce APIs.
DSN Configuration
You can use the Microsoft ODBC Data Source Administrator to edit the DSN configuration. Note that the installation process creates a both a user DSN and a system DSN, as described in Installing the Connector.
Note: The connector stores connection information in the Windows registry. To ensure that the connector can write to the registry, either run Power BI as an administrator or use a User DSN for your connection instead of a System DSN.
User DSN
Complete the following steps to edit the DSN configuration:
- Select Start > Search, and enter ODBC Data Sources in the Search box.
- Choose the version of the ODBC Administrator that corresponds to the bitness of your Power BI Desktop installation (32-bit or 64-bit).
- Select the system data source and click Configure.
- Edit the information on the Connection tab and click OK.
System DSN
Configure the system DSN the same way as the user DSN, except you will need to switch to the System DSN tab before performing Step 3.
Connecting to WooCommerce
In order to connect to WooCommerce, you also must specify the service instance's URL:- Url: The base URL of the WooCommerce instance to connect to. For example, http://localhost/woocommerce/.
Authenticating to WooCommerce
WooCommerce supports Basic authentication, "one-legged" OAuth1.0 authentication, and standard OAuth2.0 authentication.
Basic Authentication
Certain plugins or servers can interfere with the Authorization header if not configured properly. In those cases, users can employ Basic authentication to validate their credentials. In Basic authentication, the user provides the WooCommerce consumer_key as the user, and the WooCommerce consumer_secret as the password. These credentials are then sent as query parameters with each request.To authenticate using Basic authentication, specify these properties:
- AuthScheme: Basic.
- ConsumerKey: The WooCommerce consumer key(User).
- ConsumerSecret: The WooCommerce consumer secret(Password).
"One-Legged" Authentication
One-legged (OAuth 1.0) authentication uses credentials generated from the WooCommerce setttings page. These are not the same as the credentials generated using the WooCommerce OAuth 2.0 plugin.To authenticate using one-legged authentication, specify these properties:
- AuthScheme: OAuthOneLegged.
- ConsumerKey
- ConsumerSecret
OAuth 2.0 Authentication
To enable OAuth 2.0 authentication from all OAuth flows, you must install the WooCommerce OAuth2 Plugin, create a custom OAuth application, and set AuthScheme to OAuth.The following subsections describe how to authenticate to WooCommerce from three common authentication flows. For information about how to create a custom OAuth application, see Creating a Custom OAuth Application. For a complete list of connection string properties available in WooCommerce, see Connection.
Desktop Applications
To authenticate with the credentials for a custom OAuth application, you must get and refresh the OAuth access token. After you do that, you are ready to connect.Get and refresh the OAuth access token:
- InitiateOAuth: GETANDREFRESH. Used to automatically get and refresh the OAuthAccessToken.
- OAuthClientId: The client Id assigned when you registered your application.
- OAuthClientSecret: The client secret that was assigned when you registered your application.
- CallbackURL: The redirect URI that was defined when you registered your application.
When you connect, the connector opens WooCommerce's OAuth endpoint in your default browser. Log in and grant permissions to the application.
When the access token expires, the connector refreshes it automatically.
Automatic refresh of the OAuth access token:
To have the connector automatically refresh the OAuth access token:
- Before connecting to data for the first time, set these connection properties:
- InitiateOAuth: REFRESH.
- OAuthClientId: The client Id in your application settings.
- OAuthClientSecret: The client secret in your application settings.
- OAuthAccessToken: The access token returned by GetOAuthAccessToken.
- OAuthSettingsLocation: The path where you want the connector to save the OAuth values, which persist across connections.
- On subsequent data connections, set:
- InitiateOAuth
- OAuthSettingsLocation
Manual refresh of the OAuth access token:
The only value needed to manually refresh the OAuth access token is the OAuth refresh token.
- To manually refresh the OAuthAccessToken after the ExpiresIn period (returned by GetOAuthAccessToken) has elapsed, call the RefreshOAuthAccessToken stored procedure.
- Set these connection properties:
- OAuthClientId: The Client Id in your application settings.
- OAuthClientSecret: The Client Secret in your application settings.
- Call RefreshOAuthAccessToken with OAuthRefreshToken set to the OAuth refresh token returned by GetOAuthAccessToken.
- After the new tokens have been retrieved, set the OAuthAccessToken property to the value returned by RefreshOAuthAccessToken. This opens a new connection.
Store the OAuth refresh token so that you can use it to manually refresh the OAuth access token after it has expired.
Headless Machines
If you need to log in to a resource that resides on a headless machine, you must authenticate on another device that has an internet browser. You can do this in either of the following ways:
- Option 1: Obtain the OAuthVerifier value.
- Option 2: Install the connector on a machine with an internet browser and transfer the OAuth authentication values after you authenticate through the usual browser-based flow.
After you execute either Option 1 or Option 2, configure the driver to automatically refresh the access token on the headless machine.
Option 1: Obtaining and Exchanging a Verifier Code
To obtain a verifier code, you must authenticate at the OAuth authorization URL as follows:
-
Authenticate from the machine with an internet browser, and obtain the OAuthVerifier connection property.
Set these properties:
- InitiateOAuth: OFF.
- OAuthClientId: The client Id assigned when you registered your application.
- OAuthClientSecret: The client secret assigned when you registered your application.
-
Call the GetOAuthAuthorizationURL stored procedure. The stored procedure returns the CallbackURL established when the custom OAuth application was registered. (See Creating a Custom OAuth Application.)
Copy this URL and paste it into a new browser tab.
-
Log in and grant permissions to the connector. The OAuth application redirects you the redirect URI, with a parameter called code appended. Note the value of this parameter; you will need it later, to configure the OAuthVerifier connection property.
-
Exchange the OAuth verifier code for OAuth refresh and access tokens. On the headless machine, obtain the OAuth authentication values by setting these connection properties:
- InitiateOAuth: REFRESH.
- OAuthVerifier: The noted verifier code (the value of the code parameter in the redirect URI).
- OAuthSettingsLocation: Persist the encrypted OAuth authentication values to the specified file.
- OAuthClientId: The client Id in your custom OAuth application settings.
- OAuthClientSecret: The client secret in the custom OAuth application settings.
-
Test the connection to generate the OAuth settings file.
-
You are ready to connect after you re-set these properties:
- InitiateOAuth: REFRESH.
- OAuthSettingsLocation: The file containing the encrypted OAuth authentication values. To enable the automatic refreshing of the access token, be sure that this file gives read and write permissions to the connector.
- OAuthClientId: The client Id assigned when you registered your application.
- OAuthClientSecret: The client secret assigned when you registered your application.
Option 2: Transferring OAuth Settings
Prior to connecting on a headless machine, you must install and create a connection with the driver on a device that supports an internet browser. Set the connection properties as described above in "Desktop Applications".
After completing the instructions in "Desktop Applications", the resulting authentication values are encrypted and written to the path specified by OAuthSettingsLocation. The default filename is OAuthSettings.txt.
Test the connection to generate the OAuth settings file, then copy the OAuth settings file to your headless machine.
To connect to data via the headless machine, set these connection properties:
- InitiateOAuth: REFRESH
- OAuthSettingsLocation: The path to the OAuth settings file you copied from the machine with the browser. To enable automatic refreshing of the access token, ensure that this file gives read and write permissions to the connector.
- OAuthClientId: The client Id assigned when you registered your custom OAuth application.
- OAuthClientSecret: The client secret assigned when you registered your custom OAuth application.