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Use the Tableau Desktop business intelligence tool to connect to AlloyDB data using the API Server.
The CData API Server, when paired with the ADO.NET Provider for AlloyDB (or any of 200+ other ADO.NET Providers), provides AlloyDB data as OData Web services. This article will explain how to use the API Server to provide the underlying connectivity to AlloyDB data in Tableau's business intelligence tool.
Set Up the API Server
Follow the steps below to begin producing secure AlloyDB OData services:
Deploy
The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.
The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.
Connect to AlloyDB
After you deploy the API Server and the ADO.NET Provider for AlloyDB, provide authentication values and other connection properties needed to connect to AlloyDB by clicking Settings -> Connections and adding a new connection in the API Server administration console.
The following connection properties are usually required in order to connect to AlloyDB.
- Server: The host name or IP of the server hosting the AlloyDB database.
- User: The user which will be used to authenticate with the AlloyDB server.
- Password: The password which will be used to authenticate with the AlloyDB server.
You can also optionally set the following:
- Database: The database to connect to when connecting to the AlloyDB Server. If this is not set, the user's default database will be used.
- Port: The port of the server hosting the AlloyDB database. This property is set to 5432 by default.
Authenticating with Standard Authentication
Standard authentication (using the user/password combination supplied earlier) is the default form of authentication.
No further action is required to leverage Standard Authentication to connect.
Authenticating with pg_hba.conf Auth Schemes
There are additional methods of authentication available which must be enabled in the pg_hba.conf file on the AlloyDB server.
Find instructions about authentication setup on the AlloyDB Server here.
Authenticating with MD5 Authentication
This authentication method must be enabled by setting the auth-method in the pg_hba.conf file to md5.
Authenticating with SASL Authentication
This authentication method must be enabled by setting the auth-method in the pg_hba.conf file to scram-sha-256.
Authenticating with Kerberos
The authentication with Kerberos is initiated by AlloyDB Server when the ∏ is trying to connect to it. You should set up Kerberos on the AlloyDB Server to activate this authentication method. Once you have Kerberos authentication set up on the AlloyDB Server, see the Kerberos section of the help documentation for details on how to authenticate with Kerberos.
When you configure the connection, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.
You can then choose the AlloyDB entities you want to allow the API Server to access by clicking Settings -> Resources.
Additionally, click Settings -> Server and set the Default Format to XML (Atom) for compatibility with Tableau.
Authorize API Server Users
After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address; by default only connections to the local machine are allowed. You can authenticate as well as encrypt connections with SSL.
Create Real-Time AlloyDB Data Visualizations
Follow the steps below to create data visualizations based on the remote AlloyDB data:
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In Tableau, select 'Connect to data'. In the 'On a server' section, click OData.
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In the resulting wizard, enter the URL of the OData endpoint for the API Server. Append the name of the table you want to access to the OData entry URL. For example:
https://your-server/api.rsc/Orders
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Select the
'Use a Username and Password' option and enter the username and password of a user who has access to the API Server.
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Tableau uses the table metadata exposed by the API Server to detect dimension and measure columns.
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To view the AlloyDB data, right-click under the table name in the Data section of the dashboard and select the View Data option. The AlloyDB data will appear in Tableau.