Publish HCL Domino-Connected Dashboards in Tableau Server

Tableau Server is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData JDBC Driver for HCL Domino, you get access to live HCL Domino data within Tableau Server. This article shows how to connect to HCL Domino in Tableau Desktop, publish a Data Source to Tableau Server, and build a simple chart from that data.

The CData JDBC Driver enables high-speed access to live HCL Domino data in Tableau Server. Once you install the driver, you simply authenticate with HCL Domino and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing HCL Domino data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData JDBC Driver grants seamless access to HCL Domino data.

Enable Connectivity to HCL Domino in Tableau Server

Start by installing the CData JDBC Driver on the machine hosting Tableau Server.

If your server is a Linux Machine:

1. Copy cdata.jdbc.domino.jar and cdata.tableau.domino.lic.
2. Place the copies in the Tableau Server Connectors folder (/opt/tableau/tableau_driver/jdbc).
3. Restart Tableau Server.

If your server is a Windows Machine:

1. Copy cdata.jdbc.domino.jar and cdata.tableau.domino.lic.
2. Place the copy in the Tableau Server drivers directory (C:\ Program Files\Tableau\Drivers).
3. Restart Tableau Server.

Next, install the CData JDBC Driver on the machine running Tableau Desktop. Before starting Tableau on Windows, make sure that you have placed the .jar file in the C:\Program Files\Tableau\Drivers folder. Before starting Tableau on macOS, make sure that you have placed the .jar file in the ~/Library/Tableau/Drivers folder.

Connect to HCL Domino in Tableau Desktop

Once the driver is installed on the Server machine, we can configure a connection to HCL Domino in Tableau Desktop and publish a HCL Domino-based Data Source to Tableau Server.

1. Open Tableau Desktop.
2. Click More under Connect -> To a Server.
3. Select "Other Databases (JDBC)".
4. Configure the connection to the data. The driver comes with a connection string builder that streamlines creating and managing the content of connection strings. Note that you will need to manually add "jdbc:domino" to the beginning of the connection string.
5. Click "Sign In".

Connecting to Domino

To connect to Domino data, set the following properties:

• URL: The host name or IP of the server hosting the Domino database. Include the port of the server hosting the Domino database. For example: http://sampleserver:1234/
• DatabaseScope: The name of a scope in the Domino Web UI. The driver exposes forms and views for the schema governed by the specified scope. In the Domino Admin UI, select the Scopes menu in the sidebar. Set this property to the name of an existing scope.

Authenticating with Domino

Domino supports authenticating via login credentials or an Azure Active Directory OAuth application:

Login Credentials

To authenticate with login credentials, set the following properties:

• AuthScheme: Set this to "OAuthPassword"
• User: The username of the authenticating Domino user
• Password: The password associated with the authenticating Domino user

The driver uses the login credentials to automatically perform an OAuth token exchange.

AzureAD

This authentication method uses Azure Active Directory as an IdP to obtain a JWT token. You need to create a custom OAuth application in Azure Active Directory and configure it as an IdP. To do so, follow the instructions in the Help documentation. Then set the following properties:

• AuthScheme: Set this to "AzureAD"
• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• OAuthClientId: The Client ID obtained when setting up the custom OAuth application.
• OAuthClientSecret: The Client secret obtained when setting up the custom OAuth application.
• CallbackURL: The redirect URI defined when you registered your app. For example: https://localhost:33333
• AzureTenant: The Microsoft Online tenant being used to access data. Supply either a value in the form companyname.microsoft.com or the tenant ID.

  The tenant ID is the same as the directory ID shown in the Azure Portal's Azure Active Directory > Properties page.

Discover Schemas and Query Data

Once you establish the connection to HCL Domino data, you can configure which entities to visualize.

1. Select CData from the Database pull-down menu.
2. Select Domino from the Schema pull-down menu.
3. Drag the tables and views you wish to visualize onto the join area. You can include multiple tables.
4. Select Update Now or Automatically Update. Update Now lets you preview the first 10,000 rows of the data source (or enter the number of rows you want to see in the Rows text box). Automatically Update auto-loads the changes in the preview area.

Publish Data to Tableau Server

After you configure the data you wish to visualize, you can publish the Data Source to a Tableau Server instance. In Tableau Desktop:

1. Click Server -> Sign In.
2. Enter the URL for your Tableau Server.
3. Authenticate with Tableau Server credentials.
4. Click Server -> Publish Data Source and select your data source.
5. Click Publish.
6. Select the Project, name the Data Source, and optionally add a description.
7. Click Publish.

This creates a new entry under the server's data source list, from which you an change the data source's permissions, view its history, and perform other management tasks.

Note that workstation connected to the same server will be able to use the same source in Tableau Desktop, even if the driver isn't installed there. Also, workbooks created directly on Tableau Server (via the web interface) can use this source.

Visualize HCL Domino Data in Tableau Server

With the Data Source published to Tableau Server, you are ready to visualize HCL Domino data.

1. Login to your Tableau Server instance.
2. Connect to the remote source using the Search for Data -> Tableau Server in the Connect sidebar.
3. Click the published Data Source.
4. Click New Workbook.
5. In the workbook, HCL Domino fields are listed as Dimensions and Measures, depending on the data type. The CData JDBC Driver discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
6. Drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
7. Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.

Using the CData JDBC Driver for HCL Domino with Tableau Server, you can easily create robust visualizations and reports on HCL Domino data. Download a free, 30-day trial and get started today.