Establish a Live Connection with HCL Domino Data using Tableau Bridge

The Tableau Bridge enables you to publish dashboards to Tableau Cloud while maintaining live connectivity with any data source. In this article, you will use the Tableau Bridge to maintain data freshness in a published workbook by listening for changes in the underlying HCL Domino data.

The CData ODBC drivers offer unmatched performance for interacting with live HCL Domino data in Tableau Cloud due to optimized data processing built into the driver. When you issue complex SQL queries from Tableau Cloud to HCL Domino, the driver pushes supported SQL operations, like filters and aggregations, directly to HCL Domino and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze HCL Domino data using native Tableau data types.

Connect to HCL Domino as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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 Entra ID (formerly Azure AD) 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.

EntraID (formerly AzureAD)

This authentication method uses Entra ID (formerly Azure AD) as an IdP to obtain a JWT token. You need to create a custom OAuth application in Entra ID (formerly Azure AD) 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 "EntraID (formerly 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 Entra ID (formerly Azure AD) > Properties page.

When you configure the DSN, 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.

Add HCL Domino Data to a Dashboard

1. From a new workbook, click Data -> New Data Source -> Other Databases (ODBC).
   Select the CData Data Source Name (for example: CData Domino Source).
2. In the Database menu, select CData.
3. In the Table box, enter a table name or click New Custom SQL to enter an SQL query. This article retrieves the ByName table.
4. Drag the table onto the join area. At this point, you can include multiple tables, leveraging the built-in SQL engine to process complex data requests.
5. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, which you can drag and drop onto the dashboard to create visualizations. 👁 A connection to a single table. (Salesforce is shown.)
   

Set Up Tableau Bridge as a Service

1. In the Server menu, select Start Tableau Bridge Client.
2. Sign in to the Tableau Bridge using a site admin level account.
3. If prompted, select the Tableau Cloud site where you want to publish live data. The bridge client will open and is accessible from the system tray.
4. By default, the Tableau Bridge client is set to Application mode. Select 'Switch to service' to enable Tableau Bridge to handle live connections.
5. Log in to your Tableau Cloud site as an administrator.
6. From your site, click Settings, then Bridge. 👁 The Tableau Bridge settings within Tableau Cloud.
   
7. In the Bridge settings, under Enable Clients to Maintain Live Connections, check the box labeled 'Enable Tableau Bridge clients to maintain live connections to on-premises data.'

Publish a Dashboard Containing the Live Data Source

Having configured both the Tableau Bridge and Tableau Cloud to enable live data connections, you can now publish your workbook to Tableau Cloud. From the Server menu, select Publish Workbook.

👁 Deployment of a workbook containing a live data source. (Salesforce is shown.)

After choosing the workbook name and project that you wish to publish to, configure the deployment so that the CData ODBC driver for HCL Domino is embedded in your workbook as a separate, live data source.

1. Under Data Sources, select the option to Edit the embedded data sources in the workbook.
2. Change Publish Type to 'Published separately,' then select a desired means of authentication.
3. Last, select 'Maintain connection to a live data source' and click the green Publish Workbook button.

The published workbook now updates alongside the underlying HCL Domino data. From a published dashboard, simply click the Refresh button to reflect the most recent changes.