Connect to and Visualize Live HCL Domino Data in Tableau Prep

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData Tableau Connector for HCL Domino, you can easily get access to live HCL Domino data within Tableau Prep. This article shows how to connect to HCL Domino in Tableau Prep and build a simple chart.

The CData Tableau Connectors enable high-speed access to live HCL Domino data in Tableau. Once you install the connector, 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 Tableau Connectors grant seamless access to HCL Domino data.

NOTE: The CData Tableau Connectors support Tableau Prep Builder 2020.4.1 or higher. If you are using an older version of Tableau Prep Builder, you will need to use the CData JDBC Driver. If you wish to connect to HCL Domino data in Tableau Cloud, you will need to use CData Connect AI.

Install the CData Tableau Connector

When you install the CData Tableau Connector for HCL Domino, the installer should copy the TACO and JAR files to the appropriate directories. If your data source does not appear in the connection steps below, you will need to copy two files:

1. Copy the TACO file (cdata.domino.taco) found in the lib folder of the connector's installation location (C:\Program Files\CData\CData Tableau Connector for HCL Domino 20XX\lib on Windows) to the Tableau Prep Builder repository:
   • Windows: C:\Users\[Windows User]\Documents\My Tableau Prep Repository\Connectors
   • MacOS: /Users//Documents/My Tableau Prep Repository/Connectors
2. Copy the JAR file (cdata.tableau.domino.jar) found in the same lib folder to the Tableau drivers directory, typically [Tableau installation location]\Drivers.

Connect to HCL Domino in Tableau Prep Builder

Open Tableau Prep Builder and click "Connect to Data" and search for "HCL Domino by CData." Configure the connection and 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 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.

👁 Configuring the Connector (Sage Intacct is shown)

Discover and Prep Data

Drag the tables and views you wish to work with onto the canvas. You can include multiple tables.

👁 Selecting table(s)

Data Cleansing & Filtering

To further prepare the data, you can implement filters, remove duplicates, modify columns and more.

1. Start by clicking on the plus next to your table and selecting the Clean Step option. 👁 Adding a Clean Step
   
2. Select the field values to filter by. As you select values, you can see how your selections impact other fields. 👁 Selecting test entries (Sage Intacct is shown).
   
3. Opt to "Keep Only" or "Exclude" entries with your select values and the data changes in response. 👁 Excluding selected entries (Sage Intacct is shown).
   

Data Joins and Unions

Data joining involves combining data from two or more related tables based on a common field or key.

1. To join multiple tables, drag a related table next to an existing table in the canvas and place it in the Join box. 👁 Joining two tables (Sage Intacct is shown).
   
2. Select the foreign keys that exist in both tables. 👁 Setting the joining fields/columns (Sage Intacct is shown).
   

Exporting Prepped Data

After you perform any cleansing, filtering, transformations, and joins, you can export the data for visualization in Tableau.

1. Add any other needed transformations then insert an Output node at the end of the flow.
2. Configure the node to save to a file in the format of your choice. 👁 Saving the results (Sage Intacct is shown).
   

Once the output data is saved, you can work with it in Tableau, just like you would any other file source.

Using the CData Tableau Connector for HCL Domino with Tableau Prep Builder, you can easily join, cleanse, filter, and aggregate HCL Domino data for visualizations and reports in Tableau. Download a free, 30-day trial and get started today.