Simba Salesforce ODBC Driver Quickstart Guide

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Stephanie Henderson
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1 Revised: October 8, 2013

2 Contents Purpose... 3 Do you need Salesforce?... 4 Do you need data in Salesforce?... 5 Install the Simba Salesforce ODBC Driver... 6 Connect from Excel... 9 Connect from Tableau Troubleshooting Architecture Mismatch Problems For assistance at any point in this installation process, please contact Simba for free Engineering Level Support at: techsupport@simba.com. Page 2

3 Purpose This document is targeted towards users of the Simba Salesforce ODBC Driver. The following sections will outline how to get your Windows environment quickly set up to allow for evaluation and use of the driver. Use the following flow-chart to determine what page of the guide to start on. Page 3

4 Do you need Salesforce? Note: For the purposes of this, it is assumed that you already have an Enterprise level account or higher account with Salesforce the ODBC driver to work. In addition, you should check that API access is enabled in your version. Trial versions of Salesforce will not currently work, as they are Professional level accounts. As described here ( only Enterprise accounts and above have access to the web service API. Page 4

5 Do you need data in Salesforce? If you would like your own data, see here for instructions on importing data: Page 5

Install the Simba Salesforce ODBC Driver How to Get the Simba Salesforce Driver? Step 1: Download from: http://www.simba.

6 Install the Simba Salesforce ODBC Driver How to Get the Simba Salesforce Driver? Step 1: Download from: Choose either the 32 or 64 bit version as appropriate. Follow the steps in the install guide ( Guide.pdf) to install on your machine. Step 2: You should receive an with a license key attached. This license key should be placed alongside the driver DLL in the installation directory. By default, the directories for the licenses are: C:\Program Files\Simba Salesforce ODBC Driver\lib 32-bit driver on 64-bit Windows: C:\Program Files (x86)\simba Salesforce ODBC Driver\lib Note that if you use Outlook, you may need to save the license file locally before placing it in the above directory to avoid permission problems. How to Configure the DSN (Data Source Name)? Step 1: Open the ODBC Administrator Note: Use the ODBC Administrator that matches the bitness of the driver you are using. See Data-Source-Administrator.pdf for information. Page 6

7 Step 2: Choose the System DSN tab. Step 3: Choose the Sample Simba Salesforce DSN and press Configure Page 7

8 Step 4: No changes need to be made to the driver configuration at this time to evaluate the driver. User credentials will be asked for during connection to the driver. Step 5: Press the OK button to save the configuration. Page 8

9 Connect from Excel How do I connect and make a basic query with the Simba Salesforce Driver to Excel? Note: The version of Excel used is Excel bit, however the driver will work with any version and bitness of Excel. Step 1: Open Excel Step 2: Choose the Data tab, then choose From Other Data Sources and select From Data Connection Wizard. Page 9

Essentially, it s a preconfigured and stored set of connection settings which allow you to easily connect a

10 Step 3: Choose ODBC DSN from the list and press Next >. DSN stands for Data Source Name, which is what was configured when installing and configuring the driver. Essentially, it s a preconfigured and stored set of connection settings which allow you to easily connect a driver to the data source. Step 4: Choose the Sample Simba Salesforce DSN (or the DSN that you have created and configured) from the list and press Next >. Page 10

Issue Diagnosis: Bitness is incorrectly matched.

11 a. If you see the following image, the connection to the driver did not succeed. b. If you press the Test Connection button will give you the following dialog. c. Issue Diagnosis: Bitness is incorrectly matched. You must match the bitness of the application with the bitness of the driver to correctly connect such as use 32-bit Excel with a 32-bit driver, or 64-bit Excel with a 64-bit driver. See Architecture Mismatch Problems (page 26) for more information. Page 11

12 Step 5: Enter your login Username and password for your Salesforce account. Note: You may need to have your security token to successfully log in. a. To get the security token for your account, if you do not already have it, go to Salesforce and log in. Select your name and choose My Settings. Page 12

13 b. Choose the Personal tab on the left and then Reset My Security Token. c. Choose the Reset Security Token button to have a new security token ed to your account. This security token should be appended (no spaces) to the end of your password when logging in using the driver. Page 13

14 Step 6: Choose the table that you wish to query and press the Finish button. Step 7: Choose the location for your returned data. Leave it as =$A$1 and press the OK button. Page 14

15 Step 8: Wait while data is returned. Congratulations, your data is now available from Excel. Page 15

16 Connect from Tableau How do I connect and make a basic query with the Simba Salesforce Driver to Tableau? Note: The version of Tableau used is 8.0, however the driver should work without problems in Tableau 7 as well. Step 1: Open Tableau. Step 2: Select Connect to data Page 16

17 Step 3: Choose Other Databases (ODBC) at the bottom of the list. Page 17

18 Step 4: Select the Sample Simba Salesforce DSN (or the DSN that you have created and configured) from the DSN drop-down and press the Connect button. a. You may see the following dialog if there is an error connecting to the driver. Page 18

b. Issue Diagnosis: Bitness incorrect, using the 64-bit driver. At the time of this writing, Tableau is only available as a 32-bit application, so you must use a 32-bit driver.

19 b. Issue Diagnosis: Bitness incorrect, using the 64-bit driver. At the time of this writing, Tableau is only available as a 32-bit application, so you must use a 32-bit driver. You can confirm the bitness of the driver by pressing the Show Details button and ensuring that the driver DLL name is SimbaSFODBC32.dll. See Architecture Mismatch Problems (page 26) for more information. Step 5: Enter your login Username and password for your Salesforce account. Page 19

Select your name and choose My Settings. b. Choose the Personal tab on the left and then Reset My Security Token. c. Choose the Reset Security Token button to have a new security token emailed to your account.

20 Note: You may need to have your security token to successfully log in. a. To get the security token for your account, if you do not already have it, go to Salesforce and log in. Select your name and choose My Settings. b. Choose the Personal tab on the left and then Reset My Security Token. c. Choose the Reset Security Token button to have a new security token ed to your account. This security token should be appended (no spaces) to the end of your password when logging in using the driver. Page 20

21 Step 6: Select the Single Table option and press the magnifying glass to open the list of tables. Page 21

22 Step 7: Press Load to list the tables in the data source. Step 8: Choose one of the tables to query and press the Select button. Page 22

Step 10: This warning is displayed because Tableau sees only a generic driver and attempts to determine

23 Step 9: Press OK to load the selected table. If a warning comes up, press OK as this will not affect operation of the driver. Step 10: If a warning comes up, press OK as this will not affect operation of the driver. This warning is displayed because Tableau sees only a generic driver and attempts to determine what the capabilities are on its own. The warning does not affect how the driver will operate in Tableau. Page 23

24 Step 11: Choose to connect live so that Tableau does not import all of the data and you work on the data in the cloud. Page 24

25 Step 12: The table will be loaded into Tableau with the columns listed as dimensions and measures depending on data type. From here, you can create reports on the table you selected. Congratulations, your data is now available for visualization in Tableau. Page 25

Troubleshooting Architecture Mismatch Problems If you encounter an error message similar to The specified DSN contains an architecture mismatch between the Driver and Application, then the bitness of

26 Troubleshooting Architecture Mismatch Problems If you encounter an error message similar to The specified DSN contains an architecture mismatch between the Driver and Application, then the bitness of the application does not match the bitness of the driver. You are likely connecting a 32-bit application to a 64-bit driver, or vice versa. Please ensure that the bitness of your application matches the bitness of driver that you are trying to use. To determine the bitness of Excel: Excel 2007 and earlier These versions of Excel are strictly 32-bit. Excel 2010 Step 1: Click on the File tab. Page 26

27 Step 2: Click on the Help item on the left-hand side. Page 27

28 Step 3: Look at the version that is displayed on the help page. If Excel is 32-bit it will show (32-bit) (as pictured) while if it is 64-bit it will show (64-bit). Excel 2013 Step 1: Click on the FILE tab. Page 28

29 Step 2: Click on the Account item on the left-hand side. Step 3: Click on the About Excel button on the right side. Page 29

30 Step 4: Check the version string in the pop-up dialog. If Excel is 32-bit, it will show 32-bit in the string, if it is 64-bit then it will show 64-bit. To determine the bitness of Tableau: At the time of writing, all versions of Tableau are 32-bit. Page 30

Simba ODBC Driver with SQL Connector for Google BigQuery

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