Visualize Okta Data in TIBCO Spotfire through ODBC

This article walks you through using the CData ODBC Driver for Okta in TIBCO Spotfire. You will use the data import wizard to connect to a DSN (data source name) for Salesforce and build on the sample visualizations to create a simple dashboard.

Connect to Okta 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.

To connect to Okta, set the Domain connection string property to your Okta domain.

You will use OAuth to authenticate with Okta, so you need to create a custom OAuth application.

Creating a Custom OAuth Application

From your Okta account:

1. Sign in to your Okta developer edition organization with your administrator account.
2. In the Admin Console, go to Applications > Applications.
3. Click Create App Integration.
4. For the Sign-in method, select OIDC - OpenID Connect.
5. For Application type, choose Web Application.
6. Enter a name for your custom application.
7. Set the Grant Type to Authorization Code. If you want the token to be automatically refreshed, also check Refresh Token.
8. Set the callback URL:
   • For desktop applications and headless machines, use http://localhost:33333 or another port number of your choice. The URI you set here becomes the CallbackURL property.
   • For web applications, set the callback URL to a trusted redirect URL. This URL is the web location the user returns to with the token that verifies that your application has been granted access.
9. In the Assignments section, either select Limit access to selected groups and add a group, or skip group assignment for now.
10. Save the OAuth application.
11. The application's Client Id and Client Secret are displayed on the application's General tab. Record these for future use. You will use the Client Id to set the OAuthClientId and the Client Secret to set the OAuthClientSecret.
12. Check the Assignments tab to confirm that all users who must access the application are assigned to the application.
13. On the Okta API Scopes tab, select the scopes you wish to grant to the OAuth application. These scopes determine the data that the app has permission to read, so a scope for a particular view must be granted for the driver to have permission to query that view. To confirm the scopes required for each view, see the view-specific pages in Data Model < Views in the Help documentation.

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.

Create Visualizations of Okta Tables

Follow the steps below to connect to the DSN and create real-time data visualizations:

1. Click Data -> Add Data ...
2. Click Other -> Load data with ODBC, OLE DB, or ADO.NET data provider.
3. In the Data Source Type menu, select ODBC Data Provider and click Configure.
4. Select the DSN.
5. Select the tables that you want to add to the dashboard. This example uses Users. You can also specify an SQL query. The driver supports the standard SQL syntax.
6. If you want to work with the live data, click the Keep Data Table External option. This option enables your dashboards to reflect changes to the data in real time.

   If you want to load the data into memory and process the data locally, click the Import Data Table option. This option is better for offline use or if a slow network connection is making your dashboard less interactive.

7. After adding tables, the Recommended Visualizations wizard is displayed. When you select a table, Spotfire uses the column data types to detect number, time, and category columns. This example uses ProfileFirstName in the Numbers section and Id in the Categories section.

After adding several visualizations in the Recommended Visualizations wizard, you can make other modifications to the dashboard. For example, you can zoom in on high probability opportunities by applying a filter on the page. To add a filter, click the Filter button. The available filters for each query are displayed in the Filters pane.