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Release 8.7.1


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This section describes the steps to configure the Designer Cloud® application to integrate with Google Sheets using OAuth 2.0 to authenticate.

Prerequisites

  • OAuth 2.0 authentication must be enabled in the Designer Cloud Powered by Trifacta platform.
  • An OAuth 2.0 client is required for Designer Cloud Enterprise Edition only.
  • For more information, see Enable OAuth 2.0 Authentication.

Create OAuth 2.0 Client App for  Google Sheets

Enable external user in project

You must enable external access to the project containing your  Google Sheets data. 

NOTE: This step configures access through the consent screen for your project. If you have already done this step for the project, you can skip this section.

Steps:

  1. Navigate to the Google Console for your project: https://console.cloud.google.com/.
  2. From the left menu, select APIs & Services > OAuth consent screen.
  3. For User Type, select External
  4. Click Create.
  5. You can provide a logo and name for this client. For example:

    Tip: You can use your own logo and product name if preferred.

    1. Right-click the logo in the Designer Cloud application and download it to your desktop. Right-click the image and select Save As.... Upload it to the consent screen. 
    2. The name of the product can be:  Designer Cloud Enterprise Edition.

  6. Do not add Scopes or Test Users. 
  7. Save your changes.

Create OAuth 2.0 credentials

You must create a set of credentials to use when accessing your Google project. 

Steps:

  1. From the APIs & Services menu, select Credentials.
  2. At the top of the screen, click +CREATE CREDENTIALS
  3. Select OAuth client Id.
  4. For Application type, select Web application.
  5. Fill the values for the following settings:

    SettingValue
    NameProvide a descriptive name. Example: Google_Analytics
    Authorized JavaScript originsDo not add a value for this setting.
    Authorized Redirect URIs

    Set the value to the following:

    https://<login_url>:<port_number>/oauth2/callback


  6. Click Create.

  7. Retain the values for ClientId and Client Secret. These values must be applied in the Designer Cloud application.

Enable API access

You must enable API access to your project.

Steps:

  1. To enable the Google Sheets API, navigate to the following URL:
    https://console.cloud.google.com/apis/library/sheets.googleapis.com

  2. Click Enable.
  3. To use Google Sheets, you must also enable the Google Drive API. Navigate to the following URL:
    https://console.cloud.google.com/apis/library/drive.googleapis.com

  4. Click Enable.

Create OAuth 2.0 Client for  Google Sheets

After the  Google Sheets app is created, you must create an OAuth 2.0 client in the Designer Cloud application, which is used to integrate with the OAuth 2.0 connected app that you created above.

NOTE: You must create one OAuth 2.0 client in the Designer Cloud application for each Google Sheets connected app that you wish to use.

Steps:

  1. Login to the Designer Cloud application as a workspace administrator.
  2. In the lefthand menu, select User menu > Admin console > OAuth2.0 Clients
  3. In the OAuth2.0 Clients page, click Register OAuth2.0 Client.
  4. Specify the new client. Apply the following values:

    SettingDescription
    TypeSet to google_sheets.
    Name

    Display name for the OAuth 2.0 client in the Designer Cloud application.

    Client ID

    Set this value to the Client Id value that you retained from your Google Sheets app.

    Client Secret

    Set this value to the Client Secret value that you retained from your Google Sheets app.

    Authorization URL

    Set this value to the following:

    https://accounts.google.com/o/oauth2/v2/auth
    Token URL

    Set this value to the following:

    https://oauth2.googleapis.com/token
    Scopes

    Please insert the following value:

    https://www.googleapis.com/auth/drive.readonly
    Access Token Expires InSet this value (in milliseconds) to 3600000 (1 hour).
    Refresh Token Expires In

    Set the value to 0 (does not expire).

  5. To save your OAuth 2.0 client, click Save.

For more information, see Create OAuth2 Client.

Create  Google Sheets Connection

After you have created the two OAuth 2.0 client references, you can create a connection to your  Google Sheets data.

NOTE: You must create a separate connection for each OAuth 2.0 client that is available in the Designer Cloud application.

For more information, see Google Sheets Connections.

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