Query ApprovalMax Data in DataGrip

DataGrip is a database IDE that allows SQL developers to query, create, and manage databases. When paired with the CData API Driver for JDBC, DataGrip can work with live ApprovalMax data. This article shows how to establish a connection to ApprovalMax data in DataGrip.

Create a New Driver Definition for ApprovalMax

The steps below describe how to create a new Data Source in DataGrip for ApprovalMax.

1. In DataGrip, click File -> New > Project and name the project
2. In the Database Explorer, click the plus icon () and select Driver.
3. In the Driver tab:
   • Set Name to a user-friendly name (e.g. "CData ApprovalMax Driver")
   • Set Driver Files to the appropriate JAR file. To add the file, click the plus (), select "Add Files," navigate to the "lib" folder in the driver's installation directory and select the JAR file (e.g. cdata.jdbc.api.jar).
   • Set Class to cdata.jdbc.api.API.jar
   Additionally, in the advanced tab you can change driver properties and some other settings like VM Options, VM environment, VM home path, DBMS, etc
   • For most cases, change the DBMS type to "Unknown" in Expert options to avoid native SQL Server queries (Transact-SQL), which might result in an invalid function error
4. Click "Apply" then "OK" to save the Connection

Configure a Connection to ApprovalMax

1. Once the connection is saved, click the plus (), then "Data Source" then "CData ApprovalMax Driver" to create a new ApprovalMax Data Source.
2. In the new window, configure the connection to ApprovalMax with a JDBC URL.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the ApprovalMax JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   
         java -jar cdata.jdbc.api.jar
       

   Fill in the connection properties and copy the connection string to the clipboard.

   Start by setting the Profile connection property to the location of the ApprovalMax Profile on disk (e.g. C:\profiles\ApprovalMax.apip). Next, set the ProfileSettings connection property to the connection string for ApprovalMax (see below).

   ApprovalMax API Profile Settings

   To authenticate to ApprovalMax and connect to your own data or to allow other users to connect to their data, the ApprovalMax Public API requires the OAuth 2.0 authorization code flow.

   First, you will need to register an OAuth application with ApprovalMax. Sign in to the ApprovalMax Developer Portal (https://developer.approvalmax.com/applications) and create a new application. Your OAuth application will be assigned a Client ID and a Client Secret, and you must register at least one Redirect URI (Callback URL).

   A Premium ApprovalMax subscription (or active trial) is required to use the Public API.

   After setting the following connection properties, you are ready to connect:

   • AuthScheme: Set this to OAuth.
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
   • OAuthClientId: Set this to the Client ID that is shown in your application settings on the ApprovalMax Developer Portal.
   • OAuthClientSecret: Set this to the Client Secret that is shown in your application settings on the ApprovalMax Developer Portal.
   • CallbackURL: Set this to the Redirect URI that is registered in your application settings.
   • Scope: (Optional) Override the default OAuth scopes. The default value openid offline_access https://www.approvalmax.com/scopes/public_api/read grants read-only access to all tables in this profile and enables refresh tokens. Use the principle of least privilege when narrowing this scope.

   The OAuth Authorization URL is https://identity.approvalmax.com/connect/authorize and the Token URL is https://identity.approvalmax.com/connect/token. Both authorization_code and refresh_token grant types are supported.

   
3. Set URL to the connection string, e.g.,

   jdbc:api:Profile=C:\profiles\ApprovalMax.apip;AuthScheme=OAuth;InitiateOAuth=GETANDREFRESH;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackURL=your_callback_url;

4. Click "Apply" and "OK" to save the connection string

At this point, you will see the data source in the Data Explorer.

Execute SQL Queries Against ApprovalMax

To browse through the ApprovalMax entities (available as tables) accessible through the JDBC Driver, expand the Data Source.

To execute queries, right click on any table and select "New" -> "Query Console."

In the Console, write the SQL query you wish to execute. For example:

SELECT UserId, Email FROM UserProfiles WHERE CompanyId = '00000000-0000-0000-0000-000000000000'

Download a free, 30-day trial of the CData API Driver for JDBC and start working with your live ApprovalMax data in DataGrip. Reach out to our Support Team if you have any questions.