Validate ApprovalMax Data with QuerySurge

QuerySurge is a smart data testing solution that automates data validation and testing. When paired with the CData API Driver for JDBC, QuerySurge can work with live ApprovalMax data. This article explains how to connect to ApprovalMax data from QuerySurge.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live ApprovalMax data. When you issue complex SQL queries to ApprovalMax, the driver pushes supported SQL operations, like filters and aggregations, directly to ApprovalMax and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze ApprovalMax data using native data types.

Connecting to ApprovalMax Data in QuerySurge

To connect to live ApprovalMax data from QuerySurge, you need to deploy the JDBC Driver JAR file to your QuerySurge Agent(s) and add a new connection from the QuerySurge Admin view.

Deploy the JDBC Driver

1. Download the CData API Driver for JDBC installer, unzip the package, and run the JAR file to install the driver.
2. Once the driver is installed, stop the Agent Service.
3. Copy the JAR File (and license file if it exists) from the installation location (typically C:\Program Files\CData\CData API Driver for JDBC\lib\) to your Agent(s) (QuerySurge_install_dir\agent\jdbc).
4. Restart the Agent Service.

For more information on deploying JDBC drivers for QuerySurge, refer to the QuerySurge Knowledge Base.

Configure a New Connection to ApprovalMax

1. Log into QuerySurge and navigate to the Admin view.
2. Click Configuration -> Connections in the Administration Tree.
3. Click Add to create a new connection.
4. In the QuerySurge Connection Wizard, click Next.
5. Name the connection (e.g. CData JDBC Connection to ApprovalMax).
6. Set the Data Source to "All Other JDBC Connections (Connection Extensibility)" and click Next.
7. Set the Driver Class to cdata.jdbc.api.APIDriver and click Next.

8. Set the Connection URL using the necessary connection properties to authenticate with ApprovalMax. Your Connection URL will look something like the following:

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

   
9. Set the Test Query to enable the Test Connection button for the Connection (e.g. SELECT * FROM UserProfiles LIMIT 1) and click Next.
10. Click Test Connection to ensure the connection is configured properly and click Save to add the connection.

Once the connection is added, you can write SQL queries against your ApprovalMax data in QuerySurge.

Compare ApprovalMax Data Queries with a QueryPair

With the connection configured, you can follow the steps below to compare querying ApprovalMax data with a QueryPair.

1. Select "Design Library" from the Design Menu
2. Click QueryPairs under QuerySurge Design
3. Click "Create New QueryPair"
4. Name the QueryPair and click Save
5. In either the Source or Target panes, select the connection created above (select the same connection to query ApprovalMax twice or another connection to perform a comparison)
6. Write queries in the Editor for each pane, e.g. SELECT * FROM UserProfiles
7. Click the "Design-Time Run" tab to execute the queries
8. When the query execution is finished, click "View Query Results" to see the ApprovalMax data returned by the query

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