Access ApprovalMax Data from MySQL in HeidiSQL

HeidiSQL is an open-source database administration tool that natively supports MariaDB, MySQL, SQL Server, and PostgreSQL. When paired with the CData API Driver for ODBC and SQL Gateway, HediSQL's reach extends to include access to live ApprovalMax data. This article demonstrates how to connect to on-premise ApprovalMax and query ApprovalMax data in HeidiSQL.

Connect to ApprovalMax Data

If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can use the built-in Microsoft ODBC Data Source Administrator to configure the DSN. This is also the last step of the driver installation. See the "Getting Started" chapter in the help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

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.

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.

Configure the SQL Gateway

See the SQL Gateway Overview to set up connectivity to ApprovalMax data as a virtual MySQL database. You will configure a MySQL remoting service that listens for MySQL requests from clients. The service can be configured in the SQL Gateway UI.

To connect to the SQL Gateway from HeidiSQL, you will need to run the SQL Gateway on a web-facing machine. After configuring the SQL Gateway, make note of the following information:

• The IP address or domain name of the machine hosting the SQL Gateway
• The data source name (likely CData API Sys) of the MySQL service
• The port number of the MySQL service
• The credentials of a SQL Gateway user with access to the service

Configure Remote Access

If your ODBC Driver and the remoting service are installed on-premise (and not accessible from HeidiSQL), you can use the reverse SSH tunneling feature to enable remote access. For detailed instructions, read our Knowledge Base article: SQL Gateway SSH Tunneling Capabilities.

Connect to ApprovalMax in HeidiSQL

Once you have a MySQL Service configured for the CData API Driver for ODBC, you are ready to connect to the data in HeidiSQL. Start by creating a new connection Session in HeidiSQL, then choose the MySQL library type.

Configure the data set using the values for the MySQL service for ApprovalMax you configured in SQL Gateway (be sure to use the DSN for the database name). Validate your connection and click Open.

Query ApprovalMax from HeidiSQL

1. In the database listing on the left, find your connection to ApprovalMax configured earlier.
2. In the database listing on the left, expand the appropriate connection and to view individual tables or data objects present within ApprovalMax.
3. Write custom SQL queries targeting these tables, treating the data source like any SQL Server database, or visually explore each tabular data set by selecting the relevant tables

With the CData API Driver for ODBC and SQL Gateway, you are able to easily query data from ApprovalMax data in HeidiSQL. If you have any questions, such as needing to access your on-premises data from HeidiSQL, let our Support Team know.