Validate DocuSign Data with QuerySurge

QuerySurge is a smart data testing solution that automates data validation and testing. When paired with the CData JDBC Driver for DocuSign, QuerySurge can work with live DocuSign data. This article walks through connecting to DocuSign data from QuerySurge.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live DocuSign data. When you issue complex SQL queries to DocuSign, the driver pushes supported SQL operations, like filters and aggregations, directly to DocuSign 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 DocuSign data using native data types.

Connecting to DocuSign Data in QuerySurge

To connect to live DocuSign 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 JDBC Driver for DocuSign 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 JDBC Driver for DocuSign\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 DocuSign

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 DocuSign).
6. Set the Data Source to "All Other JDBC Connections (Connection Extensibility)" and click Next.
7. Set the Driver Class to cdata.jdbc.docusign.DocuSignDriver and click Next.

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

   jdbc:docusign:OAuthClientId=MyClientId; OAuthClientSecret=MyClientSecret; CallbackURL=http://localhost:33333; InitiateOAuth=GETANDREFRESH

   Built-in Connection String Designer

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

   java -jar cdata.jdbc.docusign.jar

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

   To connect to DocuSign, set the following connection properties:

   • UseSandbox: indicates whether current user account is sandbox or not (FALSE by default)
   • AccountId (optional): set it in the connection string if you have access to multiple Account Ids

   Authenticating to DocuSign

   DocuSign uses the OAuth authentication standard. To authenticate using OAuth, you will need to create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the Help documentation more information.

9. Set the Test Query to enable the Test Connection button for the Connection (e.g. SELECT * FROM Documents 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 DocuSign data in QuerySurge.

Compare DocuSign Data Queries with a QueryPair

With the connection configured, you can follow the steps below to compare querying DocuSign 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 DocuSign twice or another connection to perform a comparison)
6. Write queries in the Editor for each pane, e.g. SELECT * FROM Documents
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 DocuSign data returned by the query

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