Use the CData JDBC Driver for Outlook in MicroStrategy

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with the CData JDBC Driver for Outlook, you gain database-like access to live Outlook data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through creating a database instance for Outlook in MicroStrategy Developer and create a Warehouse Catalog for the Outlook data.

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

Connect to Outlook in MicroStrategy Developer

You can connect to Outlook in MicroStrategy Developer by adding a database instance based on the CData JDBC Driver for Outlook.^* Before you begin, you will need to install the JDBC Driver for Outlook on the machine hosting the MicroStrategy Intelligence Server that your instance of MicroStrategy Developer is connected to.

1. Open MicroStrategy Developer and select a Project Source.
2. Navigate to Administration -> Configuration Managers -> Database Instances and right-click to add a new instance.
3. Name the instance, select Generic DBMS as the database connection type, and create a new database connection.
4. In the database connection wizard, name the connection and create a new Database Login name, setting the user and password for Outlook.
5. On the Advanced tab for the connection wizard, set the additional connection string parameters as follows.
   • Add the JDBC keyword to the connection string.
   • Set MSTR_JDBC_JAR_FOLDER to the path of the directory containing the JAR file for the JDBC driver. (C:\Program Files\CData JDBC Driver for Outlook\lib\ on Windows.)
   • Set DRIVER to cdata.jdbc.api.APIDriver, the driver class.
   • Set URL to the JDBC URL for the Outlook driver, which contains the necessary connection properties.

     Using OAuth Authentication

     Microsoft Graph API uses OAuth 2.0 for authentication. You must register an application in the Microsoft Azure Portal to obtain OAuth credentials (Client ID and Client Secret).

     Obtaining OAuth Credentials

     1. Log in to the Azure Portal.
     2. Navigate to Azure Active Directory > App registrations.
     3. Click New registration to create a new application.
     4. Enter an application name and select the appropriate account types.
     5. Set the Redirect URI to your application's callback URL (e.g., http://localhost:33333 for desktop apps).
     6. Click Register to create the application.
     7. On the application overview page, copy the Application (client) ID - this is your OAuthClientId.
     8. Navigate to Certificates & secrets and create a new client secret.
     9. Copy the client secret value - this is your OAuthClientSecret.
     10. Navigate to API permissions and add the required Microsoft Graph API permissions:
         • Mail.Read - For accessing email messages
         • Contacts.Read - For accessing contacts
         • Calendars.Read - For accessing calendar events
         • Tasks.Read - For accessing To Do tasks
         • offline_access - For obtaining refresh tokens
     11. Click Grant admin consent to grant these permissions.

     Connecting with OAuth

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

     • AuthScheme: Set this to OAuth.
     • InitiateOAuth: Set this to GETANDREFRESH. The CData API Profile for Outlook will automatically walk through the OAuth process in order to obtain the access token.
     • OAuthClientId: Set this to the Application (client) ID from Azure Portal.
     • OAuthClientSecret: Set this to the client secret value from Azure Portal.
     • TenantId: Set this to your Azure AD tenant identifier (GUID or domain name like 'contoso.onmicrosoft.com').
     • CallbackURL: Set this to the Redirect URI you specified in your app registration (e.g., http://localhost:33333 for desktop apps).

     Example connection string

     Profile=C:\profiles\Outlook.apip;AuthScheme=OAuth;InitiateOAuth=GETANDREFRESH;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;TenantId=your_tenant_id;CallbackUrl=http://localhost:33333;
     

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the Outlook 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.

     

     When you configure the JDBC URL, 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.

   Typical additional connection string properties follow:

   JDBC;MSTR_JDBC_JAR_FOLDER=PATH\TO\JAR\;DRIVER=cdata.jdbc.api.APIDriver;URL={jdbc:api:Profile=C:\profiles\Outlook.apip;AuthScheme=OAuth;InitiateOAuth=GETANDREFRESH;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;TenantId=your_tenant_id;CallbackUrl=http://localhost:33333;};
   

   
6. Ensure that you have not selected an ODBC data source (this will trigger MicroStrategy to use the additional connection string parameters to build the database instance) and click OK.
7. Click OK to close the database instance wizard.
8. In the Project Source, right-click the project and open the Project configuration.
9. Navigate to Database Instances, select the newly created database instance, and click OK.
10. Close MicroStrategy Developer and restart the connected MicroStrategy Intelligence Server to complete the database instance creation.

With the database instance configured, you will now be able to connect to Outlook data from the Warehouse Catalog and Data Import.

Connect to Outlook Data from the Warehouse Catalog

Once you have created a database instance based on the JDBC Driver for Outlook, you can connect to data from the Warehouse Catalog.

1. Select your project and click Schema -> Warehouse Catalog.
2. In the Read Settings for the Catalog, click Settings and set the queries to retrieve the schema:
   • To retrieve the list of tables, use the following query:

     SELECT 
       * 
     FROM 
       SYS_TABLES
             

   • To retrieve the list of columns for selected tables, use the following query:

     SELECT DISTINCT 
       CatalogName NAME_SPACE, 
       TableName TAB_NAME, 
       ColumnName COL_NAME, 
       DataTypeName DATA_TYPE, 
       Length DATA_LEN, 
       NumericPrecision DATA_PREC, 
       NumericScale DATA_SCALE 
     FROM 
       SYS_TABLECOLUMNS 
     WHERE 
       TableName IN (#TABLE_LIST#) 
     ORDER BY
       1,2,3
             

   
3. Select tables to be used in the project.

Using the CData JDBC Driver for Outlook in MicroStrategy, you can easily create robust visualizations and reports on Outlook data. Read our other articles on connecting to Outlook in MictroStrategy Web and connecting to Outlook in MicroStrategy Desktop for more information.

Note: Connecting using a JDBC Driver requires a 3- or 4-Tier Architecture.