Integrate Outlook Data in the Pentaho Report Designer

The CData JDBC driver for Outlook data enables access to live data from dashboards and reports. This article shows how to connect to Outlook data as a JDBC data source and publish reports based on Outlook data in Pentaho.

Connect and Create a Report

1. Copy the JAR file of the driver, located in the lib subfolder of the installation directory, to the \Report-Designer\lib\jdbc\ folder in the Pentaho directory.
2. Run the report-designer.bat file in the \Report-Designer\ folder to open the Report-Designer UI.

3. Create a new data source with the driver by clicking Data -> Add Data Source -> Advanced -> JDBC (Custom) and then creating a new Outlook connection. In the resulting dialog, configure the connection properties as shown below.

   • Custom Connection URL property: Enter the JDBC URL. This starts with jdbc:api: and is followed by a semicolon-separated list of 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.

     Below is a typical JDBC 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;

   • Custom Driver Class Name: Enter cdata.jdbc.api.APIDriver.
   • User Name: The username to authenticate with.
   • Password: The password to authenticate with.
   

Add Outlook Data to a Report

You are now ready to create a report with Outlook data.

1. Add the Outlook source to your report: Click Data -> Add Data Source -> JDBC and select the data source.

2. Configure the query. This article uses the one below:

   SELECT ,  FROM CalendarGroupCalendars WHERE CalendarGroupId = 'group_id'

   
3. Drag a chart onto your report and double-click it to edit the chart. Run the report to display the chart. You can use the results of this query to create a simple chart for the CalendarGroupCalendars table.
4. Finally, run the report to see the chart.