Validate Outlook Data with QuerySurge

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Access and validate Outlook data in QuerySurge using the CData JDBC Driver.

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 Outlook data. This article explains how to connect to Outlook data from QuerySurge.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Outlook data. When you issue complex SQL queries 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 client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Outlook data using native data types.

Connecting to Outlook Data in QuerySurge

To connect to live Outlook 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 Outlook

  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 Outlook).
  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 Outlook. Your Connection URL will look something like the following:

    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;

    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.

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

Compare Outlook Data Queries with a QueryPair

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

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

Ready to get started?

Connect to live data from Outlook with the API Driver

Connect to Outlook