Create Informatica Mappings From/To an ODBC Data Source for Outlook

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Create an ODBC connection to Outlook in Informatica and browse and transfer Outlook data.

Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData ODBC Driver for Outlook, you are gaining access to a driver based on industry-proven standards that integrates seamlessly with Informatica's powerful data transportation and manipulation features. This tutorial shows how to transfer and browse Outlook data in Informatica PowerCenter.

Connect to Outlook as an ODBC Data Source

Information for connecting to Outlook follows, along with different instructions for configuring a DSN in Windows and Linux environments.

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;

Windows

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Linux

If you are installing the CData ODBC Driver for Outlook in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData API Source]
Driver = CData ODBC Driver for Outlook
Description = My Description
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

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Create a Linked Table to CalendarGroupCalendars Data

Follow the steps below to create a linked table, which enables you to access live CalendarGroupCalendars data.

Create the ODBC Connection

Follow the steps below to connect to Outlook in Informatica PowerCenter:

  1. In the Informatica Developer tool connect to your repository and create a project.
  2. In the Connection Explorer pane, right-click and click Create a Connection.
  3. In the New Database Connection wizard that is displayed, enter a name and Id for the connection and in the Type menu select ODBC.
  4. In the Connection String property, enter the DSN.

NOTE: If you are working in a Linux operating system, set the Driver Manager for Linux property to unixODBC 2.3.x.

Create the Outlook Data Object

After you have created an ODBC connection to Outlook, you can now access Outlook entities in Informatica. Follow the steps below to add CalendarGroupCalendars entities to your project.

  1. In the Object Explorer, right-click your project and then click New -> Data Object.
  2. In the wizard that is displayed, select the Relational Data Object option.
  3. Click the Browse button next to the Connection box and select the ODBC connection you created in the previous step.
  4. Select the option to create a data object from an existing resource and click the Browse button next to the Resource box.
  5. In the dialog that is displayed, clear the Show Default Schema Only option and expand the node for the ODBC connection. Select the entity that you want.

You can now browse the table in the Data Viewer: Right-click the node for the table and then click Open. On the Data Viewer view, click Run.

Create the Mapping

Follow the steps below to add the Outlook source to a mapping:

  1. In the Object Explorer, right-click your project and then click New -> Mapping.
  2. Expand the node for the Outlook connection and then drag the data object for the table onto the editor.
  3. In the dialog that appears, select the Read option.

Follow the steps below to map Outlook columns to a flat file:

  1. In the Object Explorer, right-click your project and then click New -> Data Object.
  2. Select Flat File Data Object -> Create as Empty -> Fixed Width.
  3. In the properties for the Outlook object, select the rows you want, right-click, and then click copy. Paste the rows into the flat file properties.
  4. Drag the flat file data object onto the mapping. In the dialog that appears, select the Write option.
  5. Click and drag to connect columns.

To transfer Outlook data, right-click in the workspace and then click Run Mapping.

Ready to get started?

Connect to live data from Outlook with the API Driver

Connect to Outlook