Automated Continuous Outlook Replication to Local Delimited Files

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Outlook data into local delimited files (CSV/TSV), allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure CSV/TSV as a Replication Destination

Using CData Sync, you can replicate Outlook data to delimited files, like CSV or TSV. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection.
2. Select CSV as a destination.
3. Enter the necessary connection properties. To connect to a directory for storing delimited files, set the following:
   • Destination Folder: Set this location on the disk for the delimited files.
   • Include Column Headers: Set this to True for the first row in each file to represent the column names.
4. Click Test Connection to ensure that the connection is configured properly.
5. Click Save Changes.

Configure the Outlook Connection

You can configure a connection to Outlook from the Connections tab. To add a connection to your Outlook account, navigate to the Connections tab.

1. Click Add Connection.
2. Select a source (Outlook).
3. Configure the 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;
   

   
4. Click Connect to ensure that the connection is configured properly.
5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Outlook data to delimited files.