Validate Quickbase Data with QuerySurge

QuerySurge is a smart data testing solution that automates data validation and testing. When paired with the CData JDBC Driver for Quickbase, QuerySurge can work with live Quickbase data. This article walks through connecting to Quickbase data from QuerySurge.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Quickbase data. When you issue complex SQL queries to Quickbase, the driver pushes supported SQL operations, like filters and aggregations, directly to Quickbase 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 Quickbase data using native data types.

Connecting to Quickbase Data in QuerySurge

To connect to live Quickbase 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 JDBC Driver for Quickbase 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 JDBC Driver for Quickbase\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 Quickbase

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 Quickbase).
6. Set the Data Source to "All Other JDBC Connections (Connection Extensibility)" and click Next.
7. Set the Driver Class to cdata.jdbc.quickbase.QuickBaseDriver and click Next.

8. Set the Connection URL using the necessary connection properties to authenticate with Quickbase. Your Connection URL will look something like the following:

   jdbc:quickbase:User=user@domain.com;Password=password;Domain=myinstance.quickbase.com;ApplicationToken=bwkxrb5da2wn57bzfh9xn24

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Quickbase JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.quickbase.jar

   Fill in the connection properties and copy the connection string to the clipboard.

   User Authentication Method

   To authenticate with user credentials, specify the following connection properties:

   1. Set the User and Password.
   2. If your application requires an ApplicationToken;, you must provide it otherwise an error will be thrown. You can find the ApplicationToken under SpecificApp > Settings > App management > App properties > Advanced settings > Security options > Manage Application Token.

   User Token Authentication

   To authenticate with a user token, specify the following connection properties:

   1. Set UserToken and you are ready to connect. You can find the UserToken under Quick Base > My Preferences > My User Information > Manage User Tokens.
9. Set the Test Query to enable the Test Connection button for the Connection (e.g. SELECT * FROM SampleTable_1 LIMIT 1) and click Next.
10. Click Test Connection to ensure the connection is configured properly and click Save to add the connection.