Validate Exact Online Data with QuerySurge

QuerySurge is a smart data testing solution that automates data validation and testing. When paired with the CData JDBC Driver for Exact Online, QuerySurge can work with live Exact Online data. This article explains how to connect to Exact Online data from QuerySurge.

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

Connecting to Exact Online Data in QuerySurge

To connect to live Exact Online 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 Exact Online 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 Exact Online\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 Exact Online

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. 👁 Creating a new connection
   
5. Name the connection (e.g. CData JDBC Connection to Exact Online).
6. Set the Data Source to "All Other JDBC Connections (Connection Extensibility)" and click Next. 👁 Naming the connection and choosing a Data Source
   
7. Set the Driver Class to cdata.jdbc.exactonline.ExactOnlineDriver and click Next. 👁 Setting the Driver Class
   

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

   jdbc:exactonline:Region='United States';Division=5512;InitiateOAuth=GETANDREFRESH;

   Built-in Connection String Designer

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

   java -jar cdata.jdbc.exactonline.jar
   	

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

   Exact Online uses the OAuth authentication standard. The InitiateOAuth connection property facilitates the OAuth flow -- by default, this is set to GETANDREFRESH. You can also use the embedded OAuth credentials or you can register an OAuth app with Exact to obtain your own. In addition to the OAuth values, provide the Region. If Division is not set, the default Division is determined.

   See the "Getting Started" chapter of the help documentation for more information.

   👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
   
9. Set the Test Query to enable the Test Connection button for the Connection (e.g. SELECT * FROM Accounts LIMIT 1) and click Next. 👁 Setting the Connection URL and Test Query (NetSuite is shown)
   
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 Exact Online data in QuerySurge.

Compare Exact Online Data Queries with a QueryPair

With the connection configured, you can follow the steps below to compare querying Exact Online 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 Exact Online twice or another connection to perform a comparison)
6. Write queries in the Editor for each pane, e.g. SELECT * FROM Accounts 👁 Setting the Connection URL and Test Query (NetSuite is shown)
   
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 Exact Online data returned by the query 👁 Setting the Connection URL and Test Query (NetSuite is shown)
   

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