Design BIRT Reports on Epicor Kinetic Data

The CData JDBC Driver for Epicor Kinetic integrates connectivity to Epicor Kinetic APIs into your data-driven Java applications. You can use the CData JDBC Driver for Epicor Kinetic with the BIRT (Business Intelligence Reporting Tools) platform to create BIRT reports that reflect changes to your data in real time.

1. If you have not already done so, install the BIRT Framework plugin and the Database Development plugin for Eclipse.
2. Click File -> New -> Report. The Report Design perspective is opened.
3. In the Data Explorer, right-click Data Sources and click New Data Source.
4. Select the Create from a Data Source Type in the Following List option and select JDBC Data Source.
5. Click Manage Drivers and add the driver JAR, located in the lib subfolder of the installation folder.
6. In the Database URL box, enter the JDBC URL containing the connection string.

   To successfully connect to your ERP instance, you must specify the following connection properties:

   • Url:the URL of the server hosting your ERP instance. For example, https://myserver.EpicorSaaS.com
   • ERPInstance: the name of your ERP instance.
   • User: the username of your account.
   • Password: the password of your account.
   • Service: the service you want to retrieve data from. For example, BaqSvc.

   In addition, you may also set the optional connection properties:

   • ApiKey: An optional key that may be required for connection to some services depending on your account configuration.
   • ApiVersion: Defaults to v1. May be set to v2 to use the newer Epicor API.
   • Company: Required if you set the ApiVersion to v2.

   Built-in Connection String Designer

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

   java -jar cdata.jdbc.epicorerp.jar
   

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

   👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
   

   When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

   A typical JDBC URL is below:

   jdbc:epicorerp:Service=Erp.BO.CustomerSvc;ERPInstance=MyInstance;URL=https://myaccount.epicorsaas.com;User=username;Password=password;InitiateOAuth=GETANDREFRESH;
   

7. Right-click the Data Sets folder and select the JDBC data source for Epicor Kinetic.
8. In the resulting dialog, build the SELECT query to be used to retrieve the data for the report. This article uses the following query:

   SELECT CustNum, Company FROM Customers WHERE CompanyName = 'CompanyName'
   

9. In the Palette, drag a Chart onto the editor. The chart wizard is displayed.
10. After selecting the chart type, drag columns onto the chart fields on the Select Data tab.
11. Click Run -> View Report -> In Web Viewer to view the report.

Your BIRT reports can now pick up any updates to Epicor Kinetic data. 👁 A BIRT report that can be refreshed on demand. (Salesforce is shown.)

To publish the report to your application server, add the driver JAR to the BIRT Viewer's classpath. For more information, see the CData KB for guides to deploying the JDBC Driver on Java application servers.