Integrate Epicor Kinetic Data in Your Informatica Cloud Instance

Informatica Cloud allows you to perform extract, transform, and load (ETL) tasks in the cloud. With the Cloud Secure Agent and the CData JDBC Driver for Epicor Kinetic, you get live access to Epicor Kinetic data, directly within Informatica Cloud. In this article, we will walk through downloading and registering the Cloud Secure Agent, connecting to Epicor Kinetic through the JDBC Driver and generating a mapping that can be used in any Informatica Cloud process.

Informatica Cloud Secure Agent

To work with the Epicor Kinetic data through the JDBC Driver, install the Cloud Secure Agent.

1. Navigate to the Administrator page in Informatica Cloud 👁 Image
   
2. Select the Runtime Environments tab
3. Click "Download Secure Agent" 👁 Image
   
4. Make note of the Install Token 👁 Image
   
5. Run the installer on the client machine and register the Cloud Secure Agent with your username and install token 👁 Image
   

NOTE: It may take some time for all of the Cloud Secure Agent services to get up and running.

Connecting to the Epicor Kinetic JDBC Driver

With the Cloud Secure Agent installed and running, you are ready to connect to Epicor Kinetic through the JDBC Driver.

Adding the JDBC Driver to the Secure Agent Machine

1. Navigate to the following directory on the Secure Agent machine:

   %Secure Agent installation directory%/ext/connectors/thirdparty/

2. Create a folder and add the driver JAR file (cdata.jdbc.epicorerp.jar) based on the type of mapping that you want to configure.

   For mappings, create the following folder and add the driver JAR file:

   informatica.jdbc_v2/common

   For mappings in advanced mode, also create the following folder and add the driver JAR file:

   informatica.jdbc_v2/spark

3. Restart the Secure Agent.

Connecting to Epicor Kinetic in Informatica Cloud

After installing the driver JAR file, you are ready to configure your connection to Epicor Kinetic in Informatica Cloud. Start by clicking the Connections tab and clicking New Connection. Fill in the following properties for the connection:

• Connection Name: Name your connection (i.e.: CData Epicor Kinetic Connection)
• Type: Select "JDBC_V2"
• Runtime Environment: Select the runtime environment where you installed the Secure Agent
• JDBC Driver Class Name: The name of the JDBC driver class: cdata.jdbc.epicorerp.EpicorERPDriver
• JDBC Connection URL: Set this to the JDBC URL for Epicor Kinetic. Your URL will look similar to the following:
  
  

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

  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 (Google Sheets is shown.)
  
• Username: Set this to the username for Epicor Kinetic
• Password: Set this to the password for Epicor Kinetic

👁 Configuring the Connection (Google Sheets is shown.

Create a Mapping for Epicor Kinetic Data

With the connection to Epicor Kinetic configured, we can now access Epicor Kinetic data in any Informatica process. The steps below walk through creating a mapping for Epicor Kinetic to another data target.

1. Navigate to the Data Integration page 👁 Image
   
2. Click New.. and select Mapping from the Mappings tab 👁 Image
   
3. Click the Source Object and in the Source tab, select the Connection and set the Source Type 👁 Selecting the Source Connection and Source Type
   
4. Click "Select" to choose the table to map 👁 Selecting the Source Object
   
5. In the Fields tab, select the fields from the Epicor Kinetic table to map 👁 Selecting Source Fields to map
   
6. Click the Target object and configure the Target source, table and fields. In the Field Mapping tab, map the source fields to the target fields. 👁 Selecting the Target Field Mappings
   

With the mapping configured, you are ready to start integrating live Epicor Kinetic data with any of the supported connections in Informatica Cloud. Download a free, 30-day trial of the CData JDBC Driver for Epicor Kinetic and start working with your live Epicor Kinetic data in Informatica Cloud today.