Integrate Epicor Kinetic Data in Pentaho Data Integration

The CData JDBC Driver for Epicor Kinetic enables access to live data from data pipelines. Pentaho Data Integration is an Extraction, Transformation, and Loading (ETL) engine that data, cleanses the data, and stores data using a uniform format that is accessible.This article shows how to connect to Epicor Kinetic data as a JDBC data source and build jobs and transformations based on Epicor Kinetic data in Pentaho Data Integration.

Configure to Epicor Kinetic Connectivity

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.

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.

Below is a typical JDBC URL:

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

Save your connection string for use in Pentaho Data Integration.

Connect to Epicor Kinetic from Pentaho DI

Open Pentaho Data Integration and select "Database Connection" to configure a connection to the CData JDBC Driver for Epicor Kinetic

1. Click "General"
2. Set Connection name (e.g. Epicor Kinetic Connection)
3. Set Connection type to "Generic database"
4. Set Access to "Native (JDBC)"
5. Set Custom connection URL to your Epicor Kinetic connection string (e.g.
   

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

6. Set Custom driver class name to "cdata.jdbc.epicorerp.EpicorERPDriver" 👁 Configuring the JDBC Driver connection.
   
7. Test the connection and click "OK" to save. 👁 Saving the connection.
   

Create a Data Pipeline for Epicor Kinetic

Once the connection to Epicor Kinetic is configured using the CData JDBC Driver, you are ready to create a new transformation or job.

1. Click "File" >> "New" >> "Transformation/job"
2. Drag a "Table input" object into the workflow panel and select your Epicor Kinetic connection. 👁 Configuring the Table input object
   
3. Click "Get SQL select statement" and use the Database Explorer to view the available tables and views. 👁 Selecting data (QuickBooks Online is shown).
   
4. Select a table and optionally preview the data for verification. 👁 Previewing the data (QuickBooks Online is shown).
   

At this point, you can continue your transformation or jb by selecting a suitable destination and adding any transformations to modify, filter, or otherwise alter the data during replication.

Free Trial & More Information

Download a free, 30-day trial of the CData JDBC Driver for Epicor Kinetic and start working with your live Epicor Kinetic data in Pentaho Data Integration today.