How to Easily Query Epicor Kinetic Data in OpenOffice Base

Apache OpenOffice Base is a versatile, free database tool that makes connecting and managing data easy. With CData ODBC Driver for Epicor Kinetic, you can seamlessly integrate and query live Epicor Kinetic data, bringing real-time insights directly into OpenOffice.

This guide simplifies the setup, showing you how to connect Epicor Kinetic to OpenOffice Base so you can easily generate reports, analyze trends, and make informed decisions right within your familiar workspace.

Overview

Here is an overview of the steps:

1. CONFIGURE: Configure the DSN for Epicor Kinetic data in the CData ODBC Driver for Epicor Kinetic, using the required connection properties.
2. CONNECT: Set up the ODBC connection in OpenOffice Base using the configured DSN.
3. IMPORT: Once connected, review the available metadata and tables.
4. CREATE: Create a report based on the queried Epicor Kinetic data data.

Configure the Epicor Kinetic DSN Using the CData ODBC Driver for Epicor Kinetic

To start, configure the DSN (Data Source Name) for Epicor Kinetic data in your system using the CData ODBC Driver for Epicor Kinetic. Download and install a 30-day free trial with all the features from here.

Once installed, launch the ODBC Data Source Administrator:

• On Windows: Search for ODBC Data Source Administrator in the Start menu and open the application.
• On Mac: Open Applications, go to Utilities, and select ODBC Manager.
• On Linux: Use the command line to launch ODBC Data Source Administrator or use unixODBC if installed.

👁 ODBC Data Source Administrator

Once launched, double-click on the CData Epicor Kinetic data Source and enter the required values to establish a connection:

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.

👁 Configuring a DSN (Salesforce is shown)

Setup an ODBC Connection in OpenOffice Base

Once you've set up the DSN, it's time to connect to it in OpenOffice Base and start querying data:

• Launch OpenOffice Base and select Database from the home screen.
👁 Apache OpenOffice Base Homescreen

• In the Database Wizard, choose ODBC from the 'Connect to an existing database' option and click Next.
👁 Apache OpenOffice Base Database Wizard

• Click Browse to locate and select the DSN you created, then click OK.
👁 Apache OpenOffice Base DSN (Salesforce is shown)

• Enter the username associated with the DSN, click Test Connection to verify, and then click Next.
👁 Apache OpenOffice Base Database Wizard (Salesforce details are shown)

• Finally, click Finish to save the new database file to your desired directory. This will connect OpenOffice Base to your live Epicor Kinetic data data, ready for querying and analysis.
👁 Apache OpenOffice Base Database Save File

Your connection is now established — ready to query and analyze data seamlessly within OpenOffice Base.

Review the Metadata and Tables

After the database file is created and the connection is established, the table list will automatically display all available Epicor Kinetic data objects.

• Review the Epicor Kinetic data Object List: In the left pane, click on Tables to view the Epicor Kinetic data objects now available within OpenOffice Base.
• View Object Data: Click on any object to view its contents. The Epicor Kinetic data data will display directly within OpenOffice Base, allowing you to review records and fields with ease.

👁 Apache OpenOffice Base Metadata (Salesforce data is shown)

That's it! You have now successfully established a connection to Epicor Kinetic data in OpenOffice Base, with data readily available for analysis and reporting.

Create a Report

Now, let's generate a report based on your Epicor Kinetic data data.

• Open your database and go to the Reports tab, then select Create Report Using Wizard.
👁 Apache OpenOffice Base Report Screen

• In the Report Wizard, choose the Epicor Kinetic data table from the Table or Query section. Select the columns from Available Fields that you want to include in your report and move them to the Fields in Report section using the arrows.
👁 Apache OpenOffice Base Report Table Objects (Salesforce is shown)

• After configuring the fields, click Finish to generate your report.
👁 Publishing Apache OpenOffice Base Report (with Salesforce data)

• Analyze, adjust, save, and publish the report as needed.

Your report is now created, drawing live data directly from Epicor Kinetic data, and ready for analysis.

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