Replicate Reckon Data from PowerShell

The CData ODBC Driver for Reckon enables out-of-the-box integration with Microsoft's built-in support for ODBC. The ODBC driver instantly integrates connectivity to the real Reckon data with PowerShell.

You can use the .NET Framework Provider for ODBC built into PowerShell to quickly automate integration tasks like replicating Reckon data to other databases. This article shows how to replicate Reckon data to SQL Server in 5 lines of code.

You can also write PowerShell code to execute create, read, update, and delete (CRUD) operations. See the examples below.

Create an ODBC Data Source for Reckon

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

When you are connecting to a local Reckon instance, you do not need to set any connection properties.

Requests to Reckon are made through the Remote Connector. The Remote Connector runs on the same machine as Reckon and accepts connections through a lightweight, embedded Web server. The server supports SSL/TLS, enabling users to connect securely from remote machines.

The first time you connect to your company file, authorize the Remote Connector with Reckon. See the "Getting Started" chapter of the help documentation for a guide.

Connect to Reckon

The code below shows how to use the DSN to initialize the connection to Reckon data in PowerShell:

$conn = New-Object System.Data.Odbc.OdbcConnection
$conn.ConnectionString = "DSN=CData Reckon Source x64"

Back Up Reckon Data to SQL Server

After you enable caching, you can use the code below to replicate data to SQL Server.

Set the following connection properties to configure the caching database:

• CacheProvider: The name of the ADO.NET provider. This can be found in the Machine.config for your version of .NET. For example, to configure SQL Server, enter System.Data.SqlClient.

• CacheConnection: The connection string of properties required to connect to the database. Below is an example for SQL Server:

  Server=localhost;Database=RSB;User Id=sqltest;Password=sqltest;

The SQL query in the example can be used to refresh the entire cached table, including its schema. Any already existing cache is deleted.

$conn.Open()
# Create and execute the SQL Query
$SQL = "CACHE DROP EXISTING SELECT * FROM " + $Customers
$cmd = New-Object System.Data.Odbc.OdbcCommand($sql,$conn)
$count = $cmd.ExecuteNonQuery()
$conn.Close()

The driver gives you complete control over the caching functionality. See the help documentation for more caching commands and usage examples. See the help documentation for steps to replicate to other databases.

Other Operations

To retrieve Reckon data in PowerShell, call the Fill method of the OdbcDataAdapter method. To execute data manipulation commands, initialize the OdbcCommand object and then call ExecuteNonQuery. Below are some more examples CRUD commands to Reckon through the .NET Framework Provider for ODBC:

Retrieve Reckon Data

$sql="SELECT Name, CustomerBalance from Customers"
 
$da= New-Object System.Data.Odbc.OdbcDataAdapter($sql, $conn)
$dt= New-Object System.Data.DataTable
$da.Fill($dt) 
 
$dt.Rows | foreach {
 $dt.Columns | foreach ($col in dt{
 Write-Host $1[$_]
 }
}

Update Reckon Data

$cmd = New-Object System.Data.Odbc.OdbcCommand("UPDATE Customers SET Type='Commercial' WHERE ID = @myID", $conn)
$cmd.Parameters.Add(new System.Data.Odbc.OdbcParameter("myID","001d000000YBRseAAH")
$cmd.ExecuteNonQuery()

Insert Reckon Data

$cmd = New-Object System.Data.Odbc.OdbcCommand("INSERT INTO Customers SET Type='Commercial' WHERE ID = @myID", $conn)
$cmd.Parameters.Add(new System.Data.Odbc.OdbcParameter("myID","001d000000YBRseAAH")
$cmd.ExecuteNonQuery()

Delete Reckon Data

$cmd = New-Object System.Data.Odbc.OdbcCommand("DELETE FROM Customers WHERE ID = @myid", $conn)
$cmd.Parameters.Add(new System.Data.Odbc.OdbcParameter("myID","001d000000YBRseAAH")
$cmd.ExecuteNonQuery()