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CData Sync

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Automated Continuous Epicor ERP Replication to Azure SQL


Use CData Sync for automated, continuous, customizable Epicor ERP replication to Azure SQL.


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CData Sync

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Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Epicor ERP data into your Azure SQL instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure Azure as a Replication Destination

Using CData Sync, you can replicate Epicor ERP data to Azure SQL. To add a replication destination, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select Azure SQL as a destination. Configure a Destination connection to Azure SQL.
  3. Enter the necessary connection properties. To connect to Azure SQL, set the following:
    • Server: The address of the server hosting the Azure SQL database.
    • User: The username provided for authentication with the Azure SQL database.
    • Password: The password provided for authentication with the Azure SQL database.
    • Database: The name of the Azure SQL database.

    Java Edition

    The Java version requires the Microsoft SQL Server JDBC Driver, which can be downloaded from the Microsoft Download Center. Copy the JDBC driver to the lib folder of your Java Web server to make a connection.

  4. Click Test Connection to ensure that the connection is configured properly. Configure a Destination connection.
  5. Click Save Changes.

Configure the Epicor ERP Connection

You can configure a connection to Epicor ERP from the Connections tab. To add a connection to your Epicor ERP account, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select a source (Epicor ERP).
  3. Configure the connection properties.

    ERP インスタンスに接続するには、次の接続プロパティを指定してください。

    • Url:ERP インスタンスをホストしているサーバーのURL。例えば、https://myserver.EpicorSaaS.com
    • ERPInstance:ERP インスタンス名。
    • User:アカウントのユーザー名。
    • Password:アカウントのパスワード。
    • Service:データを取得するサービス。例えば、BaqSvc。

    また、オプションで次の接続プロパティを指定することもできます。

    • ApiKey:アカウント設定に応じて、いくつかのサービスへの接続に必要となるオプションのキー。
    • ApiVersion:デフォルトはv1。新しいEpicor API を使用するにはv2 に設定してください。
    • Company:ApiVersion をv2 に設定した場合は必須になります。
    Configure a Source connection (Salesforce is shown).
  4. Click Connect to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Select Source and Destination connections for the replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Choose entire tables to replicate (Salesforce is shown).

Customize Your Replication

You can use the Transform feature to customize your replication. The Transform feature allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. To customize your replication, click the Transform button in the Tables section and customize the replication.

Configure a replication Transform.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 15 minutes to once every month.

Schedule your job to run automatically.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Epicor ERP data to Azure SQL.