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MicroStrategy でCData JDBC Driver for Epicor ERP を使ってみた

CData JDBC Driver for Epicor ERP を使用して、MicroStrategy Developer からEpicor ERP data にデータ連携。

MicroStrategyは、データ駆動型のイノベーションを可能にする分析およびモビリティプラットフォームです。MicroStrategy をCData JDBC Driver for Epicor ERP と組み合わせると、MicroStrategy からリアルタイムEpicor ERP data へのRDB のようなアクセスが可能になり、レポートと分析での利用が可能です。ここでは、MicroStrategy Developer でEpicor ERP のデータベースインスタンスを作成し、Epicor ERP data のウェアハウスカタログを作成します。

CData JDBC ドライバーは、ドライバーに組み込まれた最適化されたデータ処理により、MicroStrategy からリアルタイムEpicor ERP data と接続で高いパフォーマンスを提供します。MicroStrategy からEpicor ERP に複雑なSQL クエリを発行すると、ドライバはフィルタや集計などのサポートされているSQL 操作を直接Epicor ERP にプッシュし、埋め込みSQL エンジンを使用してサポートされていない操作(SQL関数やJOIN 操作)を処理します。ビルトインダイナミックメタデータクエリでは、ネイティブのMicroStrategy データ型を使用してEpicor ERP data を視覚化して分析することができます。

MicroStrategy Developer からEpicor ERP への連携を確立

You can connect to Epicor ERP in MicroStrategy Developer by adding a database instance based on the CData JDBC Driver for Epicor ERP.* Before you begin, you will need to install the JDBC Driver for Epicor ERP on the machine hosting the MicroStrategy Intelligence Server that your instance of MicroStrategy Developer is connected to.

  1. Open MicroStrategy Developer and select a Project Source.
  2. Navigate to Administration -> Configuration Managers -> Database Instances and right-click to add a new instance.
  3. Name the instance, select Generic DBMS as the database connection type, and create a new database connection.
  4. In the database connection wizard, name the connection and create a new Database Login name, setting the user and password for Epicor ERP.
  5. On the Advanced tab for the connection wizard, set the additional connection string parameters as follows.
    • Add the JDBC keyword to the connection string.
    • Set MSTR_JDBC_JAR_FOLDER to the path of the directory containing the JAR file for the JDBC driver.(C:\Program Files\CData JDBC Driver for Epicor ERP\lib\ on Windows.)
    • Set DRIVER to cdata.jdbc.epicorerp.EpicorERPDriver, the driver class.
    • Set URL to the JDBC URL for the Epicor ERP driver, which contains the necessary connection properties.

      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.

      ビルトイン接続文字列デザイナー

      For assistance in constructing the JDBC URL, use the connection string designer built into the Epicor ERP 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.

    Typical additional connection string properties follow:

    JDBC;MSTR_JDBC_JAR_FOLDER=PATH\TO\JAR\;DRIVER=cdata.jdbc.epicorerp.EpicorERPDriver;URL={jdbc:epicorerp:Service=Erp.BO.CustomerSvc;ERPInstance=MyInstance;URL=https://myaccount.epicorsaas.com;User=username;Password=password;};
  6. Ensure that you have not selected an ODBC data source (this will trigger MicroStrategy to use the additional connection string parameters to build the database instance) and click OK.
  7. Click OK to close the database instance wizard.
  8. In the Project Source, right-click the project and open the Project configuration.
  9. Navigate to Database Instances, select the newly created database instance, and click OK.
  10. Close MicroStrategy Developer and restart the connected MicroStrategy Intelligence Server to complete the database instance creation.

With the database instance configured, you will now be able to connect to Epicor ERP data from the Warehouse Catalog and Data Import.

ウェアハウスカタログからEpicor ERP Data に接続

Once you have created a database instance based on the JDBC Driver for Epicor ERP, you can connect to data from the Warehouse Catalog.

  1. Select your project and click Schema -> Warehouse Catalog.
  2. In the Read Settings for the Catalog, click Settings and set the queries to retrieve the schema:
    • To retrieve the list of tables, use the following query: SELECT * FROM SYS_TABLES
    • To retrieve the list of columns for selected tables, use the following query: SELECT DISTINCT CatalogName NAME_SPACE, TableName TAB_NAME, ColumnName COL_NAME, DataTypeName DATA_TYPE, Length DATA_LEN, NumericPrecision DATA_PREC, NumericScale DATA_SCALE FROM SYS_TABLECOLUMNS WHERE TableName IN (#TABLE_LIST#) ORDER BY 1,2,3
  3. Select tables to be used in the project.

Using the CData JDBC Driver for Epicor ERP in MicroStrategy, you can easily create robust visualizations and reports on Epicor ERP data.Read our other articles on connecting to Epicor ERP in MictroStrategy Web and connecting to Epicor ERP in MicroStrategy Desktop for more information.


Note:Connecting using a JDBC Driver requires a 3- or 4-Tier Architecture.

 
 
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