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Epicor ERP JDBC ドライバーでOBIEE レポートとデータ連携

エンタープライズ全体にリアルタイムのレポートを提供するために、OBIEE にEpicor ERP JDBC ドライバーをデプロイします。

CData JDBC driver for Epicor ERP は、Epicor ERP data データ連携をJava ベースのレポートサーバーにから実現する標準データベースドライバーです。ここでは、ドライバーをOracle Business Intelligence Enterprise Edition(OBIEE )にデプロイし、リアルタイムEpicor ERP data レポートを作成する方法を説明します。

JDBC ドライバーをデプロイ

Follow the steps below to add the JDBC driver to WebLogic's classpath.

For WebLogic 12.2.1, simply place the driver JAR and .lic file into DOMAIN_HOME\lib; for example, ORACLE_HOME\user_projects\domains\MY_DOMAIN\lib.These files will be added to the server classpath at startup.

You can also manually add the driver to the classpath:This is required for earlier versions.Prepend the following to PRE_CLASSPATH in setDomainEnv.cmd (Windows) or setDomainEnv.sh (Unix).This script is located in the bin subfolder of the folder for that domain.For example:ORACLE_HOME\user_projects\domains\MY_DOMAIN\bin.

set PRE_CLASSPATH=your-installation-directory\lib\cdata.jdbc.epicorerp.jar;%PRE_CLASSPATH%

Restart all servers; for example, run the stop and start commands in DOMAIN_HOME\bitools\bin.

Epicor ERP のJDBC データソースを作成

After deploying the JDBC driver, you can create a JDBC data source from BI Publisher.

  1. Log into BI Publisher, at the URL http://localhost:9502/analytics, for example, and click Administration -> Manage BI Publisher.
  2. Click JDBC Connection -> Add Data Source.
  3. Enter the following information:
    • Data Source Name:Enter the name that users will create connections to in their reports.
    • Driver Type:Select Other.
    • Database DriverClass:Enter the driver class, cdata.jdbc.epicorerp.EpicorERPDriver.
    • Connection String:Enter the JDBC URL.

      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.

      A typical JDBC URL is below:

      jdbc:epicorerp:Service=Erp.BO.CustomerSvc;ERPInstance=MyInstance;URL=https://myaccount.epicorsaas.com;User=username;Password=password;InitiateOAuth=GETANDREFRESH
    • Username:Enter the username.
    • Password:Enter the password.
  4. In the Security section, select the allowed user roles.

リアルタイムのEpicor ERP レポートを作成

You can now create reports and analyses based on real-time Epicor ERP data.Follow the steps below to use the standard report wizard to create an interactive report that reflects any changes to Epicor ERP data.

  1. On the global header, click New -> Data Model.
  2. On the Diagram tab, select SQL query in the menu.
  3. Enter a name for the query and in the Data Source menu select the Epicor ERP JDBC data source you created.
  4. Select standard SQL and enter a query like the following: SELECT CustNum, Company FROM Customers WHERE CompanyName = 'CompanyName'
  5. Click View Data to generate the sample data to be used as you build your report.
  6. Select the number of rows to include in the sample data, click View, and then click Save As Sample Data.
  7. Click Create Report -> Use Data Model.
  8. Select Guide Me and on the Select Layout page select the report objects you want to include.In this example we select Chart and Table.
  9. Drop a numeric column like Company onto the Drop Value Here box on the y-axis.Drop a dimension column like CustNum onto the Drop Label Here box on the x-axis.
  10. Click Refresh to pick up any changes to the Epicor ERP data.
 
 
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