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Provide OData Services of Epicor ERP Data from a WCF Application

This article shows how to publish an OData feed of Epicor ERP data by creating a WCF Service Application.

The CData ADO.NET Provider for Epicor ERP enables you to use the Windows Communication Foundation (WCF) framework to rapidly develop service-oriented applications that provide Epicor ERP data to OData consumers. This article shows how to create an entity data model to provide the underlying connectivity to the Epicor ERP data, as well as how to create a WCF Data Service to expose the OData service. You can then consume the feed with any OData client, for example, Power Pivot or an application that uses the CData ADO.NET Provider for OData.

Create the OData Service

Follow the steps below to create a WCF service application that will provide connectivity to Epicor ERP data via OData.

  1. Open Visual Studio and create a new project. Select the WCF Service Application template.
  2. Delete the autogenerated IService.cs and Service1.svc.
  3. Click Project -> Add New Item -> ADO.NET Entity Data Model.
  4. In the Entity Data Model wizard that is displayed, select the 'EF Designer from Database' option.
  5. In the resulting Choose Your Connection dialog, click New Connection.
  6. In the Connection properties dialog, select the CData Epicor ERP Data Source and enter the necessary credentials.

    A typical connection string is below:

    ervice=Erp.BO.CustomerSvc;ERPInstance=MyInstance;URL=https://myaccount.epicorsaas.com;User=username;Password=password;InitiateOAuth=GETANDREFRESH

    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.

  7. Select Epicor ERP tables and views that you want OData clients to access.
  8. Click Project -> Add New Item -> WCF Data Service.
  9. Specify the data source class and configure access to the new WCF Data Service. In the example below, the Access Rule for the entities is set to All. This means that any user will be able to read and modify data.

    using System; using System.Collections.Generic; using System.Data.Services; using System.Data.Services.Common; using System.Linq; using System.ServiceModel.Web; using System.Web; namespace EpicorERPService{ public class EpicorERPDataService : DataService<EpicorERPEntities> { public static void InitializeService(DataServiceConfiguration config) { config.SetEntitySetAccessRule("*", EntitySetRights.All); config.DataServiceBehavior.MaxProtocolVersion = DataServiceProtocolVersion.V3; } } }
  10. Run the project. Applications that support OData can now access the Salesforce data and reflect any changes. You can access the feed in your browser. The feed will resemble the following:

Consume the OData Service from Power Pivot

You can now use the service from any OData client; for example, Excel Power Pivot.

  1. Open Excel and click on the Power Pivot Window button.
  2. A new pop-up will appear. Select the option From Data Feeds.
  3. In the resulting Table Import Wizard, enter the OData URL. For example, http://localhost:12449/EpicorERPDataService.svc/.
  4. After connecting to the OData service, click the Next button at the bottom of the window.
  5. A table listing of the available tables will appear in the next window of the wizard. Select which tables you want to import and click Finish.
  6. Click Close to import the data in Power Pivot.