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Manage Epicor ERP Data in DBArtisan as a JDBC Source

Use wizards in DBArtisan to create a JDBC data source for Epicor ERP.

The CData JDBC Driver for Epicor ERP seamlessly integrates Epicor ERP data into database management tools like DBArtisan by enabling you to access Epicor ERP data as a database. This article shows how to create a JDBC source for Epicor ERP in DBArtisan. You can then edit data visually and execute standard SQL.

Integrate Epicor ERP Data into DBArtisan Projects

Follow the steps below to register Epicor ERP data as a database instance in your project:

  1. In DBArtisan, click Data Source -> Register Datasource.
  2. Select Generic JDBC.
  3. Click Manage.
  4. In the resulting dialog, click New. Enter a name for the driver and click Add. In the resulting dialog, navigate to the driver JAR. The driver JAR is located in the lib subfolder of the installation directory.
  5. In the Connection URL box, enter credentials and other required connection properties in 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.

    Built-in Connection String Designer

    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.

    Below is a typical connection string:

    jdbc:epicorerp:ervice=Erp.BO.CustomerSvc;ERPInstance=MyInstance;URL=https://myaccount.epicorsaas.com;User=username;Password=password;InitiateOAuth=GETANDREFRESH
  6. Finish the wizard to connect to Epicor ERP data. Epicor ERP entities are displayed in the Datasource Explorer.

You can now work with Epicor ERP data as you work with any other database. See the driver help documentation for more information on the queries supported by the Epicor ERP API.