Use the CData ODBC Driver for Epicor ERP in MicroStrategy

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Epicor ERP ODBC Driver

The Epicor ERP ERP ODBC Driver is a powerful tool that allows you to connect with live Epicor ERP ERP data, directly from any applications that support ODBC connectivity.

Access Epicor ERP ERP like you would a database - read, write, and update Sales Orders, Purchase Orders, Accounts, etc. through a standard ODBC Driver interface.



Connect to Epicor ERP data in MicroStrategy Developer using the CData ODBC Driver for Epicor ERP.

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with the CData ODBC Driver for Epicor ERP, you gain database-like access to live Epicor ERP data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through creating a database instance for Epicor ERP in MicroStrategy Developer and creating a Warehouse Catalog based on Epicor ERP data.

The CData ODBC Driver offers unmatched performance for interacting with live Epicor ERP data in MicroStrategy due to optimized data processing built into the driver. When you issue complex SQL queries from MicroStrategy to Epicor ERP, the driver pushes supported SQL operations, like filters and aggregations, directly to Epicor ERP and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Epicor ERP data using native MicroStrategy data types.

Connect to Epicor ERP as an ODBC Data Source

Information for connecting to Epicor ERP follows, along with different instructions for configuring a DSN in Windows and Linux environments (the ODBC Driver for Epicor ERP must be installed on the machine hosting the connected MicroStrategy Intelligence Server).

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.

When you configure the DSN, 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.

Windows

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Linux

If you are installing the CData ODBC Driver for Epicor ERP in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData EpicorERP Sys] Driver = CData ODBC Driver for Epicor ERP Description = My Description Service = Erp.BO.CustomerSvc ERPInstance = MyInstance URL = https://myaccount.epicorsaas.com User = username Password = password

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Create a Epicor ERP Database Instance in MicroStrategy Developer

You can connect to Epicor ERP in MicroStrategy Developer by adding a database instance based on the CData ODBC Driver for Epicor ERP.*

  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, using filler values for the user and password.
  5. Select the DSN that you configured earlier as the ODBC data source (i.e., CData EpicorERP Sys).
  6. Select the newly created database connection.
  7. In the Project Source, right-click the project and open the Project configuration.
  8. Navigate to Database Instances and select the newly created database instance.
  9. 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.

Connect to Epicor ERP Data from the Warehouse Catalog

Once you have created a database instance based on the ODBC 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 
        CatalogName NAME_SPACE,
        TableName TAB_NAME 
      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.

If you are interested in connecting to Epicor ERP from other MicroStrategy products, you can read about connecting from MicroStrategy Web and connecting from MicroStrategy Desktop.


Note: connecting using a ODBC driver requires a 3- or 4-tier architecture.