Access Live Epicor Kinetic Data in TIBCO Data Virtualization

TIBCO Data Virtualization (TDV) is an enterprise data virtualization solution that orchestrates access to multiple and varied data sources. When paired with the CData TIBCO DV Adapter for Epicor Kinetic, you get federated access to live Epicor Kinetic data directly within TIBCO Data Virtualization. This article walks through deploying an adapter and creating a new data source based on Epicor Kinetic.

With built-in optimized data processing, the CData TIBCO DV Adapter offers unmatched performance for interacting with live Epicor Kinetic data. When you issue complex SQL queries to Epicor Kinetic, the adapter pushes supported SQL operations, like filters and aggregations, directly to Epicor Kinetic. Its built-in dynamic metadata querying allows you to work with and analyze Epicor Kinetic data using native data types.

Deploy the Epicor Kinetic TIBCO DV Adapter

1. In a console, navigate to the bin folder in the TDV Server installation directory. If there is a current version of the adapter installed, you will need to undeploy it.

   .\server_util.bat -server localhost -user admin -password ******** -undeploy -version 1 -name epicorKinetic
   

2. Extract the CData TIBCO DV Adapter to a local folder and deploy the JAR file (tdv.epicorkinetic.jar) to the server from the extract location.

   .\server_util.bat -server localhost -user admin -password ******** -deploy -package /PATH/TO/tdv.epicorkinetic.jar
   

You may need to restart the server to ensure the new JAR file is loaded properly, which can be accomplished by running the composite.bat script located at: C:\Program Files\TIBCO\TDV Server <version>\bin. Note that reauthenticating to the TDV Studio is required after restarting the server.

Sample Restart Call

.\composite.bat monitor restart

Authenticate with Epicor Kinetic Using OAuth

Since Epicor Kinetic authenticates using the OAuth protocol and TDV Studio does not support browser-based authentication internally, you will need to create and run a simple Java application to retrieve the OAuth tokens. Once retrieved, the tokens are used to connect to Epicor Kinetic directly from the adapter.

The following code sample shows how to authenticate with Epicor Kinetic. You will simply need to execute the Java application with the tdv.epicorkinetic.jar file in the class path.

epicorKineticOAuth oauth = new epicorKineticOAuth();  
oauth.generateOAuthSettingsFile("InitiateOAuth=GETANDREFRESH;" + 
                                  "Service=Erp.BO.CustomerSvc;ERPInstance=MyInstance;URL=https://myaccount.epicorsaas.com;User=username;Password=password;" + 
                                  "OAuthSettingsLocation=C:\epicorkinetic\OAuthSettings.txt;");

Once you deploy the adapter and authenticate, you can create a new data source for Epicor Kinetic in TDV Studio.

Create a Epicor Kinetic Data Source in TDV Studio

With the CData TIBCO DV Adapter for Epicor Kinetic, you can easily create a data source for Epicor Kinetic and introspect the data source to add resources to TDV.

Create the Data Source

1. Right-click on the folder you wish to add the data source to and select New -> New Data Source.
2. Scroll until you find the adapter (e.g. Epicor Kinetic) and click Next.
3. Name the data source (e.g. CData Epicor Kinetic Source).

4. Fill in the required 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.

   NOTE: Set the OAuthSettingsLocation property in the DV Adapter to the same value you used when performing the OAuth authentication (see above).

5. Click Create & Close.

Introspect the Data Source

Once the data source is created, you can introspect the data source by right-clicking and selecting Open. In the dashboard, click Add/Remove Resources and select the Tables, Views, and Stored Procedures to include as part of the data source. Click Next and Finish to add the selected Epicor Kinetic tables, views, and stored procedures as resources.

After creating and introspecting the data source, you are ready to work with Epicor Kinetic data in TIBCO Data Virtualization just like you would any other relational data source. You can create views, query using SQL, publish the data source, and more.