Build AI/ML Models with Live Epicor Kinetic Data using Dataiku

Dataiku is a data science and machine learning platform used for data preparation, analysis, visualization, and AI/ML model deployment, enabling collaborative and efficient data-driven decision-making. When paired with the CData JDBC Driver for Epicor Kinetic, Dataiku enhances data integration, preparation, real-time analysis, and reliable model deployment for Epicor Kinetic data.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Epicor Kinetic data. When you issue complex SQL queries to Epicor Kinetic, the driver pushes supported SQL operations, like filters and aggregations, directly to Epicor Kinetic and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Epicor Kinetic data using native data types.

This article shows how you can easily integrate to Epicor Kinetic using CData JDBC Driver for Epicor Kinetic in Dataiku DSS (Data Science Studio) platform, allowing you to prepare the data and build custom AI/ML models.

Preparing the Dataiku DSS environment

In this section, we will explore how to set up Dataiku, as previously introduced, with Epicor Kinetic data. Be sure to install Dataiku DSS (On-Prem version) for your preferred operating system, beforehand.

Install the CData JDBC Driver for Epicor Kinetic

First, install the CData JDBC Driver for Epicor Kinetic on the same machine as Dataiku. The JDBC Driver will be installed in the following path:

Connecting the JDBC Driver in Dataiku DSS

To use the CData JDBC driver in Dataiku, you must create a new SQL database connection and add the JDBC Driver JAR file in the DSS connection settings.

1. Log into Dataiku DSS platform. It should open locally in your browser (e.g. localhost:11200)
2. Click on Navigate to other sections of Dataiku menu on the top right section of the platform and select Administration.
3. Select the Connections tab.
4. In Connections, click on New Connections button.
5. Now, scroll down and select Other SQL databases.

6. Generate a JDBC URL for connecting to Epicor Kinetic, beginning with jdbc:epicorerp: followed by a series of semicolon-separated connection string 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.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Epicor Kinetic 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.

   A typical JDBC URL is given below:

   jdbc:epicorerp:Service=Erp.BO.CustomerSvc;ERPInstance=MyInstance;URL=https://myaccount.epicorsaas.com;User=username;Password=password;InitiateOAuth=GETANDREFRESH
7. On the New SQL database (JDBC) connection screen, enter a name in the New connection name field and specify the basic parameters:
   • JDBC Driver Class: cdata.jdbc.epicorerp.EpicorERPDriver
   • JDBC URL: JDBC connection URL obtained in the previous step
   • Driver jars directory: the folder path where the JAR file is installed on your system

   Next, select the SQL dialect of your choice. Here, we have selected 'SQL Server' as the preferred dialect. Click on Create. If the connection is successful, a prompt will display, saying 'Connection OK'.

8. The Data Catalog window will appear. Select the desired connection, catalog, and schema from the Connection to browse, Restrict to catalog, and Restrict to schema dropdowns, then click on List Tables. The Dataiku platform will list all the required tables.
9. Select any table from the list and click Preview to view the table data. Click Close to exit the window.

Creating a new project

To prepare data flows, create dashboards, analyze the Epicor Kinetic data, and build AI and ML models in the Dataiku DSS platform, you need to first create a new project.

1. Select Projects from the Navigate to other sections of Dataiku menu.
2. In the Projects screen, click New Project and select + Blank Project.
3. In the New Project window, assign a Name and Project Key. Click Create. The new project dashboard opens up.
4. Select Notebooks from the menu at the top of the project screen.
5. Click on + Create Your First Notebook dropdown menu and select Write your own option.
6. In the New Notebook window, select SQL.
7. Now, select the required connection from the Connection dropdown and enter a name in the Notebook Name field.

Testing the connection

To test the Epicor Kinetic connection and analyze the Epicor Kinetic data, write a query in the query compiler and click Run. The queried/filtered Epicor Kinetic data results will then appear on the screen.

Get Started Today

Download a free, 30-day trial of the CData JDBC Driver for Epicor Kinetic to integrate with Dataiku, and effortlessly build custom AI/ML models from Epicor Kinetic data.

Reach out to our Support Team if you have any questions.