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Get the Report →Add Epicor Kinetic Data to Informatica Enterprise Data Catalog
Use the CData JDBC Driver for Epicor Kinetic with the Informatica Enterprise Data Catalog to classify and organize data.
Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData JDBC driver for Epicor Kinetic, you are gaining access to a driver based on industry-proven standards that integrates seamlessly with Informatica's Enterprise Data Catalog. This tutorial shows how to classify and organize Epicor Kinetic data across any environment.
Load the JDBC Driver
To load the JDBC Driver:
- Install the JDBC Driver on the host running Informatica. For this article, it is assumed that the driver was installed into cdata.jdbc.epicorerp.EpicorERPDriver.
- Navigate to the JDBC install directory and create a zip file called genericJDBC.zip containing the driver and its license file.
- Move the genericJDBC.zip file into the Catalog Service directory within Informatica. For this article, it is assumed that Informatica is installed into /opt/informatica. Working in this folder will probably require root permissions, so make sure to su or sudo to root before continuing.
- Edit the custom deployment configuration to unpack the zip file.
- Refresh the Catalog Service from the Admin console.
$ java -jar setup.jar
$ cd ~/cdata-jdbc-driver-for-epicorerp/lib
$ zip genericJDBC.zip cdata.jdbc.epicorerp.jar cdata.jdbc.epicorerp.lic
# mv genericJDBC.zip /opt/informatica/services/CatalogService/ScannerBinaries
# cd /opt/informatica/services/CatalogService/ScannerBinaries/CustomDeployer/
# nano scannerDeployer.xml
After unpacking the existing ExecutionContextProperty nodes, add a new ExecutionContextProperty node with this content.
<ExecutionContextProperty
isLocationProperty="true"
dependencyToUnpack="genericJDBC.zip">
<PropertyName>JDBCScanner_DriverLocation</PropertyName>
<PropertyValue>scanner_miti/genericJDBC/Drivers</PropertyValue>
</ExecutionContextProperty>
Configure the JDBC Resource
To configure the JDBC resource:
- Open the Catalog administrator and add a new JDBC resource with the following properties:
- Driver Class: cdata.jdbc.epicorerp.EpicorERPDriver
- URL: jdbc.epicorerp:Service=Erp.BO.CustomerSvc;ERPInstance=MyInstance;URL=https://myaccount.epicorsaas.com;User=username;Password=password;InitiateOAuth=GETANDREFRESH;
- 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.
- 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.
- Username: user
- Password: password
- Configure the metadata options to perform at least one source metadata scan. This scan uses the driver to determine what tables, views, and stored procedures are available through the service.
- Source Metadata: Enable this option.
- Catalog: Set this to the appropriate catalog for multi-catalog data sources. Otherwise, set this to CData.
- Schema: Set this to the appropriate schema for multi-schema data sources. Otherwise, set this to the name of the service (for example, Couchbase).
- Case-sensitivity: Generally this option should be disabled. Enable it only for data sources which are case-sensitive.
- Import stored procedures: Enable this if you want to import stored procedure definitions in addition to tables and views.
- Complete the driver configuration, optionally configuring custom attributes and a scanner schedule.
- Perform the metadata scan by navigating to the Monitoring tab and clicking Run. Depending upon the data source, this may takes a few minutes.
To successfully connect to your ERP instance, you must specify the following connection properties:
In addition, you may also set the optional connection properties:
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.
When you configure the JDBC URL, 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.
Typical additional connection string properties follow:
JDBC;MSTR_JDBC_JAR_FOLDER=PATH\TO\JAR\;DRIVER=cdata.jdbc.epicorerp.EpicorERPDriver;URL={jdbc:epicorerp:Service=Erp.BO.CustomerSvc;ERPInstance=MyInstance;URL=https://myaccount.epicorsaas.com;User=username;Password=password;};
Note that the Username and Password properties are required, even if the driver you are using does not require them. In those cases, you can enter a placeholder value instead.
Other metadata scanners may be enabled as desired.
When the scan is complete, a summary of all of the metadata objects is displayed along with the status of the Metadata Load job. If any errors occur, you can open the Log Location link for the job to see the errors reported by Informatica or the driver.
Validate the Discovered Metadata
Open the Catalog Service browser to view the metadata extracted from the data source. Depending upon the options you selected when configuring the metadata scanner, you may see any combination of tables, views, and stored procedures for the resource you defined.