Connect to JD Edwards Data from Crystal Reports

Crystal Reports is a business intelligence application by SAP designed to help you analyze your data with well-formatted, pixel-perfect, and multi-page reports. When paired with CData Connect AI, Crystal Reports gets access to live JD Edwards data. This article demonstrates how to connect to JD Edwards using Connect AI and report on JD Edwards data in Crystal Reports.

CData Connect AI provides a pure SQL Server interface for JD Edwards, allowing you to query data from JD Edwards without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to JD Edwards, leveraging server-side processing to return the requested JD Edwards data quickly.

Configure JD Edwards Connectivity for Crystal Reports

Connectivity to JD Edwards from Crystal Reports is made possible through CData Connect AI. To work with JD Edwards data from Crystal Reports, we start by creating and configuring a JD Edwards connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "JD Edwards" from the Add Connection panel

3. Enter the necessary authentication properties to connect to JD Edwards.

   The driver connects to JD Edwards through your Application Interface Services (AIS) Server. Set the following connection properties:

   • URL: The base HTTPS URL of your AIS Server (e.g., https://jde-ais.example.com:8300).
   • User: Your JD Edwards username.
   • Password: Your JD Edwards password.
   • Environment (optional): The JD Edwards environment to use (e.g., PD920 for production or DV920 for development). If not specified, the AIS Server's default environment is used.
   • Role (optional): The JD Edwards role for the session. If not specified, the AIS Server's default role is used.
   • DeviceName (optional): An identifier for the connecting device or application, used for auditing and logging on the AIS Server.
   • Jasserver (optional): The specific Java Application Server (JAS) instance to route requests through, useful in clustered environments.

   Choosing Which Data Is Exposed

   JD Edwards organizes tables and business views by System Code, and the driver exposes each System Code as its own schema. Use these properties to control which schemas are available:

   • DataModel: One or more ERP modules (comma-separated) whose System Codes are exposed as schemas, or All to expose every System Code in the connected instance. Defaults to FinancialManagement.
   • SystemCodes: A comma-separated list of additional System Codes to expose alongside those from DataModel (e.g., 42,43).

   When you connect, the driver sends your credentials to the AIS Server to obtain a session token and caches it. The driver requests a new token automatically before the session expires.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add JD Edwards Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to JD Edwards data from Crystal Reports.

Connect to JD Edwards from Crystal Reports using Connect AI

To establish a connection from Crystal Reports to CData Connect AI, you will need to download the JDBC driver.

1. Open the Client Tools page of CData Connect AI.
2. Search for and select JDBC.
3. Download and run the setup file.
4. When the installation is complete, locate the JDBC Connect JAR file in the JDBC driver's installation directory, for example, C:\Program Files\CData\JDBC Driver for CData Connect\lib.
5. Copy the JDBC Connect JAR file (cdata.jdbc.connect.jar).

After copying the JDBC CData Connect JAR file, you will need to paste it into the Crystal Reports installation location and configure the connection to Connect AI.

1. Find the installation directory for Crystal Reports, for example, C:\Program Files (x86)\SAP BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\java\lib
2. Paste the JDBC Connect JAR file into the Crystal Reports installation directory.
3. Go to the parent java folder. For example, C:\Program Files (x86)\SAP BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\java This folder should contain a CRConfig file.
4. Open CRConfig in a text editor.
5. Add the path to the JDBC CData Connect JAR file in the of the CRConfig file, for example, C:\Program Files (x86)\SAP BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\java\lib
6. Log into Crystal Reports and start a blank report.
7. In the Database Expert dialog, click Create New Connection.
8. Select the JDBC data source and the tables you want to add. Click OK.
9. In the Connection dialog, enter the Connection URL (e.g. jdbc:connect:AuthScheme=Basic;user=username;password=PAT;) and Database Classname (e.g. cdata.jdbc.connect.ConnectDriver).
10. Click Finish. The Database Expert dialog displays all available connections.

You can now create reports with the connected data.

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