Analyze JD Edwards Data in Infragistics Reveal

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to create on OData API on top of JD Edwards data and visualize live JD Edwards data in Infragistics Reveal.

Reveal, an offering from Infragistics, serves as a data visualization tool that seamlessly integrates with CData Connect AI. Together, they empower users to deliver dynamic dashboards using real-time data from a diverse range of data sources, including JD Edwards data. In this article, we will guide you through the process of connecting to JD Edwards via Connect AI and subsequently linking Connect AI with Infragistics Reveal to construct a straightforward dashboard.

Connect to JD Edwards from Infragistics Reveal

To work with live JD Edwards data in Infragistics Reveal, we need to connect to JD Edwards from Connect AI, provide user access to the connection, and create a Workspace for the JD Edwards data.

Connect to JD Edwards from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. Adding a Connection
  2. Select "JD Edwards" from the Add Connection panel
    3. Selecting a data source
  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.

    Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add JD Edwards Connection page and update the User-based permissions. Updating 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. Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure JD Edwards Endpoints for Infragistics Reveal

After connecting to JD Edwards, create a workspace for your desired table(s).

  1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). The Workspaces page. Adding a new Workspace.
  2. Click Add to add new assets to the Workspace.
  3. Select the JD Edwards connection (e.g. JDEdwards1) and click Next. Selecting an Asset (Salesforce is shown).
  4. Select the table(s) you wish to work with and click Confirm. Selecting Tables (Salesforce is shown).
  5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to JD Edwards data from Infragistics Reveal.

Create a Dashboard in Reveal

With Connect AI configured, we can visualize JD Edwards data in Reveal.

  1. Log into Reveal and click Dashboards -> New Adding a new dashboard
  2. Click Data Sources -> OData Feed Adding a new OData data source
  3. Specify the Connect AI OData API endpoint URL (found on the OData page): https://cloud.cdata.com/api/odata/{workspace_name} Configuring the OData URL
  4. Select Generic Credentials and
    • Set Username to a Connect AI username (e.g. [email protected])
    • Set Password to the PAT for the user
    Configuring the credentials
  5. Select the entity you wish to visualize Selecting an entity to visualize (Salesforce is shown.)
  6. Select fields and choose a chart type Visualizing data in Reveal (Salesforce is shown.)

More Information & Free Trial

At this point, you have created a simple dashboard from live JD Edwards data. For more information on creating OData feeds from JD Edwards (and more than 100 other sources), visit the Connect AI page. Sign up for a free trial and start working live JD Edwards data in tools that consume OData APIs.

Ready to get started?

Learn more about CData Connect AI or sign up for free trial access:

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