Integrate JD Edwards Data into Power Automate Desktop using CData Connect

CData Connect enables you to access live JD Edwards data in workflow automation tools like Power Automate. This article shows how to integrate JD Edwards data into a simple workflow, saving JD Edwards data into a CSV file.

CData Connect provides a live interface for JD Edwards, allowing you to integrate with live JD Edwards data in Power Automate — without replicating the data. Connect uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to JD Edwards, leveraging server-side processing to quickly return JD Edwards data.

Configure JD Edwards Connectivity for Power Automate

Connectivity to JD Edwards from Power Automate is made possible through CData Connect AI. To work with JD Edwards data from Power Automate, 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 Power Automate Desktop.

Integrate JD Edwards Data into Power Automate Workflows

After configuring CData Connect with JD Edwards, you are ready to integrate JD Edwards data into your Power Automate workflows. Open Microsoft Power Automate, add a new flow, and name the flow.

In the flow editor, you can add the options to connect to JD Edwards, query JD Edwards using SQL, and write the query results to a CSV document.

Add an Open SQL Connection Action

Add an "Open SQL connection" action (Action -> Database) and click the option to build the Connection string. In the Data Link Properties wizard:

1. On the Provider tab: select Microsoft OLE DB Driver for SQL Server
2. On the Connection tab:
   1. Select or enter a server name: set to tds.cdata.com,14333
   2. Enter information to lag onto the server: select "Use a specific username and password"
      • Set User name to your CData Connect AI user name (e.g. [email protected])
      • Set Password to your PAT
      • Select the database: use the database configured above (e.g. JDEdwards1)
3. Click "Test Connection" to ensure the connection is configured properly
4. Click "OK"

After building the connection string in the Data Link Properties wizard, save the action.

Add an Execute SQL Statement Action

Add an "Execute SQL statement" action (Action -> Database) and configure the properties.

• Get connection by: SQL connection variable
• SQL connection: %SQLConnection% (the variable from the "Open SQL connection" action above)
• SQL statement: SELECT * FROM AccountsPayable.AccountLedger

After configuring the properties, save the action.

Add a Write to CSV File Action

Add a "Write to CSV file" action (Action -> File) and configure the properties.

• Variable to write to: %QueryResult% (the variable from the "Execute SQL statement" action above)
• File path: set to a file on disk
• Configure Advanced settings as needed.

After configuring the properties, save the action.

Add a Close SQL Connection Action

Add a "Close SQL connection" action (Action -> Database) and configure the properties.

• SQL Connection: %SQLConnection% (the variable from the "Open SQL connection" action above)

After configuring the properties, save the action.

Save & Run the Flow

Once you have configured all the options for the flow, click the disk icon to save the flow. Click the play icon to run the flow.

Now you have a workflow to save JD Edwards data into a CSV file.

With CData Connect AI, you get live connectivity to JD Edwards data within your Microsoft Power Automate workflows.

SQL Access to JD Edwards Data from Cloud Applications

Now you have a direct connection to live JD Edwards data from Power Automate tasks. You can create more connections and workflows to drive business — all without replicating JD Edwards data.

To get SQL data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.

Related Power Automate Articles

This article explains how to use CData Connect AI with Power Automate Desktop. Check out our other articles for more ways to work with Power Automate (Desktop & Online):

• JD Edwards Data in Power Automate Desktop via ODBC
• JD Edwards Data in Power Automate (Online) using CData Connect AI