Create Apps from JD Edwards Data in Qlik Sense Cloud

Qlik Sense Cloud allows you to create and share data visualizations and interact with information in new ways. CData Connect AI creates a live connection to JD Edwards. By pairing Qlik Sense Cloud with CData Connect AI, you get true cloud-to-cloud connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect AI from Qlik Sense Cloud and get instant, live access to your JD Edwards data.

In this article, we walk through two connections:

1. Connecting to JD Edwards in Connect AI
2. Connecting to Connect AI from Qlik Sense Cloud to create a model and build a simple dashboard

Configure JD Edwards Connectivity for Qlik Sense Cloud

Connectivity to JD Edwards from Qlik Cloud is made possible through CData Connect AI. To work with JD Edwards data from Qlik Cloud, 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 Qlik Sense Cloud.

Create a Qlik Sense App from JD Edwards Data

This section explains how to add JD Edwards data to a Qlik Sense app for visualizations, analytics, reporting, and more.

Create a New App and Upload Data

1. Log into your Qlik Sense instance and click the button to create a new app
2. Name and configure the new app and click "Create"
3. In the workspace, click to open the new app
4. Click to add data from files and other sources
5. Select the Microsoft SQL Server connector and set the configuration properties.
   • Set Server to tds.cdata.com
   • Set Port to 14333
   • Set Database to the connection you created (e.g. JDEdwards1)
   • Set User name to the Connect AI user (e.g. [email protected])
   • Set Password to the PAT for the above user
   
6. Select an owner for the connection
7. Select a JD Edwards entity (Table) to view
8. Click Next, configure the model, and load the data into Qlik Sense.

Generate Insights or Customize Your App

With the data loaded into Qlik Sense, you are ready to begin discovering insights. You can build custom visualizations, reports, and dashboards engineered to gain actionable insights into your JD Edwards data.

More Information & Free Trial

Now, you have created a simple but powerful dashboard from live JD Edwards data. For more information on creating OData feeds from JD Edwards (and more than 100 other data sources), visit the Connect AI page. Sign up for a free trial and start working with live JD Edwards data in Qlik Sense Cloud.