Connect to JD Edwards Data in RunMyProcess through Connect AI

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to create on OData API for JD Edwards Data and connect to JD Edwards data in Akorbi Digital RunMyProcess.

Akorbi Digital RunMyProcess makes it easy to create applications for complex business applications, such as budget application and contract management. CData Connect AI creates a live connection to JD Edwards and can be used to generate an OData API (natively supported in RunMyProcess) for JD Edwards. By pairing RunMyProcess with CData Connect AI, you get true cloud-to-cloud connectivity to all your SaaS and cloud-based Big Data and NoSQL sources - no need to migrate your data or write your own integrations. Simply connect to Connect AI from RunMyProcess as you would any other REST service and get instant, live access to your JD Edwards data.

In this article, we walk through connecting to JD Edwards from CData Connect AI and accessing JD Edwards data through an OData feed in RunMyProcess.

Connect to JD Edwards from RunMyProcess

To work with live JD Edwards data in RunMyProcess, 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
  3. Select "JD Edwards" from the Add Connection panel
  4. Selecting a data source
  5. 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)
  6. Click Save & Test
  7. 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 RunMyProcess

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 RunMyProcess.

Retrieve JD Edwards Data from RunMyProcess DigitalSuite Studio

With the connection to JD Edwards and OData endpoints created, we are ready to add JD Edwards data to RunMyProcess for Retrieval.

Create a Provider

  1. Log into RunMyProcess and open DigitalSuite Studio.
  2. Click Resources to bring up the Resources page, then select then the CONNECTORS tab. Connectors page
  3. Click the + (New Provider) button to create a new provider, choose the account to use, then click Confirm. Create a new provider
  4. In the provider settings page, configure the following properties.
    • URL: Set the OData endpoint in the Connect AI OData page: https://cloud.cdata.com/api/odata/{workspace_name}.
    • Authentication Schema: Select Login/Password.
    • Login: Specify a CData Connect AI username (e.g. [email protected]).
    • Password: Specify the PAT of the Connect AI user.
    Selecting a connector
  5. Fill in the same properties in the ACCEPTANCE and TEST tabs. Note: You can copy the configured settings by clicking 'Copy this configuration button,' then pasting the content in the new tab by clicking 'Paste previously copied configuration.'
  6. Click Save to save the properties.

Retrieve JD Edwards Data by Creating a Connector

  1. In the CONNECTORS tab, click the button with three dots to create the provider, then select Add connector from the menu.
  2. In the following page, set Connector URL to the OData endpoint configured in Connect AI (e.g. https://cloud.cdata.com/api/odata/{workspace_name}) Connector settings page
  3. Click Save then Launch to test the connector execution. Click Launch test to execute. The process is successful if you get the JSON response of your configured table information. Execution test page

More Information & Free Trial

Now, you have created a provider and connector to retrieve 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 RunMyProcess.

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