Analyze Live JD Edwards Data in SAS Viya

Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
Use CData Connect AI to connect to JD Edwards data from SAS Viya and deploy self-service analytics using live JD Edwards data.

SAS Viya is an analytics platform that enhances data management, machine learning, and analytics, fostering efficient decision-making and insights. When paired with CData Connect AI, you get instant, cloud-to-cloud access to JD Edwards data for building predictive models, crafting stunning insights to make data-driven decisions, and more. This article shows how to connect to Connect AI from the SAS Viya cloud platform and integrate live JD Edwards data into your self-service AI and analytics deployments.

CData Connect AI provides a pure SQL, cloud-to-cloud interface for JD Edwards, allowing you to easily integrate with live JD Edwards data in SAS Viya — without replicating the data. CData Connect AI looks exactly like a SQL Server database to SAS Viya and 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 return JD Edwards data quickly.

Configure JD Edwards Connectivity for SAS Viya

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

  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.

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

Connecting to CData Connect AI from SAS Viya

The following steps detail the process of loading data from JD Edwards into SAS Viya using the established connection in CData Connect AI.

  1. Download and install the CData Connect AI JDBC driver.
    • Open the Integrations page of CData Connect AI.
    • Search for and select JDBC.
    • Download and run the setup file.
    • When the installation is complete, the JAR file can be found in the installation directory (inside the lib folder).
  2. Now, log in to SAS Viya and navigate to the Applications Menu at the top-left corner.
  3. Select Develop Code and Flows from the Analytics Life Cycle topic. Select Develop Code and Flows
  4. Navigate to the Explorer tab and click on SAS Server on the left panel.
  5. Follow the steps to upload the JAR file of the CData Connect JDBC driver:
    • Right-click on the "Home" directory.
    • Click on Upload files.
    • Place the JAR file in the specified location and note its file path. Click on Upload files to upload the JAR file in the Home folder JAR file uploaded Save the location of the JAR file from File Properties
  6. Once done, navigate to the Libraries tab and click on Create a new library connection (on the top left corner as shown below) for the CData Connect JDBC. Navigate to the Libraries tab and click on Create a new library connection
  7. Enter the library connection settings:
    • Connection name: enter a name for your connection
    • Library name (libref): enter a reference for your library
    • Library type: choose "SAS/ACCESS to JDBC"
  8. Click on the Properties tab and set Library attributes to READONLY. Click on the Properties tab and set Library attributes to READONLY
  9. Click the Connection Options tab and enter the following details:
    • Hive JDBC driver's class name: cdata.jdbc.connect.ConnectDriver
    • Java CLASSPATH: enter the file path to the JAR driver file (Refer to Step 5) Fill Hive JDBC driver Fill Java CLASSPATH
  10. Click on Test connection. If it succeeds, click on Save and connect. Successful test connection
  11. Click on to add a new tab and select SAS program. Select SAS program to write SQL Queries
  12. Fill in the code block below with your setup parameters:
    • Libref: enter the library reference you defined in Step 9.
    • ClassPath: enter the file path to the JAR driver file.
    • Username: enter your CData Connect username. This is displayed in the top-right corner of the CData Connect interface. For example, [email protected].
    • DefaultCatalog: enter the connection configured in CData Connect AI that you want to query.
    • Password: enter the PAT you generated in the "Add a Personal Access Token" section.
    
    libname [Libref] JDBC   
    classpath=[ClassPath]  
    class="cdata.jdbc.connect.ConnectDriver"     
    URL="jdbc:Connect:AuthScheme=Basic;User=[Username];DefaultCatalog=[DefaultCatalog];DefaultSchema=dbo;Password=[PAT]"; 
     
    proc sql; 
    
    SELECT * FROM [Libref].MyTable; 
    
    quit; 
    
  13. Click on Run. You can see the data load from CData Connect AI into SAS Viya.

Live Access to JD Edwards Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to JD Edwards data from SAS Viya. You can build predictive models, craft insights to make data-driven decisions, and more — all without replicating JD Edwards data.

Try Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.

Ready to get started?

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

Free Trial