Use the CData JDBC Driver for JD Edwards in MicroStrategy Desktop

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with the CData JDBC Driver for JD Edwards, you gain database-like access to live JD Edwards data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through adding JD Edwards as a data source in MicroStrategy Desktop and creating a simple visualization of JD Edwards data.

The CData JDBC Driver offers unmatched performance for interacting with live JD Edwards data in MicroStrategy due to optimized data processing built into the driver. When you issue complex SQL queries from MicroStrategy to JD Edwards, the driver pushes supported SQL operations, like filters and aggregations, directly to JD Edwards and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can use native MicroStrategy data types to visualize and analyze JD Edwards data.

Connect to and Visualize JD Edwards Data using MicroStrategy Desktop

In addition to connecting to JD Edwards in MicroStrategy enterprise products, you can connect to JD Edwards in MicroStrategy Desktop. Follow the steps below to add JD Edwards data as a dataset using JDBC and create visualizations and reports of JD Edwards data.

1. Open MicroStrategy Desktop and create a new dossier.
2. In the datasets panel, click New Data, select Databases, and choose Select a Table as the Import Option.
3. Add a new data source and choose the DSN-less data sources option.
4. Choose Generic in the Database menu and Generic DBMS in the Version menu.
5. Click the link to show the connection string and opt to edit the connection string. In the Driver menu, select MicroStrategy Cassandra ODBC Driver. (MicroStrategy requires a certified driver to interface through JDBC; the actual driver will not be used.)
6. Set the connection string as follows and click OK:
   • Add the JDBC keyword to the connection string.
   • Set MSTR_JDBC_JAR_FOLDER to the path of the JAR file for the JDBC driver. (C:\Program Files\CData JDBC Driver for JD Edwards\lib\ on Windows.)
   • Set DRIVER to cdata.jdbc.jdedwards.JDEdwardsDriver, the driver class.
   • Set URL to the JDBC URL for the JD Edwards driver, setting the necessary connection properties.

     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.

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the JD Edwards JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     
     java -jar cdata.jdbc.jdedwards.jar
     

     Fill in the connection properties and copy the connection string to the clipboard.

     

     When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

   A typical connection string follows:

   
   JDBC;MSTR_JDBC_JAR_FOLDER=PATH\TO\JAR\;DRIVER=cdata.jdbc.jdedwards.JDEdwardsDriver;URL={jdbc:jdedwards:URL=https://your-jde-environment-app.example.com;User=admin;Password=myPassword;};
   

   
7. Right-click on the new data source, and choose Edit catalog options.
8. Edit the SQL Statement to SELECT * FROM SYS_SCHEMAS to read the metadata from the JDBC Driver.
9. Select the new data source to view the available tables. You may need to manually click the search icon in the Available Tables section to see the tables.
10. Drag tables into the pane to import them. Note: Since we create a live connection, we can import whole tables and utilize the filtering and aggregation features native to the MicroStrategy products.
11. Click Finish and choose the option to connect Live. Live connections are possible and effective, thanks to the high-performance data processing native to CData JDBC Drivers.
12. Choose a visualization, choose fields to display, and apply any filters to create a new visualization of JD Edwards data. Data types are discovered automatically through dynamic metadata discovery. Where possible, the complex queries generated by the filters and aggregations will be pushed down to JD Edwards, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed client-side by the CData SQL engine embedded in the driver.
13. Once you are finished configuring the dossier, click File -> Save.

Using the CData JDBC Driver for JD Edwards in MicroStrategy Desktop, you can easily create robust visualizations and reports on JD Edwards data. Read our other articles for connecting to JD Edwards data in MicroStrategy Developer and connecting to JD Edwards data in MicroStrategy Web for more examples.