Build Pipelines with Live Epicor Kinetic Data in Google Cloud Data Fusion (via CData Connect Cloud)



Use CData Connect Cloud to connect to Epicor Kinetic from Google Cloud Data Fusion, enabling the integration of live Epicor Kinetic data into the building and management of effective data pipelines.

Google Cloud Data Fusion simplifies building and managing data pipelines by offering a visual interface to connect, transform, and move data across various sources and destinations, streamlining data integration processes. When combined with CData Connect Cloud, it provides access to Epicor Kinetic data for building and managing ELT/ETL data pipelines. This article explains how to use CData Connect Cloud to create a live connection to Epicor Kinetic and how to connect and access live Epicor Kinetic data from the Cloud Data Fusion platform.

Configure Epicor Kinetic Connectivity for Cloud Data Fusion

Connectivity to Epicor Kinetic from Cloud Data Fusion is made possible through CData Connect Cloud. To work with Epicor Kinetic data from Cloud Data Fusion, we start by creating and configuring a Epicor Kinetic connection.

  1. Log into Connect Cloud, click Sources, and then click Add Connection
  2. Select "Epicor Kinetic" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to Epicor Kinetic.

    To successfully connect to your ERP instance, you must specify the following connection properties:

    • Url:the URL of the server hosting your ERP instance. For example, https://myserver.EpicorSaaS.com
    • ERPInstance: the name of your ERP instance.
    • User: the username of your account.
    • Password: the password of your account.
    • Service: the service you want to retrieve data from. For example, BaqSvc.

    In addition, you may also set the optional connection properties:

    • ApiKey: An optional key that may be required for connection to some services depending on your account configuration.
    • ApiVersion: Defaults to v1. May be set to v2 to use the newer Epicor API.
    • Company: Required if you set the ApiVersion to v2.
  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add Epicor Kinetic Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect Cloud 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 Cloud. 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 Cloud 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 Epicor Kinetic data from Cloud Data Fusion.

Connecting to Epicor Kinetic from Cloud Data Fusion

Follow these steps to establish a connection from Cloud Data Fusion to Epicor Kinetic through the CData Connect Cloud JDBC driver:

  1. Download and install the CData Connect Cloud JDBC driver:
    1. Open the Integrations page of CData Connect Cloud.
    2. Search for and select JDBC.
    3. Download and run the setup file.
    4. When the installation is complete, copy the JAR file(cdata.jdbc.connect.jar) from the installation directory (e.g., C:\Program Files\CData\JDBC Driver for CData Connect\lib).
  2. Log into Cloud Data Fusion.
  3. Click the green "+" button at the top right to add an entity.
  4. Under Driver, click Upload.
  5. Now, upload the CData Connect Cloud JDBC driver (JAR file).
  6. Enter the driver settings:
    • Name: Enter the name of the driver
    • Class name: Enter "cdata.jdbc.connect.ConnectDriver"
    • Version: Enter the driver version
    • Description (optional): Enter a description for the driver
  7. Click on Finish.
  8. Enter source configuration settings:
    • Label: Helps to identify the connection
    • JDBC driver name: Enter the JDBC driver name to identify the driver configured in Step 6.
    • Connection string: Enter the JDBC connection string, for example:
      jdbc:connect:AuthScheme=Basic;user=username;password=PAT;
    • User: Enter your CData Connect Cloud username, displayed in the top-right corner of the CData Connect Cloud interface. For example, "[email protected]"
    • Password: Enter the PAT you generated on the Settings page.
  9. Click Validate in the top right corner.
  10. If the connection is successful, you can manage the pipeline by editing it through the UI.
  11. Run the pipepline created.

Troubleshooting

Please be aware that there is a known issue in Cloud Data Fusion where "int" types from source data are automatically cast as "long".

Live Access to Epicor Kinetic Data from Cloud Applications

Now you have a direct connection to live Epicor Kinetic data from from Google Cloud Data Fusion. You can create more connections to ensure a smooth movement of data across various sources and destinations, thereby streamlining data integration processes - all without replicating Epicor Kinetic data.

To get real-time data access to 100+ SaaS, Big Data, and NoSQL sources (including Epicor Kinetic) directly from your cloud applications, explore the CData Connect Cloud.

Ready to get started?

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