Import Epicor Kinetic Data Using Azure Data Factory

Microsoft Azure Data Factory (ADF)) is a completely managed, serverless data integration service. When combined with CData Connect Cloud, ADF enables immediate cloud-to-cloud access to Epicor Kinetic data within data flows. This article outlines the process of connecting to Epicor Kinetic through Connect Cloud and accessing Epicor Kinetic data within ADF.

CData Connect Cloud offers a cloud-to-cloud interface tailored for Epicor Kinetic, granting you the ability to access live data from Epicor Kinetic data within Azure Data Factory without the need for data replication to a natively supported database. Equipped with optimized data processing capabilities by default, CData Connect Cloud seamlessly channels all supported SQL operations, including filters and JOINs, directly to Epicor Kinetic. This harnesses server-side processing to expedite the retrieval of the desired Epicor Kinetic data.

Configure Epicor Kinetic Connectivity for ADF

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

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect Cloud, click Connections and 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

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your 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, you are ready to connect to Epicor Kinetic data from Azure Data Factory.

Access Live Epicor Kinetic Data in Azure Data Factory

To establish a connection from Azure Data Factory to the CData Connect Cloud Virtual SQL Server API, follow these steps.

1. Login to Azure Data Factory.
2. If you have not yet created a Data Factory, Click New -> Dataset.
3. In the search bar, enter SQL Server and select it when it appears. On the following screen, enter a name for the server. In the Linked service field, select New.
4. Enter the connection settings.
   • Name - enter a name of your choice.
   • Server name - enter the Virtual SQL Server endpoint and port separated by a comma: tds.cdata.com,14333
   • Database name - enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, epicorKinetic1).
   • User Name - enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
   • Password - select Password (not Azure Key Vault) and enter the PAT you generated on the Settings page.
   • Click Create.
5. In Set properties, set the Name, choose the Linked service we just created, select a Table name from those available, and Import schema from connection/store. Click OK.
6. After creating the linked service, the following screen should appear:
7. Click preview data to see the imported Epicor Kinetic table.
You can now use this dataset when creating data flows in Azure Data Factory.

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