Access Epicor Kinetic Data from MySQL in HeidiSQL

HeidiSQL is an open-source database administration tool that natively supports MariaDB, MySQL, SQL Server, and PostgreSQL. When paired with the CData ODBC Driver for Epicor Kinetic and SQL Gateway, HediSQL's reach extends to include access to live Epicor Kinetic data. This article demonstrates how to connect to on-premise Epicor Kinetic and query Epicor Kinetic data in HeidiSQL.

Connect to Epicor Kinetic Data

If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can use the built-in Microsoft ODBC Data Source Administrator to configure the DSN. This is also the last step of the driver installation. See the "Getting Started" chapter in the help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

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.

When you configure the DSN, 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.

Configure the SQL Gateway

See the SQL Gateway Overview to set up connectivity to Epicor Kinetic data as a virtual MySQL database. You will configure a MySQL remoting service that listens for MySQL requests from clients. The service can be configured in the SQL Gateway UI.

To connect to the SQL Gateway from HeidiSQL, you will need to run the SQL Gateway on a web-facing machine. After configuring the SQL Gateway, make note of the following information:

• The IP address or domain name of the machine hosting the SQL Gateway
• The data source name (likely CData epicorKinetic Sys) of the MySQL service
• The port number of the MySQL service
• The credentials of a SQL Gateway user with access to the service

Configure Remote Access

If your ODBC Driver and the remoting service are installed on-premise (and not accessible from HeidiSQL), you can use the reverse SSH tunneling feature to enable remote access. For detailed instructions, read our Knowledge Base article: SQL Gateway SSH Tunneling Capabilities.

Connect to Epicor Kinetic in HeidiSQL

Once you have a MySQL Service configured for the CData ODBC Driver for Epicor Kinetic, you are ready to connect to the data in HeidiSQL. Start by creating a new connection Session in HeidiSQL, then choose the MySQL library type.

Configure the data set using the values for the MySQL service for Epicor Kinetic you configured in SQL Gateway (be sure to use the DSN for the database name). Validate your connection and click Open.

Query Epicor Kinetic from HeidiSQL

1. In the database listing on the left, find your connection to Epicor Kinetic configured earlier.
2. In the database listing on the left, expand the appropriate connection and to view individual tables or data objects present within Epicor Kinetic.
3. Write custom SQL queries targeting these tables, treating the data source like any SQL Server database, or visually explore each tabular data set by selecting the relevant tables

With the CData ODBC Driver for Epicor Kinetic and SQL Gateway, you are able to easily query data from Epicor Kinetic data in HeidiSQL. If you have any questions, such as needing to access your on-premises data from HeidiSQL, let our Support Team know.