Automated Continuous Epicor Kinetic Replication to Microsoft Access

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Epicor Kinetic data into your Microsoft Access instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure Microsoft Access as a Replication Destination

Using CData Sync, you can replicate Epicor Kinetic data to Microsoft Access. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection.
2. Select Microsoft Access as a destination.
3. Enter the necessary connection properties. To connect to Microsoft Access, set the following:
   • Data Source: The path to the Access database. The application must have read/write permissions to the database.
   • Provider: The OLEDB Provider. For MS Office 2007 and above, use Microsoft.ACE.OLEDB.12.0.

   Windows Edition

   Connecting to Access as a destination requires the Microsoft Access Database Engine, which can be downloaded from here.

   Be sure to download the correct bitness of the driver as 64bit MS Office only works with the 64bit driver. If using 32bit MS Office, you will need to host DataSync in IIS and enable 32-bit applications. This can be set in the "Advanced Settings" for you Application Pool. Refer to Configuration in IIS for more information on hosting DataSync in IIS.

4. Click Test Connection to ensure that the connection is configured properly.
5. Click Save Changes.

Configure the Epicor Kinetic Connection

You can configure a connection to Epicor Kinetic from the Connections tab. To add a connection to your Epicor Kinetic account, navigate to the Connections tab.

1. Click Add Connection.
2. Select a source (Epicor Kinetic).
3. Configure the connection properties.
   
   

   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 Connect to ensure that the connection is configured properly.
5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Epicor Kinetic data to Microsoft Access.