Build Epicor Kinetic-Connected Visualizations in datapine

datapine is a browser-based business intelligence platform. When paired with the CData Connect Cloud, you get access to your Epicor Kinetic data directly from your datapine visualizations and dashboards. This article describes connecting to Epicor Kinetic in CData Connect Cloud and building a simple Epicor Kinetic-connected visualization in datapine.

CData Connect Cloud provides a pure SQL Server interface for Epicor Kinetic, allowing you to query data from Epicor Kinetic without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Epicor Kinetic, leveraging server-side processing to return the requested Epicor Kinetic data quickly.

Configure Epicor Kinetic Connectivity for datapine

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

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.

Connecting to Epicor Kinetic from datapine

Once you configure your connection to Epicor Kinetic in Connect Cloud, you are ready to connect to Epicor Kinetic from datapine.

1. Log into datapine
2. Click Connect to navigate to the "Connect" page
3. Select MS SQL Server as the data source
4. In the Integration step, fill in the connection properties and click "Save and Proceed"
   • Set the Internal Name
   • Set Database Name to the name of the connection we just configured (e.g. epicorKinetic1)
   • Set Host / IP to "tds.cdata.com"
   • Set Username to your Connect Cloud username (e.g. user@mydomain.com)
   • Set Password to the corresponding PAT
   • Set Database Port to "14333"
5. In the Data Schema step, select the tables and fields to visualize and click "Save and Proceed"
6. In the References step, define any relationships between your selected tables and click "Save and Proceed"
7. In the Data Transfer step, click "Go to Analyzer"

Visualize Epicor Kinetic Data in datapine

After connecting to CData Connect Cloud, you are ready to visualize your Epicor Kinetic data in datapine. Simply select the dimensions and measures you wish to visualize!

Having connect to Epicor Kinetic from datapine, you are now able to visualize and analyze real-time Epicor Kinetic data no matter where you are. To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from datapine, try CData Connect Cloud today!