Establishing a Connection

Configure a Connection Profile

From the CData ribbon, click Get Data and select From JD Edwards connection/s to launch the CData Query window. To setup a new connection, you will have to click the New JD Edwards Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Connecting to JD Edwards

The add-in connects to JD Edwards through your JD Edwards Application Interface Services (AIS) Server.

Set the following connection properties to connect:

URL: The base HTTPS URL of your AIS Server. For example: https://jde-ais.example.com:8300
User: Your JD Edwards username.
Password: Your JD Edwards password.
Environment (optional): The JD Edwards environment to use (for example, PD920 for production or DV920 for development). The environment determines which database and configuration settings the provider uses during the session. If not specified, the AIS Server's default environment is used.
Role (optional): The JD Edwards role for the session. Roles in JD Edwards determine the permissions and data access for the session. If not specified, the AIS Server's default role is used.
DeviceName (optional): An identifier for the connecting device or application, used for auditing and logging on the AIS Server. If not specified, the IP address of the device the add-in is running on is used as the identifier.
Jasserver (optional): The specific JAS (Java Application Server) instance to route requests through. This connection property is useful for associating requests with a particular node in a clustered environment. If not specified, the add-in uses the default HTML Server configured for the AIS Server.

To control what exact JD Edwards data is exposed, set these properties:

DataModel: A module (or a comma-separated list of modules) whose system codes you want to expose as schemas in the add-in. Supported values include All, FinancialManagement, HumanCapitalManagement, Logistics, Manufacturing, OrderManagement, RealEstateManagement, and others. Defaults to FinancialManagement.
SystemCodes: A comma-separated list of additional JD Edwards system codes to expose as schemas alongside those of the selected DataModel(s). For example, SystemCodes=42,43.

Token Caching

The add-in uses your credentials to obtain a session token, which is necessary to request your JD Edwards data from the API, from the AIS Server and caches it for subsequent requests.

On the first connection, the add-in sends your credentials to the AIS Server to obtain a session token. You can use the CredentialsLocation property to change the token storage location.

When the session token approaches expiry — after approximately 90% of the AIS Server's configured session timeout — the add-in automatically requests a new token using the stored credentials.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to JD Edwards you will be able to customize the data you are importing. To learn more about this, see Managing Connections.