Cloud

Build 24.0.9175
  • Epicor Kinetic
    • Getting Started
      • Establishing a Connection
      • SSL Configuration
      • Firewall and Proxy
    • Data Model
      • Views
        • Services
      • Stored Procedures
      • System Tables
        • sys_catalogs
        • sys_schemas
        • sys_tables
        • sys_tablecolumns
        • sys_procedures
        • sys_procedureparameters
        • sys_keycolumns
        • sys_foreignkeys
        • sys_primarykeys
        • sys_indexes
        • sys_connection_props
        • sys_sqlinfo
        • sys_identity
        • sys_information
    • Connection String Options
      • Authentication
        • AuthScheme
        • URL
        • ERPInstance
        • User
        • Password
        • Service
      • Connection
        • ApiKey
        • ApiVersion
        • Company
      • Azure Authentication
        • AzureTenant
      • OAuth
        • OAuthClientId
        • OAuthClientSecret
      • SSL
        • SSLServerCert
      • Logging
        • Verbosity
      • Schema
        • BrowsableSchemas
      • Miscellaneous
        • MaxRows
        • Pagesize
        • PseudoColumns
        • Timeout

Epicor Kinetic - CData Cloud

Overview

CData Cloud offers access to Epicor Kinetic across several standard services and protocols, in a cloud-hosted solution. Any application that can connect to a MySQL or SQL Server database can connect to Epicor Kinetic through CData Cloud.

CData Cloud allows you to standardize and configure connections to Epicor Kinetic as though it were any other OData endpoint, or standard SQL Server/MySQL database.

Key Features

  • Full SQL Support: Epicor Kinetic appears as standard relational databases, allowing you to perform operations - Filter, Group, Join, etc. - using standard SQL, regardless of whether these operations are supported by the underlying API.
  • CRUD Support: Both read and write operations are supported, restricted only by security settings that you can configure in Cloud or downstream in the source itself.
  • Secure Access: The administrator can create users and define their access to specific databases and read-only operations or grant full read & write privileges.
  • Comprehensive Data Model & Dynamic Discovery: CData Cloud provides comprehensive access to all of the data exposed in the underlying data source, including full access to dynamic data and easily searchable metadata.

CData Cloud

Getting Started

This page provides a guide to Establishing a Connection to Epicor Kinetic in CData Cloud, as well as information on the available resources, and a reference to the available connection properties.

Connecting to Epicor Kinetic

Establishing a Connection shows how to authenticate to Epicor Kinetic and configure any necessary connection properties to create a database in CData Cloud

Accessing Data from CData Cloud Services

Accessing data from Epicor Kinetic through the available standard services and CData Cloud administration is documented in further details in the CData Cloud Documentation.

CData Cloud

Establishing a Connection

Connect to Epicor Kinetic by selecting the corresponding icon in the Database tab. Required properties are listed under Settings. The Advanced tab lists connection properties that are not typically required.

Connecting to Epicor Kinetic

To successfully connect to your ERP instance, you must specify the following connection properties:

  • Url, set this to the url of the server hosting your ERP instance. For example, https://myserver.EpicorSaaS.com
  • ERPInstance, set this to the name of your ERP instance.
  • User, set this to the username of your account.
  • Password, set this to the password of your account.
  • Service, set this to 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.

Authenticating to Epicor Kinetic

OpenID with AzureAD

OpenID Connect with Azure AD is a connection type that goes through OAuth. Set the AuthScheme to AzureAD. The following sections assume that you have done so.

CData Cloud

SSL Configuration

Customizing the SSL Configuration

By default, the Cloud attempts to negotiate TLS with the server. The server certificate is validated against the default system trusted certificate store. You can override how the certificate gets validated using the SSLServerCert connection property.

To specify another certificate, see the SSLServerCert connection property.

CData Cloud

Firewall and Proxy

Connecting Through a Firewall or Proxy

HTTP Proxies

To authenticate to an HTTP proxy, set the following:

  • ProxyServer: the hostname or IP address of the proxy server that you want to route HTTP traffic through.
  • ProxyPort: the TCP port that the proxy server is running on.
  • ProxyAuthScheme: the authentication method the Cloud uses when authenticating to the proxy server.
  • ProxyUser: the username of a user account registered with the proxy server.
  • ProxyPassword: the password associated with the ProxyUser.

Other Proxies

Set the following properties:

  • To use a proxy-based firewall, set FirewallType, FirewallServer, and FirewallPort.
  • To tunnel the connection, set FirewallType to TUNNEL.
  • To authenticate, specify FirewallUser and FirewallPassword.
  • To authenticate to a SOCKS proxy, additionally set FirewallType to SOCKS5.

CData Cloud

Data Model

The CData Cloud models Epicor Kinetic objects as relational tables and views. A Epicor Kinetic object has relationships to other objects; in the tables, these relationships are expressed through foreign keys. The following sections show the available API objects and provide more information on executing SQL to Epicor Kinetic APIs.

Schemas for most database objects are defined in simple, text-based configuration files.

CData Cloud

Views

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

CData Cloud - Epicor Kinetic Views

Name Description
Services Query the available Epicor services.

CData Cloud

Services

Query the available Epicor services.

Columns

Name Type Description
Name String The name of the service.

CData Cloud

Stored Procedures

Stored procedures are function-like interfaces that extend the functionality of the Cloud beyond simple SELECT/INSERT/UPDATE/DELETE operations with Epicor Kinetic.

Stored procedures accept a list of parameters, perform their intended function, and then return any relevant response data from Epicor Kinetic, along with an indication of whether the procedure succeeded or failed.

CData Cloud - Epicor Kinetic Stored Procedures

Name Description

CData Cloud

System Tables

You can query the system tables described in this section to access schema information, information on data source functionality, and batch operation statistics.

Schema Tables

The following tables return database metadata for Epicor Kinetic:

  • sys_catalogs: Lists the available databases.
  • sys_schemas: Lists the available schemas.
  • sys_tables: Lists the available tables and views.
  • sys_tablecolumns: Describes the columns of the available tables and views.
  • sys_procedures: Describes the available stored procedures.
  • sys_procedureparameters: Describes stored procedure parameters.
  • sys_keycolumns: Describes the primary and foreign keys.
  • sys_indexes: Describes the available indexes.

Data Source Tables

The following tables return information about how to connect to and query the data source:

  • sys_connection_props: Returns information on the available connection properties.
  • sys_sqlinfo: Describes the SELECT queries that the Cloud can offload to the data source.

Query Information Tables

The following table returns query statistics for data modification queries:

  • sys_identity: Returns information about batch operations or single updates.

CData Cloud

sys_catalogs

Lists the available databases.

The following query retrieves all databases determined by the connection string:

SELECT * FROM sys_catalogs

Columns

Name Type Description
CatalogName String The database name.

CData Cloud

sys_schemas

Lists the available schemas.

The following query retrieves all available schemas:

          SELECT * FROM sys_schemas
          

Columns

Name Type Description
CatalogName String The database name.
SchemaName String The schema name.

CData Cloud

sys_tables

Lists the available tables.

The following query retrieves the available tables and views:

          SELECT * FROM sys_tables
          

Columns

Name Type Description
CatalogName String The database containing the table or view.
SchemaName String The schema containing the table or view.
TableName String The name of the table or view.
TableType String The table type (table or view).
Description String A description of the table or view.
IsUpdateable Boolean Whether the table can be updated.

CData Cloud

sys_tablecolumns

Describes the columns of the available tables and views.

The following query returns the columns and data types for the Customers table:

SELECT ColumnName, DataTypeName FROM sys_tablecolumns WHERE TableName='Customers' 

Columns

Name Type Description
CatalogName String The name of the database containing the table or view.
SchemaName String The schema containing the table or view.
TableName String The name of the table or view containing the column.
ColumnName String The column name.
DataTypeName String The data type name.
DataType Int32 An integer indicating the data type. This value is determined at run time based on the environment.
Length Int32 The storage size of the column.
DisplaySize Int32 The designated column's normal maximum width in characters.
NumericPrecision Int32 The maximum number of digits in numeric data. The column length in characters for character and date-time data.
NumericScale Int32 The column scale or number of digits to the right of the decimal point.
IsNullable Boolean Whether the column can contain null.
Description String A brief description of the column.
Ordinal Int32 The sequence number of the column.
IsAutoIncrement String Whether the column value is assigned in fixed increments.
IsGeneratedColumn String Whether the column is generated.
IsHidden Boolean Whether the column is hidden.
IsArray Boolean Whether the column is an array.
IsReadOnly Boolean Whether the column is read-only.
IsKey Boolean Indicates whether a field returned from sys_tablecolumns is the primary key of the table.

CData Cloud

sys_procedures

Lists the available stored procedures.

The following query retrieves the available stored procedures:

          SELECT * FROM sys_procedures
          

Columns

Name Type Description
CatalogName String The database containing the stored procedure.
SchemaName String The schema containing the stored procedure.
ProcedureName String The name of the stored procedure.
Description String A description of the stored procedure.
ProcedureType String The type of the procedure, such as PROCEDURE or FUNCTION.

CData Cloud

sys_procedureparameters

Describes stored procedure parameters.

The following query returns information about all of the input parameters for the SelectEntries stored procedure:

SELECT * FROM sys_procedureparameters WHERE ProcedureName='SelectEntries' AND Direction=1 OR Direction=2

Columns

Name Type Description
CatalogName String The name of the database containing the stored procedure.
SchemaName String The name of the schema containing the stored procedure.
ProcedureName String The name of the stored procedure containing the parameter.
ColumnName String The name of the stored procedure parameter.
Direction Int32 An integer corresponding to the type of the parameter: input (1), input/output (2), or output(4). input/output type parameters can be both input and output parameters.
DataTypeName String The name of the data type.
DataType Int32 An integer indicating the data type. This value is determined at run time based on the environment.
Length Int32 The number of characters allowed for character data. The number of digits allowed for numeric data.
NumericPrecision Int32 The maximum precision for numeric data. The column length in characters for character and date-time data.
NumericScale Int32 The number of digits to the right of the decimal point in numeric data.
IsNullable Boolean Whether the parameter can contain null.
IsRequired Boolean Whether the parameter is required for execution of the procedure.
IsArray Boolean Whether the parameter is an array.
Description String The description of the parameter.
Ordinal Int32 The index of the parameter.

CData Cloud

sys_keycolumns

Describes the primary and foreign keys.

The following query retrieves the primary key for the Customers table:

         SELECT * FROM sys_keycolumns WHERE IsKey='True' AND TableName='Customers' 
          

Columns

Name Type Description
CatalogName String The name of the database containing the key.
SchemaName String The name of the schema containing the key.
TableName String The name of the table containing the key.
ColumnName String The name of the key column.
IsKey Boolean Whether the column is a primary key in the table referenced in the TableName field.
IsForeignKey Boolean Whether the column is a foreign key referenced in the TableName field.
PrimaryKeyName String The name of the primary key.
ForeignKeyName String The name of the foreign key.
ReferencedCatalogName String The database containing the primary key.
ReferencedSchemaName String The schema containing the primary key.
ReferencedTableName String The table containing the primary key.
ReferencedColumnName String The column name of the primary key.

CData Cloud

sys_foreignkeys

Describes the foreign keys.

The following query retrieves all foreign keys which refer to other tables:

         SELECT * FROM sys_foreignkeys WHERE ForeignKeyType = 'FOREIGNKEY_TYPE_IMPORT'
          

Columns

Name Type Description
CatalogName String The name of the database containing the key.
SchemaName String The name of the schema containing the key.
TableName String The name of the table containing the key.
ColumnName String The name of the key column.
PrimaryKeyName String The name of the primary key.
ForeignKeyName String The name of the foreign key.
ReferencedCatalogName String The database containing the primary key.
ReferencedSchemaName String The schema containing the primary key.
ReferencedTableName String The table containing the primary key.
ReferencedColumnName String The column name of the primary key.
ForeignKeyType String Designates whether the foreign key is an import (points to other tables) or export (referenced from other tables) key.

CData Cloud

sys_primarykeys

Describes the primary keys.

The following query retrieves the primary keys from all tables and views:

         SELECT * FROM sys_primarykeys
          

Columns

Name Type Description
CatalogName String The name of the database containing the key.
SchemaName String The name of the schema containing the key.
TableName String The name of the table containing the key.
ColumnName String The name of the key column.
KeySeq String The sequence number of the primary key.
KeyName String The name of the primary key.

CData Cloud

sys_indexes

Describes the available indexes. By filtering on indexes, you can write more selective queries with faster query response times.

The following query retrieves all indexes that are not primary keys:

          SELECT * FROM sys_indexes WHERE IsPrimary='false'
          

Columns

Name Type Description
CatalogName String The name of the database containing the index.
SchemaName String The name of the schema containing the index.
TableName String The name of the table containing the index.
IndexName String The index name.
ColumnName String The name of the column associated with the index.
IsUnique Boolean True if the index is unique. False otherwise.
IsPrimary Boolean True if the index is a primary key. False otherwise.
Type Int16 An integer value corresponding to the index type: statistic (0), clustered (1), hashed (2), or other (3).
SortOrder String The sort order: A for ascending or D for descending.
OrdinalPosition Int16 The sequence number of the column in the index.

CData Cloud

sys_connection_props

Returns information on the available connection properties and those set in the connection string.

The following query retrieves all connection properties that have been set in the connection string or set through a default value:

SELECT * FROM sys_connection_props WHERE Value <> ''

Columns

Name Type Description
Name String The name of the connection property.
ShortDescription String A brief description.
Type String The data type of the connection property.
Default String The default value if one is not explicitly set.
Values String A comma-separated list of possible values. A validation error is thrown if another value is specified.
Value String The value you set or a preconfigured default.
Required Boolean Whether the property is required to connect.
Category String The category of the connection property.
IsSessionProperty String Whether the property is a session property, used to save information about the current connection.
Sensitivity String The sensitivity level of the property. This informs whether the property is obfuscated in logging and authentication forms.
PropertyName String A camel-cased truncated form of the connection property name.
Ordinal Int32 The index of the parameter.
CatOrdinal Int32 The index of the parameter category.
Hierarchy String Shows dependent properties associated that need to be set alongside this one.
Visible Boolean Informs whether the property is visible in the connection UI.
ETC String Various miscellaneous information about the property.

CData Cloud

sys_sqlinfo

Describes the SELECT query processing that the Cloud can offload to the data source.

See SQL Compliance for SQL syntax details.

Discovering the Data Source's SELECT Capabilities

Below is an example data set of SQL capabilities. Some aspects of SELECT functionality are returned in a comma-separated list if supported; otherwise, the column contains NO.

NameDescriptionPossible Values
AGGREGATE_FUNCTIONSSupported aggregation functions.AVG, COUNT, MAX, MIN, SUM, DISTINCT
COUNTWhether COUNT function is supported.YES, NO
IDENTIFIER_QUOTE_OPEN_CHARThe opening character used to escape an identifier.[
IDENTIFIER_QUOTE_CLOSE_CHARThe closing character used to escape an identifier.]
SUPPORTED_OPERATORSA list of supported SQL operators.=, >, <, >=, <=, <>, !=, LIKE, NOT LIKE, IN, NOT IN, IS NULL, IS NOT NULL, AND, OR
GROUP_BYWhether GROUP BY is supported, and, if so, the degree of support.NO, NO_RELATION, EQUALS_SELECT, SQL_GB_COLLATE
OJ_CAPABILITIESThe supported varieties of outer joins supported.NO, LEFT, RIGHT, FULL, INNER, NOT_ORDERED, ALL_COMPARISON_OPS
OUTER_JOINSWhether outer joins are supported.YES, NO
SUBQUERIESWhether subqueries are supported, and, if so, the degree of support.NO, COMPARISON, EXISTS, IN, CORRELATED_SUBQUERIES, QUANTIFIED
STRING_FUNCTIONSSupported string functions.LENGTH, CHAR, LOCATE, REPLACE, SUBSTRING, RTRIM, LTRIM, RIGHT, LEFT, UCASE, SPACE, SOUNDEX, LCASE, CONCAT, ASCII, REPEAT, OCTET, BIT, POSITION, INSERT, TRIM, UPPER, REGEXP, LOWER, DIFFERENCE, CHARACTER, SUBSTR, STR, REVERSE, PLAN, UUIDTOSTR, TRANSLATE, TRAILING, TO, STUFF, STRTOUUID, STRING, SPLIT, SORTKEY, SIMILAR, REPLICATE, PATINDEX, LPAD, LEN, LEADING, KEY, INSTR, INSERTSTR, HTML, GRAPHICAL, CONVERT, COLLATION, CHARINDEX, BYTE
NUMERIC_FUNCTIONSSupported numeric functions.ABS, ACOS, ASIN, ATAN, ATAN2, CEILING, COS, COT, EXP, FLOOR, LOG, MOD, SIGN, SIN, SQRT, TAN, PI, RAND, DEGREES, LOG10, POWER, RADIANS, ROUND, TRUNCATE
TIMEDATE_FUNCTIONSSupported date/time functions.NOW, CURDATE, DAYOFMONTH, DAYOFWEEK, DAYOFYEAR, MONTH, QUARTER, WEEK, YEAR, CURTIME, HOUR, MINUTE, SECOND, TIMESTAMPADD, TIMESTAMPDIFF, DAYNAME, MONTHNAME, CURRENT_DATE, CURRENT_TIME, CURRENT_TIMESTAMP, EXTRACT
REPLICATION_SKIP_TABLESIndicates tables skipped during replication.
REPLICATION_TIMECHECK_COLUMNSA string array containing a list of columns which will be used to check for (in the given order) to use as a modified column during replication.
IDENTIFIER_PATTERNString value indicating what string is valid for an identifier.
SUPPORT_TRANSACTIONIndicates if the provider supports transactions such as commit and rollback.YES, NO
DIALECTIndicates the SQL dialect to use.
KEY_PROPERTIESIndicates the properties which identify the uniform database.
SUPPORTS_MULTIPLE_SCHEMASIndicates if multiple schemas may exist for the provider.YES, NO
SUPPORTS_MULTIPLE_CATALOGSIndicates if multiple catalogs may exist for the provider.YES, NO
DATASYNCVERSIONThe CData Data Sync version needed to access this driver.Standard, Starter, Professional, Enterprise
DATASYNCCATEGORYThe CData Data Sync category of this driver.Source, Destination, Cloud Destination
SUPPORTSENHANCEDSQLWhether enhanced SQL functionality beyond what is offered by the API is supported.TRUE, FALSE
SUPPORTS_BATCH_OPERATIONSWhether batch operations are supported.YES, NO
SQL_CAPAll supported SQL capabilities for this driver.SELECT, INSERT, DELETE, UPDATE, TRANSACTIONS, ORDERBY, OAUTH, ASSIGNEDID, LIMIT, LIKE, BULKINSERT, COUNT, BULKDELETE, BULKUPDATE, GROUPBY, HAVING, AGGS, OFFSET, REPLICATE, COUNTDISTINCT, JOINS, DROP, CREATE, DISTINCT, INNERJOINS, SUBQUERIES, ALTER, MULTIPLESCHEMAS, GROUPBYNORELATION, OUTERJOINS, UNIONALL, UNION, UPSERT, GETDELETED, CROSSJOINS, GROUPBYCOLLATE, MULTIPLECATS, FULLOUTERJOIN, MERGE, JSONEXTRACT, BULKUPSERT, SUM, SUBQUERIESFULL, MIN, MAX, JOINSFULL, XMLEXTRACT, AVG, MULTISTATEMENTS, FOREIGNKEYS, CASE, LEFTJOINS, COMMAJOINS, WITH, LITERALS, RENAME, NESTEDTABLES, EXECUTE, BATCH, BASIC, INDEX
PREFERRED_CACHE_OPTIONSA string value specifies the preferred cacheOptions.
ENABLE_EF_ADVANCED_QUERYIndicates if the driver directly supports advanced queries coming from Entity Framework. If not, queries will be handled client side.YES, NO
PSEUDO_COLUMNSA string array indicating the available pseudo columns.
MERGE_ALWAYSIf the value is true, The Merge Mode is forcibly executed in Data Sync.TRUE, FALSE
REPLICATION_MIN_DATE_QUERYA select query to return the replicate start datetime.
REPLICATION_MIN_FUNCTIONAllows a provider to specify the formula name to use for executing a server side min.
REPLICATION_START_DATEAllows a provider to specify a replicate startdate.
REPLICATION_MAX_DATE_QUERYA select query to return the replicate end datetime.
REPLICATION_MAX_FUNCTIONAllows a provider to specify the formula name to use for executing a server side max.
IGNORE_INTERVALS_ON_INITIAL_REPLICATEA list of tables which will skip dividing the replicate into chunks on the initial replicate.
CHECKCACHE_USE_PARENTIDIndicates whether the CheckCache statement should be done against the parent key column.TRUE, FALSE
CREATE_SCHEMA_PROCEDURESIndicates stored procedures that can be used for generating schema files.

The following query retrieves the operators that can be used in the WHERE clause:

SELECT * FROM sys_sqlinfo WHERE Name = 'SUPPORTED_OPERATORS'
Note that individual tables may have different limitations or requirements on the WHERE clause; refer to the Data Model section for more information.

Columns

Name Type Description
NAME String A component of SQL syntax, or a capability that can be processed on the server.
VALUE String Detail on the supported SQL or SQL syntax.

CData Cloud

sys_identity

Returns information about attempted modifications.

The following query retrieves the Ids of the modified rows in a batch operation:

         SELECT * FROM sys_identity
          

Columns

Name Type Description
Id String The database-generated Id returned from a data modification operation.
Batch String An identifier for the batch. 1 for a single operation.
Operation String The result of the operation in the batch: INSERTED, UPDATED, or DELETED.
Message String SUCCESS or an error message if the update in the batch failed.

CData Cloud

sys_information

Describes the available system information.

The following query retrieves all columns:

SELECT * FROM sys_information

Columns

NameTypeDescription
ProductStringThe name of the product.
VersionStringThe version number of the product.
DatasourceStringThe name of the datasource the product connects to.
NodeIdStringThe unique identifier of the machine where the product is installed.
HelpURLStringThe URL to the product's help documentation.
LicenseStringThe license information for the product. (If this information is not available, the field may be left blank or marked as 'N/A'.)
LocationStringThe file path location where the product's library is stored.
EnvironmentStringThe version of the environment or rumtine the product is currently running under.
DataSyncVersionStringThe tier of CData Sync required to use this connector.
DataSyncCategoryStringThe category of CData Sync functionality (e.g., Source, Destination).

CData Cloud

Connection String Options

The connection string properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection string for this provider. Click the links for further details.

For more information on establishing a connection, see Establishing a Connection.

Authentication


PropertyDescription
AuthSchemeThe type of authentication to use when connecting to Epicor Kinetic.
URLSet this to the URL of the server where ERP instance is hosted.
ERPInstanceThe name of the installed ERP application.
UserSpecifies the user ID of the authenticating Epicor Kinetic user account.
PasswordSpecifies the password of the authenticating user account.
ServiceSpecify the service you want to retrieve data from.

Connection


PropertyDescription
ApiKeyOptional, some services may require ApiKey to get data.
ApiVersionSpecify the version of Epicor Kinetic API.
CompanyName of the company you want to retrieve data from. This is required if you have set API Version to v2.

Azure Authentication


PropertyDescription
AzureTenantIdentifies the Epicor Kinetic tenant being used to access data, either by name (for example, contoso.omnicrosoft.com) or ID. (Conditional).

OAuth


PropertyDescription
OAuthClientIdSpecifies the client Id that was assigned the custom OAuth application was created. (Also known as the consumer key.) This ID registers the custom application with the OAuth authorization server.
OAuthClientSecretSpecifies the client secret that was assigned when the custom OAuth application was created. (Also known as the consumer secret ). This secret registers the custom application with the OAuth authorization server.

SSL


PropertyDescription
SSLServerCertSpecifies the certificate to be accepted from the server when connecting using TLS/SSL.

Logging


PropertyDescription
VerbositySpecifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.

Schema


PropertyDescription
BrowsableSchemasOptional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .

Miscellaneous


PropertyDescription
MaxRowsSpecifies the maximum rows returned for queries without aggregation or GROUP BY.
PagesizeSpecifies the maximum number of results to return from Epicor Kinetic, per page. This setting overrides the default page size set by the datasource, which is optimized for most use cases.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property.
TimeoutSpecifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout.
CData Cloud

Authentication

This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.


PropertyDescription
AuthSchemeThe type of authentication to use when connecting to Epicor Kinetic.
URLSet this to the URL of the server where ERP instance is hosted.
ERPInstanceThe name of the installed ERP application.
UserSpecifies the user ID of the authenticating Epicor Kinetic user account.
PasswordSpecifies the password of the authenticating user account.
ServiceSpecify the service you want to retrieve data from.
CData Cloud

AuthScheme

The type of authentication to use when connecting to Epicor Kinetic.

Possible Values

Basic, AzureADOpenID

Data Type

string

Default Value

"Basic"

Remarks

  • Basic: Default. Basic authentication.
  • AzureADOpenID: Set this to perform Azure Active Directory OpenID authentication.

CData Cloud

URL

Set this to the URL of the server where ERP instance is hosted.

Data Type

string

Default Value

""

Remarks

Set this to the URL of the server where ERP instance is hosted.

CData Cloud

ERPInstance

The name of the installed ERP application.

Data Type

string

Default Value

""

Remarks

The name of the installed ERP application.

CData Cloud

User

Specifies the user ID of the authenticating Epicor Kinetic user account.

Data Type

string

Default Value

""

Remarks

The authenticating server requires both User and Password to validate the user's identity.

CData Cloud

Password

Specifies the password of the authenticating user account.

Data Type

string

Default Value

""

Remarks

The authenticating server requires both User and Password to validate the user's identity.

CData Cloud

Service

Specify the service you want to retrieve data from.

Data Type

string

Default Value

""

Remarks

Specify the service you want to retrieve data from.

CData Cloud

Connection

This section provides a complete list of the Connection properties you can configure in the connection string for this provider.


PropertyDescription
ApiKeyOptional, some services may require ApiKey to get data.
ApiVersionSpecify the version of Epicor Kinetic API.
CompanyName of the company you want to retrieve data from. This is required if you have set API Version to v2.
CData Cloud

ApiKey

Optional, some services may require ApiKey to get data.

Data Type

string

Default Value

""

Remarks

Optional, some services may require ApiKey to get data.

CData Cloud

ApiVersion

Specify the version of Epicor Kinetic API.

Possible Values

v1, v2

Data Type

string

Default Value

"v1"

Remarks

Specify the version of Epicor Kinetic API.

CData Cloud

Company

Name of the company you want to retrieve data from. This is required if you have set API Version to v2.

Data Type

string

Default Value

""

Remarks

Name of the company you want to retrieve data from. This is required if you have set API Version to v2.

CData Cloud

Azure Authentication

This section provides a complete list of the Azure Authentication properties you can configure in the connection string for this provider.


PropertyDescription
AzureTenantIdentifies the Epicor Kinetic tenant being used to access data, either by name (for example, contoso.omnicrosoft.com) or ID. (Conditional).
CData Cloud

AzureTenant

Identifies the Epicor Kinetic tenant being used to access data, either by name (for example, contoso.omnicrosoft.com) or ID. (Conditional).

Data Type

string

Default Value

""

Remarks

A tenant is a digital representation of your organization, primarily associated with a domain (for example, microsoft.com). The tenant is managed through a Tenant ID (also known as the directory ID), which is specified whenever you assign users permissions to access or manage Azure resources.

To locate the directory ID in the Azure Portal, navigate to Azure Active Directory > Properties.

Specifying AzureTenant is required when AuthScheme = either AzureServicePrincipal or AzureServicePrincipalCert, or if AuthScheme = AzureAD and the user belongs to more than one tenant.

A tenant is a digital representation of your organization, primarily associated with a domain (for example, microsoft.com). The tenant is managed through a Tenant ID (also known as the directory ID), which is specified whenever you assign users permissions to access or manage Azure resources.

To locate the directory ID in the Azure Portal, navigate to Azure Active Directory > Properties.

Specifying AzureTenant is required when AuthScheme = either AzureServicePrincipal or AzureServicePrincipalCert, or if AuthScheme = AzureAD and the user belongs to more than one tenant.

CData Cloud

OAuth

This section provides a complete list of the OAuth properties you can configure in the connection string for this provider.


PropertyDescription
OAuthClientIdSpecifies the client Id that was assigned the custom OAuth application was created. (Also known as the consumer key.) This ID registers the custom application with the OAuth authorization server.
OAuthClientSecretSpecifies the client secret that was assigned when the custom OAuth application was created. (Also known as the consumer secret ). This secret registers the custom application with the OAuth authorization server.
CData Cloud

OAuthClientId

Specifies the client Id that was assigned the custom OAuth application was created. (Also known as the consumer key.) This ID registers the custom application with the OAuth authorization server.

Data Type

string

Default Value

""

Remarks

OAuthClientId is one of a handful of connection parameters that need to be set before users can authenticate via OAuth. For details, see Establishing a Connection.

CData Cloud

OAuthClientSecret

Specifies the client secret that was assigned when the custom OAuth application was created. (Also known as the consumer secret ). This secret registers the custom application with the OAuth authorization server.

Data Type

string

Default Value

""

Remarks

OAuthClientSecret is one of a handful of connection parameters that need to be set before users can authenticate via OAuth. For details, see Establishing a Connection.

CData Cloud

SSL

This section provides a complete list of the SSL properties you can configure in the connection string for this provider.


PropertyDescription
SSLServerCertSpecifies the certificate to be accepted from the server when connecting using TLS/SSL.
CData Cloud

SSLServerCert

Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

Data Type

string

Default Value

""

Remarks

If using a TLS/SSL connection, this property can be used to specify the TLS/SSL certificate to be accepted from the server. Any other certificate that is not trusted by the machine is rejected.

This property can take the following forms:

Description Example
A full PEM Certificate (example shortened for brevity) -----BEGIN CERTIFICATE----- MIIChTCCAe4CAQAwDQYJKoZIhv......Qw== -----END CERTIFICATE-----
A path to a local file containing the certificate C:\cert.cer
The public key (example shortened for brevity) -----BEGIN RSA PUBLIC KEY----- MIGfMA0GCSq......AQAB -----END RSA PUBLIC KEY-----
The MD5 Thumbprint (hex values can also be either space or colon separated) ecadbdda5a1529c58a1e9e09828d70e4
The SHA1 Thumbprint (hex values can also be either space or colon separated) 34a929226ae0819f2ec14b4a3d904f801cbb150d

If not specified, any certificate trusted by the machine is accepted.

Use '*' to signify to accept all certificates. Note that this is not recommended due to security concerns.

CData Cloud

Logging

This section provides a complete list of the Logging properties you can configure in the connection string for this provider.


PropertyDescription
VerbositySpecifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.
CData Cloud

Verbosity

Specifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.

Data Type

string

Default Value

"1"

Remarks

This property defines the level of detail the Cloud includes in the log file. Higher verbosity levels increase the detail of the logged information, but may also result in larger log files and slower performance due to the additional data being captured.

The default verbosity level is 1, which is recommended for regular operation. Higher verbosity levels are primarily intended for debugging purposes. For more information on each level, refer to Logging.

When combined with the LogModules property, Verbosity can refine logging to specific categories of information.

CData Cloud

Schema

This section provides a complete list of the Schema properties you can configure in the connection string for this provider.


PropertyDescription
BrowsableSchemasOptional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
CData Cloud

BrowsableSchemas

Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .

Data Type

string

Default Value

""

Remarks

Listing all available database schemas can take extra time, thus degrading performance. Providing a list of schemas in the connection string saves time and improves performance.

CData Cloud

Miscellaneous

This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.


PropertyDescription
MaxRowsSpecifies the maximum rows returned for queries without aggregation or GROUP BY.
PagesizeSpecifies the maximum number of results to return from Epicor Kinetic, per page. This setting overrides the default page size set by the datasource, which is optimized for most use cases.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property.
TimeoutSpecifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout.
CData Cloud

MaxRows

Specifies the maximum rows returned for queries without aggregation or GROUP BY.

Data Type

int

Default Value

-1

Remarks

This property sets an upper limit on the number of rows the Cloud returns for queries that do not include aggregation or GROUP BY clauses. This limit ensures that queries do not return excessively large result sets by default.

When a query includes a LIMIT clause, the value specified in the query takes precedence over the MaxRows setting. If MaxRows is set to "-1", no row limit is enforced unless a LIMIT clause is explicitly included in the query.

This property is useful for optimizing performance and preventing excessive resource consumption when executing queries that could otherwise return very large datasets.

CData Cloud

Pagesize

Specifies the maximum number of results to return from Epicor Kinetic, per page. This setting overrides the default page size set by the datasource, which is optimized for most use cases.

Data Type

int

Default Value

1000

Remarks

You may want to adjust the default pagesize to optimize results for a particular object or service endpoint you are querying. Be aware that increasing the page size may improve performance, but it could also result in higher memory consumption per page.

CData Cloud

PseudoColumns

Specifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property.

Data Type

string

Default Value

""

Remarks

This property allows you to define which pseudocolumns the Cloud exposes as table columns.

To specify individual pseudocolumns, use the following format: "Table1=Column1;Table1=Column2;Table2=Column3"

To include all pseudocolumns for all tables use: "*=*"

CData Cloud

Timeout

Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout.

Data Type

int

Default Value

60

Remarks

This property controls the maximum time, in seconds, that the Cloud waits for an operation to complete before canceling it. If the timeout period expires before the operation finishes, the Cloud cancels the operation and throws an exception.

The timeout applies to each individual communication with the server rather than the entire query or operation. For example, a query could continue running beyond 60 seconds if each paging call completes within the timeout limit.

Setting this property to 0 disables the timeout, allowing operations to run indefinitely until they succeed or fail due to other conditions such as server-side timeouts, network interruptions, or resource limits on the server. Use this property cautiously to avoid long-running operations that could degrade performance or result in unresponsive behavior.

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