Skip to main content

Connections Overview

Data Hub connects to your source systems to retrieve the data you need for reporting. A connection stores the credentials and settings Data Hub needs to authenticate with your source system and retrieve data from it.

Review this topic and then select your ERP or database type to learn how to create a connection. For the full list of ERPs supported through SQL server or Oracle, see Supported ERPs below. <placeholder>

Microsoft Dynamics 365 Business Central Infor FSM Infor M3 NetSuite Oracle ERP Cloud Oracle Database (on-premises) SQL Server (on-premises)


 

Before You Connect

Permissions

You need the Admin, Designer, or Power User role in Reporting Intelligence to create, test, edit, and delete connections. Users with the Viewer role can test connections but cannot make changes.

Connection limits

The number of connections you can create depends on your organization's subscription. For example, if your organization has purchased two SKUs, you can create two connections. This limit applies to all connectors except Microsoft Dynamics 365 Business Central.

ERP setup

Before creating a connection, you must complete the required setup steps in your ERP system. Each connector topic covers what is needed.


 

Supported ERPs

Data Hub includes the following ERP connectors.

Connector Authentication Integration Method Data Access Setup Guide

Microsoft Dynamics 365 Business Central

Service-to-service (Microsoft Entra ID)

OData API

Live

Click here

Infor FSM

OAuth 2.0 (Infor OS service account)

Infor ION REST API

Replicated

Click here

Infor M3

OAuth 2.0 (Infor OS service account)

Infor ION REST API

Replicated

Click here

NetSuite 2

Token-based authentication (TBA)

SuiteAnalytics Connect

Replicated

Click here

Oracle ERP Cloud

Username and password

BICC or BI Publisher

Replicated

Click here

Oracle JD Edwards EnterpriseOne <placeholder>

Database credentials

Oracle database or SQL Server

Live

Click here

Note: Connectors that use replicated data require a replication environment and replication tasks to be created and scheduled to extract and sync your ERP data. You can provision an environment when creating a connection or from the Integration Resources page, and create a replication task from the Replication Tasks page after establishing a connection. For more information, see Create a Replication Task.


 

Connections in Reporting Intelligence

Data Hub connections power everything in Reporting Intelligence. Depending on your ERP system, data is either queried live or replicated on a schedule, this determines how your add-in accesses it for reporting.

  • Understand how connections are used.

    Product How it uses Data Hub connections

    Reporting Intelligence

    Required for all workflows in Reporting Intelligence.

    Reporting Intelligence for Business Central Cloud Add-In

    Uses a live connection to query Business Central data for reporting.

    Reporting Intelligence for Other ERPs Add-In

    Uses replicated data from connected ERP systems (Infor FSM, Infor M3, NetSuite 2, Oracle ERP Cloud) for reporting.


 

Integration Resources

Integration Resources is where you find the endpoints and credentials needed to connect other products and tools to your data.

Resources: Replicated Data Endpoint OData API URL

  • Resource URL format Use

    Replicated Data Endpoint

    https://<company>-<instance>-reporting.<environment>.cc.insightsoftware.com

    For connecting Reporting Intelligence for Other ERPs to your replicated data.

    OData API URL

    https://develop.data-fabric.dev.insightsoftware.com/api/SharedData/

    odata/s_<business_view_id>

    For accessing your published business views from any OData-compatible tool, such as Power BI.


 

Manage Connections

Once a connection is set up, you can manage it from the Connections page. For more information, see Manage Connections.

Action Description

Test

Verify that Data Hub can still reach your ERP system and authenticate successfully.

Edit

Update connection details such as credentials, settings, or the connection name.

Delete

Remove a connection permanently. This also removes any associated replication tasks.

 

 

Recently Viewed