SYSPRO

Requirements

  • Data Hub v8.1 or later

  • SYSPRO v7 or v8

Add SYSPRO

To add a SYSPRO data source to an existing Data Model:

  1. Open an existing Data Model from RESOURCE EXPLORER.

  2. Expand Data Sources.

  3. Click Add Data Source.

Select source

In the Select Source step:

  1. Under the Apps (On-prem) section, select SYSPRO.

  2. From the source type pop-up, click Connect on the SYSPRO entry tagged Data Source.

Connect

To set up the connection between Data Hub and SYSPRO:

  1. Complete the following fields:

    1. Data Gateway - Leave this item set to None unless you are using a Data Gateway.

    2. Server - Use the server name if the SYSPRO server is on the same network as the Data Hub server. Otherwise, a fully-qualified domain name (FQDN) is required.

    3. Authentication - Depending on how your instance of SYSPRO is configured, authentication credentials are provided by either of the following:

      1. Windows login - Using a Windows user name and password. Active Domain credentials are also accepted.

      2. SQL Server login - Using a SQL Server user name and password.

    4. User Name - Enter the user name of a user with access to the SYSPRO instance. The user name provided may require the domain name (such as domain\user) or User Principal Name format (user@fully-qualified_domain_name).

    5. Password - Enter the password for the provided user name.

    6. Master Database - Type the SYSPRO System database name, or select the database from the drop-down list. Data Hub automatically combines data from the SYSPRO company databases for the Configure Source and Select Data steps.

    7. (Optional) Advanced connection settings can be added for this data source using either of the following:

      1. The Advanced panel on the Connect screen when adding the data source.

      2. The Properties panel when viewing an existing data source, under the Advanced section.

  2. Click Test Connection to verify that Data Hub can connect to the SYSPRO database with the credentials provided. If the Master Database provided is a valid SYSPRO database, SYSPRO Version will appear under the Master Database field

  3. Click Next to continue to the Configure Source step.

Note

Advanced Connection settings can be added or modified using either:

  • The Properties pane when viewing an existing data source, under the Advanced section.

  • The Advanced pane on the Connect screen when adding a new data source.

Configure source

To specify which entities (or companies) should be available for analysis in Data Hub:

  1. Specify which entities to include for analysis by selecting or clearing the check box beside the entity names.

  2. Select the Primary Company check box for the primary entity (if there is more than one entity).

  3. Click Next to continue to the Select Data step.

Select Data Screen display

The Select Data screen contains the following elements:

  1. Select All/Clear

  2. If no table check boxes are currently selected, Select All can be used to select all of the tables in the source database.

  3. If one or more table check boxes are selected, Clear (x) can be used to clear all the selected tables.

  4. Show selected tables only - Hides all tables where the check box column is currently cleared (not selected).

  5. Hide tables without rows - When selected, this item hides all source tables that do not contain data.

  6. Add Pipelines - Select to add all selected tables to the data model as individual pipelines. The Add Pipelines drop-down provides two options:

  7. Add Pipelines. Performs the same function as the Add Pipelines button.

  8. Add Pipeline as Union of Tables. Creates a single pipeline from the union of the selected tables from this data source.

    Note

    If all the tables in the data source are selected, the pipeline will always perform a union on all tables from the data source, even if the table list changes. For example, if the data source contains only tables of sales for USA, UK, and Europe, selecting them all will union the three tables into a single pipeline. If a fourth table with sales for Australia is later added, it will automatically be included in the union for the pipeline.

  9. Finish - Adds the selected tables as individual pipelines and finalizes adding the SYSPRO data source. Once the request has been processed, Data Hub opens the Data Model Overview.

  10. Filter row - The first row of the Select Data table is the filter row. Use the fields to filter rows based on the column contents. To clear all filters entered, either delete the entered text or use the Clear filter icon at the end of the row.

  11. Select Data step table - A table showing the tables present in the data source.

Select Data Table columns

The SYSPRO Select Data table displays the following columns:

  • Check box column -Select to create a pipeline for this source table.

  • Table -The database table name.

  • Caption -The descriptive table name used by SYSPRO.

  • Module - Indicates the tables' SYSPRO module (such as Gen for General Ledger or Inv for Inventory). The module is also added as a prefix for the table name.

  • Relationships - Shows source tables that share a relationship with the current table. These relationships join the tables, allowing for easier report building.

  • Rows - The number of rows present in the source table.

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