From a Sage 1000, Sage 500, Sage 300, Sage 100, or Sage MicrOpay Solution

Requirements

  • Data Hub v8.0 or later

  • Sage 1000, Sage 500, Sage 300, Sage 100, or Sage MicrOpay

  • Sage data is stored in Microsoft SQL Server

Create a new data model

Click New resource > Model.

Select source

Sage 1000

Under the Apps (On-prem) section, select Sage 1000.

From the source type pop-up, click Deploy on the Sage 1000 entry tagged Model.

Sage 500

Under the Apps (On-prem) section, select Sage 500.

From the source type pop-up, click Deploy on the Sage 500 entry tagged Model.

Sage 300

Under the Apps (On-prem) section, select Sage 300.

From the source type pop-up, click Deploy on the Sage 300 entry tagged Model.

Sage 100

Under the Apps (On-prem) section, select Sage 100.

From the source type pop-up, click Deploy on the Sage 100 entry tagged Model.

Sage MicrOpay

Under the Apps (On-prem) section, select Sage MicrOpay.

From the source type pop-up, click Deploy on the Sage MicrOpay entry tagged Model.

Connect

  1. Complete the following fields for the Sage X3 Database Connection:

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

    2. Server - Use the server name if the Sage X3 server is on the same network as the Data Hub server. Otherwise, a fully qualified domain name is required.

    3. Authentication - Depending on how your instance of Sage X3 is configured, authentication credentials are provided by either:

      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 Sage X3 instance. The user name provided may require the domain name (such as domain\user) or a User Principal Name format (user@fully-qualified_domain_name).

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

    6. Database - Type the Sage X3 database name, or select the database from the drop-down list. Data Hub automatically combines data from the Sage X3 company databases for the Configure Source and Select Data steps.

    7. Folder- Location in your Sage X3 source from which model information will be extracted.

    8. Caption Language - Select the language used to display user-friendly descriptions for elements stored by Sage X3.

  2. To add Sage X3 user details to the Data Hub Active Directory, complete the following fields for the X3 Service Connection:

    1. Connect to X3 Service - Selecting this check box enables the connection for retrieving user details. Clearing this checkbox will disable the connection and no further action is required.

    2. URL - The URL of the Sage X3 service.

    3. User Name - Enter the user name of a user with administrative access to the Sage X3 instance.

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

    5. Only extract LDAP users - When selected, only users with LDAP user authentication are synchronized from the Sage X3 Service Connection.

  3. Click Test Connection to verify that Data Hub can connect to the Sage X3 database with the credentials provided.

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

Configure source

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

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

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

  3. Click Next.

Create model

  1. To deploy the data model provided by the Solution, complete the following fields:

    1. Model Name - Enter a name for the new data model.

    2. Model Location - Click Browse and select a root directory for the data model using the Select Folder pop-up. New folders are created by right-clicking existing folders and selecting New Folder.

    3. Model Server - Select an existing model server to use for this Data Model, or select Create new model server to open a New Model Server tab.

    4. Model Database Name - Enter a name for the data warehouse table to be stored in Microsoft SQL Server. If the Model Database Name is already in use, attempting to create the model will not proceed until the Model Database Name is changed or ownership of the existing table is changed.

    5. Deploy Analytics - When checked, analytics provided by the Solution is deployed during model creation. When cleared, analytics will not be deployed during module creation and will need to be deployed later from the model task pane.

    6. Modules - Select the pre-packaged modules to be deployed for this data model.

  2. Once the model is configured, click Create Model. The model creation process takes several minutes.

Configure calendars

  1. Select from the four calendars provided:

    Note

    All four calendars start on January 1 by default. This can be changed using the calendar pane.

    1. Calendar YQMD - Calendar: Year, Quarter, Month, Day

    2. Calendar YWD - Calendar: Year, Week, Day

    3. Fiscal YQMD - Calendar: Year, Quarter, Month, Day

    4. Fiscal YWD - Calendar: Year, Week, Day

  2. Click Finish.

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