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Create a model from the SYSPRO solution

Requirements

  • Data Hub v8.1 or later

  • SYSPRO v7 or v8

Create a new data model

Click New resource > Connect to my data.

Select Source

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

  2. From the source type pop-up, click Deploy on the SYSPRO entry tagged Model.

Connect

  • 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 ZAP 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: Windows login - Using a Windows user name and password. Active Domain credentials are also accepted. 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 a 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. ZAP Data Hub automatically combines data from the SYSPRO company databases for the Configure Source and Select Data steps.

Configure Source

  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.

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 window. New folders can be created by right-clicking on 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 the 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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