Configuring Data Sources

Environments and Data Sources

The following information is needed to configure the Data Sources:

• Database server credentials: Server name, Instance, Authentication strategy.
• Main ERP database information: Database and schema name.

ERP Data Source

1. In the upper-right hand corner, click on the to access the Administration section.
   

   

2. On the left pane, select Env. & Data Sources.

3. By default, there is already an environment called Production, which you can rename by double-clicking in the name box. Once changed, press the Enter key.
   

   

4. In the Data Sources section, click Add to create the first Data Source.
   

   

5. Complete the ERP Data Source configuration. See instructions for MS SQL Server below.

6. Click Validate and then Save to complete the configuration of the Data Source.

Microsoft SQL Server

ERP Data Source Fields for SQL Server	Description
Data Source Description	Sage X3 HR Data Source
Type	SQLSERVER
Server	Database server of Sage X3 HR
Database Name	Name of the Sage X3 HR database (beware of the case sensitivity)
Database Schema Name	Create the two following entries by clicking on the icon (replace DatabaseName by the appropriate value): DatabaseName.FOLDER (replace FOLDER by the folder name) DatabaseName.SEI_FOLDER (replace FOLDER by the folder name) Note This second line contains the SEI Custom Schema. You can use a different one, but we highly recommend following this naming convention: Start with SEI Use all capitals Separate words by an underscore Note   The application searches for tables in the same order as the schemas are listed. As soon as a table is found in any schema, the application will stop searching. Therefore, if you have multiple tables with the same name in different schemas, please ensure that the schema containing the table you want to use appears first. Important Choose a unique Custom Schema name for each Environment.
SEI schema	Enter the chosen SEI custom schema for the current environment
Authentication Strategy	UseSpecific
User Name	SQL User accessing the Sage X3 HR database. For example, sa.
Password	The user's password.

Cube Data Source

In the same Environment as the ERP Data Source, create a new Data Source for the OLAP Cube.

Complete the Data Source Definition with all the appropriate information.

Microsoft SQL Server

OLAP Data Source Fields for SQL Server	Description
Server	Database server where the SEIOLAP For SQL Server package is installed.
Database Name	SEICube.
Database Schema Name	SEICube.SEI_FOLDER (replace FOLDER by the folder name). Where SEI_FOLDER (replace FOLDER by the folder name) is the schema used in the ERP Database of the same environment.
SEI schema	Enter the chosen custom schema for the current environment.

1. Click Validate and then Save.
2. Click Set as Data Warehouse to define the Data Source as a Data Warehouse.

3. Enter the following information:

   1. Database warehouse schema: Enter the chosen SEI custom schema again.

   2. Use MARS during the cube loading: Unchecked

4. Click Validate and then Save.