Version 2022 R1

Web Client Build Number: 22.1.0.222

Excel Add-in Build Number: 22.1.0.99705

DataSync Build Number: 22.1.0.99662

SEI for Sage 300 Embed Build Number: 22.1.0.3

July 26, 2022

Breaking Changes

As of our next full release (2022 R2), we will no longer support the 32-bit version of Excel Add-in for Windows 32 bits. The SEI Excel Add-in - WIN32.exe installation package will not be available. You will need Windows 64 bits in order to install Excel Add-in for MS-Office 32-bit or 64-bit version (SEI Excel Add-in - WIN64.exe).

As of January 10, 2023, Windows Server 2012 R2 will no longer be supported by Microsoft nor by SEI.

Highlights

Web Workbook (Preview)

The Web Workbook (Preview) allows users to access their workbooks from SEI and eliminates the need to manually log in to Excel Add-in and manage two separate applications. The Web Workbook (Preview) offers multiple features, such as smart caching, new filter options, global variables, and new formatting features.

For details, please refer to Workbooks (Preview).

Important

Please note that the SEI Web Workbook preview is provided “as is” and is still undergoing development and does not represent the final version on the Web Workbook. We cannot guarantee that the service will be uninterrupted or error free and we advise you to safeguard important data and use caution when referring to the data in the Web Workbook preview. The Web Workbook preview is covered by the same support as your SEI Software account. For details, please refer to Workbook Limitations.

Data Migration

We have built migration templates to help you move your data from one ERP to the next without having to map everything out from scratch. With these templates, you can get up and running in less time and keep track of any changes made during the migration.

For details, please refer to Data Migration.

Column Formatting

The new column formatting features in the worksheet views allow you to customize your worksheets without making any changes in the back-end that can affect the original worksheet design.

For details, please refer to Formatting Columns and Groups and Formatting Precedence. These topics have been updated as well: Applying Conditional Formatting to a Column and Applying Conditional Formatting to a Group.

Data Aggregation

You can now summarize your data any way you like without impacting the Data Model Designer in the back-end. You can change how you view aggregated data and select from aggregate functions like Average, Minimum, Maximum, and Count distinct rather than only seeing the default, Sum.

For details, please refer to Applying Aggregation Overrides.

SEI Embedded into Sage 300

Sage 300 users can access their analysis and reporting tools with Sage Enterprise Intelligence (SEI) embedded in their ERP. Features available on the standalone version of SEI is visible on the SEI menu panel within Sage 300. This includes administration functions, dashboards, reports, the mobile version of SEI, and the web workbook. With the Menu Configurator, you can customize which SEI menu items you want to appear within Sage 300.

For details, please refer to Embedded into Sage 300.

Improvements

Installation Packages

This release of SEI has a new package for the server installation. Before installing version 2022 R1, you need to uninstall your current version of SEI. Once version 2022 R1 will be installed, subsequent installations will not require any uninstallations.

You can now bind your certificates to the Web Client website during the installation process.

Security Enhancements

  • The permissions validation scheme was reinforced.

  • The security on HTTP headers was enhanced.

  • HTML encoding was standardized throughout the application.

  • User notifications have been temporarily disabled. They will be re-enabled in a later release.

Web Client

  • New Excel Export tab in the Page Setup dialog box.

  • The General tab of the Authentication page has new parameters:

    • Prompt

    • Force re-Authentication

    • Allow Remember Me

    A help icon was also added to redirect you to the appropriate topic in the online help.

  • When adding a Global Selection Page, the window now displays New as title and Create for the button.

OLAP Manager

  • New roles have been added for OLAP Manager.

  • New Disable indexes during Refresh option in the Cube Details dialog box.

Distribution

  • Improved job trigger handling: Past jobs prior to 15 minutes when the distribution restarts are no longer triggered to avoid potential performance issues and unwanted jobs.

DataSync

  • New connector for NetSuite (Beta version).

  • The Load extraction process has been enhanced to avoid errors if the tables do not have indexes.

Web Client Templates

Template Change description
Universal Data Model

The Sales dashboards have been updated and now include:

  • Product Performance

  • Customer Performance

  • Sales Rep Performance

  • Customer Order Analysis

  • Customer Purchase Analysis

Sage Intacct

The Sage Intacct migration template is now available and includes:

  • Sage 50 to Sage Intacct

  • Sage 200 UK to Sage Intacct

  • Sage 300 to Sage Intacct

  • Sage 1000 to Sage Intacct

The GL Report Setup configuration has been added to the GL Transactions data model (it was only in GL Reports previously).

Addition of support for users with multi-currency enabled.

Addition of currency rates.

Addition of Global Consolidation amounts (these amounts use global consolidation currency).
Sage X3

The Sage X3 migration template is now available and includes:

  • Sage X3 to Sage X3

  • Sage 100 to Sage X3

  • Sage 300 to Sage X3

  • Sage 1000 to Sage X3
Sage XRT Advanced The Sage XRT Advanced template is now available.

DataSync Templates

Indexes are now included in out-of-the-box DataSync extractions.

Fixes

Web Client

  • The location of the Filtering panel would not be saved in the dashboard properties.

  • The Total Row was showing in PDF exports even though it was set to Hide in the worksheet properties.

  • When adding parameters in the Manage Data Model Parameters dialog box, only a few of them would display after clicking Confirm.

  • When using SAML2 to log into SEI, the language of the interface (buttons, options, drop-downs, etc.) was always reset to English.

  • When logged in as a non-admin user, you could not see the groups in the Publish for drop-down list.

OLAP Manager

  • Results were not accurate when performing a search that started with numbers.

  • OLAP Manager logs were not properly sorted under GROUP_ID. The logs are now sorted in 24-hour format.

  • Dimension mappings could not be saved.

Distribution

  • After sorting the Last Job Run Date column in ascending or descending order in the Scheduler History tab, the rows were not properly sorted.

  • In the Scheduler Users and Groups tab, the job could not be saved if the option was set to Run As Admin User and the email address was deleted.

  • Distribution would not work in the Cloud environment when using OAuth as authentication method.

Excel Add-in

  • When the Keep me signed in option was selected with SAML2 as SSO, it would keep asking the user to log in to Excel Add-in.

DataSync

  • When using Oracle as source database, performing a data migration would sometimes return this error: Metadata is incompatible - The datatype <Boolean is incompatible with <Int16>.

  • When connecting to DataSync with the SAP HANA connector, the schema was not taken into account.

  • When creating extractions with the SAP HANA connector, indexes were not created for tables having indexes.

Web Client Templates

Template Change description
Sage Intacct

  • Missing warehouse fields were causing issues in the GL data models.

  • Some prompts were based on incorrect tables and would return an error.