Configuring the Extractions

After configuring the source and destination connections, you need to import the Sage XRT Advanced zip templates to create extractions.

You then need to validate and build the extractions. This will create the tables and validate all SQL queries or calculated fields. Lastly, you need to run the extractions to populate the database tables.

These procedures must be performed in the order specified below:

  1. Configure the Refresh extraction

  2. Configure the No Refresh extraction

  3. Configure the Users extraction

  4. Configure the Currency Rates extraction

Note

If you encounter errors during the import process, perform these steps:

  • OData does not respond or is unavailable. Try the URL in your connection using a web browser.

  • You are missing accesses in the Sage XRT Advanced application. Add the appropriate rights and run the import process again. If you cannot add the rights, remove the tables from the extraction.

1 - Configure the Refresh extraction

The Refresh extraction is used for tables that have a valid Last Modified Date.

  1. In DataSync, import the extraction (see Importing an Extraction for further details):

    1. Click the Import icon located on the upper right-hand corner.

    2. In the Import Extraction window, click the Choose a zip file hyperlink and browse to the location where you saved the DS_2021R1.X.XXX_SXA SYNC Refresh.zip file or drag it directly into that window. Click Next.

    3. The default extraction type is already selected. Click Next.

    4. In the Description field, enter Refresh for the name.

    5. Select the Refresh source connection and the Data Warehouse destination connection.

    6. Click Add in the Destination Schema drop-down list to add the SXA schema.

    7. Click Import.

    8. The Extractions window will automatically switch to the Tables window. Verify your tables and make sure that all fields are present. If some fields are missing, redo the import process.

  2. Validate and build the Refresh extraction:

    1. Click Extractions on the left to return to the Extractions page.

    2. Select the Refresh extraction in the list and click the Validate and Build icon.

    3. In the Validate and Build dialog box, select the Drop the previously created object and recreate the objects... option and click Build.

    1. Wait for the process to be done. A validation report is displayed to give you a quick overview once the process is finished. The results are displayed in the Status column. If there is an error, click the hyperlink in the Error column to view the Log Page.

  3. Run the Refresh extraction:

    1. Select the Refresh extraction in the list and click the Run Extraction Now icon.

    2. Select the tables to be populated.

    3. In the upper-right hand corner, select Truncate and Load and click Run. This will replace all data in your destination with the current data from your source.

    4. Wait for the process to be done. When the process is finished, the results are displayed in the Status column. If there is an error, you can view more details on it by clicking on the hyperlink in the Error column, which leads to the Log Page.

2 - Configure the No Refresh extraction

The No Refresh extraction is used for tables that do not have a valid Last Modified Date.

  1. In DataSync, import the extraction (see Importing an Extraction for further details):

    1. Click the Import icon located on the upper right-hand corner.

    2. In the Import Extraction window, click the Choose a zip file hyperlink and browse to the location where you saved the DS_2021R1.X.XXX_SXA SYNC NoRefresh.zip file or drag it directly into that window. Click Next.

    3. The default extraction type is already selected. Click Next.

    4. In the Description field, enter No Refresh for the name.

    5. Select the No Refresh source connection and the Data Warehouse destination connection.

    6. Click Import.

    7. The Extractions window will automatically switch to the Tables window. Verify your tables and make sure that all fields are present. If some fields are missing, redo the import process.

  2. Validate and build the No Refresh extraction:

    1. Click Extractions on the left to return to the Extractions page.

    2. Select the No Refresh extraction in the list and click the Validate and Build icon.

    3. In the Validate and Build dialog box, select the Drop the previously created object and recreate the objects... option and click Build.

    1. Wait for the process to be done. A validation report is displayed to give you a quick overview once the process is finished. The results are displayed in the Status column. If there is an error, click the hyperlink in the Error column to view the Log Page.

  3. Run the No Refresh extraction:

    1. Select the No Refresh extraction in the list and click the Run Extraction Now icon.

    2. Select the tables to be populated.

    3. In the upper-right hand corner, select Truncate and Load and click Run. This will replace all data in your destination with the current data from your source.

    4. Wait for the process to be done. When the process is finished, the results are displayed in the Status column. If there is an error, you can view more details on it by clicking on the hyperlink in the Error column, which leads to the Log Page.

3 - Configure the Users extraction

The Users extractions will import the users created Sage XRT Advanced into the SEI Central Point database.

  1. In DataSync, import the extraction (see Importing an Extraction for further details):

    1. Click the Import icon located on the upper right-hand corner.

    2. In the Import Extraction window, click the Choose a zip file hyperlink and browse to the location where you saved the file DS_2021R1.X.XXX_SXA SYNC Username Import.zip or drag it directly into that window. Click Next.

    3. The default extraction type is already selected. Click Next.

    4. In the Description field, enter Users for the name.

    5. Select the No Refresh source connection and the Central Point destination connection.

    6. Click Import.

    7. The Extractions window will automatically switch to the Tables window. Verify your tables and make sure that all fields are present. If some fields are missing, redo the import process.

  2. Validate and build the Users extraction:

    1. Click Extractions on the left to return to the Extractions page.

    2. Select the Users extraction in the list and click the Validate and Build icon.

    3. In the Validate and Build dialog box, select the Drop the previously created object and recreate the objects... option and click Build.

    1. Wait for the process to be done. A validation report is displayed to give you a quick overview once the process is finished. The results are displayed in the Status column. If there is an error, click the hyperlink in the Error column to view the Log Page.

  3. Run the Users extraction:

    1. Select the Users extraction in the list and click the Run Extraction Now icon.

    2. Select the tables to be populated.

    3. In the upper-right hand corner, select Truncate and Load and click Run. This will replace all data in your destination with the current data from your source.

    4. Wait for the process to be done. When the process is finished, the results are displayed in the Status column. If there is an error, you can view more details on it by clicking on the hyperlink in the Error column, which leads to the Log Page.

4 - Configure the Currency Rates extraction

The Currency Rates extraction will create the missing currency rates (e.g., reversing the rate or creating 1-to-1 rates when the same currency is used on both sides). The Currency Rates extraction must be configured and ran last because it will use the CurrencyRate table created with the No Refresh extraction.

  1. In DataSync, import the extraction (see Importing an Extraction for further details):

    1. Click the Import icon located on the upper right-hand corner.

    2. In the Import Extraction window, click the Choose a zip file hyperlink and browse to the location where you saved the file DS_2021R1.X.XXX_SXA SYNC Rate Master.zip or drag it directly into that window. Click Next.

    3. The default extraction type is already selected. Click Next.

    4. In the Description field, enter Currency Rates for the name.

    5. Select the Data Warehouse source connection and the Data Warehouse destination connection.

    6. Click Import.

    7. The Extractions window will automatically switch to the Tables window. Verify your tables and make sure that all fields are present. If some fields are missing, redo the import process.

  2. Validate and build the Currency Rates extraction:

    1. Click Extractions on the left to return to the Extractions page.

    2. Select the Currency Rates extraction in the list and click the Validate and Build icon.

    3. In the Validate and Build dialog box, select the Drop the previously created object and recreate the objects... option and click Build.

    1. Wait for the process to be done. A validation report is displayed to give you a quick overview once the process is finished. The results are displayed in the Status column. If there is an error, click the hyperlink in the Error column to view the Log Page.

  3. Run the Currency Rates extraction:

    1. Select theCurrency Rates extraction in the list and click the Run Extraction Now icon.

    2. Select the tables to be populated.

    3. In the upper-right hand corner, select Truncate and Load and click Run. This will replace all data in your destination with the current data from your source.

    4. Wait for the process to be done. When the process is finished, the results are displayed in the Status column. If there is an error, you can view more details on it by clicking on the hyperlink in the Error column, which leads to the Log Page.