Installing Acumatica

To analyze data from Acumatica with SEI, a few steps of configuration are required. First, SEI DataSync will be installed to read the data and write it in a SQL Server database. Then, data from Acumatica will be made available to the synchronizer through OData general inquiries, installed by a customization project provided. SEI DataSync must be executed next. The SEI templates will then be installed, providing ready-to-use views and dashboards.

Prerequisites

  • A version of Acumatica supported by the Acumatica Team must be installed.
  • The Destination Collation SQL Instance must be set to SQL_Latin1_General_CP1_CI_AS (same as Acumatica SQL Instance if you are using a separate SQL Instance for SEI DataSync).
  • If you are using Acumatica in HTTPS, ensure that you put a binding for SEI DataSync with a certificate approved by a Certificate Authority.
  • If you have a custom identity on the Acumatica Application Pool, ensure that you put the same one on the DataSync Application Pool.
  • SEI DataSync must be installed. Refer to Installing DataSync for more details regarding the installation. A specific Acumatica ERP license is not required, only a SEI license is.