Sage 100 North America Standard

The Sage 100 North America Standard template provides a ready‑to‑use set of data models, views, dashboards, and workbooks to help you quickly analyze your Sage 100 NA data. It supports multiple deployment scenarios, whether you’re synchronizing data to your own warehouse, consolidating several companies, or connecting through the SEI Cloud.

Start by selecting the installation scenario that best matches your environment. After setup, explore the predefined analyses included with the template. For details on available data models, dashboards, and workbooks, see Predefined Analyses.

Prerequisites

Prerequisites

Before you start, ensure you have:

• Sage 100 North America: A supported version installed.
• Destination database: A target database, ideally using the same collation as your Sage 100 NA database.
• DataSync: A supported version installed.
• Installation package: The latest package downloaded from ShareFile.

Installation scenarios

Choose the scenario that matches your environment:

Scenario	Description	When to choose
Non-SEI Cloud Integration	Uses DataSync to synchronize your data to a warehouse managed outside the SEI Cloud. The template reads from this synchronized source.	For organizations that want to manage, store, and report on their data independently, without relying on the SEI Cloud.
Consolidated	Uses DataSync to centralize data from multiple Sage 100 NA companies into a unified warehouse for group‑level reporting.	For organizations managing multiple Sage 100 NA Standard companies needing combined or group reporting.
SEI Cloud	Syncs data to the Cloud through DataSync. The template connects directly to the Cloud‑hosted data warehouse. Credentials are provided after Cloud provisioning.	For distributed teams or organizations that prefer not to maintain local servers.

Installation steps

Scenario 1: Non-cloud integration

Use DataSync to synchronize your data, then configure SEI:

1. Create the source connections
2. Create the destination connection
3. Import the synchronization extractions
4. Schedule the extractions
5. Set up the data sources in SEI
6. Import the template
7. Build and load the OLAP cubes

Scenario 2: Consolidated

Set up DataSync for multi-company consolidation:

1. Create the source connections
2. Create the destination connection
3. Import the consolidation extractions
4. Schedule the extractions
5. Set up the data sources in SEI
6. Import the template
7. Build and load the OLAP cubes

Scenario 3: Cloud

Use DataSync to send your data to the Cloud and complete setup online:

1. Create the source connections
2. Create the destination connection
3. Import the synchronization extractions
4. Schedule the extractions
5. Import the template
6. Build and load the OLAP cubes