Sage 200 Evolution

The Sage 200 Evolution template provides a ready‑to‑use set of data models, views, dashboards, and workbooks to help you quickly analyze your Sage 200 Evolution data. It supports multiple deployment scenarios, whether you’re connecting directly to production, working with a replicated data warehouse, or consolidating several companies.

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, make sure you have:

• Sage 200 Evolution: A supported version installed.
• Destination database: A target database, preferably matching your Sage 200 Evolution database collation.
• 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
Direct production database access	All configuration is performed in SEI, connecting directly to your live Sage 200 Evolution production database.	For simple or single‑company environments needing light, real‑time reporting.
Via replicated data warehouse	Production data is replicated to a data warehouse using DataSync. The template then reads from the warehouse.	For many users or frequent/complex reporting needs, to avoid impacting the main Sage 200 Evolution database.
Consolidated	Combines real‑time access and DataSync replication to support centralized, multi‑company reporting.	For organizations managing multiple Sage 200 Evolution companies requiring combined or group reporting.

Installation steps

Scenario 1: Direct production database access

Perform these steps on SEI:

1. Set up the data sources in SEI
2. Import the template

Scenario 2: Via replicated data warehouse

Use DataSync for replication, 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 source in SEI
6. Import the template

Scenario 3: 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 source in SEI
6. Import the template