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Installation Progress
  1. Create the source connection
  2. Create the destination connection
  3. Configure the global variable
  4. Import the extraction
  5. Import the cube extractions
  6. Schedule the extraction
  7. Set up the data sources in SEI
  8. Import the template
  9. Build and load the OLAP cubes
  10. Import users to SEI (optional)

Source Connection

A source connection in DataSync defines how the system connects to your Sage X3 database to extract and refresh data. Creating source connections is required before you can load or synchronize tables in your data warehouse.

Create a refresh source connection in DataSync​

  1. Log in to DataSync.
  2. From the welcome screen, select Connections.
  3. Next to Source Connections, click New.
  4. Select SQL Server or Oracle.
  5. In the Connection Properties panel, enter Refresh as the description.
  6. Enter the Server and Database names.
  7. Enter the Sage X3 database credentials for Username and Password.
  8. In the Advanced Settings panel, set Tracking Type to Date.
    The time zone must match the Sage X3 application server.
  9. Click Save.

Create a data warehouse source connection – Sales and Finance cubes​

Follow these steps only to set up the Sales and Finance OLAP cubes. Otherwise, continue with the setup.

  1. Next to Source Connections, click New.
  2. Choose the connection type.
    • For scenario 3 – cloud, select SQL Azure.
    • Otherwise, select SQL Server.
  3. In the Connection Properties panel, enter Data Warehouse (Source) as the description.
  4. Enter the Server and Database names matching those used by your data warehouse.
  5. Enter the data warehouse database credentials for Username and Password.
  6. In the Advanced Settings panel, set Tracking Type to Date.
    The time zone must match the Sage X3 application server.
  7. Click Save.


Create the Destination Connection →