Installation
This section walks you through deploying, configuring, and updating SEI, whether you run it in the cloud or on your own infrastructure. Before you start, make sure your environment meets all prerequisites, including hardware, operating system, accounts, permissions, and software requirements.
Download the latest installation package from ShareFile. If you don't have ShareFile access yet, request it here.
What you install
A full SEI setup is made of several components. The web server is the core of the product. Most deployments also include DataSync, Central Point, and the Excel Add-in, depending on what your team needs.
| Component | What it does |
|---|---|
| Web server | The core SEI application. Required in every deployment. |
| License Server | Manages product licensing and the BI License database. |
| Central Point | A shared repository for storing models, views, and configuration across users and environments. |
| OLAP cube | Powers fast analytics on aggregated data. Optional, depending on your reporting needs. |
| DataSync | Extracts, transforms, and loads data from your business systems into your data warehouse. |
| Excel Add-in | Lets users build and refresh reports directly in Excel. |
Choose your deployment
Pick where SEI runs and how it's laid out across your servers.
Where it runs
| Option | Who manages it | Best for |
|---|---|---|
| Nectari Cloud | SEI hosts and fully manages it. | Most customers. Fastest to set up, always on the latest version. |
| On-premise | You manage your own servers. | Teams with strict data residency or infrastructure requirements. |
| Private cloud | SEI is hosted in your own cloud environment. | Teams using their own cloud provider with internal IT ownership. |
For most customers, Cloud is the preferred option. You get the latest version at all times, automatic monthly updates, no local server maintenance, and a faster setup with less IT workload.
How servers are organized
On-premise and private cloud setups can be organized across servers in a few different ways. Choose the installation scenario that best fits your needs.
- Single-server: everything runs on one server, including your ERP and database.
- Distributed: application components run on dedicated servers, separate from your databases.
- Multi-server: roles like application, analytics, distribution, and OLAP are split across multiple servers.
Installation steps
Follow these steps in order to install SEI for the first time.
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- 7Set up the OLAP cube databaseOptional
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Once SEI is up and running, you can add optional components like DataSync and the Excel Add-in.
Advanced configuration
Some environments need extra configuration for security, embedding, or network setup.
| Configuration | What it does |
|---|---|
| Cookie management | Configure cookie settings for cross-site support, embedding, and secure authentication. |
| SSL certificates | Install and renew SSL certificates for your deployment. |
| End-to-End SSL | Secure all connections with SSL throughout the entire solution stack. |
| Secure application content | Control which websites can embed or interact with your application content. |
Templates
After installing SEI, install a template that connects SEI to your business application (Sage, Acumatica, Primavera, and others). The template provides pre-built data models and reports tailored to your environment. Pick yours from the list below.
Maintain and upgrade
Regular maintenance and upgrades keep your installation secure and running well.
- See the maintenance section for performance reviews, backup strategy, and admin user maintenance.
- See the upgrade section for upgrade instructions covering SEI, templates, and previous versions.