Installation Progress

1. Create the source connections
2. Create the destination connection
3. Import the extractions
4. Schedule the extractions
5. Set up the data source in SEI
6. Import the template

Consolidation Extraction

After creating your sources and destination connections, the next step is to import the Sage 200 Evolution extraction templates (ZIP file) into DataSync. This creates the necessary extractions for synchronizing your data and allows you to validate, build, and run them to load data into your data warehouse.

When DataSync processes a consolidation extraction, it connects to multiple Sage 200 Evolution company databases, extracts the necessary tables from each, and combines all the data into your central data warehouse. Each company’s data is kept distinct, allowing you to analyze and report on information from all your companies in a single location.

For a consolidation, you must create one extraction per company database.

Configure the consolidation extractions

Extraction Type	Description
Refresh	Applies to tables with a valid Last Modified Date.
No Refresh	Applies to tables without a valid Last Modified Date.

Configure the Refresh extraction

Import the extraction

1. In the left panel, select the Extractions icon.
2. Click the Import Extraction icon in the top-right corner to open the dialog.
3. Click Choose a zip file and select the Refresh Sage 200 Evolution ZIP file (DS_202X.0.X.XXX_Sage 200 Evo CONSO Refresh.zip), or drag and drop the file into the dialog.
4. Click Next.
5. Confirm the default extraction type is selected. Click Next again.
6. In the Description field, enter Refresh.
7. In Unique Identifier, enter the company code.
8. In Column Name, enter CPYID.
9. Select the Source Connection created for refresh.
10. Select the Source Schema.
11. In Destination Connection, select Data Warehouse.
12. Select the Destination Schema. Click Add and enter a new schema name, such as S200EVO.
13. Leave all other settings at their default values.
14. Click Import.
    When the Tables window opens, confirm that all required tables and fields are present. If any are missing, repeat the import process.
15. Repeat steps 1–14 for each company you want to consolidate.

Validate and build the extraction

1. In the left panel, click Extractions.
2. Select the extraction you just created
3. Click the Validate and Build icon in the top-right corner.
4. In the dialog, for the first company only, select Drop the previously created object and recreate the objects based on the new definition.
5. Click Build.
   When the process is complete, review the validation report and the Status column. If an error appears, click the link in the Error column to view the Log Page.
6. Repeat steps 2–5 for each remaining company, but select Only add missing tables/fields/indexes (existing data will persist).
   This merges all tables, fields, and indexes into the destination tables.

Run the extraction

1. Select your extraction from the list and click the Run Extraction Now icon.
2. Select the tables to populate.
3. In the upper right, set the load mode to Truncate and Load, then click Run. This replaces all destination data with current source data.
   Wait for the process to finish. The results appear in the Status column. If there's an error, click the link in the Error column to view details in the Logs page.
4. Repeat steps 1–3 for each consolidation extraction.

Configure the No Refresh extraction

Import the extraction

1. In the left panel, select the Extractions icon.
2. Click the Import Extraction icon in the top-right corner to open the dialog.
3. Click Choose a zip file and select the No refresh Sage 200 Evolution ZIP file (DS_202X.0.X.XXX_Sage 200 Evo CONSO NoRefresh.zip), or drag and drop the file into the dialog.
4. Click Next.
5. Confirm the default extraction type is selected. Click Next again.
6. In the Description field, enter No Refresh.
7. In Unique Identifier, enter the company code.
8. In Column Name, enter CPYID.
9. Select the Source Connection created for no refresh.
10. Select the Source Schema.
11. In Destination Connection, select Data Warehouse.
12. Select the Destination Schema. Click Add and enter a new schema name, such as S200EVO.
13. Leave all other settings at their default values.
14. Click Import.
    When the Tables window opens, confirm that all required tables and fields are present. If any are missing, repeat the import process.
15. Repeat steps 1–14 for each company you want to consolidate.

Validate and build the extraction

1. In the left panel, click Extractions.
2. Select the extraction you just created
3. Click the Validate and Build icon in the top-right corner.
4. In the dialog, for the first company only, select Drop the previously created object and recreate the objects based on the new definition.
5. Click Build.
   When the process is complete, review the validation report and the Status column. If an error appears, click the link in the Error column to view the Log Page.
6. Repeat steps 2–5 for each remaining company, but select Only add missing tables/fields/indexes (existing data will persist).
   This merges all tables, fields, and indexes into the destination tables.

Run the extraction

1. Select your extraction from the list and click the Run Extraction Now icon.
2. Select the tables to populate.
3. In the upper right, set the load mode to Truncate and Load, then click Run. This replaces all destination data with current source data.
   Wait for the process to finish. The results appear in the Status column. If there's an error, click the link in the Error column to view details in the Logs page.
4. Repeat steps 1–3 for each consolidation extraction.

tip

For large or frequently updated tables, loading data by partition can improve performance and reduce processing time. If you enable partition loading, keep the following in mind:

• Choose a partition field that includes both a date and a time.
• Avoid fields that may include future dates.

For more details, see Load by Partition.

Schedule the Extractions →