Version 2023 Release 1 (February)

Web Client Build Number: 23.0.1.10064

Excel Add-in Build Number: 23.0.1.10064

DataSync Build Number: 23.0.1.10064

SEI for Sage 300 Embed Build Number: 23.0.1.10064

February 27, 2023

Breaking Changes

Important

If you are using SAML2 as single sign-on method, you must reconfigure the Entity ID and the ACS URL after upgrading to Version 2023 Release 1 because these settings have changed.

  • For Cloud customers using the Excel Add-in: If you are using a deployment installation script or a filter in the firewall, please be aware that the service address now uses port 443 instead of 8443. (Note that when you install the Excel Add-In you need to provide the service address in the following format: xxxxx.sageenterpriseintelligence.com)

  • As of April 11, 2023, Microsoft Office 2013 will no longer be supported by Microsoft nor by SEI.

  • As of October 10, 2023, Windows Server 2012 R2 will no longer be supported by Microsoft nor by SEI.

Improvements

For the highlights of this release, head over to our Product Blog.

Installation

  • SAML2 configuration has been added to the Authentication page. You no longer need to have two configurations for Web Client and Excel Add-in; the SAML2 configuration now applies to both. Also, you no longer need to redo the SAML2 configuration every time there is a new upgrade.

  • All packages are now digitally signed.

Web Client

  • Improvements to the Web Workbook (Preview):

    • Shortcut keys are now available in the workbook.

    • Improvements were made to the handling of filters that are passed when using queries.

      Note

      The Workbook will return an error if the data model refers to non-existing data model parameters.

    • The Smart Cache has been improved. A logging scope has been added to display more details in the logs, such as information about the Central Point, process id, and environment.

  • The Data Model Designer has been improved:

    • New option to preview and copy the SQL statement;

    • New column in the Designer view at the table level to display the field data type;

    • Headers in the grid always now remain visible;

    • New Search option to filter your columns in the Fields table.

  • A new Export Resolution option for charts, maps, and dashboards is available in the Central Point Configurator. There are five scaling options to choose from when you export a dashboard for PNG and PDF formats to reduce file size.

Distribution

  • Performance has been improved when executing schedule jobs to distribute views, dashboards and reports that contain distribution filters.

Excel Add-in

  • Removed the dependency of feature upgrades in Excel Add-in.

  • Excel Add-in logs have been improved.

DataSync

Web Client Templates

Template Change description
Sage 200 UK
  • Financial reports were reformatted to resemble Sage 200 UK more closely.

  • The installation procedures have been updated.

Sage 300
  • Web Workbook:

    • The Balance Sheet and Income Statement workbooks were enhanced to include better filters and formatting.

    • New workbooks: Finance KPI Dashboard and Business Dashboard

Sage Intacct
  • Location and sub-location hierarchy was added to all data models. Three locations are visible in the data model by default and you can add up to nine levels.

  • Web Workbook:

    • The Balance Sheet and Income Statement workbooks were enhanced to include better filters and formatting.

    • New workbooks: Finance KPI Dashboard and Business Dashboard

Sage X3
  • Web Workbook:

    • The Balance Sheet and Income Statement workbooks were enhanced to include better filters and formatting.

    • New workbooks: Finance KPI Dashboard and Business Dashboard

Fixes

Installation

  • When uninstalling or upgrading the SEI Server, some errors would appear in the Web Client and Scheduler API logs.

Web Client

  • The Edit Advanced Filter data model role was missing in versions 2022 R1.5, 2022 R1.6, and 2022 R1.7.

  • When copying a data model that contained selection pages, the selection pages were sometimes not copied.

  • In the Dashboard filtering panel, buttons were sometimes not displayed properly for some languages.

  • When exporting a worksheet in PDF format, the column headers would sometimes not be displayed if using Fit To or Zoom from the Page Setup.

OLAP Manager

  • This issue was sometimes encountered when loading several OLAP cubes if the Logging option was enabled: Index was outside the bounds of the array or The tasks argument included a null value.

DataSync

  • Sage Intacct and Custom API connectors: When Load By Partition was enabled, if a partition failed to load, the process would continue to load the tables instead of stopping.

  • Fields of Date and Timestamp type from an Oracle source were sometimes converted to wrong values when synchronizing data to a SQL Server destination.

  • In Sage Intacct, data was sometimes missing when performing an incremental load to due a wrong time zone setting.

  • With SEI Cloud, Sage Intacct fields with multiple dimensions would only have the first dimension value when retrieving values.

Web Client Templates

Template Change description
Sage 200 UK
  • The Opening Balance calculation was adjusted to fix discrepancies when viewing previous years.