Configuring SEI for Sage 300 Embed

This topic describes the steps to configure the SEI for Sage 300 Embed interface so that you can access your data.

Note:  The SEI Menu Configurator applies to all companies. A change to the menu for one company will be visible to all other companies.

1. Click the S icon and navigate to SEI Settings > Menu Configurator.

2. Enter the SEI validation URL in the field. This is the URL of your SEI server. The protocol must be HTTPS.

   For example: https://sei.mycompany.com

   

3. Add a category:

   1. Click Add Category.

   2. Enter a name.

   

4. Add a menu to the category:

   1. Click Add Menu.

   2. Enter the name and the URL you want this menu to open to. The URL is the SEI external link of your view, dashboard, or report.

      Note:  The URL must start with the same string as the SEI validation URL; for example: https://sei.mycompany.com/dashboard1. The URL is also case sensitive.

   

5. To reorder a category or a menu item, drag and drop the row to the desired place in the table.

   

6. Repeat Steps 3 to 5 as needed.

7. Click Save at the bottom of the page to save the configuration.

To view your data

1. To view the configuration changes, you must sign out and sign back in.

2. Click the S icon and select the category and menu you created.

   

   The view, dashboard, or report is displayed.

   

To edit or delete a category or a menu

• To edit the details of a category or menu, click Edit, then click Save after making your changes.

• To delete a menu or a category, click Delete. Deleting a category will also delete all the menus in that category.