Configuring the Connections

Sage XRT Advanced's data is only accessible from OData, so you must synchronize the data from OData with the data in the SEI data warehouse using DataSync. The Web Server and Excel Add-in will read the data from this data warehouse.

Prior to configuring the source and destination connections in DataSync, you need the following:

  • A Sage XRT Advanced environment
  • A SEI data warehouse (Cloud or On Premise)
  • A valid version of DataSync (refer to Installing DataSync for more information)

Next, you need to add 2 Global Variables:

  1. Create and configure the SXA_CUSTOM_SCHEMA Global Variable.

  2. Create and configure the TODAY Global Variable.

Configuring the Source Connections

You need to create five source connections:

  • A source connection that will be used for refreshing the Cash and Reconciliation (for tables that can be loaded incrementally);

  • A source connection that will not incrementally refresh the Cash and Reconciliation (for tables that cannot be loaded incrementally);

  • A source connection for user access (Security) so that Sage XRT Advanced users get created automatically in SEI;

  • A source connection that will be used for refreshing the Debt and Investment data using the OData connector (for tables that can be loaded incrementally);

  • A source connection that will not incrementally refresh the Debt and Investment data using the OData connector (for tables that cannot be loaded incrementally);

To create the Refresh source connection:

  1. In DataSync, create a new source connection.
  2. In the list, select Custom API.
  3. In the Connection Properties panel:
    1. In the Description field, enter Refresh as the name for this connection.
    2. Select HTTP (Basic) as Authentication Type.
    3. Upload the CONN_2021R1.X.XXX_SXA Refresh.apip file.

  4. In the Additional Connection Properties panel:

    1. Add a Visible property, name it User and assign it the value of your Sage XRT Advanced User.
    2. Add an Encrypted property, name it Password and assign it the value of your Sage XRT Advanced password.

    3. Add a Visible property, name it Profilesettings and assign it the value of: SXA_SERVER= YourSageXRTAdvancedOdataURL.

  5. In the Additional Settings panel, set the Tracking Type to Date.

  6. Click Save.

To create the No Refresh source connection:

  1. In DataSync, create a new source connection.
  2. In the list, select Custom API.
  3. In the Connection Properties panel:
    1. In the Description field, enter No Refresh as the name for this connection.
    2. Select HTTP (Basic) as Authentication Type.
    3. Upload the CONN_2021R1.X.XXX_SXA NoRefresh.apip file.

  4. In the Additional Connection Properties panel:

    1. Add a Visible property, name it User and assign it the value of your Sage XRT Advanced User.
    2. Add an Encrypted property, name it Password and assign it the value of your Sage XRT Advanced password.

    3. Add a Visible property, name it Profilesettings and assign it the value of: SXA_SERVER= YourSageXRTAdvancedOdataURL.

  5. In the Additional Settings panel, leave the Tracking Type set to None.

  6. Click Save.

To create the Security source connection:

  1. In DataSync, create a new source connection.
  2. In the list, select Custom API.
  3. In the Connection Properties panel:
    1. In the Description field, enter Security as the name for this connection.
    2. Select HTTP (Basic) as Authentication Type.
    3. Upload the CONN_2021R1.X.XXX_SXA Security.apip file.

  4. In the Additional Connection Properties panel:

    1. Add a Visible property, name it User and assign it the value of your Sage XRT Advanced User.
    2. Add an Encrypted property, name it Password and assign it the value of your Sage XRT Advanced password.

    3. Add a Visible property, name it Profilesettings and assign it the value of: SXA_SERVER= YourSageXRTAdvancedOdataURL.

  5. In the Additional Settings panel, leave the Tracking Type set to None.

  6. Click Save.

To create the OData Refresh source connection:

  1. In DataSync, create a new source connection.

  2. In the list, select OData.

  3. In the Connection Properties panel:

    1. In the Description field, enter Odata Refresh as the name for this connection.

    2. In the URL field, enter your Sage XRT Advanced Odata URL.

    3. In the Username field, enter your Sage XRT Advanced User.

    4. d. In the Password field, enter your Sage XRT Advanced password.

  4. In the Additional Settings panel, set the Tracking Type set to Date.

  5. Click Save.

To create the OData No Refresh source connection::

  1. In DataSync, create a new source connection.

  2. In the list, select OData.

  3. In the Connection Properties panel:

    1. In the Description field, enter Odata No Refresh as the name for this connection.

    2. In the URL field, enter your Sage XRT Advanced Odata URL.

    3. In the Username field, enter your Sage XRT Advanced User.

    4. d. In the Password field, enter your Sage XRT Advanced password.

  4. In the Additional Settings panel, set the Tracking Type set to None.

  5. Click Save.

Configuring the Destination Connections

You need to create two destination connections:

  • A destination connection for the SEI Central Point. This connection will receive data from the Security source connection.

  • A destination connection for the Sage XRT Advanced Data Warehouse. This connection will receive data from the Refresh, No Refresh, and Data Warehouse source connections. This connection will use the same database settings as the Data Warehouse source connection.

To create the Central Point destination connection:

  1. In DataSync, create a new destination connection.
  2. Select the appropriate destination type.

  3. In the Connection Properties panel:

    1. In the Description field, enter Central Point as the name for this connection.

    2. Enter the name of the server on which the database is installed.

    3. Enter the name of the database to connect to.

    4. Enter the user name and password.

  4. Click Save.

To create the Data Warehouse destination connection:

  1. In DataSync, create a new destination connection.
  2. Select SQL Server or Azure, depending on where the SEI data warehouse is located.

  3. In the Connection Properties panel:

    1. In the Description field, enter Data Warehouse as the name for this connection.

    2. Enter the name of the server on which the database is installed.

    3. Enter the name of the database to connect to.

    4. Enter the user name and password.

  4. Click Save.

Example