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Sage 1000

The Sage 1000 template provides a ready-to-use set of views, dashboards, reports, and workbooks.

After installation, explore the predefined analyses available in the Sage 1000 template. See Predefined Analyses for details on available views, dashboards, reports, and workbooks.

Prerequisites​

Prerequisites

Before you start, ensure you have:

  • Sage 1000: A supported version installed.
  • Installation package: The latest package downloaded from ShareFile.

Installation steps​

Direct production database access​

All configuration is performed in SEI, connecting directly to your live production Sage 1000 database. Perform these steps on SEI:

  1. Set up the data source in SEI
  2. Import the template