Sage 300

The Sage 300 template provides a ready-to-use set of views, dashboards, reports, and workbooks. Choose the installation approach that best suits your organization's environment.

After installation, explore the predefined analyses available in the Sage 300 template. See Predefined Analyses for details on available views, dashboards, reports, and workbooks.

Prerequisites

Prerequisites

Before you start, ensure you have:

• Sage 300: A supported version installed.
• Destination database: A target database, preferably matching your Sage 300 database collation.
• DataSync: A supported version installed.
• Installation package: The latest package downloaded from ShareFile.

Installation scenarios

Choose the path that matches your environment:

Scenario	Description	When to choose
Direct production database access	All configuration is performed in SEI, connecting directly to your live production Sage 300 database.	For a small or single-company setup needing only light, real-time reporting.
Via replicated data warehouse	Production data is replicated to a data warehouse using DataSync. The template then reads from the warehouse.	For many users or frequent/complex reporting needs, to avoid slowing the main Sage 300 database.
Consolidated	Combines real-time access and DataSync replication using consolidation for central, multi-company reporting.	For organizations managing multiple Sage 300 companies needing combined or group reporting.
SEI Cloud	Data is synced to the Cloud via DataSync. The template connects to Cloud-hosted data warehouse. Credentials are provided after cloud provisioning is complete.	For distributed teams or those preferring no local server maintenance.

Installation steps

Scenario 1: Direct production database access

Perform these steps on SEI:

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

Scenario 2: Via replicated data warehouse

Use DataSync for replication, then configure SEI:

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

Scenario 3: Consolidated

Set up DataSync for multi-company consolidation:

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

Scenario 4: Cloud

Use DataSync to send your data to the Cloud and complete setup online:

1. Create the source connection
2. Create the destination connection
3. Import the synchronization extraction
4. Schedule the extraction
5. Import the template