Installation Progress

1. Set up the data sources in SEI
2. Import the template
3. Build and load the OLAP cubes

Data Source

A data source defines how SEI connects to your Sage 500 data warehouse. When you create a data source, its description is used across all your environments. Before starting, create a SQL or Oracle user if not already in place. You will then need to add two data sources: the ERP data source and the OLAP cube data source.

Data source	Description
ERP data source	Connects to your main ERP data warehouse for transactions and records.
OLAP cube data source	Connects to the OLAP cube for analytics and reporting.

Before configuring a data source, make sure you have your database server details—such as the server name, instance, and authentication strategy—as well as the main ERP database name and schema ready.

Create a SQL or Oracle user

A dedicated database user is required to allow SEI to access the Sage 500 data warehouse.

Most Sage 500 templates use SQL for the data warehouse, and this is the recommended setup for partners. However, Oracle is also supported if your organization already uses it as a data warehouse platform.

User	When to choose
SQL	Use if your data warehouse is hosted on Microsoft SQL Server. (Recommended)
Oracle	Use if your data warehouse is hosted on Oracle Database.

Manage data sources

Rename the Production environment (optional)

1. Log in to SEI.
2. In the navigation panel, select the gear icon to open Administration.
3. Select Env. & Data Sources. By default, an environment named Production appears under Environments.
4. Select the pen icon next to the environment name.
5. Enter a new name and click Confirm.

Create the ERP data source

1. Log in to SEI if you're not already connected.
2. In the navigation panel, select the gear icon to open Administration.
3. Select Env. & Data Sources.
4. In the Data Sources panel, click + to create a new data source.
5. Fill out the ERP data source configuration, entering all required properties in the Data Source Definition panel.
6. Click Validate and then Save to complete the setup.

Data Source Definition properties

Property	Description
Data Source Description	Enter a name such as Sage 500 Data Source.
Type	Select SQLSERVER or Oracle.
Server	Enter the database server name where the Sage 500 data warehouse is hosted (from DataSync).
Database Name	For SQL Server only. Enter the warehouse database name (from DataSync). It is case sensitive.
SID	For Oracle only. Enter the warehouse database name (from DataSync). It is case sensitive.
Path	For Oracle only. Enter the port number of the Oracle instance.
Extra connection string properties	Leave blank unless otherwise instructed.
Transaction With (No Lock)	For SQL Server only. Leave checked.
Pooling	For Oracle only. Activate and define pooling parameters to improve performance. You can keep the default values or adjust as needed: Min. Pool Size 1, Max. Pool Size 100, Decr. Pool Size 1, Incr. Pool Size 5.
Database Schema Name	Add two entries using +: For both, make sure you replace DatabaseName by the actual value. DatabaseName.dbo – The default schema. DatabaseName.NEC_CUSTOM_SCHEMA – The SEI custom schema (replace CUSTOM_SCHEMA with the schema name). Use this naming convention: start with NEC, use all capitals, and separate words with underscores. Use a unique custom schema name for each environment. SEI checks schemas in the listed order and uses the first match found.
SEI Schema	Enter the custom schema name as above NEC_CUSTOM_SCHEMA.
Authentication Strategy	Select UseSpecific from the dropdown list.
User Name	Enter the SQL or Oracle username created in Create a SQL or Oracle user.
Password	Enter the password for that user.

Create the OLAP cube data source

1. In the Data Sources panel, click + to create another data source.
2. Fill out the ERP data source configuration, entering all required properties in the Data Source Definition panel.
3. Click Validate and then Save to complete the setup.
4. Select the data source you just created and click Set as Data Warehouse.
   An icon appears next to the data source name and some new fields appear in the Data Source Definition panel.
5. In Data Warehouse Schema, enter the same custom schema name NEC_FOLDER.
6. Leave Use MARS during the cube loading unchecked.
7. Leave Columnstore indexes checked.
8. Click again Validate and then Save.

Data Source Definition properties

Property	Description
Data Source Description	Enter a name such as Sage 500 OLAP CUBE Data Source.
Type	Select SQLSERVER or Oracle.
Server	Enter the database server name where the SEI OLAP for SQL Server component is installed. If you select Oracle in Type, the OLAP component is not provided and must be installed manually.
Database Name	For SQL Server only. Enter the warehouse database name (from DataSync). It is case sensitive.
SID	For Oracle only. Enter the warehouse database name (from DataSync). It is case sensitive.
Path	For Oracle only. Enter the port number of the Oracle instance.
Extra connection string properties	Leave blank unless otherwise instructed.
Transaction With (No Lock)	For SQL Server only. Leave checked.
Pooling	For Oracle only. Activate and define pooling parameters to improve performance. You can keep the default values or adjust as needed: Min. Pool Size 1, Max. Pool Size 100, Decr. Pool Size 1, Incr. Pool Size 5.
Database Schema Name	Add two entries using +: OLAPCube.NEC_ERP_SCHEMA – The ERP schema (replace ERP_SCHEMA by the folder name). OLAPCube.NEC_CUSTOM_SCHEMA – The SEI custom schema (replace CUSTOM_SCHEMA with the schema name). Use this naming convention: start with NEC, use all capitals, and separate words with underscores.
SEI Schema	Enter the custom schema name as above NEC_FOLDER.
Authentication Strategy	Select UseSpecific from the dropdown list.
User Name	Enter the SQL or Oracle username created in Create a SQL or Oracle user.
Password	Enter the password for that user.

Next: Import the Template →