Installation Progress

1. Create the source connection
2. Create the destination connection
3. Import the extraction
4. Schedule the extraction
5. Set up the data source in SEI
6. Import the template
7. Build and load the OLAP cubes
8. Import users to SEI (optional)

Import Users

Importing users from Sage X3 into SEI allows you to seamlessly migrate your user base without having to recreate users manually. This process ensures that users, their groups, and roles from your Sage X3 environment are automatically transferred and mapped into SEI. As a result, you save time, maintain consistent user access and permissions, and make it easier for your team to transition to the new reporting and analytics platform.

Only follow these steps if you need to carry over user information from Sage X3 as part of your implementation.

Step	Desccription
Source connection	Connects to MongoDB Syracuse to read user data from Sage X3.
Destination connection	Connects to the central data warehouse or repository for user import.
User migration extraction	Imports user data from the source to the destination via an extraction template in DataSync.
User import in SEI	Completes the import to your environment and maps roles/groups as needed.

Configure DataSync connections and extraction

Create a source connection

1. From the DataSync welcome screen, select Connections.
2. Next to Source Connections, click New.
3. Select MonngoDB.
4. In the Connection Properties panel, enter MongoDB Syracuse as the description.
5. Enter the hostname or IP address of the server.
6. Enter the Server and Database names.
7. Choose the Authentification Mode:
   • Select NoAuth for no authentication.
   • Select Basic for authentication using a username and password stored in the database.
8. Make sure Flatten Objects is checked to avoid returning objects as strings.
9. Check Use SSL/TLS to secure the connection and upload a valid SSL certificate.
10. Check Allows Invalid Server Certificates to accept all server certificates.
11. Click Upload and select the SSL Client Certificate file if required.
12. Click Save.

Create a destination connection

1. Next to Destination Connections, click New.
2. Choose the connection type.
   
   • For scenario 2, select SQL Server or Oracle, depending on where the SEI data warehouse is hosted.
     
   • For scenario 3, select SQL Azure.
3. In the Connection Properties panel, enter X3 Central Point as the Description.
4. Enter the Server and Database names.
5. Enter the Username and Password.
   
   • For scenario 3, use the credentials provided to you.
6. If using a SQL Server connection type, make sure to check:
   • Encrypt to secure the connection.
   • Trust Server Certificate to accept the SSL certificate from the server.
7. Click Save.
   
   

Import the user migration extraction

1. In the left panel, select the Extractions icon.
2. Click the Import Extraction icon in the top-right corner to open the dialog.
3. Click Choose a zip file and select the Sage X3 ZIP file (DS_202X.0.X.XXX_Sage x3v12 User Import - MongoDB.zip), or drag and drop the file into the dialog.
4. Click Next.
5. Confirm the default extraction type is selected. Click Next again.
6. In the Description field, enter a meaningful name, such as X3 User Import MongoDB.
7. Select the previously created Source Connection.
8. In Destination Connection, select X3 Central Point.
9. Select the Source Schema.
10. Select the Destination Schema. Click Add and enter a new schema name, such as SX3MongoDB.
11. Leave all other settings at their default values.
12. Click Import.
    
13. In the left panel, click Extractions.
14. Select the extraction you just created, and click the Validate and Build icon in the top-right corner.
15. In the dialog, for the first company only, select Drop the previously created object and recreate the objects based on the new definition.
16. Click Build.
    When the process is complete, review the validation report and the Status column. If an error appears, click the link in the Error column to view the Log Page.
17. Select your extraction from the list and click the Run Extraction Now icon.
18. Select the tables to populate.
19. In the upper right, set the load mode to Truncate and Load, then click Run. This replaces all destination data with current source data.
    Wait for the process to finish. The results appear in the Status column. If there's an error, click the link in the Error column to view details in the Logs page.
    
    

Import users into SEI

Import users

1. Log in to SEI.
2. In the navigation panel, select Data Models and Views.
3. Right-click the data model X3 User Import and select Execute Info Page from the context menu.
4. Click Import under Import Users to import all users, groups from Sage X3.
   Group Roles are mapped according to Sage X3 and use the default General Roles in SEI.

Installation Complete with Import Users

You now have completed the user import from Sage X3. To make sure your views, dashboards, reports, and analytics features meet your needs, visit Sage X3 Customization for setup and personalization. Once customization is complete, see Predefined Analyses for details on available views, dashboards, reports, and workbooks.