Installation Progress

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

Scheduler

To keep your Sage XRT Advanced data up-to-date for reporting, you can create job schedules in DataSync to automatically refresh, update, or clean your data warehouse without manual intervention. The Sage XRT Advanced template requires three schedules to manage your data lifecycle and ensure your reports always reflect the latest information.

Follow the steps below to configure each schedule.

Schedule	Description
Incremental Load	Retrieves records that changed since the last load and updates their corresponding records in the destination. Typically runs weekly.
Truncate and Load	Replaces all data in the destination with current data from the source. Typically runs weekly.
Process Deleted Records	Deletes records from the destination if they no longer exist in the source. This is based on the maximum number of days defined in the validation logic. Typically runs daily.

Schedule the extraction

Configure the Incremental Load schedule

1. In the left panel, select the Scheduler icon.
2. Click New.
3. In the Description field, enter Incremental Load.
4. From the Action dropdown list, select Incremental Load.
5. From the Extraction dropdown list, select the Refresh extraction.
6. Select the Active checkbox.
7. In the left panel, select Weekly. Then configure the Start On date and At time.
8. Edit the Time Zone as needed.
9. Click Save.

Configure the Truncate and Load schedule

1. Click New.
2. In the Description field, enter Truncate and Load as the name for your schedule.
3. From the Action dropdown list, select Truncate and Load.
4. From the Extraction dropdown list, select the Post Execution Scripts & Currency Rates extraction.
5. Select the Active checkbox.
6. In the left panel, select Weekly. Then configure the Start On date and At time.
7. Edit the Time Zone as needed.
8. Click Save.

Configure the Process Deleted Records schedule

1. Click New.
2. In the Description field, enter Process Deleted Records as the name for your schedule.
3. In the Action dropdown list, select the Process Deleted Records extraction.
4. In the Extraction dropdown list, select Refresh.
5. Select the Active checkbox.
6. In the left panel, select Daily. Then configure the Start On date and At time.
7. Edit the Time Zone as needed.
8. Click Save.

Next: Set Up the Data Sources in SEI →