Embed SEI in Sage 300

You can embed SEI directly into Sage 300, so users can access analysis and reporting tools alongside their ERP workflow. The embedded interface provides access to administration, dashboards, reports, the mobile version of SEI, and web workbook features. The Menu Configurator lets you control which SEI features and reports appear in Sage 300.

prerequisites

• A supported version of Sage 300 is installed.
• An active SEI account.
• Both Sage 300 and SEI for Sage 300 must run over HTTPS.
• The Sage 300 Web Screens feature must be installed.

Main steps

Step	Description
Install the application	Set up and deploy the SEI Embed application files.
Active the module	Register SEI Embed in each relevant Sage 300 company database.
Configure menu and settings	Set validation URL and organize embedded SEI menu items.
View your data	Sign in and view reports/dashboards in Sage 300.
Edit or delete menu items	Modify or remove categories and menus from the configuration.
Uninstall SEI Embed (optional)	Remove SEI Embed integration from Sage 300.
Update SEI Embed (optional)	Upgrade SEI Embed and update configuration for new releases.
Update from Sage 300 2023 to 2024	Update module for compatibility with Sage 300 2024.

Install the application

1. Run the SEI for Sage 300 Embed setup and click Next.
2. Review and accept the license agreement by clicking I Agree.
3. In the Ready to Install dialog, choose whether to restart the Sage CNA Windows Service and Sage 300 Application Pool. If you do not choose to restart now, restart your server manually before using SEI for Sage 300 Embed.
4. Click Install and wait for completion.
5. At the end, check the box to read the documentation and click Browse Documentation.

During the installation:

• SEI-specific folders and files are created in the Sage 300 directory (e.g., Sage300\RI69A or Sage300\RI70A).
• Additional files are added under Sage300\Online\Web\App_Data\MenuDetail and Sage300\Online\Worker.

Activate the module

1. Open Sage 300 and find the company code for the company using SEI for Sage 300 Embed. For multiple companies, activate the module for each using the CSAPP table in the company database.

2. Run the appropriate SQL script below—for your version of Sage 300—in the dbo.CSAPP table (replace COMPANY_CODE with the actual company code):

   Sage 300 2022

   INSERT INTO dbo.CSAPP
   (SELECTOR
   ,SEQUENCE
   ,AUDTDATE
   ,AUDTTIME
   ,AUDTUSER
   ,AUDTORG
   ,PGMID
   ,PGMVER
   ,DATALEVEL)
   VALUES	
   ('RI',
   '00',
   CONVERT(DECIMAL(9,0), CONVERT(VARCHAR, GETDATE(),112)),
   CONVERT(DECIMAL(9,0), REPLACE(CONVERT(VARCHAR, GETDATE(),14),':','')),
   'ADMIN',
   'COMPANY_CODE', /*Place the Sage 300 company code here*/
   'RI',
   '69A',
   0);

   Sage 300 2023

   INSERT INTO dbo.CSAPP
   (SELECTOR
   ,SEQUENCE
   ,AUDTDATE
   ,AUDTTIME
   ,AUDTUSER
   ,AUDTORG
   ,PGMID
   ,PGMVER
   ,DATALEVEL)
   VALUES	
   ('RI',
   '00',
   CONVERT(DECIMAL(9,0), CONVERT(VARCHAR, GETDATE(),112)),
   CONVERT(DECIMAL(9,0), REPLACE(CONVERT(VARCHAR, GETDATE(),14),':','')),
   'ADMIN',
   'COMPANY_CODE', /*Place the Sage 300 company code here*/
   'RI',
   '70A',
   0);

Configure menu and settings

1. In Sage 300, click the S icon and go to SEI Settings, then Menu Configurator.
2. Enter the SEI validation URL (must be HTTPS) in the field. Example: https://sei.mycompany.com
3. Click Add Category and enter a name.
4. Click Add Menu and and enter a name and the URL to open (the SEI external link for a view, dashboard, or report). The URL must match the SEI validation URL and is case-sensitive.
5. To reorder categories or menu items, drag and drop them as needed.
6. Repeat as needed to build the menu.
7. Click Save to apply your changes.

View your data

1. Sign out and then sign back in to see configuration changes.
2. Click the S icon and select your new category and menu to view the corresponding data.

Edit or delete menu items

• Click Edit on any category or menu item to change details. Click Save to update.
• Click Delete to remove a menu or an entire category. Deleting a category will also delete all associated menus.

Uninstall SEI Embed

1. Before uninstalling, stop the Sage CNA Windows Service and Sage Application Pool.
2. Click the check box to proceed with the uninstallation.
3. Click Uninstall.
4. wait for SEI for Sage 300 Embed to be completely uninstalled. This may take a few minutes.
5. When finished, click Exit.

Update SEI Embed

1. Uninstall the previous version.
2. Run the new installer, following the same setup steps as in the installation process above.
3. In Sage 300, go to SEI Settings, then Menu Configurator.
4. Click Save to make the left menu visible again.

Update from Sage 300 2023 to 2024

1. Uninstall SEI for Sage 300 Embed.
2. In each company database, run the following SQL script in the dbo.CSAPP table:

   UPDATE dbo.CSAPP
   SET PGMVER = '71A'
   WHERE SELECTOR = 'RI'

3. Make sure you have the latest version of the installer.
4. Run the new installer and follow the standard setup steps.
5. In Sage 300, go to SEI Settings, then Menu Configurator.
6. Click Save to make the left menu visible again.