- Create the source connection
- Create the destination connection
- Configure the global variable
- Import the extraction
- Import the cube extractions
- Schedule the extraction
- Set up the data sources in SEI
- Import the template
- Build and load the OLAP cubes
- Import users to SEI (optional)
Cube Extraction
Follow these steps only to set up the OLAP cubes. Otherwise, continue with the standard setup.
After creating your cube source connection and configuring your global variable, the next step is to import the Acumatica cube extraction templates (ZIP file) into DataSync. This creates the necessary extractions for synchronizing your data and allows you to validate, build, and run them to load data into your data warehouse.
When DataSync processes the extraction, it connects to your Acumatica database, extracts the necessary tables, and loads them into your data warehouse. This ensures that your reporting database always reflects the latest information from that specific Acumatica.
Import the extractions in order: first the table staging extraction, then the dimension mapping extraction.
Configure the cube extractions
| Extraction Type | Description |
|---|---|
| Table Staging | Loads staging tables for cube processing. |
| Dimension Mapping | Loads dimension mapping tables for cubes. |
Table Staging extraction
- In the left panel, select the Extractions icon.
- Click the Import Extraction icon in the top-right corner to open the dialog.
- Click Choose a zip file and select the Acumatica ZIP file (
NAME TO BE DEFINED), or drag and drop the file into the dialog. - Click Next.
- Confirm the default extraction type is selected. Click Next again.
- In the Description field, enter a meaningful name, such as
Cube - Table Staging. - Select the Source Connection created for Sales Finance Cubes.
- In Destination Connection, select Data Warehouse.
- Select the Destination Schema. Click Add and enter a new schema name, such as
Acumatica. - Leave all other settings at their default values.
- Click Import.
- In the left panel, click Extractions again.
- Select the extraction you just created, and click the Validate and Build icon in the top-right corner.
- In the dialog, for the first company only, select Drop the previously created object and recreate the objects based on the new definition.
- 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. - Select your extraction from the list and click the Run Extraction Now icon.
- Select the tables to populate.
- 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.
Dimension Mapping extraction
- In the left panel, select the Extractions icon.
- Click the Import Extraction icon in the top-right corner to open the dialog.
- Click Choose a zip file and select the Acumatica ZIP file (
NAME TO BE DEFINED), or drag and drop the file into the dialog. - Click Next.
- Confirm the default extraction type is selected. Click Next again.
- In the Description field, enter a meaningful name, such as
Cube - Dimension Mapping. - Select the Source Connection created for Sales Finance Cubes.
- In Destination Connection, select Data Warehouse.
- Select the Destination Schema. Click Add and enter a new schema name, such as
Acumatica. - Leave all other settings at their default values.
- Click Import.
- In the left panel, click Extractions again.
- Select the extraction you just created, and click the Validate and Build icon in the top-right corner.
- In the dialog, for the first company only, select Drop the previously created object and recreate the objects based on the new definition.
- 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. - Select your extraction from the list and click the Run Extraction Now icon.
- Select the tables to populate.
- 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.