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Sage XRT

The Sage XRT template provides a ready-to-use set of views, dashboards, and workbooks.

Prerequisites​

Prerequisites

Before you start, ensure you have:

  • Sage XRT: A supported version installed.
  • Installation package: The latest package downloaded from ShareFile.

Installation steps​

Direct production database access​

All configuration is performed in SEI, connecting directly to your live production Sage XRT database. Perform these steps on SEI:

  1. Set up the data source in SEI
  2. Import the template