Sage 300

The Sage 300 template provides a ready‑to‑use set of data models, views, dashboards, and workbooks to help you quickly analyze your Sage 300 data. It supports multiple deployment scenarios, whether you’re connecting directly to production, working with a replicated data warehouse, consolidating several companies, or using the SEI Cloud.

Start by selecting the installation method that best matches your environment. After setup, explore the predefined analyses included with the template. For details on available data models, dashboards, and workbooks, see Predefined Analyses.

Prerequisites

Prerequisites

Before you start, make sure you have:

• Sage 300: A supported version installed.
• Destination database: A target database, preferably matching your Sage 300 database collation.
• DataSync: A supported version installed.
• Installation package: The latest package downloaded from ShareFile.

Installation scenarios

Choose the scenario that best matches your environment:

Scenario	Description	When to choose
Direct production database access	All configuration is performed in SEI, connecting directly to your live Sage 300 production database. Sales and Finance OLAP cubes require DataSync configuration.	For small or single‑company environments needing light, real‑time reporting.
Via replicated data warehouse	Production data is replicated to a data warehouse using DataSync. The template then reads from the warehouse.	For many users or frequent/complex reporting needs, to avoid impacting the main Sage 300 database.
Consolidated	Combines real‑time access and DataSync replication to support centralized, multi‑company reporting.	For organizations managing multiple Sage 300 companies requiring combined or group reporting.
SEI Cloud	Data is synchronized to the Cloud using DataSync. The template connects to the cloud‑hosted data warehouse. Credentials are provided after cloud provisioning.	For distributed teams or organizations preferring not to maintain local servers.

Sales and Finance OLAP cubes

If you have the Data Management add‑on and you plan to use the Sales and Finance cubes, some installation steps require additional sub-steps. Follow the instructions for your scenario, and complete the extra steps on the pages where they apply.

Installation steps

Start by selecting step 1 in the scenario you want to follow. Be sure to read each page carefully and follow the instructions as written. Use the button at the bottom of each page to continue to the next step. The Installation Progress on every page shows where you are and what remains.

Scenario 1: Direct production database access

Perform these steps on SEI. Begin at Step 2 (or step 1 only if you are setting up the Sales and Finance OLAP cubes):

1. (Required — Sales and Finance OLAP cubes) Complete the DataSync configuration first
2. Set up the data source in SEI
3. Import the template
4. (Required — Sales and Finance OLAP cubes) Build and load the OLAP cubes

Scenario 2: Via replicated data warehouse

Use DataSync for replication, then configure SEI:

1. Create the source connection
2. Create the destination connection
3. Configure the global variable
4. Import the synchronization extraction
5. Import the cube extractions
6. Schedule the extraction
7. Set up the data source in SEI
8. Import the template
9. Build and load the OLAP cubes

Scenario 3: Consolidated

Set up DataSync for multi-company consolidation:

1. Create the source connection
2. Create the destination connection
3. Configure the global variable
4. Import the consolidation extraction
5. Import the cube extractions
6. Schedule the extraction
7. Set up the data source in SEI
8. Import the template
9. Build and load the OLAP cubes

Scenario 4: Cloud

Use DataSync to send your data to the Cloud and complete setup online:

1. Create the source connection
2. Create the destination connection
3. Configure the global variable
4. Import the synchronization extraction
5. Import the cube extractions
6. Schedule the extraction
7. Import the template
8. Build and load the OLAP cubes

Configure Sales and Finance OLAP cubes

Complete these steps to set up the Sales and Finance OLAP cubes.

Steps

1. Create a data warehouse source connection
2. Configure the global variable
3. Import the cube extractions
4. Schedule the extractions
5. Set as the data source as Data Warehouse
6. Build the OLAP cubes