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Sage X3 Warehousing

The Sage X3 Warehousing template provides a ready‑to‑use set of data models and dashboards to help you quickly analyze your Sage X3 Warehousing data.

After installation, explore the predefined analyses included with the template. For details on available data models and dashboards, see Predefined Analyses.

Prerequisites

Prerequisites

Before you begin, make sure you have:

  • Sage X3 Warehousing: A supported version installed.
  • Installation package: The latest package downloaded from ShareFile.

Installation steps

Start by selecting step 1. 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.

Direct production database access

All configuration is performed in SEI, connecting directly to your live Sage X3 Warehousing production database. Perform these steps on SEI:

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