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  1. Create the source connections
  2. Create the destination connection
  3. Import the extractions
  4. Schedule the extractions
  5. Set up the data source in SEI
  6. Import the template

Synchronization Extraction

After creating your sources and destination connections, the next step is to import the Sage 200 UK extraction template (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 a synchronization extraction, it connects to your Sage 200 UK database for a single company, 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 Sage 200 UK company.

Configure the consolidation extractions​

Extraction TypeDescription
RefreshApplies to tables with a valid Last Modified Date.
No RefreshApplies to tables without a valid Last Modified Date.

Configure the Refresh extraction​

Import the extraction​

  1. In the left panel, select the Extractions icon.
  2. Click the Import Extraction icon in the top-right corner to open the dialog.
  3. Click Choose a zip file and select the Refresh Sage 200 UK ZIP file (DS_202X.0.X.XXX_Sage 200 UK SYNC Refresh.zip), or drag and drop the file into the dialog.
  4. Click Next.
  5. Confirm the default extraction type is selected. Click Next again.
  6. In the Description field, enter Refresh.
  7. In Unique Identifier, enter the company code.
  8. In Column Name, enter CPYID.
  9. Select the Source Connection created for refresh.
  10. Select the Source Schema.
  11. In Destination Connection, select Data Warehouse.
  12. Select the Destination Schema. Click Add and enter a new schema name, such as S200UK.
  13. Leave all other settings at their default values.
  14. Click Import.
    When the Tables window opens, confirm that all required tables and fields are present. If any are missing, repeat the import process.

Validate and build the extraction​

  1. In the left panel, click Extractions.
  2. Select the extraction you just created
  3. Click the Validate and Build icon in the top-right corner.
  4. In the dialog, for the first company only, select Drop the previously created object and recreate the objects based on the new definition.
  5. 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.

Run the extraction​

  1. Select your extraction from the list and click the Run Extraction Now icon.
  2. Select the tables to populate.
  3. 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.

Configure the No Refresh extraction​

Import the extraction​

  1. In the left panel, select the Extractions icon.
  2. Click the Import Extraction icon in the top-right corner to open the dialog.
  3. Click Choose a zip file and select the No refresh Sage 200 UK ZIP file (DS_202X.0.X.XXX_Sage 200 UK SYNC NoRefresh.zip), or drag and drop the file into the dialog.
  4. Click Next.
  5. Confirm the default extraction type is selected. Click Next again.
  6. In the Description field, enter No Refresh.
  7. In Unique Identifier, enter the company code.
  8. In Column Name, enter CPYID.
  9. Select the Source Connection created for no refresh.
  10. Select the Source Schema.
  11. In Destination Connection, select Data Warehouse.
  12. Select the Destination Schema. Click Add and enter a new schema name, such as S200UK.
  13. Leave all other settings at their default values.
  14. Click Import.
    When the Tables window opens, confirm that all required tables and fields are present. If any are missing, repeat the import process.

Validate and build the extraction​

  1. In the left panel, click Extractions.
  2. Select the extraction you just created
  3. Click the Validate and Build icon in the top-right corner.
  4. In the dialog, for the first company only, select Drop the previously created object and recreate the objects based on the new definition.
  5. 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.

Run the extraction​

  1. Select your extraction from the list and click the Run Extraction Now icon.
  2. Select the tables to populate.
  3. 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.


Next: Schedule the Extraction →