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Sage 500

The Sage 500 template provides a ready-to-use set of views, dashboards, reports, and workbooks.

After installation, explore the predefined analyses available in the Sage 500 template. See Predefined Analyses for details on available views, dashboards, reports, and workbooks.

Prerequisites​

Prerequisites

Before you start, ensure you have:

  • Sage 500: A supported version installed.
  • Installation package: The latest package downloaded from ShareFile.
  • SEI OLAP for SQL Server: The latest component, downloaded from the package and installed.

Installation steps​

Direct production database access​

All configuration is performed in SEI, connecting directly to your live production Sage 500 database. Perform these steps on SEI:

  1. Set up the data sources in SEI
  2. Import the template
  3. Build and load the OLAP cubes