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

Data Source

A data source defines how SEI connects to your Sage CRM data warehouse. When you create a data source, its description is used across all your environments. Before starting, create a SQL or Oracle user if not already in place. You will then need to add one data source: the ERP data source.

Before configuring a data source, make sure you have your database server details—such as the server name, instance, and authentication strategy—as well as the main ERP database name and schema ready.

Create a SQL or Oracle user​

A dedicated database user is required to allow SEI to access the Sage CRM data warehouse.

Most Sage CRM templates use SQL for the data warehouse, and this is the recommended setup for partners. However, Oracle is also supported if your organization already uses it as a data warehouse platform.

UserWhen to choose
SQLUse if your data warehouse is hosted on Microsoft SQL Server. (Recommended)
OracleUse if your data warehouse is hosted on Oracle Database.

Manage data sources​

Rename the Production environment (optional)​

  1. Log in to SEI.
  2. In the navigation panel, select the gear icon to open Administration.
  3. Select Env. & Data Sources. By default, an environment named Production appears under Environments.
  4. Select the pen icon next to the environment name.
  5. Enter a new name and click Confirm.

Create the ERP data source​

  1. Log in to SEI if you're not already connected.
  2. In the navigation panel, select the gear icon to open Administration.
  3. Select Env. & Data Sources.
  4. In the Data Sources panel, click + to create a new data source.
  5. Fill out the ERP data source configuration, entering all required properties in the Data Source Definition panel.
  6. Click Validate and then Save to complete the setup.

Data Source Definition properties​

PropertyDescription
Data Source DescriptionEnter a name such as Sage CRM Data Source.
TypeSelect SQLSERVER or Oracle.
ServerEnter the database server name where the Sage CRM data warehouse is hosted (from DataSync).
Database NameFor SQL Server only. Enter the warehouse database name (from DataSync). It is case sensitive.
SIDFor Oracle only. Enter the warehouse database name (from DataSync). It is case sensitive.
PathFor Oracle only. Enter the port number of the Oracle instance.
Extra connection string propertiesLeave blank unless otherwise instructed.
Transaction With (No Lock)For SQL Server only. Leave checked.
PoolingFor Oracle only. Activate and define pooling parameters to improve performance.

You can keep the default values or adjust as needed: Min. Pool Size 1, Max. Pool Size 100, Decr. Pool Size 1, Incr. Pool Size 5.
Database Schema NameAdd two entries using +:
For both, make sure you replace DatabaseName by the actual value.

  • DatabaseName.dbo – The default schema.
  • DatabaseName.NEC_CUSTOM_SCHEMA – The SEI custom schema (replace CUSTOM_SCHEMA with the schema name).
    Use this naming convention: start with NEC, use all capitals, and separate words with underscores.
    Use a unique custom schema name for each environment.
SEI checks schemas in the listed order and uses the first match found.
SEI SchemaEnter the custom schema name as above NEC_CUSTOM_SCHEMA.
Authentication StrategySelect UseSpecific from the dropdown list.
User NameEnter the SQL or Oracle username created in Create a SQL or Oracle user.
PasswordEnter the password for that user.


Next: Import the Template →