Installation Progress

1. Create the source connections
2. Create the destination connection
3. Import the extractions
4. Configure the global variables
5. Schedule the extractions
6. Set up the data sources in SEI
7. Import the template
8. Build and load the OLAP cubes
9. Import users to SEI (optional)

Synchronization Extraction

After creating your sources and destination connections, the next step is to import the Sage XRT Advanced 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 XRT Advanced 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 XRT Advanced company.

Configure seven different extractions:

Extraction Type	Description
Refresh	Applies to Cash and Reconcialiation tables with a valid Last Modified Date.
No Refresh	Applies Cash and Reconciliation tables without a valid Last Modified Date.
Post Excution Scripts & Currency Rates	Creates missing or reversed currency rates and mimics incremental refresh for tables that cannot be tracked by date.
OData Refresh	Applies to Debt and Investment tables with a valid Last Modified Date.
OData No Refresh	Applies Debt and Investment tables without a valid Last Modified Date.
DI Master Table Refresh	Updates the custom DI master table.
UDF	Synchronizes the user defined field.

Configure the extractions

Configure the refresh 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 Sage XRT Advanced ZIP file (DS_202X.0.X.XXX_Sage XRT Advanced_Refresh), 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 a meaningful name, such as Refresh.
7. In Source Connection, select OData Refresh.
8. In Destination Connection, select Data Warehouse.
9. Select the Destination Schema. Click Add and enter a new schema name, such as SXA.
10. Leave all other settings at their default values.
11. Click Import.
12. In the left panel, click Extractions again.
13. Select the extraction you just created, and click the Validate and Build icon in the top-right corner.
14. In the dialog, for the first company only, select Drop the previously created object and recreate the objects based on the new definition.
15. 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.
16. Select your extraction from the list and click the Run Extraction Now icon.
17. Select the tables to populate.
18. 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

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 Sage XRT Advanced ZIP file (DS_202X.0.X.XXX_Sage XRT Advanced_NoRefresh), 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 a meaningful name, such as No Refresh.
7. In Source Connection, select OData No Refresh.
8. In Destination Connection, select Data Warehouse.
9. Select SXA as Destination Schema.
10. Leave all other settings at their default values.
11. Click Import.
12. In the left panel, click Extractions again.
13. Select the extraction you just created, and click the Validate and Build icon in the top-right corner.
14. In the dialog, for the first company only, select Drop the previously created object and recreate the objects based on the new definition.
15. 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.
16. Select your extraction from the list and click the Run Extraction Now icon.
17. Select the tables to populate.
18. 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 post execution scripts & currency rates 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 Sage XRT Advanced ZIP file (DS_202X.0.X.XXX_Sage XRT Advanced_PostExecScripts), 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 a meaningful name, such as Post Execution Scripts & Currency Rates.
7. In Source Connection, select OData No Refresh.
8. In Destination Connection, select Data Warehouse.
9. Select SXA as Destination Schema.
10. Leave all other settings at their default values.
11. Click Import.
12. In the left panel, click Extractions again.
13. Select the extraction you just created, and click the Validate and Build icon in the top-right corner.
14. In the dialog, for the first company only, select Drop the previously created object and recreate the objects based on the new definition.
15. 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.
16. Select your extraction from the list and click the Run Extraction Now icon.
17. Select the tables to populate.
18. 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 OData refresh 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 Sage XRT Advanced ZIP file (DS_202X.0.X.XXX_Sage XRT Advanced_OData_Connector_Refresh), 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 a meaningful name, such as OData Refresh.
7. In Source Connection, select OData Refresh.
8. In Destination Connection, select Data Warehouse.
9. Select SXA as Destination Schema.
10. Leave all other settings at their default values.
11. Click Import.
12. In the left panel, click Extractions again.
13. Select the extraction you just created, and click the Validate and Build icon in the top-right corner.
14. In the dialog, for the first company only, select Drop the previously created object and recreate the objects based on the new definition.
15. 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.
16. Select your extraction from the list and click the Run Extraction Now icon.
17. Select the tables to populate.
18. 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 OData no refresh 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 Sage XRT Advanced ZIP file (DS_202X.0.X.XXX_Sage XRT Advanced_OData_Connector_NoRefresh), 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 a meaningful name, such as OData No Refresh.
7. In Source Connection, select OData No Refresh.
8. In Destination Connection, select Data Warehouse.
9. Select SXA as Destination Schema.
10. Leave all other settings at their default values.
11. Click Import.
12. In the left panel, click Extractions again.
13. Select the extraction you just created, and click the Validate and Build icon in the top-right corner.
14. In the dialog, for the first company only, select Drop the previously created object and recreate the objects based on the new definition.
15. 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.
16. Select your extraction from the list and click the Run Extraction Now icon.
17. Select the tables to populate.
18. 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 DI master table refresh 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 Sage XRT Advanced ZIP file (DS_202X.0.X.XXX_Sage XRT Advanced_DIMasterTablesRefresh), 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 a meaningful name, such as DI Master Table Refresh.
7. In Source Connection, select OData No Refresh.
8. In Destination Connection, select Data Warehouse.
9. Select SXA as Destination Schema.
10. Leave all other settings at their default values.
11. Click Import.
12. In the left panel, click Extractions again.
13. Select the extraction you just created, and click the Validate and Build icon in the top-right corner.
14. In the dialog, for the first company only, select Drop the previously created object and recreate the objects based on the new definition.
15. 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.
16. Select your extraction from the list and click the Run Extraction Now icon.
17. Select the tables to populate.
18. 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 UDF 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 Sage XRT Advanced ZIP file (DS_202X.0.X.XXX_Sage XRT Advanced_OData_Connector_UDFs), 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 a meaningful name, such as User Defined Field.
7. In Source Connection, select OData No Refresh.
8. In Destination Connection, select Data Warehouse.
9. Select SXA as Destination Schema.
10. Leave all other settings at their default values.
11. Click Import.
    When the Tables window opens, confirm that all required tables and fields are present. If any are missing, repeat the import process.
12. For each table you want to add a user defined field, click the link in the Fields column, then click Add.
13. Enter the Description Field Name, Description, Field Type, and exact UDF name in the Calculation Expression box.
14. Click Save and repeat for each additional table as needed.
15. In the left panel, click Extractions again.
16. Select the extraction you just created, and click the Validate and Build icon in the top-right corner.
17. In the dialog, for the first company only, select Drop the previously created object and recreate the objects based on the new definition.
18. 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.
19. Select your extraction from the list and click the Run Extraction Now icon.
20. Select the tables to populate.
21. 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: Configure the Global Variables →