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)

Source Connection

A source connection in DataSync defines how the system connects to your Sage XRT Advanced database to extract and refresh data. Creating source connections is required before you can load or synchronize tables in your data warehouse.

Because Sage XRT Advanced data is only accessible via OData, DataSync must synchronize this data into the SEI data warehouse. After synchronization, both the SEI and Excel Add-in will access your data from the warehouse, not directly from XRT.

Create four types of source connections:

Source Connection	Description
Refresh	Use for cash and reconciliation tables that can be incrementally refreshed and kept up to date.
No Refresh	Use for cash and reconciliation tables that cannot be refreshed incrementally or lack a tracking field.
Refresh OData	Use dor debt and investment tables with a valid last-modified date.
No Refresh OData	Use dor debt and investment tables without a valid last-modified date.

Configure custom API source connections

Create a refresh source connection

1. Log in to DataSync.
2. From the welcome screen, select Connections.
3. Next to Source Connections, click New.
4. Select Custom API.
5. In the Connection Properties panel, enter Refresh as the description.
6. In Select Authentification Type, select HTTP (Basic).
7. Upload the CONN_20XX.0.X.XXX_SXA Refresh.apip file from ShareFile. File path:
   Packages\Templates\Templates - Official\20XX Release X\Sage XRT Advanced\Datasync\Custom APIs
8. Click Add property again and choose Visible.
   
   • In the Property column, enter User.
   • In the Value column, assign the value of your Sage XRT Advancer user.
9. Click Add property again and choose Visible.
   
   • In the Property column, enter Profilesettings.
   • In the Value column, enter SXA_SERVER= YourSageXRTAdvancedOdataURL.
10. In the Additional Connection Properties panel, click, Add property and choose Encrypted.
    
    • In the Property column, enter Password.
    • In the Value column, assign the value of your Sage XRT Advanced password.
11. In the Advanced Settings panel, set Tracking Type to Date.
    The time zone must match the Sage XRT Advanced application server.
12. Click Save.

Create a no refresh source connection

1. Next to Source Connections, click New.
2. Select Custom API.
3. In the Connection Properties panel, enter No Refresh as the description.
4. In Select Authentification Type, select HTTP (Basic).
5. Upload the CONN_20XX.0.X.XXX_SXA NoRefresh.apip file from ShareFile. File path:
   Packages\Templates\Templates - Official\20XX Release X\Sage XRT Advanced\Datasync\Custom APIs
6. Click Add property again and choose Visible.
   
   • In the Property column, enter User.
   • In the Value column, assign the value of your Sage XRT Advancer user.
7. Click Add property again and choose Visible.
   
   • In the Property column, enter Profilesettings.
   • In the Value column, enter SXA_SERVER= YourSageXRTAdvancedOdataURL.
8. In the Additional Connection Properties panel, click, Add property and choose Encrypted.
   
   • In the Property column, enter Password.
   • In the Value column, assign the value of your Sage XRT Advanced password.
9. In the Advanced Settings panel, set Tracking Type to None.
10. Click Save.

Configure OData source connections

Create a refresh ODAta source connection

1. Next to Source Connections, click New.
2. Select OData.
3. In the Connection Properties panel, enter OData Refresh as the description.
4. In the URL field, paste the Sage XRT Advanced OData URL.
5. Enter your Sage XRT Advanced Username and Password.
6. In the Advanced Settings panel, set Tracking Type to Date.
   The time zone must match the Sage XRT Advanced application server.
7. Click Save.

Create a no refresh OData source connection

1. Next to Source Connections, click New.
2. Select OData.
3. In the Connection Properties panel, enter OData No Refresh as the description.
4. In the URL field, paste the Sage XRT Advanced OData URL.
5. Enter your Sage XRT Advanced Username and Password.
6. In the Advanced Settings panel, set Tracking Type to None.
7. Click Save.

Next: Create the Destination Connections →