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)

Import Users

Importing users from Sage XRT Advanced into SEI allows you to seamlessly migrate your user base without having to recreate users manually. This process ensures that users, their groups, and roles from your Sage XRT Advanced environment are automatically transferred and mapped into SEI. As a result, you save time, maintain consistent user access and permissions, and make it easier for your team to transition to the new reporting and analytics platform.

Only follow these steps if you need to carry over user information from Sage XRT Advanced as part of your implementation.

Step	Desccription
Source connection	Connects to your Sage XRT Advanced system to read user data.
Destination connection	Connects to the central data warehouse or repository for user import.
User migration extraction	Imports users created in Sage XRT Advanced into SEI Central Point database.
User import in SEI	Completes the import to your environment and maps roles/groups as needed.

Configure DataSync connections and extraction

Create a source connection

1. Next to Source Connections, click New.
2. Select Custom API.
3. In the Connection Properties panel, enter Security as the description.
4. In Select Authentification Type, select HTTP (Basic).
5. Upload the CONN_20XX.0.X.XXX_SXA Security.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.

Create a destination connection

1. Next to Destination Connections, click New.
2. Select SQL Azure or Azure depending on where the SEI data warehouse is hosted.
3. In the Connection Properties panel, enter Central Point as the Description.
4. Enter the Server and Database names.
5. Enter the Username and Password.
   
6. Click Save.
   
   

Import the user migration 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_Security), 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 Users.
7. In Source Connection, select User.
8. In Destination Connection, select Central Point.
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.

Import users into SEI

Import users

1. Log in to SEI.
2. In the navigation panel, select Data Models and Views.
3. Right-click the data model XRT Advanced User Import and select Execute Info Page from the context menu.
4. Click Import under Import Users to import all users, groups from Sage XRT Advanced.
   Group Roles are mapped according to Sage XRT Advanced and use the default General Roles in SEI.

Installation Complete with Import Users

You now have completed the user import from Sage XRT Advanced. To make sure your views, dashboards, reports, and analytics features meet your needs, visit Sage XRT Advanced Customization for setup and personalization. Once customization is complete, see Predefined Analyses for details on available views, dashboards, reports, and workbooks.