Visualize Sage 300 Data in Sisense

Sisense lets you join, analyze, and picture data to make more intelligent business decisions and craft effective strategies. The CData JDBC Driver for Sage 300 makes it easy to integrate with Sage 300 data in Sisense. This article shows how to create an ElastiCube that connects to Sage 300 data and use the ElastiCube to visualize Sage 300 data in Sisense.

Configure the Connection to Sage 300

Before creating the ElastiCube, note the installation location for the JAR file for the JDBC Driver (typically C:\Program Files\CData\CData JDBC Driver for Sage 300 20XX\lib) or copy the jar file (cdata.jdbc.sage300.Sage300.jar) to a new folder in the Sisense JDBC driver directory (typically C:\ProgramData\Sisense\DataConnectors\jdbcdrivers).

1. In the Data page of the Sisense application, create a new ElastiCube (or open an existing one).
2. In the Model Editor, click "+ Data" to open the Add Data dialog box.
3. Click Generic JDBC to open the JDBC settings. 👁 Connecting via JDBC
   
4. Set the connection string property to the JDBC URL for Sage 300, adding required properties.

   Sage 300 requires some initial setup in order to communicate over the Sage 300 Web API.

   • Set up the security groups for the Sage 300 user. Give the Sage 300 user access to the option under Security Groups (per each module required).
   • Edit both web.config files in the /Online/Web and /Online/WebApi folders; change the key AllowWebApiAccessForAdmin to true. Restart the webAPI app-pool for the settings to take.
   • Once the user access is configured, click https://server/Sage300WebApi/ to ensure access to the web API.

   Authenticate to Sage 300 using Basic authentication.

   Connect Using Basic Authentication

   You must provide values for the following properties to successfully authenticate to Sage 300. Note that the provider reuses the session opened by Sage 300 using cookies. This means that your credentials are used only on the first request to open the session. After that, cookies returned from Sage 300 are used for authentication.

   • Url: Set this to the url of the server hosting Sage 300. Construct a URL for the Sage 300 Web API as follows: {protocol}://{host-application-path}/v{version}/{tenant}/ For example, http://localhost/Sage300WebApi/v1.0/-/.
   • User: Set this to the username of your account.
   • Password: Set this to the password of your account.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Sage 300 JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.sage300.jar
   

   Fill in the connection properties and copy the connection string to the clipboard.

   👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
   

   When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

   A typical example follows:

   jdbc:sage300:User=SAMPLE;Password=password;URL=http://127.0.0.1/Sage300WebApi/v1/-/;Company=SAMINC;
   

5. Set the JDBC JARs folder property to the location of the CData JDBC Driver JAR file (see above).
6. Set the driver's class name to the class name for the JDBC Driver: cdata.jdbc.sage300.Sage300Driver
7. Leave the username and password properties blank.
8. Click Next. 👁 A configured connection in Sisense (HubSpot is shown).
   

Add Sage 300 Data to an ElastiCube

Once you are connected to Sage 300, you can add views to your ElastiCubes.

1. From the Tables list, select the tables and/or views you wish to work with.
2. (Optional) Click "+" to customize the data you want to import with SQL.
3. Click Done. 👁 Selected tables to add to the ElastiCube
   
4. Click Build to build the ElastiCube for analytics.

Visualize Sage 300 Data

With Sage 300 tables added to your ElastiCube, you can perform analytics on your Sage 300 data.

1. Navigate to the Analytics page of the Sisense application
2. Select a Dashboard (or create a new one)
3. Select your Data Source and click Create 👁 Selecting the newly created ElastiCube
   
4. Click "+ Select Data" and choose fields to add to your visualization. 👁 Visualizing data in Sisense (HubSpot is shown).
   

With the CData JDBC Driver for Sage 300, you can access Sage 300 data right in Sisense for powerful visualization and analytics. Download a free, 30-day trial and start working with Sage 300 data in Sisense today!