Create Datasets from Sage 300 in Domo Workbench and Build Visualizations of Sage 300 Data in Domo

Domo helps you manage, analyze, and share data across your entire organization, enabling decision makers to identify and act on strategic opportunities. Domo Workbench provides a secure, client-side solution for uploading your on-premise data to Domo. The CData ODBC Driver for Sage 300 links Domo Workbench to operational Sage 300 data. You can build datasets from Sage 300 data using standard SQL queries in Workbench and then create real-time visualizations of Sage 300 data in the Domo service.

The CData ODBC Drivers offer unmatched performance for interacting with live Sage 300 data in Domo due to optimized data processing built into the driver. When you issue complex SQL queries from Domo to Sage 300, the driver pushes supported SQL operations, like filters and aggregations, directly to Sage 300 and utilizes the embedded SQL Engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Sage 300 data using native Domo data types.

Connect to Sage 300 as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

When you configure the DSN, 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.

After creating a DSN, you will need to create a dataset for Sage 300 in Domo Workbench using the Sage 300 DSN and build a visualization in the Domo service based on the dataset.

Build a Dataset for Sage 300 Data

You can follow the steps below to build a dataset based on a table in Sage 300 in Domo Workbench using the CData ODBC Driver for Sage 300.

1. Open Domo Workbench and, if you have not already, add your Domo service server to Workbench. In the Accounts submenu, click Add New, type in the server address (i.e., domain.domo.com) and click through the wizard to authenticate. 👁 Connecting to the Domo Service.
   
2. In the DataSet Jobs submenu, click Add New.
3. Name the dataset job (i.e., ODBC Sage 300 OEInvoices), select ODBC Connection Provider as the transport method, and click through the wizard. 👁 Configuring the DataSet Job.
   
4. In the newly created DataSet Job, navigate to Source and click to configure the settings.
5. Select System DSN for the Connection Type.
6. Select the previously configured DSN (CData Sage300 Sys) for the System DSN.
7. Click to validate the configuration. 👁 Configuring the Source Settings.
   
8. Below the settings, set the Query to a SQL query:

   SELECT * FROM OEInvoices

   NOTE: By connecting to Sage 300 data using an ODBC driver, you simply need to know SQL in order to get your data, circumventing the need to know Sage 300-specific APIs or protocols.
9. Click preview. 👁 Querying Sage 300 Data.
   
10. Check over the generated schema, add any transformations, then save and run the dataset job. 👁 Save and Run the Configured DataSet Job (Salesforce is shown).
    

With the dataset job run, the dataset will be accessible from the Domo service, allowing you to build visualizations, reports, and more based on Sage 300 data.

Create Data Visualizations

With the DataSet Job saved and run in Domo Workbench, we are ready to build visualizations of the Sage 300 data in the Domo service.

1. Navigate to the Data Center. 👁 Accessing the Data Center (Salesforce is shown).
   
2. In the data warehouse, select the ODBC data source and drill down to our new dataset. 👁 Selecting the Sage 300 Dataset (Salesforce is shown).
   
3. With the dataset selected, choose to create a visualization.
4. In the new card:
   • Drag a Dimension to the X Value.
   • Drag a Measure to the Y Value.
   • Choose a Visualization.
   👁 Visualizing Sage 300 Data in Domo (Salesforce is shown).
   

With the CData ODBC Driver for Sage 300, you can build custom datasets based on Sage 300 data using only SQL in Domo Workbench and then build and share visualizations and reports through the Domo service.