Create Informatica Mappings From/To an ODBC Data Source for Sage 300

Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData ODBC Driver for Sage 300, you are gaining access to a driver based on industry-proven standards that integrates seamlessly with Informatica's powerful data transportation and manipulation features. This tutorial shows how to transfer and browse Sage 300 data in Informatica PowerCenter.

Connect to Sage 300 as an ODBC Data Source

Information for connecting to Sage 300 follows, along with different instructions for configuring a DSN in Windows and Linux environments.

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.

Windows

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.

Linux

If you are installing the CData ODBC Driver for Sage 300 in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData Sage300 Source]
Driver = CData ODBC Driver for Sage 300
Description = My Description
User = SAMPLE
Password = password
URL = http://127.0.0.1/Sage300WebApi/v1/-/
Company = SAMINC

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Create a Linked Table to OEInvoices Data

Follow the steps below to create a linked table, which enables you to access live OEInvoices data.

Create the ODBC Connection

Follow the steps below to connect to Sage 300 in Informatica PowerCenter:

1. In the Informatica Developer tool connect to your repository and create a project.
2. In the Connection Explorer pane, right-click and click Create a Connection.
3. In the New Database Connection wizard that is displayed, enter a name and Id for the connection and in the Type menu select ODBC.
4. In the Connection String property, enter the DSN.

NOTE: If you are working in a Linux operating system, set the Driver Manager for Linux property to unixODBC 2.3.x.

Create the Sage 300 Data Object

After you have created an ODBC connection to Sage 300, you can now access Sage 300 entities in Informatica. Follow the steps below to add OEInvoices entities to your project.

1. In the Object Explorer, right-click your project and then click New -> Data Object.
2. In the wizard that is displayed, select the Relational Data Object option.
3. Click the Browse button next to the Connection box and select the ODBC connection you created in the previous step.
4. Select the option to create a data object from an existing resource and click the Browse button next to the Resource box.
5. In the dialog that is displayed, clear the Show Default Schema Only option and expand the node for the ODBC connection. Select the entity that you want. 👁 The driver models Sage 300 entities as relational tables. (Salesforce is shown.)
   

You can now browse the table in the Data Viewer: Right-click the node for the table and then click Open. On the Data Viewer view, click Run.

👁 Table data and metadata in the Data Viewer. (Salesforce is shown.)

Create the Mapping

Follow the steps below to add the Sage 300 source to a mapping:

1. In the Object Explorer, right-click your project and then click New -> Mapping.
2. Expand the node for the Sage 300 connection and then drag the data object for the table onto the editor.
3. In the dialog that appears, select the Read option.

👁 The source Sage 300 table in the mapping. (Salesforce is shown.)

Follow the steps below to map Sage 300 columns to a flat file:

1. In the Object Explorer, right-click your project and then click New -> Data Object.
2. Select Flat File Data Object -> Create as Empty -> Fixed Width.
3. In the properties for the Sage 300 object, select the rows you want, right-click, and then click copy. Paste the rows into the flat file properties.
4. Drag the flat file data object onto the mapping. In the dialog that appears, select the Write option.
5. Click and drag to connect columns.

To transfer Sage 300 data, right-click in the workspace and then click Run Mapping.

👁 The completed mapping. (Salesforce is shown.)