Automated Continuous Sage 300 Replication to MongoDB

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Sage 300 data into your MongoDB instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure MongoDB as a Replication Destination

Using CData Sync, you can replicate Sage 300 data to MongoDB. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection. 👁 Add a new connection.
   
2. Select the Destinations tab and locate the MongoDB connector. 👁 Configure a Destination connection to MongoDB.
   
3. Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the MongoDB connector. For more information about installing new connectors, see Connections in the Help documentation.
4. To connect to MongoDB, set the following connection properties:
   • Connection Name: Enter a connection name of your choice for the MongoDB connection.
   • Server: Enter either the host name or the IP address of the server that hosts your MongoDB instance.
   • Port: Enter the port number of the server that hosts your instance of MongoDB. The default port value is 27017.
   • Auth Scheme: Select the authentication scheme.
   • User: Set this to the database user.
   • Password: Set this to the user's password.
   • Database: Set this to the database you want to read from and write to.
   • Auth Database: Enter the name of the MongoDB database for authentication.
👁 Enter the connection details.

5. Once connected, click Create & Test to create, test and save the connection.

You are now connected to MongoDB and can use it as both a source and a destination.

NOTE: You can use the Label feature to add a label for a source or a destination.

👁 Add a label.

In this article, we will demonstrate how to load Sage 300 data into MongoDB and utilize it as a destination.

Configure the Sage 300 Connection

You can configure a connection to Sage 300 from the Connections tab. To add a connection to your Sage 300 account, navigate to the Connections tab.

1. Click Add Connection.
2. Select a source (Sage 300).
3. Configure the connection 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
   • 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.
   👁 Configuring a Source connection (Salesforce is shown).
   
4. Click Connect to Sage 300 to ensure that the connection is configured properly.
5. Click Save & Test to save the changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

👁 Select Source and Destination connections for the replication.

Replicate Entire Tables

To replicate an entire table, navigate to the Task tab in the Job, click Add Tasks, choose the table(s) from the list of Sage 300 tables you wish to replicate into MongoDB, and click Add Tasks again.

👁 Choose entire tables to replicate (Salesforce is shown).

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication with the help of SQL queries. 👁 Configure a replication Transform.

Schedule Your Replication

Select the Overview tab in the Job, and click Configure under Schedule. You can schedule a job to run automatically by configuring it to run at specified intervals, ranging from once every 10 minutes to once every month.

👁 Schedule your job to run automatically.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Sage 300 data to MongoDB.

Run the Replication Job

Once all the required configurations are made for the job, select the Sage 300 table you wish to replicate and click Run. After the replication completes successfully, a notification appears, showing the time taken to run the job and the number of rows replicated.

👁 Run the job.

Free Trial & More Information

Now that you have seen how to replicate Sage 300 data into MongoDB, visit our CData Sync page to explore more about CData Sync and download a free 30-day trial. Start consolidating your enterprise data today!

As always, our world-class Support Team is ready to answer any questions you may have.