Installation Progress

1. Create the source connections
2. Create the destination connection
3. Import the extractions
4. Schedule the extractions
5. Set up the data sources in Nectari
6. Import the template
7. Build and load the OLAP cubes

Source Connection

A source connection in DataSync defines how the system connects to your Sage 100 NA database to extract and refresh data. Creating source connections is required before you can load or synchronize tables in your data warehouse.

Create two types of source connections:

Source Connection	Description
Refresh	Use for tables that can be loaded incrementally and kept up-to-date with regular refreshes.
No Refresh	Use for tables that cannot be loaded incrementally and are not refreshed automatically.

Create a refresh source connection in DataSync

1. Log in to DataSync.
2. From the welcome screen, select Connections.
3. Next to Source Connections, click New.
4. Select SQL Server or Oracle.
5. In the Connection Properties panel, enter Refresh as the description.
   • For scenario 3 – consolidated, use a description such as Refresh – [Company Name].
6. Enter the Server and Database names.
7. Enter the Sage 100 NA database credentials for Username and Password.
8. In the Advanced Settings panel, set Tracking Type to Date.
   The time zone must match the Sage 200 UK application server.
9. Click Save.
10. For scenario 3 – consolidated, repeat steps 2–8 for each company.
    Use Duplicate Connection (upper right corner) to speed up the process and adjust only the company-specific details.

Create a no refresh source connection in DataSync

1. From the DataSync welcome screen, select Connections.
2. Next to Source Connections, click New.
3. Select SQL Server or Oracle.
4. In the Connection Properties panel, enter No Refresh as the description.
   • For scenario 3 – consolidated, use a description such as No Refresh – [Company Name].
5. Enter the Server and Database names.
6. Enter the Sage 100 NA database credentials for Username and Password.
7. In the Advanced Settings panel, set Tracking Type to None.
8. Click Save.
9. For scenario 3 – consolidated, repeat steps 2–8 for each company.
   Use Duplicate Connection (upper right corner) to speed up the process and adjust only the company-specific details.

Next: Create the Destination Connection →