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Sage XRT

The Sage XRT template provides a ready-to-use set of views, dashboards, reports, and workbooks.

After installation, explore the predefined analyses available in the Sage XRT template. See Predefined Analyses for details on available views, dashboards, reports, and workbooks.

Prerequisites​

Prerequisites

Before you start, ensure you have:

  • Sage XRT: A supported version installed.
  • Installation package: The latest package downloaded from ShareFile.

Installation steps​

Direct production database access​

All configuration is performed in Nectari, connecting directly to your live production Sage XRT database. Perform these steps on Nectari:

  1. Set up the data source in Nectari
  2. Import the template