Installation Progress

1. Create the source connections
2. Create the destination connection
3. Import the extractions
4. Configure the global variables
5. Schedule the extractions
6. Set up the data sources in Nectari
7. Import the template
8. Build and load the OLAP cubes
9. Import users to Nectari (optional)

OLAP Cubes

Before you can analyze data, you need to build the OLAP cubes. This creates the necessary structure in the cubes database so your data can be loaded and processed for analysis. After building, you’ll load data into the cubes and can set up scheduling to keep your data up to date automatically.

Build and load from the OLAP Manager

Build the OLAP cubes

1. In the navigation panel, select the gear icon to open Administration.
2. Select OLAP Manager.
3. In the Options panel on the right, click the Manage icon.
4. In the Cubes list, select only the template cubes you want to build.
   Template cubes are typically named according the template name.
5. In the Manage panel, make sure Build is selected from the Actions dropdown list.
6. Select the environment.
7. Select Confirm.
8. In the confirmation dialog, check the box to confirm you understand all current cube data will be lost, then click Yes.
   If errors occur, refer to Logs to enable and review logging.

Load the OLAP cubes

1. In th Options panel on the right, click the Manage icon again.
2. Check the built template cubes from the Cubes list.
3. In the Manage panel, make sure Load All is selected from the Actions dropdown list.
4. Select the environment.
5. Select Confirm.
6. In the confirmation dialog, check the box to confirm you understand all current cube data will be lost, then click Yes.

Schedule the OLAP cubes

You can schedule regular data refresh jobs for your OLAP cubes. The scheduler helps you automate when and how often the cube is refreshed or reloaded.

1. In the OLAP Manager, select a template cube from the Cubes list.
2. In the Options panel on the right, click the Navigation icon.
3. Select Scheduler. The Jobs window appears.
4. In the Options panel on the right, click the + icon to add a new job.
5. Complete the required parameters as needed.
6. Click Save. The job nows appears in the Jobs list.
   Repeat these steps for any additional template cubes you want to schedule.

Job Details parameters

Parameter	Description
Description	Enter a job name.
Action	Select: Load All – Removes the data and reload everything into the cube. Refresh – Adds only the new records based on the Tracking defined at the Data Source level.
Environments	Select the environment.
Active	Activate the job on its schedule. Unchecked jobs will not run.
Settings	Choose between: Once – Runs the job once based on your settings. Daily – Runs the job on a daily basis based on your settings. Weekly – Runs the job on a weekly basis based on your settings. Montly – Runs the job on a monthly basis based on your settings.
Once	Start On – Choose the specific date for delivery. At / From – Choose a fixed time (At) or a time range (From…until) with defined delivery intervals (in minutes).
Daily	Start On – Choose the specific date for delivery. At / From – Choose a fixed time (At) or a time range (From…until) with defined delivery intervals (in minutes). Recur every X days – Set the number of days (1–31) between deliveries, for example, every 20th day.
Weekly	Start On – Choose the specific date for delivery. At / From – Choose a fixed time (At) or a time range (From…until) with defined delivery intervals (in minutes). Recur every X weeks on – Choose how many weeks (1–52) between deliveries and the specific day(s) of the week to receive it. You can also enable the Everyday toggle for daily delivery.
Monthly	Start On – Choose the specific date for delivery. At / From – Choose a fixed time (At) or a time range (From…until) with defined delivery intervals (in minutes). Months – Select specific months for delivery or enable the Every Month toggle. Days / On – Choose a specific day of the month for delivery or enable the Everyday toggle for daily delivery. Alternatively, you can use the On option to specify the First, Second, Third, Fourth, or Last occurrence of a particular weekday. Multiple occurrences can be selected.
Time Zone	Select the time zone for job execution.
Advanced Settings	(Optional) Configure when the job will expire if needed.

Optional: Import Users

Before finishing the installation, you can import users from Sage XRT Advanced into Nectari.

Installation Complete

You have completed the installation and import of the Sage XRT Advanced template. To make sure your views, dashboards, reports, and analytics features meet your needs, visit Sage XRT Advanced Customization for setup and personalization. Once customization is complete, see Predefined Analyses for details on available views, dashboards, reports, and workbooks.