Use the CData JDBC Driver for Sage US in MicroStrategy Web

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Connect to Sage US data in MicroStrategy Web using the CData JDBC Driver for Sage US.

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with the CData JDBC Driver for Sage US, you gain database-like access to live Sage US data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through adding Sage US as an external data source in MicroStrategy Web and creating a simple visualization of Sage US data.

The CData JDBC driver offers unmatched performance for interacting with live Sage US data in MicroStrategy due to optimized data processing built into the driver. When you issue complex SQL queries from MicroStrategy to Sage US, the driver pushes supported SQL operations, like filters and aggregations, directly to Sage US and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Sage US data using native MicroStrategy data types.

Connect to and Visualize Sage US Data using MicroStrategy Web

You can connect to Sage US in MicroStrategy Web by adding a data source based on the CData JDBC Driver for Sage US.* Before you begin, you will need install the JDBC Driver for Sage US on the machine hosting the MicroStrategy Intelligence Server that your instance of MicroStrategy Web is connected to. Once you have created a data source you can build dynamic visualizations of Sage US data in MicroStrategy Web.

  1. Open MicroStrategy Web and select your project.
  2. Click Add External Data, select Databases, and use Select Tables as the Import Option.
  3. In the Import from Tables wizard, click to add a new Data Source.
  4. Select Generic in the Database menu and select Generic DBMS in the Version menu.
  5. Click the link to show the connection string and opt to edit the connection string. In the Driver menu, select MicroStrategy Cassandra ODBC Driver (MicroStrategy requires a certified driver to interface through JDBC, the actual driver will not be used).
  6. Set the connection string to the following: JDBC;MSTR_JDBC_JAR_FOLDER=PATH\TO\JAR\;DRIVER=cdata.jdbc.sage50us.Sage50USDriver;URL={jdbc:sage50us:ApplicationId=8dfafu4V4ODmh1fM0xx;CompanyName=Bellwether Garden Supply - Premium;};

    The Application Id and Company Name connection string options are required to connect to Sage as a data source. You can obtain an Application Id by contacting Sage directly to request access to the Sage 50 SDK.

    Sage must be installed on the machine. The Sage.Peachtree.API.dll and Sage.Peachtree.API.Resolver.dll assemblies are required. These assemblies are installed with Sage in C:\Program Files\Sage\Peachtree\API\. Additionally, the Sage SDK requires .NET Framework 4.0 and is only compatible with 32-bit applications. To use the Sage SDK in Visual Studio, set the Platform Target property to "x86" in Project -> Properties -> Build.

    You must authorize the application to access company data: To authorize your application to access Sage, restart the Sage application, open the company you want to access, and connect with your application. You will then be prompted to set access permissions for the application in the resulting dialog.

    While the compiled executable will require authorization only once, during development you may need to follow this process to reauthorize a new build. To avoid restarting the Sage application when developing with Visual Studio, click Build -> Configuration Manager and uncheck "Build" for your project.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the Sage US JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.sage50us.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

  7. Right-click on the new data source, and choose Edit catalog options.
  8. Edit the SQL Statement to SELECT * FROM SYS_SCHEMAS to read the metadata from the JDBC Driver.
  9. Select the new data source to view the available tables. You may need to manually click the search icon in the Available Tables section to see the tables.
  10. Drag tables into the pane to import them. Note: Since we create a live connection, we can import whole tables and utilize the filtering and aggregation features native to the MicroStrategy products to customize our datasets.
  11. Click Finish, choose to the option to connect live, save the query, and choose the option to create a new dossier. Live connections are possible and effective, thanks to high-performance data processing native to CData JDBC drivers.
  12. Choose a visualization, choose fields to display and apply any filters to create a new visualization of Sage US data. Data types are discovered automatically through dynamic metadata discovery. Where possible, the complex queries generated by the filters and aggregations will be pushed down to Sage US, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed client-side by the CData SQL engine embedded in the driver.
  13. Once you have finished configuring the dossier, click File -> Save.

Using the CData JDBC Driver for Sage US in MicroStrategy Web, you can easily create robust visualizations and reports on Sage US data. Read our other articles on connecting to Sage US in MicroStrategy and connecting to Sage US in MicroStrategy Desktop for more examples.


Note: Connecting using a JDBC Driver requires a 3- or 4-Tier Architecture.