Use the CData ODBC Driver for Sage 300 in MicroStrategy Web



Connect to Sage 300 data in MicroStrategy Web using the CData ODBC Driver for Sage 300.

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with the CData ODBC Driver for Sage 300, you gain database-like access to live Sage 300 data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through adding Sage 300 as external data in MicroStrategy Web and creating a simple visualization of Sage 300 data.

The CData ODBC driver offers unmatched performance for interacting with live Sage 300 data in MicroStrategy due to optimized data processing built into the driver. When you issue complex SQL queries from MicroStrategy to Sage 300, the driver pushes supported SQL operations, like filters and aggregations, directly to Sage 300 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 300 data using native MicroStrategy data types.

Connect to Sage 300 as an ODBC Data Source

Information for connecting to Sage 300 follows, along with different instructions for configuring a DSN in Windows and Linux environments (the ODBC Driver for Sage 300 must be installed on the machine hosting the connected MicroStrategy Intelligence Server).

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 option under Security Groups (per each module required).
  • 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.

When you configure the DSN, 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.

Windows

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Linux

If you are installing the CData ODBC Driver for Sage 300 in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData Sage300 Sys] Driver = CData ODBC Driver for Sage 300 Description = My Description User = SAMPLE Password = password URL = http://127.0.0.1/Sage300WebApi/v1/-/ Company = SAMINC

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Connect to and Visualize Sage 300 Data using MicroStrategy Web

Once you have created a database instance in MicroStrategy Developer and connected it to a project, you can perform a data import of Sage 300 data from MicroStrategy Web. Alternatively, you can create a new data source based on the ODBC Driver.*

  1. Open MicroStrategy Web and select your project.
  2. Click Add External Data, select Databases, and choose Select a Table as the Import Option.
  3. In the Import from Tables wizard, click to add a new data source.
    • Select DSN Data Sources
    • Set the DSN property to the previously configured DSN (CData Sage300 Sys)
    • Set the Version property to Generic DBMS
    • Set the User and Password properties (or use filler values)
    • Set the Data Source Name
  4. After creating the data source, click to edit the catalog options and set the following queries and click OK.
    • SQL statement to retrieve tables available in the data source
      SELECT
        CatalogName NAME_SPACE,
        TableName TAB_NAME
      FROM
        SYS_TABLES
          
    • SQL statement to retrieve columns for the selected tables
      SELECT DISTINCT 
        CatalogName NAME_SPACE, 
        TableName TAB_NAME, 
        ColumnName COL_NAME, 
        DataTypeName DATA_TYPE, 
        Length DATA_LEN, 
        NumericPrecision DATA_PREC, 
        NumericScale DATA_SCALE 
      FROM 
        SYS_TABLECOLUMNS 
      WHERE 
        TableName IN (#TABLE_LIST#) 
      ORDER BY
        1,2,3
          
  5. Drag a table into the pane. Note: Since we create a live connection, we can import whole tables and utilize the filtering and aggregation features native to the MicroStrategy products.
  6. Click Finish, choose to the option to connect live, save the query, and choose the option to create a new dossier.
  7. Choose a visualization, choose fields to display, and apply any filters to create a new visualization of Sage 300 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 300, 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.
  8. Once you have finished configuring the dossier, click File -> Save.

Using the CData ODBC Driver for Sage 300 in MicroStrategy Web, you can easily create robust visualizations and reports on Sage 300 data. Read our other articles on connecting to Sage 300 in MicroStrategy and connecting to Sage 300 in MicroStrategy Desktop for more examples.


Note: connecting using a ODBC driver requires a 3- or 4-tier architecture.

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Sage 300 Icon Sage 300 ODBC Driver

The Sage 300 ODBC Driver is a powerful tool that allows you to connect with live data from Sage 300, directly from any applications that support ODBC connectivity.

Access Sage 300 data like you would a database - read, write, and update Sage 300 Invoices, Receipts, Refunds, etc. through a standard ODBC Driver interface.