How to Easily Query Sage 300 Data in OpenOffice Base

Apache OpenOffice Base is a versatile, free database tool that makes connecting and managing data easy. With CData ODBC Driver for Sage 300, you can seamlessly integrate and query live Sage 300 data, bringing real-time insights directly into OpenOffice.

This guide simplifies the setup, showing you how to connect Sage 300 to OpenOffice Base so you can easily generate reports, analyze trends, and make informed decisions right within your familiar workspace.

Overview

Here is an overview of the steps:

1. CONFIGURE: Configure the DSN for Sage 300 data in the CData ODBC Driver for Sage 300, using the required connection properties.
2. CONNECT: Set up the ODBC connection in OpenOffice Base using the configured DSN.
3. IMPORT: Once connected, review the available metadata and tables.
4. CREATE: Create a report based on the queried Sage 300 data data.

Configure the Sage 300 DSN Using the CData ODBC Driver for Sage 300

To start, configure the DSN (Data Source Name) for Sage 300 data in your system using the CData ODBC Driver for Sage 300. Download and install a 30-day free trial with all the features from here.

Once installed, launch the ODBC Data Source Administrator:

• On Windows: Search for ODBC Data Source Administrator in the Start menu and open the application.
• On Mac: Open Applications, go to Utilities, and select ODBC Manager.
• On Linux: Use the command line to launch ODBC Data Source Administrator or use unixODBC if installed.

Once launched, double-click on the CData Sage 300 data Source and enter the required values to establish a connection:

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.

Setup an ODBC Connection in OpenOffice Base

Once you've set up the DSN, it's time to connect to it in OpenOffice Base and start querying data:

• Launch OpenOffice Base and select Database from the home screen.
• In the Database Wizard, choose ODBC from the 'Connect to an existing database' option and click Next.
• Click Browse to locate and select the DSN you created, then click OK.
• Enter the username associated with the DSN, click Test Connection to verify, and then click Next.
• Finally, click Finish to save the new database file to your desired directory. This will connect OpenOffice Base to your live Sage 300 data data, ready for querying and analysis.

Your connection is now established — ready to query and analyze data seamlessly within OpenOffice Base.

Review the Metadata and Tables

After the database file is created and the connection is established, the table list will automatically display all available Sage 300 data objects.

• Review the Sage 300 data Object List: In the left pane, click on Tables to view the Sage 300 data objects now available within OpenOffice Base.
• View Object Data: Click on any object to view its contents. The Sage 300 data data will display directly within OpenOffice Base, allowing you to review records and fields with ease.

That's it! You have now successfully established a connection to Sage 300 data in OpenOffice Base, with data readily available for analysis and reporting.

Create a Report

Now, let's generate a report based on your Sage 300 data data.

• Open your database and go to the Reports tab, then select Create Report Using Wizard.
• In the Report Wizard, choose the Sage 300 data table from the Table or Query section. Select the columns from Available Fields that you want to include in your report and move them to the Fields in Report section using the arrows.
• After configuring the fields, click Finish to generate your report.
• Analyze, adjust, save, and publish the report as needed.

Your report is now created, drawing live data directly from Sage 300 data, and ready for analysis.

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