Getting Started with the CData PowerShell Cmdlets for Sage 300 Data

This guide explains everything you need to get started with the Sage 300 PowerShell Cmdlets. You'll learn how to install the cmdlets, configure your first connection, run queries, and explore next steps for working with Sage 300 data in PowerShell.

Installation & Licensing

System Requirements

CData PowerShell Cmdlets run anywhere PowerShell runs.

Windows

• Windows 10/11
• Windows Server 2016+
• PowerShell 5.1 or PowerShell 7+

macOS & Linux

• PowerShell 7+
• No additional system libraries required
• No architecture-specific installers

Installing the Cmdlets

CData Cmdlets are delivered through the PowerShell Gallery, ensuring a simple and consistent installation process across platforms.

Installation Steps

1. Open PowerShell in Administrator mode
2. Run the following command to install the cmdlet module:

   Install-Module Sage300Cmdlets -Repository PSGallery -Force

   This command:

   • Downloads the module from the official PowerShell Gallery
   • Installs it into your PowerShell environment
   • Registers all cmdlets for immediate use

Module Verification

To verify installation:

Get-Module -ListAvailable "*Sage300*"

Licensing

The cmdlets support both trial and fully licensed activation.

Trial Licensing

Trial activation is automatic - no key is required. Once installed, you can begin using the cmdlets immediately.

Activating a Full License

If you have purchased a full license, you will receive a product key from the CData Orders Team.

Activate Your License

Run the following command:

Set-ModuleLicense ""

You should see a confirmation message indicating successful activation.

Common Licensing Questions

Can I use my license on multiple machines?

Depending on your subscription tier. Refer to your order confirmation or contact [email protected].

I lost my license key. What do I do?

Email [email protected] with your order number to have it resent.

Can I transfer my license to another machine?

Submit a license transfer request here: https://www.cdata.com/lic/transfer/.

Where can I manage my license?

Visit the CData Customer Portal: https://portal.cdata.com/.

Connection Configuration

Once the module is installed and licensed, you can establish a connection to Sage 300 using the

Connect-Sage 300 cmdlet

After obtaining the needed connection properties, accessing Sage 300 data in PowerShell and preparing for replication consists of four basic steps.

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.

Collecting Sage 300 Data

1. Install the module:

   Install-Module Sage300Cmdlets

2. Connect to Sage 300:

     $sage300 = Connect-Sage300  -User $User -Password $Password -URL $URL -Company $Company
     

Querying Sage 300 Data in PowerShell

Once connected, you can query data using standard SQL like commands.

Example Query:

$results = Select-Sage300 `
    -Connection $conn `
    -Table "OEInvoices" `
    -Columns "InvoiceUniquifier,ApprovedLimit" `
    -Where "InvoiceUniquifier != ''"

Display the results:

$results

You have now successfully accessed Sage 300 data from PowerShell!

Common Issues

Authentication Failed

Solution: Verify username, password, and security token. For OAuth applications, you may need to authorize CData in your application's security settings. Contact [email protected] for authorization assistance.

Network or Proxy Issues

Solution: Confirm firewall settings and outbound access. Most cloud applications use port 443.

Cmdlet Not Found

Solution: Ensure the module is installed-

Get-Module -ListAvailable "*Sage 300*"

Slow Queries

Solution:

• Add filters to reduce dataset size
• Use $Limit or $Top properties where supported
• Contact [email protected] for optimization help

For additional connection troubleshooting, contact [email protected] with your specific error message.

What's Next?

Now that you have installed, licensed, and configured the PowerShell Cmdlets, here are some scenarios you can use to explore:

Get Support

If you need assistance:

• Technical Support: [email protected]
• Community Forum: CData Community Site
• Help Documentation: Installed locally and available online

FAQs (PowerShell Cmdlets)

Installation & Licensing

• Do I need administrator rights to install the cmdlets?

Not always.

• Windows PowerShell 5.1 (Windows): Administrator rights are recommended, especially when installing modules for all users.
• PowerShell 7+ (Windows, macOS, Linux): You can install cmdlets for the current user without admin rights using:

  Install-Module Sage300Cmdlets -Scope CurrentUser

• Do I need to download an installer?

CData PowerShell Cmdlets are delivered through the PowerShell Gallery. Installation is performed via:

Install-Module Sage300Cmdlets -Repository PSGallery -Force

Connecting

• How do I connect to multiple accounts for the same data source?

Create separate connection objects-each with different authentication properties:

$conn1 = Connect-Sage300 -User User1 -Password Pwd1

$conn2 = Connect-Sage300 -User User2 -Password Pwd2

• Does PowerShell Cmdlets require a DSN?

Cmdlets do not use ODBC DSNs. All connection properties are passed directly in

Connect-Sage 300

• Can I connect through a proxy server?

Many cmdlets support proxy properties such as:

• ProxyServer
• ProxyPort
• ProxyUser
• ProxyPassword

Refer to the data-source-specific Help documentation.

Performance & Troubleshooting

• Why are my queries slow?

Common causes:

• Missing filters (e.g., no WHERE clause)
• Pulling large result sets
• Latency from cloud APIs
• Not using incremental strategies

Try:

• Filtering data (-Where parameter)
• Selecting only required columns
• Reviewing API throttling limits for your data source

Contact [email protected] for query optimization assistance.

• How do I enable logging?

Enable module logging with:

Set-ModuleLogging -Path "C:\logs\cdata.log" -Verbosity 3

Upload the log file securely when working with CData Support.
• What ports need to be open?

Most cloud applications (Salesforce, HubSpot, Dynamics, Google APIs, etc.) use: HTTPS (443)

If your source requires additional ports, check its specific documentation or contact [email protected].

• Can I use the cmdlets in containers (Docker, Kubernetes)?

Install PowerShell 7 in the container and install the module:

pwsh -Command "Install-Module Sage300Cmdlets -Force"

Then authenticate normally.

General

• Where can I find all supported SQL/command operations?

Each cmdlet includes a Help documentation set installed locally and available online: https://www.cdata.com/powershell/.

• How often are PowerShell Cmdlets updated?

CData releases major annual updates plus incremental updates throughout the year. Check your customer portal or contact [email protected] for version availability.

• Where can I find code examples?

Every Cmdlet includes examples in the Help documentation, plus online examples for many services: https://www.cdata.com/powershell/. Examples include:

• Basic queries
• Insert/update/delete
• OAuth flows
• File operations
• API integration

For questions not covered in this FAQ, [email protected].