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Installation Checklist

Connecting to Sage 500 MS SQL Server Database

DataSelf has been working and optimizing the Sage 500 MS SQL Server data extraction since 2006:

  • If you haven’t installed ETL+ yet: ETL+ Deployment Instructions.

  • Login to ETL+ (help here).

  • On the ETL main page, right-click Sage 500 on the left panel → Properties.

  • If an ODBC Data Sources page pops up, click the Change Data Source wrench icon → MS SQL Server.

  • On the Microsoft SQL Server page:

    • The Alias box will be automatically populated, but you can customize it.

    • Server name: the MS SQL Server instance name or IP address.

    • Authentication: select the correct one and its credentials if applicable. Read-only rights required.

    • Database name: The name of the SQL database from your source system.

      • Click the Refresh icon on the right to load the list of database names.

      • Use the dropdown list and select the correct one.

    • Click Connect.

  • You’ll get back to the ETL page and see tables under the Sage 500 source on the left panel.

Testing a Table Load

Right-click a table on ETL main page’s center panel → Load Now.

  • Failure? It’s likely that the prior step wasn’t properly configured. Go back and review it.

  • Click the Log icon (top right) to view data load results. Log page help here.

Schedule the Data Load

  • On the ETL main page, click Refresh Batch (top right icon on the center panel).

  • The Refresh Batch page (help here) usually comes pre-configured to your source system(s).

    • Overview this page’s configuration. On the right panel, feel free to uncheck tables and Tableau extracts that don’t apply to your reporting needs.

  • Run a Refresh Batch now (Optional): click the Refresh Batch Now (play icon) on the left panel.

  • To schedule the data load (Optional):

    • Click WTS Settings -> enter the WTS parameters → Apply.

    • This step might require you to run ETL+ app as “Run as administrator” in Windows.

  • Click Close -> Close.

Level 1 Testing

The Level 1 Testing checks if the data extraction process finished successfully and row count per extracted table matches with Sage 500’s table row counts.

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