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DataSelf has been working and optimizing the Sage 100 Providex data extraction since 2005.

Introduction to DataSelf

• DataSelf Value Proposition Diagram.

• DataSelf ETL+ Business and tech overview.

• DataSelf ETL+ tech diagrams.

Installation Checklist

• Click here to fill out the DataSelf Analytics Deployment Form.

• Click here for ETL+ pre-installation.

• Set up a Sage 100 Providex ODBC DSN. ETL+ uses ODBC to extract data from Sage 100 Providex. Set up the ODBC on the same computer where ETL+ will be installed.

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

2. See Sage 100 Providex ODBC DSN Setup - Summarized for how to configure the ODBC driver.

3. Login to ETL+.

4. On the ETL main page, right-click Sage 100 on the left panel → Properties /wiki/spaces/DS/pages/2001502390.

   1. If a Microsoft SQL Server (instead of ODBC) page pops up, click the Change Data Source wrench icon → ODBC.

5. On the ODBC Data Sources /wiki/spaces/DS/pages/2001502390 page, select the correct Providex ODBC Name from the list.

   1. Can’t find your ODBC? It’s likely because your Providex ODBC is 32-bit: Download the DataSelf ETL+ 32bits file from here. Then copy/paste the downloaded file into C:\Program Files\DataSelf ETL Plus. Confirm the overwrite prompt.

   2. ODBC requiring credentials: double-click the ODBC name → enter credentials (example: username or username|CompanyCode, and password) → ConnectIf it fails, try adding the ODBC credentials.

6. Customize the Alias as desired.

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7. Click Connect.

8. You’ll get back return to the ETL page and see tables under the Sage 100 source on the left panel.

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

• The Refresh Batch page (help here) Job page 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 Job now (optional): click the Refresh Batch Now Run Job (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.

  • Select a Job → Job Properties (wrench icon) → configure the schedule panel → Save

• Click Close -> Close.

Level 1 Testing

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ETL+ must have already loaded your data manually or scheduled.

Steps

• Login to ETL+ (help here).

• On the ETL main page, click the top-right Log icon. Log page help here.

• Scroll down on the log page and double-check that no table load failed, and the row count matches with the Sage 100 tables. Following is an example highlighting two tables and their loaded row count.

  

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