See also Sage CRM Technical Details

Installation Checklist

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

• Click here for ETL+ pre-installation.

Connecting to Sage CRM

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

• Login to ETL+ (help here).

• On the ETL main page, right-click SageCRM 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 SageCRM 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.

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

• To schedule the data load:

  • 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 CRM’s table row counts.

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 CRM tables. Following is an example highlighting two tables and their loaded row count.

  

Troubleshooting

• Failed to load tables:

  • Check that the user assigned to DataSelf has reading rights to that particular data set.

  • Click Back from the Log page, on the ETL main page, select the failing table on the center panel, check that its SQL Statement on the right panel has correct information.

• Tables with record count different than in Sage CRM:

  • It might be just that new records have been populated in Sage CRM since the DataSelf data load. Reload the data. Click Back from the Log page, on the ETL main page, select the table with incorrect row cound on the center panel, right-click the table on the center panel again -> Load Now. This might take a while if the table has a large data set.

  • The user assigned to DataSelf might have access to limited data sets, such as only data from one Division. Check the user’s security credentials.