Configure the Data Sources

This step is not required if using Nectari Cloud.

Environments and Data Sources

Tip
The description given to a data source created for the first time is used throughout the environments to describe this specific data source.
Give a generic description for the first time (e.g., ERP Data Source, Cube Data Source) and if necessary, rename it after the first environment has been created.

The following information is needed to configure the data sources:

• Database server credentials: Server name, Instance, Authentication strategy.
• Main ERP database information: Database and schema name.
• Users: Make sure to have created SQL or Oracle users beforehand.

ERP Data Source

1. In the upper-right corner, click on the to access the Administration section.
   

2. On the left pane, select Env. & Data Sources.

3. By default, there is an environment called Production, which you can rename by double-clicking in the name box. Press Enter once done.
   

4. In the Data Sources section, click Add to create a new data source.
   

5. Complete the ERP Data Source configuration for MS SQL Server and Oracle.

6. Click Validate and then Save to complete the data source configuration.

SQL Server Database

Properties	Description
Data Source Description	Sage X3 Data Source
Type	SQLSERVER
Server	Database server of the data warehouse where Sage X3 has been synchronized in the DataSync configuration
Database Name	Name of the data warehouse where Sage X3 has been synchronized in the DataSync configuration (beware of the case sensitivity)
Database Schema Name	Create the two following entries by clicking on the + icon (replace DatabaseName by the appropriate value): DatabaseName.FOLDER (replace FOLDER with the folder name) DatabaseName.SEI_CUSTOM_SCHEMA (replace CUSTOM_SCHEMA with the schema name) Note The second line contains the SEI Custom Schema. We highly recommend following this naming convention: Start with SEI Use all capitals Separate words by an underscore Note The application searches for tables in the same order as the schemas are listed. As soon as a table is found in a schema, the application stops searching. Therefore, if you have multiple tables with the same name in different schemas, make sure that the schema containing the table you want to use appears first. Important Choose a unique Custom Schema name for each environment.
SEI schema	Enter SEI_CUSTOM_SCHEMA (replace CUSTOM_SCHEMA with the schema name)
Authentication Strategy	UseSpecific
User Name	Name of the SQL user accessing the data warehouse. For example, sa This is the same user you created in Creating SQL Users
Password	The user's password

Oracle Database

Properties	Description
Data Source Description	Sage X3 Data Source
Type	ORACLE
Server	Name of the Oracle server
SID	Name of Sage X3 database instance
Port	Port number of Sage X3 database instance
Database Schema Name	Create 2 entries by clicking on the + icon: FOLDER (replace FOLDER with the folder name) SEI_CUSTOM_SCHEMA (replace CUSTOM_SCHEMA with the schema name) Note The second line contains the SEI Custom Schema. We highly recommend following this naming convention: Start with SEI Use all capitals Separate words by an underscore Important Choose a unique Custom Schema name for each environment.
SEI schema	Enter SEI_CUSTOM_SCHEMA (replace CUSTOM_SCHEMA with the schema name)
Authentication Strategy	UseSpecific
User Name	Name of user. This is the same Oracle user you created in Creating Oracle Users and Tablespaces.
Password	The user's password

Cube Database

How to set Database as Datawarehouse

1. Click Validate and then Save
2. Click Set as Data Warehouse to define the data source as a data warehouse

3. Enter the following information:

   1. Database warehouse schema: Enter the chosen SEICube. SEI custom schema again.

   2. Use MARS during the cube loading: Unchecked.
4. Click Validate and then Save

SQL Server Database

In the same environment as the ERP data source, create a new data source for the OLAP Cube.

Complete the Data Source Definition with all the appropriate information.

Properties	Description
Server	Database server where the NectariOLAP For SQL Server package is installed.
Database Name	SEICube
Database Schema Name	SEICube.SEI_FOLDER (replace FOLDER by the folder name) Where SEI_FOLDER (replace FOLDER by the folder name) is the schema used in the ERP Database of the same environment
SEI schema	Enter the chosen custom schema for the current environment.

Tip
Refer to Environments and Data Sources in the Administrator section for more details about the MARS option.

Oracle Database

Properties	Description
Server	Name of the database server where the Central Point is installed
SID	SID of the Oracle database instance
Port	Port of the Oracle database instance
Pooling	Activating this option will improve performance (Refer to Environments and Data Sources for more details)
Database Schema Name	SEI _CUSTOM_SCHEMA (replace CUSTOM_SCHEMA with the folder name) Where SEI _CUSTOM_SCHEMA (replace CUSTOM_SCHEMA with the schema name) is the custom schema used in the ERP database of the same environment
SEI schema	Enter the chosen SEI custom schema for the current environment.
Database Warehouse Schema	After saving the data source and set it as a data warehouse, enter the chosen Nectari custom schema for the current environment