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Import Users from Sage X3

To import users from Sage X3 directly into SEI, you must create a source and destination connection, then import the user migration extraction, and finally import the users.

Create Source Connection

In this step, connect the Sage X3 Syracuse Database using the MongoDB Connector.

  1. Enter the server, port (the default MongoDB port is 27017), and Database (Syracuse)

  2. Select the Use SSL/TLS and Allows Invalid Server Certificates checkboxes

  3. Locate the SSL Client Certificate (.pem) file in the '..\MongoDB\certs' directory and upload it

Source Connection Properties

PropertyDescription
Description

Enter the name for the source connection.

Ex: MongoDB Syracuse Connection

ServerEnter the hostname or IP address of the server.
PortEnter the port number of the server.
DatabaseEnter the name of the database.
Authentication Mode

Set the mode of authentication for the database. Two modes are offered:

  • NoAuth: No authentication
  • Basic: Challenge-response authentication, with username and password stored in the database
Flatten ObjectsSet to True to flatten object properties into their own columns. Otherwise, objects are returned as strings.
Use SSL/TLSSelect whether SSL/TLS encryption is used to secure the connection to the database. An SSL certificate must be provided.
Allow Invalid Server CertificatesAccept all certificates from the server when connecting using SSL/TLS.
UploadUpload the SSL Client Certificate (.pem) file.
Row Scan DepthSpecify the maximum number of rows scanned.
VerbositySet the verbosity of the log file and determine the amount of detail included in the file.
Enable Pooling

This parameter enables connection pooling. When selected, the following properties are displayed:

  • Pool idle timeout: The allowed idle time for a connection before it is closed.
  • Max pool size: The maximum number of connections in the pool.
  • Pool wait time: The maximum number of seconds to wait for an available connection.

Create Destination Connection

In this step, create the destination connection using the Central Point Database (SQL/Azure).

Enter the appropriate connection properties in the Edit Connection window.

Destination Connection Properties

PropertyDescription
Description

Enter a description for the connection.

Ex: X3 Central Point

ServerEnter the server for the connection.
DatabaseEnter the name of the database.
UsernameEnter the username.
PasswordEnter the password.
Connection TimeoutSet the length of the connection timeout.
EncryptCheck the box to encrypt the destination connection.
Trust Server CertificateCheck the box to enable this setting.

Import the X3 User Migration Extraction

In this step, import the X3 user migration extraction.

  1. Select your MongoDB connection as the Source.

  2. Select your Central Point connection as the Destination, and set dbo as the Destination Schema.

Import Users from Sage X3

To successfully import users from Sage X3, you must:

  1. Validate and build the extraction, then run a Truncate and Load

  2. From the SEI user interface, right-click on X3 User Import and select View Info Page

  3. Run the Info Page to import all Users, Groups from Sage X3. Group Roles are mapped according to Sage X3 and use the default General Roles permissions in Nectari (BASIC, SECURITY, MANAGER, *NONE)