The first time you replicated a database, all data is copied. Subsequent replications copy only tables that have changed since the last successful replication, so the time required for ongoing nightly replication will be shorter.

In the

Sage SQL Gateway Administration

window, click

Status

on the left.

Verify that the correct

Warehouse

is displayed in the dropdown, and then click

Replicate Now

Replication and Security Sage SQL Gateway

Wait for the replication to finish. (This could take a significant amount of time.)

If errors or warnings are encountered during replication, they are reported in the

Sage SQL Gateway event log.

This is an example of a replication log showing an unsuccessful replication. In this example, replication failed because the data folder had not been upgraded to a supported version of Sage 300 Construction and Real Estate.

This is an example of the replication log showing the messages when replication is successful. Once you have a successful replication, you’re ready to configure the utility for live data replication.

Sage SQL Gateway with Sage Executive Dashboard Replication and Security

A note about Custom Descriptions

If your Sage 300 Construction and Real Estate data folders use custom descriptions for any of the fields shown in this table, you might need to take steps to ensure that your data is summarized correctly. Open

File > Company Settings > Custom

Descriptions

and check each of these fields.

Custom description

AP Retainage

AR Adjustment

AR Cash receipt

AR Customer

AR Finance Charge

AR Invoice

TX Tax

Default value

retainage adjustment cash receipt customer finance charge invoice tax

If you find that these fields have been customized, you can obtain a custom script from the Technical Support Knowledgebase that will correct any discrepancies.

You’ll need to edit the script and place it in a specific location so that it runs after each replication.

FOR MORE INFORMATION:

To find the script and instructions for applying it, see the

Technical Support Knowledgebase article “

How do I update Gateway so Custom

Descriptions are recognized on Dashboard Reports?

”

Replicate production data

Once you have verified that the test replication was successful, you’ll re-configure

Sage SQL Gateway to replicate your production data. You’ll need to run

File Doctor on your production data folder, which could take a long time, depending on the size of your data folders.

Make sure that all users are logged out of Sage 300 Construction and

Real Estate.

Run File Doctor on each of the company folders you will replicate. (Make sure you have a backup of your data before running File Doctor.)

Return to the

Sage SQL Gateway Administration

window. You can either add a new warehouse to point to your production data folder, as shown here, or you can change the data sources within the current warehouse.

Replication and Security

Click

Add Warehouse

Sage SQL Gateway

Name the warehouse and schedule it for daily replication if needed.

WARNING:

Verify that the timing of Windows updates, backups, and other server

maintenance does not conflict with the replication time frame. See “Important Information about Automatic Updates from Microsoft” on page 16.

Indicate the types of views you want to see in the data warehouse.



The

Modern Views

check box must be selected if you plan to use

Executive Dashboard. It is selected by default.



You can also select the

Classic Views

check box. These options are

explained more fully in “Classic and Modern Views” on page 40.

Click

Next

Add the data sources.

Sage SQL Gateway with Sage Executive Dashboard Replication and Security

Sage SQL Gateway can send automated email messages regarding the status of

nightly data replication to recipients you set up. See page 17 for details if you

have not already set this up.

The next section explains the security feature so you can grant access to the data warehouse to others in your organization.

Set Up Security in Sage SQL Gateway

Sage SQL Gateway’s

Security

tab lets you set up

Users

and

Roles

corresponding to individuals in your organization who will access the data. You then assign

Features

to roles and assign roles to users.

The roles you see in this window depend on whether you have enabled the

Executive Dashboard add-on. The list also varies based on whether you have successfully replicated your data warehouse, and whether your

Sage 300 Construction and Real Estate folder has Accounts Receivable, Job Cost, or Property Management data.

In this example, the Executive Dashboard add-on has been enabled and the database has been replicated.

What are Features?

The features selected for a role determine what kind of information is available to users assigned to the role.

Report viewers and designers

Report viewers are individuals who can view reports based on the data warehouse.

Report designers are individuals who can make necessary modifications to the data

Replication and Security Sage SQL Gateway warehouse in SQL Server as part of their report design work. These two types of individuals need different levels of access to the data warehouse.

Report designers must make some specific modifications to the data warehouse in

SQL Server as part of their report development. A special role is available for you to assign to report designers to ensure that they have the necessary permissions.

Plan roles to assign to report viewers

You’ll set up report viewers and designers as users in Sage SQL Gateway and assign them to roles. If you enabled the Executive Dashboard add-on, you’ll see some pre-set roles corresponding to related reports. These roles are appropriate for report viewers—and you can create others in addition.

If you did not enable Executive Dashboard, roles specifically for report viewers are not present. You’ll need to strategize with your team about what these roles should include and set them up in Sage SQL Gateway.

NOTE:

Users and roles are set up for individual warehouses. Roles and users that you set up in your first warehouse will not be able to see data from your second warehouse unless you add them to it.

Add users and roles to Sage SQL Gateway

Replicate your data at least once before you start this process. You will need some elements of the data warehouse to be in place in order to complete the setup.

In the

Sage SQL Gateway Administration

window, click

Security

On the

Users

tab, click

Add

. Notice that you can select either

Windows Authentication

SQL Authentication

WARNING:

If you select

SQL Authentication

and the user name you enter in this window matches an existing server login in the SQL Server instance, the password you enter re-sets the password for that SQL Server login (including all databases and objects to which it has access). Be sure to inform the user of the new password, as it will be needed to access any component of the instance.

Sage SQL Gateway with Sage Executive Dashboard Replication and Security

Enter a user name. If you are using

SQL Authentication

, enter a password. The check box allows you to make this user active. (If you clear the check box, the user is inactive.)

Click

Add

. The user now appears in the list.

If the user will be a report designer, select the

SageReportDesigner

check box.

(See “What is the SageReportDesigner Role?” on page 33 for details about this

role.)

If you enabled the Executive Dashboard add-on, you see several other roles. For report viewers, select one of the additional roles, or you can create new ones.

You don’t need to assign report designers to any of the additional roles, as they already have the corresponding access.

Replication and Security

To add custom roles, click the

Roles

tab, and then click

Add

Sage SQL Gateway

Enter a role name and description. The check box indicates that the role is active. (If you clear the check box, the role will be inactive.)

Click the

Features

tab.

If you have replicated your data, you can assign individual features to roles.

Sage SQL Gateway with Sage Executive Dashboard Replication and Security

What is the SageReportDesigner Role?



The ability to see all default views in the data warehouse (meaning all views created by Sage SQL Gateway).

Read-only permission to all views under the schema corresponding to the

Classic or Modern setting.

Read-only permission to the

Security

schema’s

LastExtraction

view.

Access to the structure—but not the data—of the tables in the appropriate schema. This allows report designers to evaluate table columns for possible indexing, but not to run reports directly on the tables.

Permission to create custom schemas, views, and indexes in the data warehouse, as well as new tables within custom schemas.

Which features should I assign?

If you enabled the Executive Dashboard add-on, the list of features in a replicated

warehouse contains the roles and features shown in the table on page 34. These

correspond to the reports a user will be able to see in Executive Dashboard. You can use the roles provided, or you can create custom roles and assign features in any combination.

When viewing Executive Dashboard reports, in some cases you can click a report to see a more detailed breakdown of summaries. For example, if you view an

AP open invoice summary, you can click it once to see the vendor summaries, and click a second time to see invoice details.

However, if you configure a role to include the

AP Open Invoice Summary Bar

Graph

report, but you don’t include the reports at the second or third levels, users assigned to that role will not be able to see the next level.

This table indicates the “drill-down” reports (those that you can click to see a more detailed view) and the “drill-up” reports (those that direct to the report when clicked). For example, the

AP Open Invoice Vendor Summary

shown on the previous page has one drill-down report,

AP Open Invoice Detail

. It also has several drill-up reports, including

AP Open Invoice Summary Report

Replication and Security Sage SQL Gateway

Role and Report

Accounts Payable

role

Description

AP Open Invoice

Detail

AP Open Invoice

Summary Bar Graph

This report shows the amount your company owes a specific vendor in each 30-day “aging” period. It also includes a column showing the remaining retainage payable.

Drill-up: AP Open Invoice Vendor Summary

NOTE:

This report derives parameter values from the drill-up report. If you place this report directly on a dashboard, by default it shows no data because the

Vendor

parameter is empty.

This bar graph shows the dollar amount (not percentage) your company owes vendors in 30-day increments.

Drill-down:



AP Open Invoice Vendor Summary

AP Open Invoice Detail

AP Open Invoice

Summary Pie Chart

AP Invoice Summary

Snapshot

This report shows the dollar amount and percentage that your company owes vendors in each 30-day “aging” period.

Drill-down



AP Open Invoice Vendor Summary



AP Open Invoice Detail

AP Open Invoice

Vendor Summary

This pie chart shows the percentage of the total dollar amount owed vendors for each 30-day time period.

Drill-down



AP Open Invoice Vendor Summary

AP Open Invoice Detail

This report shows the amount your company owes each of your vendors in each 30-day “aging” period as well as the remaining retainage payable.

Drill-up:



AP Open Invoice Summary Bar Graph



AP Open Invoice Summary Pie Chart



AP Open Invoice Summary Snapshot

Drill-down:

AP Open Invoice Detail

Sage SQL Gateway with Sage Executive Dashboard Replication and Security

Role and Report

Accounts Receivable

Role

This role and reports appear only if you have Accounts Receivable entries in your data folder.

AR Aging Customer

Summary

This report shows the amount due from each of your customers in each 30-day “aging” period as well as remaining retainage due.

Drill-up:



AR Aging Summary Bar Graph

AR Aging Summary Pie Chart



AR Aging Summary Snapshot

Drill-down:

AR Aging Detail

AR Aging Detail

Description

AR Aging Summary

Bar Graph

This report shows the amount due from a specific customer in each 30-day “aging” period as well as remaining retainage due.

Drill-up:

AR Aging Customer Summary

This bar graph shows the dollar amounts past due from your customers in 30-day increments.

Drill-down:

AR Aging Customer Summary

AR Aging Summary

Pie Chart

AR Aging Summary

Snapshot

This pie chart shows the dollar amounts past due from your customers for each 30-day time period.

Drill-down:

AR Aging Customer Summary

This report shows the dollar amount and percentage past due from your customers in each 30-day “aging” period.

Drill-down:

AR Aging Customer Summary

AR Receivable Aging

Trend Percent

This graph shows the trend over the past several months of past due amounts owed by your customers as percentages of the total owed. Each line represents a 30-day “aging” period.

Drill-down:

AR Aging Customer Summary

AR Receivable Trend

Value

This graph shows the trend over the past several months of past due amounts owed by your customers. Each line represents a 30-day “aging” period.

Drill-down:

AR Aging Customer Summary

Cash Management

Role

CM Bank Balances

This report shows the current register balance as posted in

Cash Management. This report does not have drill-down or drillup options.

Replication and Security Sage SQL Gateway

Role and Report Description

Job Cost

Role

This role and reports appear only if you have Job Cost entries in your data folder.

JC Cost Code

Breakdown

This report shows estimated and actual costs for a specific job, broken out by cost code.

Drill-up:

JC Job Summary

NOTE:

This report derives parameter values from the drill-up report. If you place this report directly on a dashboard, by default it shows no data because the

Vendor

parameter is empty.

JC Job Cash Flow

Trend

JC Job Profit

Summary Percent

JC Job Profit

Summary Value

This graph shows the job cash flow trend (based on posted job cost transactions) for one or more jobs over a specified number of prior periods. This report does not have drill-down or drill-up options.

This graphic shows the in-progress profit percent for jobs as of the specified date and the prior month as well as an arrow indicating the change from the prior month.

Drill-down:



JC Job Summary

JC Cost Code Breakdown

This graphic shows the in-progress profit for jobs as of the specified date and the prior month as well as an arrow indicating the change from the prior month.

Drill-down:



JC Job Summary

JC Cost Code Breakdown

JC Job Profit Trend

This graph shows the in-progress project profit trend (based on posted job cost transactions) over the specified number of months.

Drill-down:



JC Job Summary



JC Cost Code Breakdown

JC Job Profit Trend

Percent

This graph shows the in-progress project profit trend as a percent (based on posted job cost transactions) over the specified number of months.

Drill-down:



JC Job Summary



JC Cost Code Breakdown

Sage SQL Gateway with Sage Executive Dashboard Replication and Security

Role and Report

JC Job Summary

Description

This report shows summary Job information regarding the job,

Cost, billing, over/under and projected profit and margin.

Drill-up:



JC Job Profit Summary Percent



JC Job Profit Summary Value



JC Job Profit Trend



JC Job Profit Trend Percent

Drill-down:

JC Cost Code Breakdown

Property Management

Role

This role and reports appear only if you have Property Management entries in your data folder.

PM Aged Receivable

Bar Graph

This bar graph shows the amounts past due from your tenants for each 30-day “aging” period.

Drill-down:

PM Aged Receivable Detail

PM Aged Receivable

Detail

This report shows the amount due for each of your properties from each of your tenants (by lease and by unit) in each 30-day

“aging” period.

Drill-up:



PM Aged Receivable Bar Graph

PM Aged Receivable Pie Chart

PM Aged Receivable Summary Snapshot

PM Aged Receivable

Pie Chart

This pie chart shows the amounts past due from your tenants for each 30-day “aging” period.

Drill-down:

PM Aged Receivable Detail

PM Aged Receivable

Summary Snapshot

This report shows the dollar amount and percentage past due from your tenants in each 30-day “aging” period.

Drill-down:

PM Aged Receivable Detail

PM Leasing

Summary Snapshot

PM Property

Occupancy

Summary Percent

PM Property

Occupancy Trend

This report shows the leased status of your properties for the month. This report does not have drill-down or drill-up options.

This graphic shows the weighted average occupancy percent as of the specified date as well as the occupancy percent for the last month and the trend. This report does not have drilldown or drill-up options.

This graph shows the occupancy trend as a percent for the various square footage types over several months. This report does not have drill-down or drill-up options.

Replication and Security Sage SQL Gateway

Install Executive Dashboard

Executive Dashboard can be installed on any computer that can connect to the SQL

Server instance used by Sage SQL Gateway. Sage 300 Construction and

Real Estate does not have to be installed on the machines that have

Executive Dashboard.

Once you have completed a successful replication, follow these instructions to install and open the program.

When you verify that you can connect to the data warehouse, you can then notify the individuals in your organization who will use Executive Dashboard that it is ready for use.

TIP:

The separate document Install Sage Executive Dashboard is a form that you can fill out and distribute to Executive Dashboard users.

Double-click the

SageExecutiveDashboardSetup.exe

file, and follow the prompts to install the program.

When the installation is finished, open it by selecting

Start > All Programs >

Sage > Sage Executive Dashboard

In the login window, enter the SQL Server instance name and the warehouse name.

Select

Use my Windows credentials

if your Windows login information is set up with access to the data warehouse. If you do not select this check box, you will be prompted for credentials when you click

Log On

Sage SQL Gateway with Sage Executive Dashboard Replication and Security

What Happens During Replication?

The replication of your Sage 300 Construction and Real Estate data folders into the data warehouse follows the Extract-Transform-Load (ETL) process typical of many automated data migrations. Sage SQL Gateway extracts the data from Pervasive, transforms it (by merging data folders and tables), and then loads it into the data warehouse. In this example, three Sage 300 Construction and Real Estate company folders are replicated:

Industrial

Commercial

, and

Residential

Source Data

(Pervasive)

Staging Databases

(SQL Server)

Industrial

Data Warehouse

(SQL Server)

Commercial

Residential

Extract

Source data is extracted from Pervasive and pulled into SQL Server.

Transform

Staging data tables containing similar data are merged.

Load

The transformed data is written to the data warehouse.

With each nightly replication, the data warehouse is deleted and a new one created in its place. At any given time, the data warehouse contains a snapshot of your data as of the last successful replication.

If replication fails for any reason, the data warehouse is rolled back to the last successful replication. The date and time of the last successful replication is stored in the data warehouse, so can access this information when needed.

Replication and Security Sage SQL Gateway

Classic and Modern Views



Classic view results in table and field names that match the data as seen through a Timberline Data ODBC connection, such as when creating an

SAP Crystal Reports design. Classic views will be most familiar for those accustomed to designing Sage 300 Construction and Real Estate reports.

Classic views are stored in the

dbo

schema.

Modern view results in merged tables with adjusted names. Modern views are required if you plan to use Executive Dashboard—and future product enhancements will also require Modern views. These views are stored in the

Sage300

schema.

Database size

Custom features and views

As part of report development, your report designers will create scripts that add custom views and features to the data warehouse, storing them in this location on the Sage SQL Gateway server:

C:\ProgramData\SAGE\SageSQLGateway\CustomScripts

The replication process will run any scripts stored in this folder as the last step in replicating.

Sage SQL Gateway with Sage Executive Dashboard Replication and Security

Adding secure objects to the database

Work with your report designers to complete this sequence of steps. This process is explained fully in the Getting Started with Report Development document.

In SQL Server Management Studio:

Create a Custom

Schema

a new schema in order to store custom views in one easily accessible group.

Create Custom

Views

the underlying database query for each report that needs to be redesigned. From this query, a corresponding view is stored in the custom schema.

Enable Custom

Views as Features

Report viewers must be able to access the custom view. a stored procedure that grants the required access to a database role as a feature. The replication maintains the feature in replications and future upgrades.

In the Sage SQL Gateway Administration window:

Create or Modify

Custom Roles

Once custom views have been enabled as features, roles and assign the new features to them. Alternately, existing custom roles can be modified.

Assign Users to

Custom Roles

Report viewers are assigned to the roles so that they can access new features.

In the report design tool:

Base Reports on

Custom Views

The custom views are used as the basis for report designs to be developed in reporting tools such as SAP Crystal Reports. Report viewers who have access to the view can now view the reports.

Replication and Security Sage SQL Gateway

Replication and Security

Replicate the backup database

A note about Custom Descriptions

Replicate production data

Set Up Security in Sage SQL Gateway

What are Features?

Report viewers and designers

Plan roles to assign to report viewers

Add users and roles to Sage SQL Gateway

What is the SageReportDesigner Role?

Which features should I assign?

Install Executive Dashboard

What Happens During Replication?

Classic and Modern Views

Database size

Custom features and views

Adding secure objects to the database

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