Configuring the Data Sources

This step is not required if you are using Nectari Cloud.

Environments and Data Sources

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 hand corner, click on the to access the Administration section.
   

   

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

3. By default, there is already an environment called Production, which you can rename by double-clicking in the name box. Once changed, press the Enter key.
   

   

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

   

5. Complete the ERP Data Source configuration. See instructions for MS SQL Server below.

   Important

   If you are not using DataSync, the Custom Schema Name must be placed at the top of the list. If this is not done, the data model for the UDM configuration will generate an error.

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

ERP Data Source Fields for SQL Server	Description
Data Source Description	Sage 200 UK Data Source
Type	SQLSERVER
Server	Database server of the data warehouse where Sage 200 UK has been synchronized in the DataSync configuration.
Database Name	Name of the data warehouse where Sage 200 UK has been synchronized in the DataSync configuration (beware of the case sensitivity).
Nectari schema	Enter NEC_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.