Query, Visualize, and Share live Sage 200 Data in Redash

Redash is a collaboration tool that lets you query, visualize, and share your data. When paired with CData Connect Cloud, Redash gets access to live Sage 200 data. This article demonstrates how to connect to Sage 200 using Connect Cloud and work with live Sage 200 data in Redash.

CData Connect Cloud provides a pure SQL Server interface for Sage 200, allowing you to query data from Sage 200 without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Sage 200, leveraging server-side processing to return the requested Sage 200 data quickly.

Configure Sage 200 Connectivity for Redash

Connectivity to Sage 200 from Redash is made possible through CData Connect Cloud. To work with Sage 200 data in Redash, we start by creating and configuring a Sage 200 connection.

1. Log into Connect Cloud, click Sources, and then click Add Connection

2. Select "Sage 200" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Sage 200.
   • Schema: Determines which Sage 200 edition you are connecting to. Specify either StandardUK or ProfessionalUK.
   • Subscription Key: Provides access to the APIs that are used to establish a connection. You will first need to log into the Sage 200 API website and subscribe to the API edition that matches your account. You can do so here: https://developer.columbus.sage.com/docs/services/api/uk. Afterwards, the subscription key may be found in your profile after logging into Sage 200.
   
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Sage 200 Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Sage 200 data from Redash.

Connect to Sage 200 from Redash using Connect Cloud

To establish a connection from Redash to CData Connect Cloud using the Virtual SQL Server, follow these steps:

1. Log into Redash.
2. Click the settings widget on the top right.
3. Click New Data Source.
4. Select Microsoft SQL Server as the Data Source Type.
5. On the configuration tab, set the following properties:
   • Database Name: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, Salesforce1).
   • Server: enter the virtual SQL Server host name (tds.cdata.com)
   • User: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
   • Password: enter the PAT you generated on the Settings page.
   • Port: enter 14333
   
6. Click Create.
7. Click Test Connection to ensure that the connection is configured properly.

You can now work with live Sage 200 data in Redash.

Get CData Connect Cloud

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