Automated Continuous Sage 300 Data Replication to OneLake in Microsoft Fabric

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Sage 300 data into your OneLake instance in Microsoft Fabric, allowing you to consolidate all your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure OneLake as a Replication Destination

Using CData Sync, you can replicate Sage 300 data to OneLake. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection.
2. Click Destinations tab and locate the Azure OneLake connector.
3. Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the OneLake connector. For more information about installing new connectors, see Connections in the Help documentation.
4. After the connected is added, enter the following Basic connection properties under Settings to connect to OneLake:
   • Connection Name: Enter a connection name of your choice.
   • File Format: Select the file format that you want to use. Sync supports the CSV, PARQUET, and AVRO file formats.
   • URI: Enter the path of the file system and folder that contains your files (for example, onelake://Workspace/Test.LakeHouse/Files/CustomFolder).
   • Auth Scheme: To connect with an Azure Active Directory (AD) user account, select Azure AD for Auth Scheme. CData Sync provides an embedded OAuth application with which to connect so no additional properties are required.
   • Data Model: Specify the data format to use while parsing the selected file format documents and generating the database metadata.
   • If you are hosting CData Sync (locally or in your own cloud):
     • Use CData CallbackURL: Disable the toggle.
     • Callback URL: Enter the Callback URL.
   • If you are using CData Sync Cloud, leave the Use CData CallbackURL toggle enabled.
   
5. Navigate to the Advanced tab and scroll down to the Miscellaneous section.
6. In Include Files, enter the file format initially selected.
7. Select Create from Insert Mode dropdown. The other Insert Mode options are Overwrite and Batch.
8. Now, navigate back to Basic settings and click Connect to Azure OneLake.
9. Once connected, click Create & Test to save the connection.

You are now connected to OneLake and can use it as both a source and a destination.

NOTE: You can use the Label feature to add a label for a source or a destination.

In this article, we will demonstrate how to load Sage 300 data into OneLake and utilize it as a destination.

Configure the Sage 300 Connection

You can configure a connection to Sage 300 from the Connections tab. To add a connection to your Sage 300 account, navigate to the Connections tab.

1. Click Add Connection.
2. Select a source (Sage 300).
3. Configure the connection properties.
   
   

   Sage 300 requires some initial setup in order to communicate over the Sage 300 Web API.

   • Set up the security groups for the Sage 300 user. Give the Sage 300 user access to the option under Security Groups (per each module required).
   • Edit both web.config files in the /Online/Web and /Online/WebApi folders; change the key AllowWebApiAccessForAdmin to true. Restart the webAPI app-pool for the settings to take.
   • Once the user access is configured, click https://server/Sage300WebApi/ to ensure access to the web API.

   Authenticate to Sage 300 using Basic authentication.

   Connect Using Basic Authentication

   You must provide values for the following properties to successfully authenticate to Sage 300. Note that the provider reuses the session opened by Sage 300 using cookies. This means that your credentials are used only on the first request to open the session. After that, cookies returned from Sage 300 are used for authentication.

   • Url: Set this to the url of the server hosting Sage 300. Construct a URL for the Sage 300 Web API as follows: {protocol}://{host-application-path}/v{version}/{tenant}/ For example, http://localhost/Sage300WebApi/v1.0/-/.
   • User: Set this to the username of your account.
   • Password: Set this to the password of your account.
   
4. Click Connect to Sage 300 to ensure that the connection is configured properly.
5. Click Save & Test to save the changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Edit the Job

1. In the Advanced tab of the Job, click Edit Replicate Options and select the Insert Mode as Single File from the dropdown (If the Insert Mode is selected as "Create" in the OneLake connector.)
2. In "Batch" mode, you need to set the Insert Mode in Jobs to File Per Batch.
3. In "Overwrite" mode, both Single File and File Per Batch work.

Replicate Entire Tables

To replicate an entire table, navigate to the Task tab in the Job, click Add Tasks, choose the table(s) from the list of Sage 300 tables you wish to replicate into OneLake, and click Add Tasks again.

Customize Your Replication

Schedule Your Replication

Select the Overview tab in the Job, and click Configure under Schedule. You can schedule a job to run automatically by configuring it to run at specified intervals, ranging from once every 10 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Sage 300 data to OneLake.

Run the Replication Job

Once all the required configurations are made for the job, select the Sage 300 table you wish to replicate and click Run. After the replication completes successfully, a notification appears, showing the time taken to run the job and the number of rows replicated.

Free Trial & More Information

Now that you have seen how to replicate Sage 300 data into OneLake, visit our CData Sync page to explore more about CData Sync and download a free 30-day trial. Start consolidating your enterprise data today!

As always, our world-class Support Team is ready to answer any questions you may have.