Installation Checklist

Connecting to Acumatica MS SQL Server Database

DataSelf has been working and optimizing the Acumatica MS SQL Server data extraction since 2018:

  • If you haven’t installed ETL+ yet: ETL+ Deployment Instructions.

  • Login to ETL+ (help here).

  • On the ETL main page, right-click Acumatica on the left panel → Properties.

  • If an OData page pops up, click the Change Data Source wrench icon → MS SQL Server.

  • On the Microsoft SQL Server page:

    • The Alias box will be automatically populated, but you can customize it.

    • Server name: the MS SQL Server instance name or IP address.

    • Authentication: select the correct one and its credentials if applicable. Read-only rights required.

    • Database name: The name of the SQL database from your source system.

      • Click the Refresh icon on the right to load the list of database names.

      • Use the dropdown list and select the correct one.

    • Click Connect.

  • You’ll get back to the ETL page and see tables under the Acumatica source on the left panel.

Testing a Table Load

Right-click a table on ETL main page’s center panel → Load Now.

  • Failure? It’s likely that the prior step wasn’t properly configured. Go back and review it.

  • Click the Log icon (top right) to view data load results. Log page help here.

Schedule the Data Load

  • On the ETL main page, click Refresh Batch (top right icon on the center panel).

  • The Refresh Batch page (help here) usually comes pre-configured to your source system(s).

    • Overview this page’s configuration. On the right panel, feel free to uncheck tables and Tableau extracts that don’t apply to your reporting needs.

  • Optional: Run a Refresh Batch now: click the Refresh Batch Now (play icon) on the left panel.

  • To schedule the data load:

    • Click WTS Settings -> enter the WTS parameters → Apply.

    • This step might require you to run ETL+ app as “Run as administrator” in Windows.

  • Click Close -> Close.

Level 1 Testing

The Level 1 Testing checks if the data extraction process finished successfully and the overall row count per extracted table matches with Acumatica’s replicated table row counts.

Steps

The following Test 1 steps assume ETL+ has already loaded your data manually or scheduled:

Troubleshooting

  • Failed to load tables:

    • Most common: Check that the user assigned to DataSelf has OData rights to that particular data set.

    • Click Back from the Log page, on the ETL main page, select the failing table on the center panel, check that its SQL Statement on the right panel has correct information.

  • Tables with row count different than in Acumatica:

    • It might be just that many new records have been populated in Acumatica since the DataSelf data load. Reload the data. Click Back from the Log page, on the ETL main page, select the table with incorrect row cound on the center panel, right-click the table on the center panel again -> Load Now. This might take a while if the table has a large data set.

    • The Acumatica user assigned to ETL+ might have access to limited data sets, such as only data from one Branch. Check the user’s security credentials.

In most cased, the out of the box DataSelf solution is all set once the above is completed.