Green Belt: I) Deployment for Sage 100

DataSelf Support

Bookmark this page on your web browser.

Click here to learn about the DataSelf Analytics Architecture.

Please contact us if you need assistance deploying DataSelf: support@dataself.com, +1 888-910-9802 x2.

Ordering DataSelf Analytics

Click here to learn about DataSelf Analytics Editions and pricing (DataSelf website → Pricing tab).

Assisted ordering: Contact your DataSelf sales rep: +1 888-910-9802 x1, or email sales@dataself.com.

Self-service ordering: Visit https://www.dataself.com/pricing/ and click Order Now for the desired edition.

VAR NFR: Skip the credit card information by entering NFR in the Deployment Code box.

Once your DataSelf order has been completed, you’ll receive a DataSelf email with instructions within 1 business day. Contact support@dataself.com if you don’t receive it.

On-Premises Deployment for Sage 100

For data extraction purposes, DataSelf ETL+ must be installed on a Windows computer on the same network where Sage 100 is. Follow the steps below on that Windows computer:

1. ETL+ system requirements: DataSelf ETL+ Minimum System Requirements

2. Preparation to connect to your Sage 100 database:

   • Providex: Sage 100 Providex ODBC DSN Setup - Summarized

   • MS SQL Server: have SQL credentials with reading rights from your Sage 100 database.

3. Deploy ETL+: Instructions here.

DataSelf Analytics Web Portal (Tableau OEM)

DataSelf cloud services will complete the cloud portion deployment once you have completed the steps above. Shortly, you’ll receive a DataSelf email with your DataSelf Analytics Web Portal credentials.

• Visit the following portal and enter the credentials from the “Accessing DataSelf Analytics” email:

  • For production and free trials: https://dataselfbi.com

  • NFR for VARs: https://bi1.dataself.com

• If prompted, select the site associated to your portal: usually the client’s name or its ETL+ entity.

• Click Explore (left panel) → client entity on the center panel -> DataSelf Analytics vYYMM -> Home.

  • Explore the different reports by clicking the buttons on the home page, or via the tabs.

  • Popular tabs: Sales Performance, YoY, Slicer, AR High-Risk Debt Customers, GL Financials.

Mission accomplished!

You’ll learn how to customize reports and dashboards in the Green Belt Part II.