32 vs 64 bit Versions
In the process below, you may use the Sage 100 set up with 32 or 64 bit version. When downloading DataSelf ETL+, use the 32 or 64 bit version accordingly.
Sage 100 User
Have a Sage 100 user ready that will have ODBC reading rights to the appropriate modules.
Ask your Sage 100 technician to install a workstation setup on the server where the ETL will be installed. And then test that the user that will be used to run the ETL can use this ODBC DSN.
- Run a Workstation Setup
- Log onto the server with the DataSelfServices Windows user, and make sure you can log onto Sage 100 using the Sage 100 user that will be used for the ODBC.
- (Or if the Sage 100 user only has ODBC reading rights, but does not have rights to open the Sage 100 workstation, test the SOTAMAS ODBC DSN using that user.)
- Note: Both the Windows login user that will be used to install and set up the ETL, as well as the user who will authorize the automatic refresh jobs need to have network rights that allow those users to read from the SOTAMAS DSN.
ODBC DSN Setup
Open the ODBC DSN utility (be sure to use the correct 32 or 64 bit version).
Create a SYSTEM DSN that duplicates the user DSN SOTAMAS. Name it DS_Sage100. Add company ID and login credentials to the Login tab.
Test that this DSN works with the above-mentioned Windows users.