Version 25.3.9414

• Prerequisites
  • Step 1: Create a User Account
  • Step2: Set up the Security Group
  • Step 3: Assign a Security Group
• Sage 300 コネクタを追加
• Sage 300 への認証
• Complete Your Connection
• 詳細情報

CData Sync アプリケーションからSage 300 コネクタを使用して、Sage 300 からデータを取得してサポートされている任意の同期先に移動できます。これを行うには、コネクタを追加し、コネクタへの認証を行い、接続を完了する必要があります。

Prerequisites

Before you can use the Sage 300 web API, some initial configuration is required. The authenticated user must have API access to one or more modules within the Sage 300 environment. In Sage 300, each user is assigned to a security group, which defines their permissions for individual modules. As a best practice, you should use a dedicated user account (rather than the default ADMIN account) for API access. Using the ADMIN account involves additional configuration steps. Follow the instructions in the next sections to create a dedicated user and enable API access.

Step 1: Create a User Account

Note: Skip the following steps if you have already created a new user or if you want to use an existing account.

1. Open the Sage 300 application, which is included in the Sage 300 installation. Log in with the ADMIN account.

2. Select Administrative Services > Users. Enter the required information and click Add.

Step2: Set up the Security Group

1. Open the Sage 300 application, which is included in the Sage 300 installation. Log in with the ADMIN account.

2. Select Administrative Services > Security Groups.

   The application contains all of the Sage 300 application. The group identifier (Id) represents the security group that you want to modify.

3. Create a new security group by filling out the Group ID and Group Description fields.

4. Select any permissions you want for the group, including the Sage 300 web API permission.

5. Click Add for each application that is required.

You can also select an existing security group (under Group ID) that you want to assign to the user. Make sure to select the Sage 300 web API permission for each application that is required.

Step 3: Assign a Security Group

After you create a security group, you can assign it to a user, as follows:

1. Open the Sage 300 application, which is included in the Sage 300 installation. Log in with the ADMIN account.

2. Select Administrative Services > User Authorization.

3. Under User ID, select your new or existing user.

4. For each application, assign the group ID that you created or modified.

After you complete these steps, ensure that the user account can access the web API by entering the URL for your Sage 300 instance in the URL text box in the “Authenticate to Sage 300” section below.

Sage 300 コネクタを追加

Sync でSage 300 のデータを使用できるようにするには、まず以下の手順でコネクタを追加する必要があります。

1. Sync のダッシュボードから接続ページを開きます。

2. 接続を追加をクリックしてコネクタを選択ページを開きます。

3. データソースタブをクリックしてSage 300 行に移動します。

4. 行末にある接続を設定アイコンをクリックして、新しい接続ページを開きます。接続を設定アイコンが利用できない場合は、コネクタをダウンロードアイコンをクリックしてSage 300 コネクタをインストールします。新規コネクタのインストールについて詳しくは、接続を参照してください。

Sage 300 への認証

コネクタを追加したら、必須プロパティを設定する必要があります。

• Connection Name - Enter a connection name of your choice.

• URL - Enter the URL for the server that hosts your instance of Sage 300 (for example, http://localhost/Sage300WebApi/v1.0/-/).

• User - Enter the username that you use to authenticate to your Sage 300 account.

• Password - Enter the password that you use to authenticate to your Sage 300 account.

Complete Your Connection

To complete your connection:

1. For Company, enter the name of the company from which you want to retrieve data.

2. 高度な設定タブで接続の高度な設定を定義します。（ただし、ほとんどの場合これらの設定は必要ありません。）

3. 作成およびテストをクリックして接続を作成します。

詳細情報

CData Sync とSage 300 の連携について、詳しくはSage 300 Connector for CData Sync を参照してください。