The CData Sync App provides a straightforward way to continuously pipeline your Sage 300 data to any database, data lake, or data warehouse, making it easily available for Analytics, Reporting, AI, and Machine Learning.
The Sage 300 connector can be used from the CData Sync application to pull data from Sage 300 and move it to any of the supported destinations.
Create a connection to Sage 300 by navigating to the Connections page in the Sync App application and selecting the corresponding icon in the Add Connections panel. If the Sage 300 icon is not available, click the Add More icon to download and install the Sage 300 connector from the CData site.
Required properties are listed under the Settings tab. The Advanced tab lists connection properties that are not typically required.
Sage 300 requires some initial setup in order to communicate over the Sage 300 Web API. The logged in user must have API access to one or all modules of the Sage300 instance. In Sage300 a user is assigned a security group. A security group is a set of permissions for each module. It is recommended that you use a different user other than the ADMIN user to access the API. The ADMIN user has a couple of extra steps in order to gain access to the API. Follow the steps below in order to obtain access to the API.
Skip this step if you have already created a new user or you would like to use an existing account.
The CData Sync App communicates to Sage 300 over the OData API. You can authenticate to Sage 300 using Basic authentication.
You must provide values for the following properties to successfully authenticate to Sage 300. Note that the provider will reuse the session opened by Sage 300 using cookies.
This means that your credentials will be used only on the first request to open the session. After that, cookies returned from Sage 300 will be used for authentication.
You can use the following properties to gain more control over the data returned from Sage 300:
This section details a selection of advanced features of the Sage 300 Sync App.
The Sync App allows you to define virtual tables, called user defined views, whose contents are decided by a pre-configured query. These views are useful when you cannot directly control queries being issued to the drivers. See User Defined Views for an overview of creating and configuring custom views.
Use SSL Configuration to adjust how Sync App handles TLS/SSL certificate negotiations. You can choose from various certificate formats; see the SSLServerCert property under "Connection String Options" for more information.
Configure the Sync App for compliance with Firewall and Proxy, including Windows proxies and HTTP proxies. You can also set up tunnel connections.
The Sync App offloads as much of the SELECT statement processing as possible to Sage 300 and then processes the rest of the query in memory (client-side).
See Query Processing for more information.
See Logging for an overview of configuration settings that can be used to refine CData logging. For basic logging, you only need to set two connection properties, but there are numerous features that support more refined logging, where you can select subsets of information to be logged using the LogModules connection property.
By default, the Sync App attempts to negotiate SSL/TLS by checking the server's certificate against the system's trusted certificate store.
To specify another certificate, see the SSLServerCert property for the available formats to do so.
To connect through the Windows system proxy, you do not need to set any additional connection properties. To connect to other proxies, set ProxyAutoDetect to false.
In addition, to authenticate to an HTTP proxy, set ProxyAuthScheme, ProxyUser, and ProxyPassword, in addition to ProxyServer and ProxyPort.
Set the following properties:
The CData Sync App models Sage 300 objects as relational tables and views. A Sage 300 object has relationships to other objects; in the tables, these relationships are expressed through foreign keys.
Tables are retrieved dynamically from the authenticated Sage 300 account.
Read-only views are retrieved dynamically from the authenticated Sage 300 account.
Stored Procedures are function-like interfaces to Sage 300. Stored procedures allow you to execute operations to Sage 300.
SELECT statements for the main tables are mostly supported server-side. For example:
SELECT * FROM APInvoiceBatches WHERE BatchDate='2019-01-09 01:00:00.0'will be run server-side.
Note: When executing SELECT statements on child tables, everything is processed client side.
The connection string properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection string for this provider. Click the links for further details.
For more information on establishing a connection, see Establishing a Connection.
| Property | Description |
| URL | Set the URL to the HTTP or HTTPS endpoint of your Sage 300 system. For example, http://localhost/Sage300WebApi/v1.0/-/. |
| User | The Sage 300 user account used to authenticate. |
| Password | The password used to authenticate the user. |
| Property | Description |
| Company | Determines the company. |
| Modules | Comma separated list of modules. |
| Property | Description |
| SSLServerCert | The certificate to be accepted from the server when connecting using TLS/SSL. |
| Property | Description |
| FirewallType | The protocol used by a proxy-based firewall. |
| FirewallServer | The name or IP address of a proxy-based firewall. |
| FirewallPort | The TCP port for a proxy-based firewall. |
| FirewallUser | The user name to use to authenticate with a proxy-based firewall. |
| FirewallPassword | A password used to authenticate to a proxy-based firewall. |
| Property | Description |
| ProxyAutoDetect | This indicates whether to use the system proxy settings or not. This takes precedence over other proxy settings, so you'll need to set ProxyAutoDetect to FALSE in order use custom proxy settings. |
| ProxyServer | The hostname or IP address of a proxy to route HTTP traffic through. |
| ProxyPort | The TCP port the ProxyServer proxy is running on. |
| ProxyAuthScheme | The authentication type to use to authenticate to the ProxyServer proxy. |
| ProxyUser | A user name to be used to authenticate to the ProxyServer proxy. |
| ProxyPassword | A password to be used to authenticate to the ProxyServer proxy. |
| ProxySSLType | The SSL type to use when connecting to the ProxyServer proxy. |
| ProxyExceptions | A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the ProxyServer . |
| Property | Description |
| LogModules | Core modules to be included in the log file. |
| Property | Description |
| Location | A path to the directory that contains the schema files defining tables, views, and stored procedures. |
| BrowsableSchemas | This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC. |
| Tables | This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC. |
| Views | Restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC. |
| Property | Description |
| IncludeCustomFields | Determines if Custom Fields should be included as table columns or not. |
| MaxRows | Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time. |
| Other | These hidden properties are used only in specific use cases. |
| PseudoColumns | This property indicates whether or not to include pseudo columns as columns to the table. |
| RowScanDepth | The maximum number of rows to scan to look for the columns available in a table. |
| Timeout | The value in seconds until the timeout error is thrown, canceling the operation. |
| UserDefinedViews | A filepath pointing to the JSON configuration file containing your custom views. |
This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.
| Property | Description |
| URL | Set the URL to the HTTP or HTTPS endpoint of your Sage 300 system. For example, http://localhost/Sage300WebApi/v1.0/-/. |
| User | The Sage 300 user account used to authenticate. |
| Password | The password used to authenticate the user. |
Set the URL to the HTTP or HTTPS endpoint of your Sage 300 system. For example, http://localhost/Sage300WebApi/v1.0/-/.
Set the URL to the HTTP or HTTPS endpoint of your Sage 300 system.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/-/.
The Sage 300 user account used to authenticate.
Together with Password, this field is used to authenticate against the Sage 300 server.
The password used to authenticate the user.
The User and Password are together used to authenticate with the server.
Determines the company.
Specify the company you wish to get data from. If not specified, the first company found on /Companies endpoint will be choosen.
Comma separated list of modules.
Comma separated list of modules. (Use this connection property to have access only on the desired modules. This will improve performance of the metadata retrieved.) Options: AP(Account Payable), AR(Account Receivable), BK(Banks), CS(Common Services), GL(General Ledger), IC(Inventory Control), OE(Order Entry), PO(Purchase Orders), TX(TaxTracking)
This section provides a complete list of the SSL properties you can configure in the connection string for this provider.
| Property | Description |
| SSLServerCert | The certificate to be accepted from the server when connecting using TLS/SSL. |
The certificate to be accepted from the server when connecting using TLS/SSL.
If using a TLS/SSL connection, this property can be used to specify the TLS/SSL certificate to be accepted from the server. Any other certificate that is not trusted by the machine is rejected.
This property can take the following forms:
| Description | Example |
| A full PEM Certificate (example shortened for brevity) | -----BEGIN CERTIFICATE----- MIIChTCCAe4CAQAwDQYJKoZIhv......Qw== -----END CERTIFICATE----- |
| A path to a local file containing the certificate | C:\cert.cer |
| The public key (example shortened for brevity) | -----BEGIN RSA PUBLIC KEY----- MIGfMA0GCSq......AQAB -----END RSA PUBLIC KEY----- |
| The MD5 Thumbprint (hex values can also be either space or colon separated) | ecadbdda5a1529c58a1e9e09828d70e4 |
| The SHA1 Thumbprint (hex values can also be either space or colon separated) | 34a929226ae0819f2ec14b4a3d904f801cbb150d |
If not specified, any certificate trusted by the machine is accepted.
Use '*' to signify to accept all certificates. Note that this is not recommended due to security concerns.
This section provides a complete list of the Firewall properties you can configure in the connection string for this provider.
| Property | Description |
| FirewallType | The protocol used by a proxy-based firewall. |
| FirewallServer | The name or IP address of a proxy-based firewall. |
| FirewallPort | The TCP port for a proxy-based firewall. |
| FirewallUser | The user name to use to authenticate with a proxy-based firewall. |
| FirewallPassword | A password used to authenticate to a proxy-based firewall. |
The protocol used by a proxy-based firewall.
This property specifies the protocol that the Sync App will use to tunnel traffic through the FirewallServer proxy. Note that by default, the Sync App connects to the system proxy; to disable this behavior and connect to one of the following proxy types, set ProxyAutoDetect to false.
| Type | Default Port | Description |
| TUNNEL | 80 | When this is set, the Sync App opens a connection to Sage 300 and traffic flows back and forth through the proxy. |
| SOCKS4 | 1080 | When this is set, the Sync App sends data through the SOCKS 4 proxy specified by FirewallServer and FirewallPort and passes the FirewallUser value to the proxy, which determines if the connection request should be granted. |
| SOCKS5 | 1080 | When this is set, the Sync App sends data through the SOCKS 5 proxy specified by FirewallServer and FirewallPort. If your proxy requires authentication, set FirewallUser and FirewallPassword to credentials the proxy recognizes. |
To connect to HTTP proxies, use ProxyServer and ProxyPort. To authenticate to HTTP proxies, use ProxyAuthScheme, ProxyUser, and ProxyPassword.
The name or IP address of a proxy-based firewall.
This property specifies the IP address, DNS name, or host name of a proxy allowing traversal of a firewall. The protocol is specified by FirewallType: Use FirewallServer with this property to connect through SOCKS or do tunneling. Use ProxyServer to connect to an HTTP proxy.
Note that the Sync App uses the system proxy by default. To use a different proxy, set ProxyAutoDetect to false.
The TCP port for a proxy-based firewall.
This specifies the TCP port for a proxy allowing traversal of a firewall. Use FirewallServer to specify the name or IP address. Specify the protocol with FirewallType.
The user name to use to authenticate with a proxy-based firewall.
The FirewallUser and FirewallPassword properties are used to authenticate against the proxy specified in FirewallServer and FirewallPort, following the authentication method specified in FirewallType.
A password used to authenticate to a proxy-based firewall.
This property is passed to the proxy specified by FirewallServer and FirewallPort, following the authentication method specified by FirewallType.
This section provides a complete list of the Proxy properties you can configure in the connection string for this provider.
| Property | Description |
| ProxyAutoDetect | This indicates whether to use the system proxy settings or not. This takes precedence over other proxy settings, so you'll need to set ProxyAutoDetect to FALSE in order use custom proxy settings. |
| ProxyServer | The hostname or IP address of a proxy to route HTTP traffic through. |
| ProxyPort | The TCP port the ProxyServer proxy is running on. |
| ProxyAuthScheme | The authentication type to use to authenticate to the ProxyServer proxy. |
| ProxyUser | A user name to be used to authenticate to the ProxyServer proxy. |
| ProxyPassword | A password to be used to authenticate to the ProxyServer proxy. |
| ProxySSLType | The SSL type to use when connecting to the ProxyServer proxy. |
| ProxyExceptions | A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the ProxyServer . |
This indicates whether to use the system proxy settings or not. This takes precedence over other proxy settings, so you'll need to set ProxyAutoDetect to FALSE in order use custom proxy settings.
This takes precedence over other proxy settings, so you'll need to set ProxyAutoDetect to FALSE in order use custom proxy settings.
To connect to an HTTP proxy, see ProxyServer. For other proxies, such as SOCKS or tunneling, see FirewallType.
The hostname or IP address of a proxy to route HTTP traffic through.
The hostname or IP address of a proxy to route HTTP traffic through. The Sync App can use the HTTP, Windows (NTLM), or Kerberos authentication types to authenticate to an HTTP proxy.
If you need to connect through a SOCKS proxy or tunnel the connection, see FirewallType.
By default, the Sync App uses the system proxy. If you need to use another proxy, set ProxyAutoDetect to false.
The TCP port the ProxyServer proxy is running on.
The port the HTTP proxy is running on that you want to redirect HTTP traffic through. Specify the HTTP proxy in ProxyServer. For other proxy types, see FirewallType.
The authentication type to use to authenticate to the ProxyServer proxy.
This value specifies the authentication type to use to authenticate to the HTTP proxy specified by ProxyServer and ProxyPort.
Note that the Sync App will use the system proxy settings by default, without further configuration needed; if you want to connect to another proxy, you will need to set ProxyAutoDetect to false, in addition to ProxyServer and ProxyPort. To authenticate, set ProxyAuthScheme and set ProxyUser and ProxyPassword, if needed.
The authentication type can be one of the following:
If you need to use another authentication type, such as SOCKS 5 authentication, see FirewallType.
A user name to be used to authenticate to the ProxyServer proxy.
The ProxyUser and ProxyPassword options are used to connect and authenticate against the HTTP proxy specified in ProxyServer.
You can select one of the available authentication types in ProxyAuthScheme. If you are using HTTP authentication, set this to the user name of a user recognized by the HTTP proxy. If you are using Windows or Kerberos authentication, set this property to a user name in one of the following formats:
user@domain domain\user
A password to be used to authenticate to the ProxyServer proxy.
This property is used to authenticate to an HTTP proxy server that supports NTLM (Windows), Kerberos, or HTTP authentication. To specify the HTTP proxy, you can set ProxyServer and ProxyPort. To specify the authentication type, set ProxyAuthScheme.
If you are using HTTP authentication, additionally set ProxyUser and ProxyPassword to HTTP proxy.
If you are using NTLM authentication, set ProxyUser and ProxyPassword to your Windows password. You may also need these to complete Kerberos authentication.
For SOCKS 5 authentication or tunneling, see FirewallType.
By default, the Sync App uses the system proxy. If you want to connect to another proxy, set ProxyAutoDetect to false.
The SSL type to use when connecting to the ProxyServer proxy.
This property determines when to use SSL for the connection to an HTTP proxy specified by ProxyServer. This value can be AUTO, ALWAYS, NEVER, or TUNNEL. The applicable values are the following:
| AUTO | Default setting. If the URL is an HTTPS URL, the Sync App will use the TUNNEL option. If the URL is an HTTP URL, the component will use the NEVER option. |
| ALWAYS | The connection is always SSL enabled. |
| NEVER | The connection is not SSL enabled. |
| TUNNEL | The connection is through a tunneling proxy. The proxy server opens a connection to the remote host and traffic flows back and forth through the proxy. |
A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the ProxyServer .
The ProxyServer is used for all addresses, except for addresses defined in this property. Use semicolons to separate entries.
Note that the Sync App uses the system proxy settings by default, without further configuration needed; if you want to explicitly configure proxy exceptions for this connection, you need to set ProxyAutoDetect = false, and configure ProxyServer and ProxyPort. To authenticate, set ProxyAuthScheme and set ProxyUser and ProxyPassword, if needed.
This section provides a complete list of the Logging properties you can configure in the connection string for this provider.
| Property | Description |
| LogModules | Core modules to be included in the log file. |
Core modules to be included in the log file.
Only the modules specified (separated by ';') will be included in the log file. By default all modules are included.
See the Logging page for an overview.
This section provides a complete list of the Schema properties you can configure in the connection string for this provider.
| Property | Description |
| Location | A path to the directory that contains the schema files defining tables, views, and stored procedures. |
| BrowsableSchemas | This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC. |
| Tables | This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC. |
| Views | Restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC. |
A path to the directory that contains the schema files defining tables, views, and stored procedures.
The path to a directory which contains the schema files for the Sync App (.rsd files for tables and views, .rsb files for stored procedures). The folder location can be a relative path from the location of the executable. The Location property is only needed if you want to customize definitions (for example, change a column name, ignore a column, and so on) or extend the data model with new tables, views, or stored procedures.
If left unspecified, the default location is "%APPDATA%\\CData\\Sage300 Data Provider\\Schema" with %APPDATA% being set to the user's configuration directory:
This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.
Listing the schemas from databases can be expensive. Providing a list of schemas in the connection string improves the performance.
This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC.
Listing the tables from some databases can be expensive. Providing a list of tables in the connection string improves the performance of the Sync App.
This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.
Specify the tables you want in a comma-separated list. Each table should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.
Note that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.
Restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC.
Listing the views from some databases can be expensive. Providing a list of views in the connection string improves the performance of the Sync App.
This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.
Specify the views you want in a comma-separated list. Each view should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.
Note that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.
This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.
| Property | Description |
| IncludeCustomFields | Determines if Custom Fields should be included as table columns or not. |
| MaxRows | Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time. |
| Other | These hidden properties are used only in specific use cases. |
| PseudoColumns | This property indicates whether or not to include pseudo columns as columns to the table. |
| RowScanDepth | The maximum number of rows to scan to look for the columns available in a table. |
| Timeout | The value in seconds until the timeout error is thrown, canceling the operation. |
| UserDefinedViews | A filepath pointing to the JSON configuration file containing your custom views. |
Determines if Custom Fields should be included as table columns or not.
To retrieve their values you can set IncludeCustomFields=true as a connection property. Doing so will list the custom fields created as table columns.
Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time.
Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time.
These hidden properties are used only in specific use cases.
The properties listed below are available for specific use cases. Normal driver use cases and functionality should not require these properties.
Specify multiple properties in a semicolon-separated list.
| DefaultColumnSize | Sets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000. |
| ConvertDateTimeToGMT | Determines whether to convert date-time values to GMT, instead of the local time of the machine. |
| RecordToFile=filename | Records the underlying socket data transfer to the specified file. |
This property indicates whether or not to include pseudo columns as columns to the table.
This setting is particularly helpful in Entity Framework, which does not allow you to set a value for a pseudo column unless it is a table column. The value of this connection setting is of the format "Table1=Column1, Table1=Column2, Table2=Column3". You can use the "*" character to include all tables and all columns; for example, "*=*".
The maximum number of rows to scan to look for the columns available in a table.
The columns in a table must be determined by scanning table rows. This value determines the maximum number of rows that will be scanned.
Setting a high value may decrease performance. Setting a low value may prevent the data type from being determined properly, especially when there is null data.
The value in seconds until the timeout error is thrown, canceling the operation.
If Timeout = 0, operations do not time out. The operations run until they complete successfully or until they encounter an error condition.
If Timeout expires and the operation is not yet complete, the Sync App throws an exception.
A filepath pointing to the JSON configuration file containing your custom views.
User Defined Views are defined in a JSON-formatted configuration file called UserDefinedViews.json. The Sync App automatically detects the views specified in this file.
You can also have multiple view definitions and control them using the UserDefinedViews connection property. When you use this property, only the specified views are seen by the Sync App.
This User Defined View configuration file is formatted as follows:
For example:
{
"MyView": {
"query": "SELECT * FROM OEInvoices WHERE MyColumn = 'value'"
},
"MyView2": {
"query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
}
}
Use the UserDefinedViews connection property to specify the location of your JSON configuration file. For example:
"UserDefinedViews", "C:\\Users\\yourusername\\Desktop\\tmp\\UserDefinedViews.json"