このセクションでは、DSN 設定の編集方法と、Sage 300 API への認証および接続について説明します。

DSN 設定

Microsoft ODBC データソースアドミニストレーターを使ってDSN 設定を編集できます。インストールプロセスではコネクタのインストール で説明のとおり、ユーザーDSN とシステムDSN の両方が作成されることに注意してください。

Note： 本製品 は、接続情報をWindows レジストリに保存します。本製品 がレジストリに書き込めるようにするには、Power BI を管理者として実行するか、接続にシステムDSN ではなくユーザーDSN を使用します。

ユーザーDSN

DSN 設定を編集するには、次の手順を実行してください。

1. スタート -> 検索 を選択し、検索ボックスにODBC データソース と入力します。
2. Power BI Desktop インストールのビット数（32-bit または64-bit）に対応するODBC アドミニストレーターのバージョンを選択してください。
3. システムデータソースを選択して構成をクリックします。
4. 接続タブの情報を編集してOK をクリックします。

システムDSN

システムDSN をユーザーDSN と同じ方法で設定します。ただし、ステップ3を実行する前に、システムDSN タブに切り替える必要があります。

Before Authenticating

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.

Creating a User

Skip this step if you have already created a new user or you would like to use an existing account.

• Open the Sage300 Desktop Application which is included in the installation of Sage300. Log in with the ADMIN account.
• Go to Administrative Services -> Users
• Fill in the required information and click Add

Setting up the Security Group

• Open the Sage300 Desktop Application which is included in the installation of Sage300. Log in with the ADMIN account.
• Go to Administrative Services -> Security Groups
• In the Application you will find all the modules of Sage300. The Group ID represents the security group you want to modify. Below you will find a list of permissions that you can check.
• (Optional)Create a new Security Group fill the Group ID, Group Description and check any of the permissions including the Sage 300 Web API permission. Lastly click Add(per each application required)
• Or select an existing Security Group you are going to assign to the User under Group ID and check the Sage 300 Web API permission in the end of permissions(per each application required).

Assigning a Security Group

• Open the Sage300 Desktop Application which is included in the installation of Sage300. Log in with the ADMIN account.
• Go to Administrative Services -> User Authorization
• Under User ID select your new/existing User
• Now for each Application assign the Group ID which you created/modified
• Once the user access is done, ensure that they have access to the web API. Replace 'server' with your Sage300 instance URL.

Connecting to Sage 300

The CData Power BI Connector for Sage 300 communicates to Sage 300 over the OData API. You can authenticate to Sage 300 using Basic authentication.

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.

• Url: Set this to the url of the server hosting Sage 300. 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/-/.
• User: Set this to the username of your account.
• Password: Set this to the password of your account.