This section describes how to edit the DSN configuration and then authenticate and connect to Sage X3 Cloud APIs.

DSN Configuration

You can use the Microsoft ODBC Data Source Administrator to edit the DSN configuration. Note that the installation process creates a both a user DSN and a system DSN, as described in Installing the Connector.

Note: The connector stores connection information in the Windows registry. To ensure that the connector can write to the registry, either run Power BI as an administrator or use a User DSN for your connection instead of a System DSN.

User DSN

Complete the following steps to edit the DSN configuration:

1. Select Start > Search, and enter ODBC Data Sources in the Search box.
2. Choose the version of the ODBC Administrator that corresponds to the bitness of your Power BI Desktop installation (32-bit or 64-bit).
3. Select the system data source and click Configure.
4. Edit the information on the Connection tab and click OK.

System DSN

Configure the system DSN the same way as the user DSN, except you will need to switch to the System DSN tab before performing Step 3.

If you're using Power BI's On-Premises Data Gateway with Standard mode, you must use the system DSN.

You must also specify a valid location for OAuthSettingsLocation (a path where OAuth credentials are locally stored to avoid repeated OAuth prompts).

This is because the Standard mode runs on service mode and can only access permitted locations, such as C:\Windows\ServiceProfiles\PBIEgwService\AppData\Local\Microsoft\On-premises data gateway.

Authenticating to Sage X3 Cloud

Sage X3 Cloud uses OAuth 2.0 Client Credentials flow for authentication. An X-API-Key is also required for API access. Set AuthScheme to OAuth.

Setting Up Authentication

To authenticate, specify these connection properties:

• OAuthAccessTokenUrl: The OAuth token endpoint (for example, https://your-auth-domain/oauth/token).
• OAuthClientId: Your OAuth application client ID.
• OAuthClientSecret: Your OAuth application client secret.
• Audience: The API audience value for the token request.
• XAPIKey: The X-API-Key provided by your Sage X3 Cloud administrator.
• URL: The base URL of your Sage X3 Cloud instance.
• Folder: The Sage X3 folder name (for example, SEED). This folder is used as the default schema.
• Folders: An optional comma-separated list of Sage X3 folders (for example, SEED,PERF). Each folder is exposed as a separate schema, allowing you to query tables across multiple folders using the Schema.Table syntax. When this property is not set, only the folder specified in Folder is available.

The connector automatically obtains an access token using the Client Credentials flow and includes it with the X-API-Key in all API requests. Set InitiateOAuth to GETANDREFRESH (the default) to have the connector handle token acquisition and refresh automatically.