Analyze Sage 200 Data in Infragistics Reveal

Reveal, an offering from Infragistics, serves as a data visualization tool that seamlessly integrates with CData Connect Cloud. Together, they empower users to deliver dynamic dashboards using real-time data from a diverse range of data sources, including Sage 200 data. In this article, we will guide you through the process of connecting to Sage 200 via Connect Cloud and subsequently linking Connect Cloud with Infragistics Reveal to construct a straightforward dashboard.

Connect to Sage 200 from Infragistics Reveal

To work with live Sage 200 data in Infragistics Reveal, we need to connect to Sage 200 from Connect Cloud, provide user access to the connection, and create OData endpoints for the Sage 200 data.

(Optional) Add a New Connect Cloud User

As needed, create Users to connect to Sage 200 through Connect Cloud.

1. Navigate to the Users page and click Invite Users
2. Enter the new user's email address and click Send to invite the user
3. You can review and edit users from the Users page

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. Oa the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Connect to Sage 200 from Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Sage 200" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Sage 200.
   • Schema: Determines which Sage 200 edition you are connecting to. Specify either StandardUK or ProfessionalUK.
   • Subscription Key: Provides access to the APIs that are used to establish a connection. You will first need to log into the Sage 200 API website and subscribe to the API edition that matches your account. You can do so here: https://developer.columbus.sage.com/docs/services/api/uk. Afterwards, the subscription key may be found in your profile after logging into Sage 200.
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Sage 200 Connection page and update the User-based permissions.

Add Sage 200 OData Endpoints in Connect Cloud

After connecting to Sage 200, create OData Endpoints for the desired table(s).

1. Navigate to the OData page and click Add to create new OData endpoints
2. Select the Sage 200 connection (e.g. Sage2001) and click Next
3. Select the table(s) you wish to work with and click Confirm

With the connection and OData endpoints configured, you are ready to connect to Sage 200 data from Infragistics Reveal.

Create a Dashboard in Reveal

With Connect Cloud configured, we can visualize Sage 200 data in Reveal.

1. Log into Reveal and click Dashboards -> New
2. Click Data Sources -> OData Feed
3. Specify the Connect Cloud OData API endpoint URL (found on the OData page): https://cloud.cdata.com/api/odata/service
4. Select Generic Credentials and
   • Set Username to a Connect Cloud username (e.g. user@mydomain.com)
   • Set Password to the PAT for the user
5. Select the entity you wish to visualize
6. Select fields and choose a chart type

More Information & Free Trial

At this point, you have created a simple dashboard from live Sage 200 data. For more information on creating OData feeds from Sage 200 (and more than 100 other sources), visit the Connect Cloud page. Sign up for a free trial and start working live Sage 200 data in tools that consume OData APIs.