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Use the API Server and Sage 50 UK ADO.NET Provider to Access Sage 50 UK Data in Microsoft PowerPivot
Use the API Server to connect to live Sage 50 UK data in the PowerPivot business intelligence tool.
This article will explain how to use the API Server and the ADO.NET Provider for Sage 50 UK (or any of 200+ other ADO.NET Providers) to provide Sage 50 UK data as OData services and then consume the data in Microsoft Excel's PowerPivot business intelligence tool. Follow the steps below to retrieve and edit Sage 50 UK data in Power Pivot.
Set Up the API Server
Follow the steps below to begin producing secure Sage 50 UK OData services:
Deploy
The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.
The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.
Connect to Sage 50 UK
After you deploy the API Server and the ADO.NET Provider for Sage 50 UK, provide authentication values and other connection properties needed to connect to Sage 50 UK by clicking Settings -> Connections and adding a new connection in the API Server administration console.
Note: Only Sage 50 UK 2012 and above are supported.
The User and Password properties, under the Connection section, must be set to valid Sage 50 UK user credentials. These values will be the same used to log in to the Sage 50 UK software.
Additionally, the URL property, under the Connection section, will need to be set to the address of the company dataset desired. To obtain the address, do the following:
- If you have not already done so, open the Sage 50 UK software.
- Click Tools -> Internet Options.
- Select the SData Settings tab.
- Click the Details button next to Sage 50 Accounts. A window is displayed containing a list of company names along with the address to their corresponding datasets.
- Set the URL property to the value in the address field next to the company desired.
You can then choose the Sage 50 UK entities you want to allow the API Server access to by clicking Settings -> Resources.
Additionally, click Settings -> Server and set the Default Format to XML (Atom) for compatibility with Excel.
Authorize API Server Users
After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address; by default, only connections to the local machine are allowed. You can authenticate as well as encrypt connections with SSL.
Import Sage 50 UK Tables in Power Pivot
Follow the steps below to import tables that can be refreshed on demand:
- In Excel, click the PowerPivot Window icon in the PowerPivot tab to open PowerPivot.
- Click Home -> Get External Data -> From Data Service -> From OData Data Feed.
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Add authentication parameters. Click Advanced and set the Integrated Security option to Basic. You will need to enter the User Id and Password of a user who has access to the CData API Server. Set the password to the user's authtoken.
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In the Base URL box, enter the OData URL of the CData API Server. For example, http://localhost:8032/api.rsc.
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Select which tables you want to import and click Finish.
You can now work with Sage 50 UK data in Power Pivot.
