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Data Warehouse Permissions
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Gateway Integration
The lessons in this section relate specifically to connections between BI360 Cloud/version 5 and Microsoft Dynamics GP.
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Getting Started & Documentation
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Installing the Gateway Connector
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Preparing a New Tenant
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Creating SQL Views on a GP Database
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Dimension Integration: Accounts, Departments, Divisions and Full-Account String
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Data Integration: GL Summary and GL Detail - History, Open, and Work Detail
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Quiz - Gateway Connector for Dynamics GP
Solver - Gateway Connector for Microsoft Dynamics GP
Using the Gateway Connector to load GP accounts and data to the Solver Cloud data warehouse
In this course Jay Stewart, from the Solver software development team, goes through the process of configuring GP Integration between the TWO, Inc. on-premise database and the Solver Cloud data warehouse using the BI360 Gateway Connector. Sample files are also available for download.
NOTE: This course is based on demo data and does not include any customizations that may be included in the real world process.
Lessons include:
- Data Warehouse Permissions
- Data Warehouse Overview
- Installing the Gateway Connector and creating a GP data source
- Preparing a New Tenant Prior to Loading Dimensions and Data
- Creating SQL Views on the GP Database
- Dimension Integration: Accounts, Departments, Divisions, and Full-Account String
- Data Integration: GL Summary and GL Detail - History, Open, and Work Detail
NOTE: Effective with the June 2020 Cloud release, Excel files are supported in the Gateway connector in addition to CSV and SQL. Please view the Solver - Gateway Connector for Excel course for additional details.
Posted 11/18, Revised 12/19