SaaS ETL Quick Guide

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Download ETL Engine

Go to www.kpionline.com

Click here to download the SaaS ETL Engine.

Downloading SaaS ETL

Use this link forautomatically downloadingsetup & configuration

Click here todownload theSaaS ETL installer for 32-bit computers

Click here todownload theinstaller for SaaS ETL64-bit version.

32 bits or 64 bits?

• If you want to install SaaS ETL on a 64-bit computer, it doesn’t necessarily mean that you need to install the 64-bit version of SaaS ETL.

• The 64bit version is able to see only those DSNs created with an 64-bit ODBC driver. If you have an ERP with an ODBC driver that is available only in 32-bit, then you need to install the 32-bit version of SaaS ETL even if your server is 64-bit.

• Only use the 64-bit version if you have a 64-bit ODBC driver for your ERP.

Automatic Install

Allow the execution of this add-on

Connection parameters

Live Support!

Enter your KPI Online user id and password

Select “English”

Save!

Common Errors / Issues

• If you are unable to see the text over the buttons in the SaaS ETL, it means you installed the software with a non-administrator user.

• To fix this, just right click on the SaaS ETL and select “run as different user” and use the admin account. Once you see the text over the buttons, you can close the SaaS ETL and use the regular user.

Adding a task to load data

Data load process

click to add a task

First, we need to add a task:

Creating a task: Step 1 / 4

3.Select the KPI Online model you want to load data into

1.Type a namefor your task

2.Select your ERP

This window is to select what model you want to fill with data and from where you will get the data.

Creating a task: Step 2/4

Select the DSN (ODBC connection) that points to your ERP’s database.

This dropdown will only show you system DSN’s. If you do not see your ODBC connection, you may need to recreate it under the System DSN.

Don’t forget to test the connection!

Creating a task: Step 3 / 4

Select the company that owns the information

If you have only one company you may use the “default” company to load all your data.

Using the “other” option you will be able to create a company in KPI Online.

Creating a task: Step 4 / 4

Select the frequency and hour to process the task. Daily, Weekly and Monthly options are available.

Use the days back to load range of dates. For example: enter 5 to load the last 5 days every time a load occurs.

Use 31 days back to load data for the last current month.

End !

Created Task

This row represents the task you just created

Loading data on demand

Operating SaaS ETL

By default, SaaS ETL runs as a service.

To get options, right click on the icon representing the SaaS ETL

Select “open” to bring up the SaaS ETL console.

Select “stop” to “stop” the service or to stop data loading.

Use “Restart” to stop and then start the service.

While performing an on demand data load you can use “stop” to stop processing the task.

If there is no task running, then stop will stop the service.

In the system task bar (lower right hand corner of your screen), you will find the SaaS ETL icon.The icon will be displayed as a blue box with a yellow triangle.

Operating SaaS ETL

Edit a task Delete a task

Execute a task(see next slide for more detail)

Edit the connection parameters

Before editing or deleting a task, you must first highlight the task in the task window. Click the task to highlight it.

Performs the selected task on demand.

Load all the available history from your ERP. Be careful, this process may take a long time if you have multiple years of data!

To load an specific date range of data

In case an error occurs, a log is generated. Click Open Log to review the log. All errors will be displayed in the log.

Click here to empty the log.

Operating SaaS ETL

Important Notes

• SAAS ETL sends http requests to KPI Online.com to send the data

• If you have a firewall installed on the computer, you will need to allow the SaaS ETL to communicate over the Internet with KPI Online.

• If you change your password in KPI Online, don’t forget to update the password in the SaaS ETL.

Questions?

support@kpionline.com