Utilizing Elastic Cloud with Sage X3

4 minute read time.

In the ever-evolving landscape of enterprise solutions, Sage X3 2023 R2 introduces an exciting new feature, integration with Elastic Cloud as our search engine provider as well as on-premise Elastic Search 8.

In this blog post, I want to introduce you to Elastic Cloud and show you how you can connect your Sage X3 2023 R2 instance with the Elastic Cloud deployment and start searching.

When you have installed your 2023 R2 Instance, attempting a search without configuring a search engine will result in an error shown below. Sage X3 introduces a new function, Search Server settings. (Administration, Usage, Search, Search Server Settings), now accessible through the Administration menu, which enables you to configure the connection to your search engine. In the previous versions of Sage X3, this configuration would have been done in the Syracuse nodelocal.js file.

The error if you have not configured the search server settings.

The new function Search Server Settings allows you to connect Sage X3 to your Elastic Search Instance.

Create your Elastic Cloud deployment.

The first step involves navigating to https://www.elastic.co/cloud and signing up for your account. At the time of posting this blog article, a 14-day trial is available for Elastic Cloud. So in my case, I selected the Start Free trial option.

You can then sign up for your account using your email or other SSO options.

Once signed up, you will be prompted to create your deployment. Give your deployment a suitable name and select create the deployment.

There are some additional settings available on the deployment screen.

Provider - Select a cloud platform where your Elasticsearch clusters and Kibana instances will be hosted.

Region - Regions represent data centres in a geographic location where your deployment will be located.

Hardware – Elastic cloud can be deployed in different hardware profiles which provide specifications.

Version – Version of the Elastic Stack

The deployment will take around 5 minutes, and at the end, you will be presented with your elastic deployment root credentials. Remember to note these & and keep them secure.

Now you are all set. Click on the three lines in the top left and select ‘manage this deployment’.

On this screen, you can see your deployment information and the cloud ID needed to connect your Sage X3 instance to your Elastic Cloud deployment.

If you did misplace your password, you can reset this by selecting the option (reset the password, in the action menu), which allows you to generate a new password for the root user ‘elastic’. You can also use the Security tab.

Sage X3 Search Server Settings

Now we can commence the configuration in Sage X3. This screen shows the new search settings function in Sage X3 (Administration, Usage, Search, Search Server Settings)

In this example, I will show you how to use the basic authentication mode to connect your Sage X3 instance to your Elastic Cloud deployment.

  1. Select the version of Elastic Search for Elastic Cloud. It will be version 8+. The connection mode is Elastic Cloud as we are connecting to our cloud instance, and the last setting in this section, The Cloud ID, which you can get from your deployment information screen (Screenprint above)
  2. In the user section, select basic authentication and supply the root username & and password as mentioned previously. This can be reset from the deployment information screen by selecting actions. Reset password.
  3. Click save to save your settings.

Search Index Management

Now, we can move on to the search index management function. (Administration, Usage, Search, Search Index management) From this function, you can select your endpoint and enable search indexing for selected or all entities you also have the option to schedule index updates.

Once the options are all set, use the update index in the right menu.  When the indexing is competed the status  'completed' will be displayed in the phase.

You can now use the search in Sage X3. Which will allowa users to search the data stored within sage X3 aswell as functions 

Tools In Elastic Cloud

From the deployment information screen, we can access logs & and metrics as well as Performance information for the Elastic search cluster; the performance correlates directly with resources assigned to the cluster when creating the deployemnt on Elastic Cloud.

Kibana

Elastic Cloud is not just a search tool it also includes Kibana, an open-source data visualisation and exploration tool that is part of the Elastic Stack, which enables you to gain insights into your data, monitor your Elasticsearch cluster, and build powerful visualisations and dashboards. It can assist you in making your Elasticsearch data accessible and understandable.

I hope that this introductory blog will get you up and running with Elastic Cloud enabling you to explore the features of the Elastic Cloud product I have listed some useful links that you can use to expand on the features available with Elastic Cloud.

What does Elastic Search do anyway? - Sage X3 UK Support & Insights 

Getting started with Elastic Cloud https://www.elastic.co/blog/getting-started-with-elastic-cloud

Kibana Guide - https://www.elastic.co/guide/en/kibana/current/introduction.html

Elastic Search - https://www.elastic.co/guide/index.html

Note: Elastic Cloud and Elastic Stack are only utilised by Sage X3 and are not associated with or supported by Sage.