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Sage X3 - User Guide - HTG-Creating A Copy of A Folder PDF

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1K views14 pages

Sage X3 - User Guide - HTG-Creating A Copy of A Folder PDF

Uploaded by

caplusinc
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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How To Guide

Creating a Copy of a Folder


This document shows how to create a copy of a v5 folder using the Sage X3 Management Console.
These steps can be followed to create a new production folder from an existing pilot or test folder.
NOTE: In the screenshots below, a new folder named COPYV5 will be created from an existing folder
named TRAINV5.

Source Folder Data Extract

IMPORTANT: Be sure that everyone is off the system and that all batch jobs and tasks are terminated. If
users are connected to the system while data is being extracted, the data may not be in a stable condition
when its used to create the new folder.
Log into the source folder as the ADMIN user. Under Development \ Utilities \ Extraction/Integration,
run the Data Extract function.

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Creating a Copy of a Folder

Accept all of the defaults and click the OK button.

The data will now be extracted

Once finished, a log file will appear. Exit the source folder.

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Creating a Copy of a Folder

Source Folder Copy and Preparation

Using Windows Explorer, make a copy the source folder (TRAINV5) under the Folders/Dossiers directory.

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Creating a Copy of a Folder

Rename the copied folder (TRAINV5) with the name of the new folder (COPYV5) under the
Folders/Dossiers directory.

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Creating a Copy of a Folder

Next, under the X3_PUB directory, make a copy the source folder (TRAINV5).

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Creating a Copy of a Folder

Rename the copied folder (TRAINV5) with the name of the new folder (COPYV5) under the X3_PUB
directory.

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Creating a Copy of a Folder

Delete any files located under the new folders TRA directory.

If this is not going to be a folder that is flagged as test/specific (for example, a production folder) then be
sure to delete any files that do NOT begin with a W from under the new folders TRT directory.

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Creating a Copy of a Folder

Console Folder Import

Launch the Sage X3 Management Console, select the solution from the left-list Solutions tab and go into
the Folders sub-tab. Click the Import button in the upper left-hand corner of the Folders screen.

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Creating a Copy of a Folder

Confirm that the folder to import is the target (COPYV5) folder and the target directory is SVG.
Checking the Use the groups of files box will cause the new folder's tables and indexes to reside in a
file separate from the main databases MDF file.
Set the Password to the ADMIN password of the X3 reference folder.
Set the Reference folder to X3 and set the Copy folder to the source folder (TRAINV5).
Select OK to import the new folder.

Close the Configuration completed window and exit the Sage X3 Management Console after the folder
import process has completed execution.

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Creating a Copy of a Folder

New Folder Completion

Log into the X3 folder and go into the Folders (GESADS) function.
Pull up the newly created folders record and modify the Name (description) to something more fitting.
Save the folder. Do NOT validate the folder. This refreshes the folder dictionary so that the newly
created folder will be available in the Sage X3 Management Console to publish to the web.

If applicable, launch the Sage X3 Management Console and publish the new folder to the web service.
This will need to be done if the folder is going to run ADC or be available over the web client.

** IMPORTANT **

If this folder is going to be used as a production folder, it is important to make sure that the folder is not
set as TEST and SPECIFIC. Log into the new folder, go into the Table Maintenance function and pull
up the ADOVAL table. Enter TEST into the PARAM field portion of the key and hit tab. Make sure that
VALEUR is NOT set to 2 (yes). If needed, change to a 1 and save the record. Do the same where
PARAM = SPECIF.

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Creating a Copy of a Folder

If F9, FRx, Shipping Systems or any other modification/customization that uses SQL views or SQL stored
procedures will be active on the new folder you will need to re-run the associated SQL script(s) on the
new folder to recreate these views and/or procedures.
If this folder will be used as a production, the transactional data should be cleared. To do this, log into
the new folder as the ADMIN user and run the Reset Folder to Zero (RAZDOS) function.

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Creating a Copy of a Folder

Specify the name of the new folder (it should default) and click the OK button.

If any files from under the new folders TRT directory were deleted, the archive file must be regenerated.
To do this, log into the X3 folder as the ADMIN user and run the Process Archive Generation
(ARCHGENTRT) function. The process may also be invoked from Development > Utilities >
Miscellaneous > Process Execution.

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Creating a Copy of a Folder

Specify the name of the new folder and click the OK button. Do NOT check the Process validation check
box.

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Creating a Copy of a Folder

When complete, a log will appear.

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