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Sage X3 Lifecycle Policy

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Sage X3

Lifecycle Policy
November 2022

©2021 THE SAGE GROUP PLC OR ITS LICENSORS. SAGE, SAGE LOGOS,SAGE PRODUCT AND
Table of Contents
General Terms and information ...................................................................................................... 3

Introduction ......................................................................................................................................4

Lifecycle stages ............................................................................................................................... 5

Sage X3 Lifecycle status .................................................................................................................. 8

Glossary ............................................................................................................................................ 11

SAGE X3 LIFECYCLE POLICY 2


General Terms and
information
Preamble
All product and brand names referred to in this document are registered trademarks of their
respective owners (whether unregistered trademarks, registered trademarks, or trademarks in
application).
No part of this document may be copied, photocopied, reproduced, transmitted, transcribed, stored
in a retrieval system or translated into any language or computer language, in any form or by any
means, electronic, machine-readable, mechanical, magnetic, optical, chemical, manual or otherwise,
without the prior written consent of The Sage Group plc or its licensors.
This document refers to Sage X3, the use of which is governed by a separate agreement.

Disclaimer
Sage may occasionally change Sage X3 product policies and briefing documents, add or remove any
information contained in such documents, including the removal or discontinuation of such
documents in their entirety, at any time. If Sage makes any such changes, the revised version will be
posted on the Sage City website. We encourage you to periodically review all Sage X3 policies and
briefing documents relevant to your situation to remain informed.
Sage makes no warranties, express, implied, or statutory, by posting such documents nor about the
information contained in such documents. Within a changing environment Sage reserves the rights
to release Versions on a convenient cycle and frequency.
While we have made every effort to ensure this document is accurate, we exclude all liability for
errors or inaccuracies which may be contained in it.
This document sets out information relative to the maintenance lifecycle for Sage X3
that Sage (“Sage”, “we”, or “our”) will provide to you (“you” or “your”).
This policy is subject to the End User License Agreement (EULA) (“Agreement”) that you entered into
with Sage.
In the event of any conflict between a statement within this policy and a term of the Agreement, the
Agreement will take priority.
Sage reserves the right to amend this policy from time to time in its absolute discretion and without
prior notice to you.

SAGE X3 LIFECYCLE POLICY 3


Introduction
Purpose and objective
The Sage X3 Lifecycle Policy is designed to provide consistent and predictable guidelines on the
availability of maintenance of Sage X3 Versions. This policy document outlines how long each
Version of Sage X3 will be covered by maintenance and support, allowing you to effectively plan your
software investment and avoid any gaps in maintenance and/or support.
Please contact Sage Support or your Business Partner if you have any questions.
When you are ready to discuss your move to the latest release of Sage X3 we welcome the opportunity
to show you how we have helped customers make the transition and take advantage of the latest
Version of Sage X3.

Scope
This policy applies Globally to Sage X3.
This policy applies to all Sage X3 Versions up to Sage X3 Version 12 onwards.
This policy excludes solutions that are supplementary to Sage X3 such as add ons delivered by Sage
or a third party product and service, or embedded components.
For the record, we differentiate:
• Support Service: this service answers to customer’s questions as part of the customer
maintenance and support contract. The Support is delivered by regional Sage operating
companies with an escalation relationship to Sage X3 Development and the Global Level 3
Support team.
• Maintenance Service: this service is provided by Sage X3 Development teams, globally. Sage
X3 Development provides corrections, fixes, workaround, or evolutions for new versions.
This Lifecycle Policy refers to the stages for which Sage X3 is in maintenance service. Once a Version
of Sage X3 enters the end of maintenance stage Sage will no longer issue Bug fixes, updates, or
Security updates. Sage strongly recommends that you stay current – by accepting available updates
within the timeframes outlined in this document. For clarity, a Sage X3 customer who is on a Sage X3
Version that has entered the end of maintenance stage, but has the license rights to use Sage X3 with
a current subscription or valid maintenance and support contract, will continue to receive support
service and the right to a license for the current Version that is maintained as described in this
document.

SAGE X3 LIFECYCLE POLICY 4


Lifecycle stages
Lifecycle
The Lifecycle determines the overall maintenance window and level of maintenance support
provided for a specific Sage X3 product Version. Each Sage X3 product Version has maintenance
support according to the service level guidelines and product Lifecycle stage for that specific
Version.
A customer who has the license rights to use Sage X3 with a current subscription or valid maintenance
contract will receive maintenance and support as described in this document.
Continuous maintenance and support with Sage X3 Version 12
Continuous Maintenance and support will be provided if you stay current by applying Sage X3 Update
releases on a bi-annual basis. By staying current you will ensure that that you can continually receive
the benefit of new capabilities, enhancements, and fixes, which Sage believes will help you increase
your business productivity through adoption of new functionality and reduce day-to-day business
risk.
Maintenance and support for Sage X3 Version 11 and earlier
Sage X3 Versions 11 and earlier have a defined maintenance support window according to the service
level guidelines and product Lifecycle stage for that specific Version or offering as described in this
policy.

Lifecycle maintenance stages


When a version of Sage X3 is made Generally Available (GA) it begins a journey through the lifecycle
maintenance stages – Current, Standard and Extended.

The Lifecycle maintenance stage for a release of Sage X3 will determine the level of maintenance
support that is delivered. Once a release reaches end of maintenance, Sage will no longer deliver

SAGE X3 LIFECYCLE POLICY 5


maintenance for that release. The maintenance delivered in each Lifecycle maintenance stage is
described below:
Current maintenance
This is the first Lifecycle stage, and the most robust and complete level of maintenance available for
that Version of Sage X3. Current maintenance stage commence at the date of GA of the release for
Sage X3 Version 12 with a bi-annual release cadence.
For Sage X3 Version 12 releases that are in Current maintenance Sage may deliver:

• A Service pack that may include compliance updates for Sage core legislations, new features,
enhancements or bug fixes

• Hotfixes for Severity Level 0 defects or Severity Level 1 defects

Standard maintenance
Standard maintenance is the second Lifecycle stage and begins when the Current maintenance stage
expires and ends when the product enters Extended maintenance.
For Sage X3 Version 12 releases that are in Standard maintenance Sage may deliver:

• Hotfixes for Severity Level 0 defects or Severity Level 1 defects.

Extended maintenance
Extended maintenance is the third Lifecycle stage and begins at the end of the Standard
maintenance stage and ends when the product reaches the end of the extended maintenance stage as
published.
For Sage X3 Version 12 releases that are in Extended Maintenance Sage may deliver:

• Hotfixes for Severity Level 0 defects

For Sage X3 Version 11 that is in Extended Maintenance Sage may deliver:

• Hotfixes for Severity Level 0 defects

Sage reserves the right to deliver Service Packs or hotfixes for any Version that is within any of
the aforementioned maintenance stages solely at our discretion based on the commercial
viability and technical feasibility of such a decision. The delivery of Service Packs or hotfixes of
this nature are exceptions and should not be misunderstood as within policy.

SAGE X3 LIFECYCLE POLICY 6


Lifecycle timeline
Sage X3 Version 12
The following chart outlines the timeline and level of maintenance delivered for Sage X3 Version 12
Lifecycle maintenance stages.

Sage X3 Version 11
Customers on Sage X3 Version 11 are eligible for extended maintenance which was scheduled to enter
end of maintenance on the 3rd April 2023.
However, Sage has taken the decision to grant an additional year of extended maintenance for our
Version 11 customers with a new end of maintenance date of 1st April 2024.

Note: Sage X3 will not be extending the maintenance for compatibility with the IBM AIX operating
system. For customers using IBM AIX as an operating system, Sage hereby informs you that the
maintenance of compatibility between IBM AIX and Sage X3 will be end of maintenance as per the
previously published date of 3rd April 2023.

For customers on Sage X3 Versions PU9 and earlier are already in end of maintenance.

SAGE X3 LIFECYCLE POLICY 7


Sage X3 Lifecycle status
Sage X3 Version 12 Lifecycle status
The table below identifies the key dates of maintenance stages for Sage X3 Version 12 bi-annual
Update Releases.

On the current release, Service Packs may be delivered by Sage that could include compliance
updates, features and/or bug fixes. Service Packs are delivered at Sages’ discretion and specifically
for compliance to enable our customers to meet time-bound compliance milestones. This means that
if you are on the current release and there is a pending compliance milestone, a Service Pack will
grant you an opportunity to install the latest compliance update without necessarily installing the
upcoming release. In effect, this gives Sage X3 customers a window of at least 6 months for which the
current release will have the necessary compliance features. For clarity, compliance features are only
delivered in the upcoming release or through a Service Pack for only the current release when a time-
bound compliance milestone necessitates it. Sage reserves the right to deliver Service Packs or
hotfixes for any Version that is within any of the aforementioned maintenance stages solely at our
discretion based on the commercial viability and technical feasibility of such a decision.

SAGE X3 LIFECYCLE POLICY 8


Sage X3 Lifecycle status for Version 11 and earlier
The table below identifies the key dates for when Sage X3 Versions 11, PU9, and earlier enter/entered
Current, Standard and Extended Phases.

End of
Version Current Standard Extended
Maintenance

Sage X3 Version 11 1 July 2022 3 January 2022 1 April 2024*

Sage X3 Version PU9 1 July 2021

Earlier Versions of
1 July 2020
Sage X3
Date indicates when a Version enters the Lifecycle stage.

*Sage has taken the decision to extend the current maintenance from 3rd April 2023 to 1st April 2024.

Sage X3 will not be extending the maintenance for compatibility with the IBM AIX operating system. For
customers using IBM AIX as an operating system, Sage hereby informs you that the maintenance of
compatibility between IBM AIX and Sage X3 will be end of maintenance as per the previously published date of
3rd April 2023.

SAGE X3 LIFECYCLE POLICY 9


Exceptions
The Sage X3 Lifecycle Policy provides a set of standard Lifecycle practices and timelines so that you
can proactively plan for Product Lifecycle management changes. Some circumstances may create an
inability for Sage X3 to adhere to the outlined practices and timelines.
Sage is not responsible if Sage X3 components are deprecated or are made obsolete. In this scenario,
Sage may deliver an alternate solution to ensure continuity of functionality. Example of embedded
components include but are not limited to: Microsoft SQL© database or runtime, Oracle© database or
runtime, MongoDB©, SAP Crystal Report© or SAP Business Objects© components, HighCharts graphical
components etc. following industry standard practices the compatibility of corrections and fixes
with releases older than the current release is not guaranteed.
Sage is not responsible for any support or maintenance commitments made by Sage Channel Partners
or other service providers.
The Sage X3 Lifecycle Policy does not apply to third party products. Original manufacturer’s policies
will apply to third party products when resold by Sage.
The Sage X3 Lifecycle Policy does not govern any customizations, add-ons or changes made to the
code by Sage Consultants, Customers, Sage Channel Partners or other service providers.

SAGE X3 LIFECYCLE POLICY 10


Glossary
Lifecycle – Defines the period of time that a particular release of Sage X3 is considered for
maintenance. Please refer to the Lifecycle stages section in this document for details on the
lifecycle stages, and the level of maintenance delivered during the lifecycle of a release. You are
entitled to maintenance as long as you stay current as outlined in the servicing and licensing
requirements published for Sage X3 and have the rights to use the product or service.
General Availability (GA) – the date from which a new version of Sage X3 is released or a Sage X3
Version 12 bi-annual Update Release is generally available for purchase.
Product Defect – any characteristic of a product which hinders its usability for the purpose for
which it was designed.
Defect Severity – is the classification of a software defect (bug) that indicates the degree of
negative impact on the quality of software.
Defect Severity Level Support Priority Definition

0 P0 - Blocker Application or Service is not available


Security or the data integrity is compromised (harmful
viruses, spyware and other malicious software attack that
can compromise company data and information) Applicable
to Cloud and On-premise.

1 P1 - Critical Issue that causes the customer's critical business process to


be blocked. End users are not capable of completing this
business process or all the business processes and no
workaround has been found that fits the context.

2 P2 - Major Issue that causes an inconvenience in part of a customer's


business process, or that causes the business process to be
delayed or hindered. Information request, question that
requires a quick response (for example: presales, critical
installation, etc.)

3 P3 - Minor Issue that does not cause any slowdown or stopping of the
business process - cosmetic or ergonomic feature and all
other questions.

Bi-Annual – Twice a year


Release- Delivery dates & cadence decided by Sage Product
A full, packaged update for the product containing all technical, application, and reference data
components.

SAGE X3 LIFECYCLE POLICY 11


(Legal definition: Final Version of an application and a deployable software package. It is a new and
upgraded application bringing fixes and new features as well as an updated Versioning number.)
Cumulative Updates – Applies to Sage X3 Version 12. To ensure that you can benefit from
continuous maintenance Sage X3 Version 12 bi-annual updates are now cumulative which makes
applying updates much simpler and more straightforward and optimizes time intensive update
operations.

• Cumulative updates are effective from the GA of Sage X3 Version 12 2019 R4. This allows you to
stay current more easily and benefit from continuous maintenance by adopting the latest
Sage X3 Version 12 Release and applying new features, enhancements, fixes and security
updates in a single process.

• When you apply a bi-annual Release the optimized cumulative update process reduces the
overall update window.

Hot fix – Requested by customer/partner and arbitrated by L3, or requested by L3


Subject to technical and commercial feasibility
A bug fix built for a specific release, current or not. It may be delivered to a single customer or
published by Sage to all customers.
Hotfixes are subject to technical and commercial feasibility and long-term viability.
(Legal definition: Single correction provided to customers.)
Sage Core Legislation – developed and maintained by Sage for its target markets including but not
limited to, Austria, Australia, Belgium, Canada, Denmark,France, Germany, Ireland, Portugal, South
Africa, Spain, Switzerland, United Kingdom and USA.
Service Pack - Delivery dates & cadence decided by Sage Product (+ market requirements)
A set of bug fixes, new feature or a set of new features targeting a specific compliance requirement.
Delivered as a package (patch) outside of the regular cycle. Applies only to the latest release.

SAGE X3 LIFECYCLE POLICY 12


sage.com

©2022 THE SAGE GROUP PLC OR ITS LICENSORS. SAGE, SAGE LOGOS,SAGE PRODUCT AND
SERVICE NAMES MENTIONED HEREIN ARE THE TRADEMARKS OF THE SAGE GROUP PLC OR ITS
LICENSORS. ALL OTHER TRADEMARKS ARE THE PROPERTY OF THEIR RESPECTIVE OWNERS.

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