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Sage ERP X3

“How To…” Guide

Create a Clean PILOT Folder for North American Standard Edition

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Table of Contents

i

Initial Folder Creation and Implementation ............................................................................................. 3

Folder Creation .................................................................................................................................... 3

General Tab ..................................................................................................................................... 4

Initialization tab ............................................................................................................................... 5

Modifications tab............................................................................................................................. 6

Print Server ......................................................................................................................................... 9

Web Server ........................................................................................................................................ 10

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Initial Folder Creation and Implementation

The purpose of this document is to guide the user through the creation and installation of the standard

edition Pilot folder (PILOT) containing the standard edition presetting and used during the

implementation phase. The X3 reference folder included on the Standard Edition DVD is the starting

point for creating such folder.

Folder Creation

After installing and patching the latest version of Sage ERP X3 Standard Edition…

1. Log into the X3 Reference folder as the ADMIN user.

2. Go to… Parameters / General Parameters / Folders (GESADS).

3. Select the X3 folder from the left-list. This folder was imported into the Sage X3 Solution as part of the initial software installation.

4. In the Folder field, overwrite X3 with PILOT and press Tab. This will begin to modify the record and put the function into Create mode.

5. Enter ‘PILOT Folder’ as the Name.

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General Tab

6. Be sure to leave the Reference folder as X3.

7. Enter X3 as the Copy Folder.

8. The Start Date is the date of the first financial transaction in the system. (Beware, you should include the date of any migrated data!)

9. The Test Folder option should be cleared since this folder will be used as a basis of a production folder.

10. The Specific Folder option should be off because each folder (X3 and Production folder) will be patched (either for standard patch, specific patch and add-ons).

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Initialization tab

11. On the Initialization tab, set everything in the Transaction Validation and Copy Data tables to Yes to inherit the presetting contained in the X3 folder.

12. Delete all languages other than “ENG”, “FRA” (if needed), and any additionally purchased languages from the Languages table.

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Modifications tab

13. On the Modifications tab, be sure to set the NA Add-on activity codes Active field based on what the customer has purchased. Click the Create button to create the new folder. This Screen may be blank in the Standard Edition.

14. At the Copy Confirmation prompt, click Yes.

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15. Click the Validation button to begin the folder’s table creation and data copy.

16. Confirm that the new PILOT folder is in the Folder Validation list and click OK.

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18. The new PILOT folders dictionary will update. This process may take anywhere from 15-45 minutes depending on the speed of the solution.

19. Once the folder Validation has completed, a log file will appear. Click End to close the file and exit out of the X3 Reference folder.

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Print Server

20. Launch the Sage Console and select the Print Servers tab. Select the solution from the Publications tab and check the new PILOT folder. Click the Apply button to publish the folder so that it can utilize the Print Server.

21.

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Web Server

22. Select the Web Servers tab. Select the solution from the Publications tab and check the new PILOT folder. Click Apply to publish this folder to the web. Once this has been completed, exit out of the Sage Console.

23.

24. This clean PILOT folder is now available to users to enter data for the implementation of the

target solution that will be installed at the customer location.

i Please ignore the designation of DSS as the folder name in the screen shots and instead use PILOT or whatever

you wish to call your Pilot folder.