TEC201: Common Tools Advanced February 2011 V6.2 Training Course TEC201: Common Tools Advanced

Course Map Sage ERP X3 Fundamentals Sage ERP X3 Advanced Sage ERP X3 Expert Distribution Contracts (Purchasing and Sales) Loan Orders Packaging & Shipment Preparation Purchasing Signature Management Sales and Purchasing Prepayments Sales Reps and Commissions Sourcing: RFQs, Responses Carrier Management Inter-Site and Intercompany Transactions Invoice Elements (Purchasing & Sales) Kits, Options & Variants Price List Management (Advanced) CB 101 – 102 Introduction & Functional Overview (3 days) Distribution and Inventory Purchasing Subcontracts Pre-Allocations (Pegging Function) Radio Terminals TEC102 Development (4 days) Manufacturing (5 days) Configurator Weighing Optimisation ILOG TEC103 Installation (4 days) Manufacturing (4 days) Advanced Global Manufacturing Production Costing Finance Multi-Legislation Set Up Operating Budgets Analytical Allocations Factoring Finance Bank Communication & Reconciliation Budget Control/ Analytical Budget Financial Data Extraction Statements & Reminders Automatic Journals & Dimension Defaults Advanced Payment Transactions Month and Year End Processes Fixed Assets FIN201 - Finance (4 days) Tools & Development Using BI in Sage ERP X3 Java Bridge Serveur Components EDM – Version One Web Services Crystal Reports OPE201 - Distribution (3 days) TEC101 - Common Tools (3 days) Inventory (3 days) Allocation Rules (Advanced) Stock Counts Serial Number Management Reodering Replenishment Storage Plan Valuation Methods and Price Adjustments and cost calculations Quality Control & Sampling OPE202 - Inventory (2 days) OPE203 - Manufacturing (3 days) Tools & Development Advanced Common Tools Advanced Development You Are Here Course Map TEC201: Common Tools Advanced

TEC201: Common Tools Advanced Objectives Presentation of Sage ERP X3 ‘Common Tools’ Advanced To be able to create & set-up users and their access to the X3 system To be able to define batch jobs and control the batch server. To be able to define more complex workflows To be able to link Crystal Reports to the X3 system To be able to install & create patches To be able to archive and purge data from the X3 system To able to update the on-line documentation Three-day session TEC201: Common Tools Advanced

TEC201: Common Tools Advanced Prerequisites Sage ERP X3 Introduction (CB101) Sage ERP X3 Overview (CB102) Sage ERP X3 Common Tools Fundamentals (TEC101) TEC201: Common Tools Advanced

TEC201: Common Tools Advanced INTRODUCTION Part 1 USERS, SECURITY & AUTHORISATIONS BATCH SERVER WORKFLOW Part 2 REPORT MANAGEMENT PATCH MANAGEMENT PURGING & ARCHIVING Part 3 TOOLS DOCUMENT MANAGEMENT Contents TEC201: Common Tools Advanced

TEC201: Common Tools Advanced Introduction Part 1 Users, Security & Authorisations Overview The User record Access Right management (Concepts) Security Parameter values Menu Profiles Functional Profiles Access Codes Roles Usage / Users menu Password deletion (by Administrator) Batch Server The batch server Operating principles Defining a task Defining a group of tasks Submitting a request Monitoring the tasks Hourly constraints & Batch server diary Batch server parameters Submitting a job by file The accounting batch task Workflow Workflow engine : basic principles Parameters Rule Definition Workbench (Workflow Monitor) Workbench parameterisation Schedule TEC201: Common Tools Advanced

TEC201: Common Tools Advanced Part 2 Report Management Printer Destinations Destinations by User Reports (Dictionary) Reports (Printing) Allocation of Internal Codes Default Parameters Patch Management Patches Standard Patches Patch integration The Patch Tester Patch Enquiry Patch Creation Archiving & Purging Overview The Archive folder Purge / Archive Rules Purge / Archive Parameters Running Purge / Archive Viewing archived information Schedule TEC201: Common Tools Advanced

TEC201: Common Tools Advanced Introduction Part 3 Tools Toolkit (Searches, dictionary etc.) Database mass updates Maintenance Document Management Parameters Document Organisation Field Help HTML Editor Documentation Links Generation Publication Schedule TEC201: Common Tools Advanced

TEC201: Common Tools Advanced Part 1 TEC201: Common Tools Advanced

Users, Security & Authorisations User Login (unique) E-mail, Phone etc. Hierarchy User Code Parameter Values BP Information Account Menu Profile Function Profile Access Codes (Dictionary and Data) Bank Addresses Roles (Data filters) Functional Profile (Options Function/Site/Access rights) Authorised Destinations Default Sites per Module Authorised Report Groups Default Access Codes TEC201: Common Tools Advanced

User & Security Parameters User Login (unique) E-mail, Phone etc. Hierarchy User Code Parameter Values BP Information Account Menu Profile Function Profile Access Codes (Dictionary and Data) Bank Addresses Roles (Data filters) Functional Profile (Options Function/Site/Access rights) Authorised Destinations Default Sites per Module Authorised Report Groups Default Access Codes TEC201: Common Tools Advanced

Menu Profile User Login (unique) E-mail, Phone etc. Hierarchy User Code Parameter Values BP Information Account Menu Profile Function Profile Access Codes (Dictionary and Data) Bank Addresses Roles (Data filters) Functional Profile (Options Function/Site/Access rights) Authorised Destinations Default Sites per Module Authorised Report Groups Default Access Codes TEC201: Common Tools Advanced

Functional Profile User Login (unique) E-mail, Phone etc. Hierarchy User Code Parameter Values BP Information Account Menu Profile Function Profile Access Codes (Dictionary and Data) Bank Addresses Roles (Data filters) Functional Profile (Options Function/Site/Access rights) Authorised Destinations Default Sites per Module Authorised Report Groups Default Access Codes TEC201: Common Tools Advanced

TEC201: Common Tools Advanced Functional Profile Sales Order Site: GEN Function Access Rights Sales Order Site: ASN Function Profile SALPAR Function GESSOH Create Allocate Delete Create Allocate Delete Sales Order Site: PAR Create Allocate Delete TEC201: Common Tools Advanced

Access Codes User Login (unique) E-mail, Phone etc. Hierarchy User Code Parameter Values BP Information Account Menu Profile Function Profile Access Codes (Dictionary and Data) Bank Addresses Roles (Data filters) Functional Profile (Options Function/Site/Access rights) Authorised Destinations Default Sites per Module Authorised Report Groups Default Access Codes TEC201: Common Tools Advanced

TEC201: Common Tools Advanced Access Codes 1 Parameters > Users > Access Codes (GESACS) Authorized Credit 890.00 Total Credit 53.48 2 Screen Code BPC2 3 Parameters / Users / Users Code SAD Parameters > General Parameters > Personalisation > Screens > Access Code Assignment (CODACC) TEC201: Common Tools Advanced

Roles User Login (unique) E-mail, Phone etc. Hierarchy User Code Parameter Values BP Information Account Menu Profile Function Profile Access Codes (Dictionary and Data) Bank Addresses Roles (Data filters) Functional Profile (Options Function/Site/Access rights) Authorised Destinations Default Sites per Module Authorised Report Groups Default Access Codes TEC201: Common Tools Advanced

Batch Server Principles Log File (Batch Server) Working Folder SERVX3Folder Launch Batch Process Batch Server (process SERVX3) Interruption (time-out, kill) Log File (Process) Periodic Polling Recurring Tasks Request Table (ABATRQT) User Session Submission Submission by Text File Dropped in Folder TEC201: Common Tools Advanced

TEC201: Common Tools Advanced Batch Server A request may be submitted to the batch server: Through the Request Submission function Directly in the Request Management function A request may be submitted by entering: the folder where it is to be executed the user code the task or the group the requested execution time the parameters of the validation window Via a text file that acts as a task submission when it is dropped to the adequate directory in the SERVX3 Folder. Through a Recurring Task definition, i.e. a task to be launched periodically: Monthly (1 to 5 possible days + End of Month flag) Weekly (Any combination of weekdays) Launching time (Up to 3 choices) Periodically (Time intervals between two times). Time constraints may be defined in order to specify unavailability periods during which no batch job may be launched. The management of the requests is used to monitor or modify the pending requests, the tasks being executed or the completed tasks. It is possible to view the different trace files, to submit a new request, to delete a pending request or to modify the parameters. TEC201: Common Tools Advanced

Batch Server -Text File Submission Request.mod Request Management Request.job Request Submission Request.req Batch Server Processes Request Request.old Request.run Request Running Request.sta Request Terminated Request.kil Request Interruption Demand TEC201: Common Tools Advanced

Workflow Engine Sage X3 Process Users Email Sage X3 Context Log Table 1 Sage X3 Process Triggering Conditions Users Action Parameters Event Type (Object, Batch Job…) Return Values GBIDC1/2/3 GBIDI1/2/3 GBIDA1/2/3 GBIDD1/2/3 Event Code 2 Triggering Action (Button, Operation…) Message Text Additional Conditions Email Attachments Send Options Recipients Return Shortcut Return Shortcut Sage X3 Context Log Structure and Data Definition 3 Log Table TEC201: Common Tools Advanced

TEC201: Common Tools Advanced E-mail Principles Sage X3 Server(s) MAPI   SMTP MAPI Client Email Server Web Server(s) TEC201: Common Tools Advanced

TEC201: Common Tools Advanced Signature Principles Sage X3 Server(s) MAPI   SMTP MAPI Client SIG Email Server Web Server(s) TEC201: Common Tools Advanced

TEC201: Common Tools Advanced Workflow Parameters SERMES TYPMES WRKDAY WRKRMTDIR WRKRMTHTTP WRKRMTMAC WRKSINTER WRKSINTRA SMTP E-mail Server Identity Type of E-Mail Server Number of Days prior to today for Workbench dates Web Server Directory to place workflow Files Web Server location to process Workflow Files X3 solution connection information Internet Workflow Feedback Intranet Workflow Feedback TEC201: Common Tools Advanced

TEC201: Common Tools Advanced Workflow Rules Parameters > Workflow > Workflow Rules This allows more complex Workflow Scenarios to be defined Additional types of triggering events More than two recipients (and these can be variable) Signature processes can be defined (and records updated) Delegation can be used Parameterization screen of the Workflow rules is comprised of 5 tabs, with the first three concerning the basic parameterization and the other two enabling an advanced parameterization . Notifications can be sent by E-mail or logged as an entry in the Workflow Monitor or both TEC201: Common Tools Advanced

TEC201: Common Tools Advanced Workflow monitor The workflow monitors are used to display the flows to be monitored Usage > Workflow monitor Event tracking Event update Creation of a planning workbench Parameters > Workflow > Planning workbench setup An enquiry is used to filter and present the flows to be tracked TEC201: Common Tools Advanced

TEC201: Common Tools Advanced Part 2 TEC201: Common Tools Advanced

TEC201: Common Tools Advanced Report Principles Sage X3 Server(s) Request CrystalReport.rpt Print Server(s) Web Server(s) Request TEC201: Common Tools Advanced

Patch Management (Sage X3) Integration X3 (Reference Folder) TEST Test Folder PILOT Pilot Folder LIVE Live Folder Sage ERP X3 Solution IP Port Inheritance Runtime Creation TEC201: Common Tools Advanced

Patch Management (Development) Integration X3 (Reference Folder) TEST Test Folder PILOT Pilot Folder LIVE Live Folder Sage ERP X3 Solution IP Port Inheritance Runtime Creation TEC201: Common Tools Advanced

Patch Creation (Development) X3 (Reference Folder) TEST Test Folder PILOT Pilot Folder LIVE Live Folder Sage ERP X3 Solution IP Port Inheritance Runtime Creation Creation TEC201: Common Tools Advanced

Archive & Purging Principles Working Folder Archive Folder Group of Tables to be Archived Archiving Group of Tables not to be Archived Purging Purging TEC201: Common Tools Advanced

TEC201: Common Tools Advanced Part 3 TEC201: Common Tools Advanced

TEC201: Common Tools Advanced Toolkit (Searches, dictionary etc.) Database mass updates Maintenance TEC201: Common Tools Advanced

TEC201: Common Tools Advanced Documentation This function is used to personalize the standard delivered documentation or to develop the documentation on specific developments. This function is integrated into the software package and is based on the organization of the X3 entities. The start entity of a documentation is the X3 (AFC) function to which the documentation is linked. The main components of a function may concern specific documentation (Action, Screen, Table etc.) Documentation organization is based on that of the X3 dictionary. Documentation may be based on a link table used to associate additional documentation. The structuring elements of a document are as follows: The language code The type of X3 entity documented The associated components. TEC201: Common Tools Advanced

TEC201: Common Tools Advanced Documentation X3 documentation is organized in paragraphs. One paragraph is made up of a workframe which describes the hierarchal organization of the basic text it is made up of. The description of the paragraph’s structure is saved in the ADOCUMENT table. Paragraphs may be accessed directly via online help. Compiling this hierarchal structure with the associated texts enables the documentation generator to produce XHTML text. These paragraphs may be generated automatically according to the type associated (function / activity code etc.) TEC201: Common Tools Advanced

Thank you for your attention TEC201: Common Tools Advanced