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Training Course

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

  2. Course Map Sage ERP X3 Fundamentals Sage ERP X3 Advanced Sage ERP X3 Expert CB 101 – 102 Introduction & Functional Overview(3 days) TEC102 Development (4 days) TEC103 Installation (4 days) FIN201 - Finance(4 days) OPE201 - Distribution(3 days) TEC101 - Common Tools(3 days) OPE202 - Inventory(2 days) OPE203 - Manufacturing(3 days) You Are Here TEC201: Common Tools Advanced

  3. 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

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

  5. 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

  6. 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

  7. 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

  8. 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

  9. Part 1 TEC201: Common Tools Advanced

  10. Users, Security & Authorisations User Login (unique) E-mail, Phone etc. Hierarchy User Code Parameter Values BP Information Account Function Profile Access Codes (Dictionary and Data) Menu Profile 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

  11. User & Security Parameters User Login (unique) E-mail, Phone etc. Hierarchy User Code Parameter Values BP Information Account Function Profile Access Codes (Dictionary and Data) Menu Profile 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

  12. Menu Profile User Login (unique) E-mail, Phone etc. Hierarchy User Code Parameter Values BP Information Account Function Profile Access Codes (Dictionary and Data) Menu Profile 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

  13. Functional Profile User Login (unique) E-mail, Phone etc. Hierarchy User Code Parameter Values BP Information Account Function Profile Access Codes (Dictionary and Data) Menu Profile 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

  14. 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

  15. Access Codes User Login (unique) E-mail, Phone etc. Hierarchy User Code Parameter Values BP Information Account Function Profile Access Codes (Dictionary and Data) Menu Profile 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

  16. 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

  17. Roles User Login (unique) E-mail, Phone etc. Hierarchy User Code Parameter Values BP Information Account Function Profile Access Codes (Dictionary and Data) Menu Profile 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

  18. Batch Server Principles Log File (Batch Server) Working Folder SERVX3Folder Launch Batch Server (process SERVX3) Batch Process 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

  19. 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

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

  21. Workflow Engine 1 Sage X3 Process Triggering Conditions Action Parameters Users Event Type(Object, Batch Job…) Return Values GBIDC1/2/3GBIDI1/2/3GBIDA1/2/3GBIDD1/2/3 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

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

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

  24. Workflow Parameters • 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 SERMES TYPMES WRKDAY WRKRMTDIR WRKRMTHTTP WRKRMTMAC WRKSINTER WRKSINTRA TEC201: Common Tools Advanced

  25. 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

  26. 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

  27. Part 2 TEC201: Common Tools Advanced

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

  29. Patch Management (Sage X3) IP Port Integration Sage ERP X3 Solution Runtime Inheritance Creation TEC201: Common Tools Advanced

  30. Patch Management (Development) IP Port Integration Sage ERP X3 Solution Runtime Inheritance Creation TEC201: Common Tools Advanced

  31. Patch Creation (Development) IP Port Sage ERP X3 Solution Runtime Inheritance Creation Creation TEC201: Common Tools Advanced

  32. 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

  33. Part 3 TEC201: Common Tools Advanced

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

  35. 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

  36. 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

  37. Thank you for your attention TEC201: Common Tools Advanced