Administration reference

The Administration reference documents describe the different functions or activities used to administrate a Sage X3 platform and solution. An activity is launched from the web client through a launching URL corresponding to a class and a representation. In every document with such an activity, the components of the URL will be introduced.

Different categories of activity exist. The list of activities presented here is given in the order defined by the Administration default menu page:

Administration

Collaboration

Authoring

Utilities

Usage

Miscellaneous documents

These documents refers:

• either to functions that are not directly available from administration menus, but from Quick administration link in the user preferences panel.
• or to additional information not directly linked to pages.

The following pages are available:
* Administration reference Super Administrator: The definition of a super administrator with administration rights on the platform.
* Administration reference Dashboards: The definition of portal pages containing portlets that can be menus, ERP or administration pages, and external pages. This entity has been replaced by home pages and navigation pages and is now only used for the description of mobile applications.
* Administration reference widgets: The autonomous components found in a dashboard.
* Administration reference Configuration File: A file located on the node web server that defines default parameters.
* Administration reference Friend servers: The definition of other node servers on which the platform can connect.
* Administration reference Outgoing REST Web services: Definition of external web services that can be called from SAFE X3 platform.

Supervisor Setup functions

In this section, you will find the supervisor functions that have already been switched to Versions 7 and above technology, and the new functions related to Versions 7 and above technology. These functions are related to a Sage X3 endpoint, and handle meta data stored in a Sage X3 folder. The links are organized by supervisor menus.

Development

The supervisor development menu handles all the functions related to the workbench. The corresponding documentation can be found here.

Utilities

This sub-menu of development contains tools that didn't change since the version 6, except for the following list:

• Supervisor License Visualization: The management the rights associated to the licenses installed on a given folder.
• Tool that checks the compliance of addons, vertical, specific developments to be hosted on cloud. The objective is to have the best resilience possible when applying patches in the environment.

Setup

This menu gives access to setup operation at the folder level:

• A direct link from this menu to folders management is present. The corresponding documentation is available in the standard help path.
• A particular operation, the folder validation or revalidation, generates all the structure of the folder and performs the updates needed, for instance, when the version changes. A technical documentation available here describes the technical process of folder validation.

In the setup menu, we also have several sub-menus:

Statistics

In this menu, the definition of the statistical functions are present. On all these functions, the same user interface than in V6 is used, and the way the data is stored didn't change since version 6. But the validation of the statistics generates a script that accesses to the statistical data from Versions 7 and above native pages. This is described in the following link:

• Supervisor administration Statistics: The implementation of the Sage X3 statistics with the new client.

Printouts

In this menu, the requester functions are present. On all these functions, the same user interface than in V6 is used. But for the Query tool and the Graphical query tool, the validation of the queries generates a script that runs differently the queries in order to access to the query data from Versions 7 and above native pages. This is described in the following link:

• Supervisor Administration Requester: The implementation of the Sage X3 requester with the new client.

Usage

This menu includes some tools related to the administration platform. The following functions are related to the new platform or have been changed in version V12:

• Attachment upgrade : the tool that upgrades the attachment tables in order to store the file path with a volume.

Interactive dashboards

This menu includes some tools related to the version 6 dashboards and some features are still relevant for the home page, especially:
* the portal view that define default values usable as query parameters (parameter &portview=value). See the requester documentation for more details.
* the visual process editor, that works like previously and is documented in the version 6 setup menu pages documentation. Some tricks are described to implement the links in the following documentation.