Setup > SHRM Portal > Portal installation/update wizard 

The installation of Sage X3 People Portal is sub-divided into various stages.

1 - The console configuration, to:

  • Publish the X3 solution and folder of the HRM application on the X3WEB server,
  • Create a Web service pool pointing to the HRM application folder,
  • Configure the settings for the front-office Web HTTP server,
    • Http and Https ports

2 - The portal configuration, to: 

  • Check the settings of the X3 folders,
  • Copy the elements of the AHRPORTAL reference portal of the PAYROLL folder to the HRM application folder.

3 - Installation of various portal component via the setting wizard.

4 - The portal operation, to:

    • Set up the portal users,
    • Set up the various portal elements,
    • Display the home page.

5 - The portal personalization, for advanced settings.

This function constitutes the third stage in the setting cycle of Sage X3 People Portal.

The Sage X3 People Portal installation and update wizard is used, once the prior controls have been carried out, to automatically trigger and record in a log all necessary actions.
It is available in the solution child folders.

SEEREFERTTO The list of the processings implemented by this function is presented in an annex documentation.


SEEREFERTTO Refer to documentation Implementation

Screen management

Operation of the wizard

This wizard allows the creation or update of the site of the current folder by copy of the reference site supplied by Sage. It also allows the generation of the lists and the validation of the Web services and the site.

  • If the site exists, after the name and folder of the original site have been entered, the additional settings of the existing site are displayed and cannot be accessed. 
    The original site and its Web services are copied, in compliance with the existing settings.
  • If the site does not exist, after the name and folder of the original site have been entered, the additional settings are initialized and they can be accessed.
    The original site and its Web services are copied. The entered settings are implemented and the pools are validated.

A link is automatically created in HRM Sites in the X3 client. By clicking this link, you will automatically connect to the portal without requiring an authentication.
All the sites published in the current access point are in HRM Sites.
SEEREFERTTO Additional information is available in the documentation on the publication of the portal link.

Entry screen


The following fields are present on this tab :

Site to install or update

Name of the site to install or update.
The following Xtend objects are copied (AYT* tables ):

  • Web site,
  • Web Page,
  • Web site profile,
  • Field token,
  • Message,
  • Interface,
  • Entity,
  • Block,
  • Web action,
  • Dynamic link,
  • Conditioned block,
  • Value list,
  • Advanced setup,

The design of the site under X3_PUB/dossier/X_TEND is also copied:

  • X_HTML,
  • X_TAR.

Portal link publication

  • Update menu and links (field PUBFCY)


  • field PUBTYP


  • Overwrite existing configuration (field PUBREP)


Site of origin (to copy)

  • Folder (field DOSORG)

Folder of the original site.

  • Web site (field FCYORI)

Portal site of the payroll folder to copy from the parent folder to the application folder.
If no site is selected, an error message is generated during the copy of the Web services.

Table Web services pools

  • Sel. (field SELPOO)

Check box used by the operator to specify the Web service pool which should be associated with the site being installed.

  • Default (field POODEF)
  • Internal bus (field BUSINT)
  • Pool alias (field POOLALIAS)

Connection pool identifier, used to call a Web service.

  • Web server (field SERWEB)
  • Port (field PORTWEB)
  • Number of entries (field NBENTRY)
  • Max number entries (field MAXENTRY)

Workflow parameters

  • E-mailing type (field TYPMES)

This field is used to determine how the messages should be sent:

  • server: the messages will be sent via SMTP/POP3 e-mail system from the server (irrespective of the operating system used),
  • client: the messages will be sent via an email client on the client workstation.
  • E-mail server (field SRVMES)

Name of the email server when the emailing type is 'Server'.

  • field BUTWRK

Click this button to send an email to test the validity of the email server name. The email server name is entered in the E-mail server field.
An email address is requested, for the destination of the test message.

  • Workflow server (field SRVWRK)

Enter the solution Web server used to manage the workflow responses.

  • Machine: workflow links port (field MACWRK)

HostName and port of the X3 server to use to scrutinize the Workflow return message directory.
For example: serveur_applicatif_x3_:port_du_serveur_x3 

SEEINFO This value corresponds to the value defined for the WRKRMTMAC parameter.

  • Workflow links directory (field REPWRK)

This field is used to define the path of the disk directory where the exchanged files are stored.
The \WebData\WORKFLOW part is fixed. WebData is the DATA installation directory of the X3WEB server.

SEEINFO This path corresponds to the value of theWRKRMTDIR parameter.

  • Workflow links HTTP address (field ADRWRK)

URL for the Workflow processing, specified in the email sent to the Workflow recipient.
For example: HostNameX3Web:PortX3Web/AdxWfC

AdxWfC is fixed. The case needs to be complied with.

SEEINFO This path corresponds to the value of theWRKRMTHTTP parameter.

  • Workflow feedback URL (field RETWRK)

URL pointing to the "My actions" page used for the workflow return.
The structure must be of the following type: http://X3WebHostName:X3WebPort/xtend/page?PAG=STD.

Other parameters

  • Documentation URL (field URLDOC)

URL pointing to the portal documentation root.

  • Site administrator e-mail (field MAIADM)

Email address of the site administrator or webmaster to which requests are sent for account creation created from the "Login"page .

  • Print server (field PRTSRV)

Define the print server to use for the prints launched from the portal.



Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation