Administration reference
The Administration reference documents describe the different functions or activities used to administrate a Sage X3 People 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:
UsersUsersThe definition of all users able to connect on the platform. Groups The definition of groups; a set of users sharing access rights to endpoints and able to use a list of roles. Roles The definition of roles linked to personalized configurations for a user such as default dashboards, dedicated personalized pages, and so forth. Security profiles The definition of security profiles that controls the administrative rights and are assigned to roles. LicensesLicense dataDefines the licenses available and the associated data. Badges Describes the assignment of badges to roles in order to handle license rights. License upload Management of license files. Web servicesClassic SOAP web servicesThe setup of ingoing SOAP web services defined in Classic mode and published from node.js web server. SOAP pool The setup of the pool that serves the ingoing SOAP web services. REST Web Services The setup of outgoing REST web services. | SettingsGlobal SettingsThe definition of global authentication settings. Locales The definition of locale rules for data presentation and input such as dates, numbers, and so forth. Proxies configuration The setup of proxy servers requested to access external services from the platform. AuthenticationLDAPThe setup of directories for LDAP authentication. Oauth2 servers The setup of servers for Oauth2 authentication. SAML2 authentication The setup of SAML2 authentication. CertificatesCertificatesThe management of certificates. Certificates of Certification authorities The management of certificates signed by a certification authority. | EndpointsApplicationsThe definition of the types of software connected to the node web server. X3 solutions The definition of the Sage X3 People solution available to be connected on the node web server platform. Endpoints The definition of the data source associated with a widget or a page (a folder for the Sage X3 People application). ServersHostsThe definition of the different hosts used to run Version 9 processes in a cluster environment. Notification servers The setup of servers that sends notification through email. BO servers The definition of logical Business Objects severs corresponding to X3 Business Objects application servers. BO profiles The definition of Business Objects profiles associated to Business Objects servers. HRM PortalHRM ServersAllows to creates HRM Servers configuration to be able to use HRM sites throught load balancer. HRM Sites Allows to creates HRM Sites configuration to be able to use Syracuse as HRM proxy. |
| Teams The definition of lists of users sharing documents. Volumes The definition of logical volumes used to store or access documents. | DocumentsDocumentsThe documents shared by teams and managed in the mongodb document database. Word templates The templates predefined for Word reporting purposes. Documents tags The definition of tags associated with documents shared by teams. Tags categories The definition of categories for tags. | NotificationsNotification eventsThe setup of events that will trigger automatic notifications to some users. Mail templates The setup of templates that describes how the body and the other characteristics of a mail sent from an entity is computed. Notification themes The setup of themes used as style sheets for emails sent by the platform. |
PagesNavigation pagesThe definition of navigation pages that describes the organization of the links to the ERP pages organized as a "site map". Home pages The definition of home page (or landing pages) that contains blocks in which menu items are displayed to produce a user friendly page that contains indicators or processes. Menu items The definition of links on pages that appear in landing pages. Menu submodules List of menu item (links in home pages). Menu modules Super-blocks of links (organized in sub-modules) used in home pages Menu categories Categories assigned to menu items. | Customized pages The description of the pages modified by personalization. | MobileThe menu items present here correspond to the new mobile/tablet client with auto-adaptative layout capabilities.Mobile applications Describes the new mobile applications . Mobile dashboards Allows to create mobile dashboards. Mobile gadgets Allows to create mobile gadgats included in the mobile dashboards. Migrate mobile dashboard A tool that allows to generate new mobile applications from the previous mobile dashboards. |
ExportExport profilesThe definition export profiles used to export data and meta data from Endpoints. Personalizations management The tool that allows to define filter used to extract dashboards, portlets, menu items, and personalized pages information in a format that makes it possible to import them in another repository. Resources packs Set of export files. UpdateAboutReturns technical information about the platform installed. Updates A new way to upgrade folder in "one click" | ImportImport toolTool used to import data in the administration database. X3 Users import A tool that allows to read the user in a folder database in order to create or update users in the administrattion database. Menu profile import Allows to import menu items from an Sage X3 People folder Import sessions The import session management. | InstallationInstall addin for OfficeA link to download the Office plugin Install addin for Outlook A link to download the Outlook plugin Ilog Connector A link to download the connector for Scales and Gantt Ilog modules Report developer Connector A link to download the plugin that allows local development on Crystal Reports. For more information, see the following document |
AutomateSchedulerThe definition of scheduled tasks (automation). Search index management The definition of the parameters for the search index updates. Sage X3 People action To launch or schedule an action related to the user assignment. Server logs The management of logs on operations that runs on the administration server. | Sessions managementLicense displayDisplays the current license consumption. Web client Sessions The sessions currently active on the node server. Classic client sessions List of X3 sessions dedicated to classic pages. Clients reused list Another view of the classic sessions that displays only the sessions not yet used. | LogsHost traceThe management of technical traces for support purposes. Engine trace Allows to creates log on the X3 engine associated to the current session for debugging purposes. |
These documents refers:
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.
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 People endpoint, and handle meta data stored in a Sage X3 People folder. The links are organized by supervisor menus.
The supervisor development menu handles all the functions related to the workbench. The corresponding documentation can be found here.
This sub-menu of development contains tools that didn't change since the version 6, except for the following list:
This menu gives access to setup operation at the folder level:
In the setup menu, we also have several sub-menus:
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:
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:
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 9:
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.