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V7.0 to v7.1 quick upgrade guide

This Quick Upgrade Guide is intended only for 'Early Adopters' of Sage ERP X3 who want to upgrade their existing version 7.0 (P3) solution to version 7.1 release.

Important prerequisites:
* The existing version 7.0 solution must be in patch level P3.
* As a precaution, it is recommended to perform a full backup of your system before upgrading the existing solution.

Perform the following steps to upgrade:

1. Install the Configuration Console

Important: Any prior version of the configuration console in 'SAFE X3 V1' generation (for example, CFG.124) must be uninstalled first.

2. Update the Administration runtime

3. Update the Main Runtime

Warning: Before the update, ensure that the batch server and the accounting tasks are disabled, and that there is no other active session connected to the X3 server.

4. Update the X3 Application

Note: The update of the component can last up to 30 minutes.

5. Update the 'Full' or 'Test' additional Runtime(s)

If they were previously installed, update the additional runtimes.

6. Update the Print Server

7. Update the Java Bridge component

Launch this step if the Java Bridge component was previously installed.
* Execute the safex3-javabridge-installer-2.19.2-x86_64 file, located in the SafeX3Installs\SafeX3BridgeJava folder of the version 7.1 DVD.
* Select the Modify installation option.
* Specify the installation path of the existing Java Bridge component.

8. Update Elastic Search

9. Update the web "Syracuse" component

Important: A user/password with rights to create and modify a service needs to be specified, as well as the passphrase that was initially used during the first installation of the component.

Note: The update of the component can last up to 10 minutes.

10. Reconfigure the components of the solution with the Configuration Console

  1. In the Console, load the solution being updated, and click the 'Application' button to reconfigure the application and runtime. This operation can last 30 minutes or more.

  2. Reconfigure any 'Full' and 'Test' additional runtime(s) if previously installed.

  3. Reconfigure the print server.

  4. Reconfigure the Java Bridge component if previously installed.

11. License update

When first connecting to the web "Syracuse" server, a "User profile alert" error message is displayed.
The license needs to be updated:
* From the menu, go to Administration > Licenses.
* Open the license file with a text editor, and copy/paste the full content of the file into the 'Content' block.
* Click the 'Upload license' link.

12. Supervisor update

Go into any function in 'classic mode' to trigger the Supervisor update. Recommended function to use is Setup > Users > Users (GESAUS).

Warning: Do not use Setup > General Parameters > Folders (GESADS) to trigger the Supervisor update.

Note: When entering the function, the message 'Supervisor installation' is displayed. When leaving the function, the message 'Supervisor update' is displayed, meaning that the Supervisor update is done.

13. Revalidation of the child folders

To finalize the update for the solution, every child folder needs to be revalidated:
* Go to Setup > General Parameters > Folders (GESADS).
* Check the settings and save the folder definition for every folder, except X3. It is mandatory to save each folder definition; otherwise, the folder revalidation cannot be done afterwards.
* Click the 'Validation' link to launch the folder(s) revalidation. You can launch the revalidation for several folders at one time.

Note: The revalidation for the folders can last several hours, depending on the number of folders and the settings of the folders (for example, number of languages and legislations).

After revalidation, the folders are up to date in version 7.1, and are ready to use.

14. Managing the SEED folder upgrade

Different options are available to manage the SEED folder upgrade.

Keeping the existing 7.0 SEED folder, and installing the 7.1 SEED folder:
* Unzip the 7.1 SEED folder directories into a different name (for example, SEED71 and X3_PUB\SEED71).
* Copy them into the folders directory of the application (for example, C:\Sage\folders\ and C:\Sage\folders\X3_PUB).
* Import the 7.1 new SEED folder (for example, renamed SEED71) with the console.
* Do not forget to revalidate the existing 7.0 SEED folder.

Deleting the existing 7.0 SEED folder, and installing the 7.1 SEED folder:
* Delete the existing database objects related to the SEED user (tables, indexes, sequences, tablespaces, roles, database users, and so forth) with a database management tool.
* Delete the SEED and X3_PUB directories located in the folders directory of the application.
* Delete the SEED folder definition in Setup > General Parameters > Folders (GESADS).
* Reinstall the SEED folder from the version 7.1 DVD, following the standard procedure.

Note: Overwriting the SEED folder is technically possible (for example, installing the version 7.1 SEED folder over the existing version 7.0 SEED folder following the standard procedure); however, this operation is not certified by Sage because it might theoretically result in unexpected results in the usage of the folder.

15. Browser cache refresh

16. Update search index

It is recommended to execute the search re-indexation for each endpoint after the upgrade.

Proceed as follows for each endpoint:
* In the Administration menu, select the Search Index Management option under the Tools section.
* Enter the data source endpoint to be indexed.
* Enter the Locale language in which the index will be updated.
* Select the Delete index before update check box.
* Click the Update index link.


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