V7.1 or Update 8 to 9 easy upgrade guide
This Easy Upgrade Guide is intended for all end users of Sage X3 People who want to upgrade their existing 7 solution to 9 release.
Important prerequisites:
* In step 13 the licence must be updated. Contact your local Sage Sales office in order to get your new licence before starting.
* 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:
Important: If the prior version of the Management Console is of 'SAFE X3 V1' generation (for example, CFG.124), it must be uninstalled first. For more recent Management Console versions, the update mode detects the correct repository and enables to carry on automatically the upgrade process.
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.
Note: The update of the component can last up to 30 minutes.
If they were previously installed, update the additional runtimes.
Launch this step if the Java Bridge component was previously installed.
* Execute the safex3 javabridge installer file, located in the SafeX3Installs\SafeX3BridgeJava folder of the 9 DVD.
* Select the Modify installation option.
* Specify the installation path of the existing Java Bridge component. On Windows Operating System platform, the update mode detects the correct repository and enables to carry on automatically the upgrade process.
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.
It is required that MongoDB server should be in version 3.0 Entreprise for better performance of Sage X3 People in product update 9.
Regarding versions 7.1 and prior, no automatic installer has been delivered for MongoDB server which has been downloaded directly from MongoDB website and installed manually.
From update 8 and 9, installation of MongoDB can be done automatically.
Depending the way you installed MongoDB and the way you want to install it now, different cases exist.
We recommend to update MongoDB with the automatic procedure described in the corresponding guide:
if you previously proceeded by a manual installation, you need to set-up as a new installation, to use another mongoDB port than the previous one, and then to check the box Import and initialize db with data from another instance to retrieve your administration data from the previous database.
If you previously proceeded by an automatic installation, you will use the "modify installation" mode.
If you proceeded by a manual installation and if you want to continue, refer to MongoDB documentations and follow the MongoDB installation guide in order to upgrade your installation.
Note:
Ensure that the services “agent sage Syracuse” and “sage Syracuse” are stopped before an update of MongoDB
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 process launches a series of scripts to initialize MongoDB database with data required for the administration of Sage X3 People and menu pages by the node server "Syracuse". The whole component update can last up to 30 minutes.
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.
Reconfigure any 'Full' and 'Test' additional runtime(s) if previously installed.
Reconfigure the print server.
Reconfigure the Java Bridge component if previously installed.
Reconfigure the webservice and ADC server component if previously installed.
After configuring the application by the Management Console, the supervisor update function should be launched. To do that, you need to login to web "Syracuse" server via a super administrator account and connect to the root folder X3 endpoint in the 'Welcome' panel. A "User profile alert" error message prevents you from going further stating that "the product Sage X3 People is only licensed until update 7 but update $$CURVAR is requested".
To update the license, you launch the entity License upload of the paragraph Licenses in the Administration panel, then you can proceed using either of the following ways:
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.
To finalize the update for the solution, every child folder needs to be revalidated:
* Login to web "Syracuse" server via a super administrator account and connect to the root folder X3 endpoint in the 'Welcome' panel.
* 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. In order to have the 'Save' button accessible, you need to enter on each folder and simulate a slight modification (for example, you add a letter at the end of the "Name" field followed by a tabulation then go back to the field to remove the added letter).
* Click the 'Validation' link to launch the folder(s) revalidation. You can launch the revalidation for several folders at one time by selecting and adding them in the Folder validation grid.
To proceed with folders revalidation function, choose either one of the following options:
After revalidation, the folders are up to date in 9, and are ready to use.
Different options are available to manage the SEED folder upgrade.
Keeping the existing 7.1 SEED folder, and installing the 9 SEED folder:
* Unzip the 9 SEED folder directories into a different name (for example, SEED8 and X3_PUB\SEED8).
* Copy them into the folders directory of the application (for example, C:\Sage\folders\ and C:\Sage\folders\X3_PUB).
* Import the 9 new SEED folder (for example, renamed SEED8) with the console.
* Do not forget to revalidate the existing 7.1 SEED folder.
Deleting the existing 7.1 SEED folder, and installing the 9 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 9 DVD, following the standard procedure.
Note: Overwriting the SEED folder is technically possible (for example, installing the 9 SEED folder over the existing 7.1 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.
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.