How To Guide
Create a Clean PILOT Folder
In X3 create the Folder .................................................................................................... 1
General Tab ................................................................................................................. 2
Initialization tab ............................................................................................................ 3
Modifications tab .......................................................................................................... 4
Print Server ..................................................................................................................... 7
Web Server ..................................................................................................................... 8
The purpose of this document is to guide you through creating a clean PILOT folder for the V6.x Sage
ERP X3 Solution. This should be done after initial software installation to be available for project pilots.
In X3 create the Folder
Log into the X3 Reference folder as the ADMIN user.
Go to Parameters / General Parameters / Folders (GESADS).
Select the TRAINV6 folder from the left-list. This folder was imported into the Sage X3 Solution as part of
the initial software installation.
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Create a Clean PILOT Folder
General Tab
In the Folder field, overwrite TRAINV6 with PILOT and press Tab. This will begin to modify the record
and put the function into Create mode.
Enter Pilot Folder as the Name and enter TRAINV6 as the Copy Folder.
Be sure to leave the Parent folder as X3.
The Start Date is the date of the first financial transaction in the system.
The Test Folder and Specific Folder should be checked so that this folder can be used to test patches.
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Create a Clean PILOT Folder
Initialization tab
On the Initialization tab, set everything in the Copy Data table to Yes, except for Companies/Sites, BP
Reference system and Banks.
Delete all languages other than ENG from the Languages, or any additionally purchased languages.
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Create a Clean PILOT Folder
Modifications tab
On the Modifications tab, be sure to set the NA Addon activity codes Active field based on what the
customer has purchased. Click the Create button to create the new folder.
At the Copy Confirmation prompt, click Yes.
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Create a Clean PILOT Folder
Click the Validation button to begin the folders table creation and data copy.
Confirm that the new PILOT folder is in the Folder Validation list and click OK.
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Create a Clean PILOT Folder
The new PILOT folders dictionary will update. This process may take anywhere from 15-45 minutes
depending on the speed of the solution.
Once the folder Validation has completed, a log file will appear. Click End to close the file and exit out of
the X3 Reference folder.
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Create a Clean PILOT Folder
Print Server
Launch the Sage Console and select the Print Servers tab. Select the solution from the Publications
tab and check the new PILOT folder. Click the Apply button to publish the folder so that it can utilize the
Print Server.
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Create a Clean PILOT Folder
Web Server
Select the Web Servers tab. Select the solution from the Publications tab and check the new PILOT
folder. Click Apply to publish this folder to the web. Once this has been completed, exit out of the Sage
Console.
This clean PILOT folder is now available to users to enter data for their pilot.
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