Scheduling the SVG
You will first need to schedule the extract of LIVE data to be imported into TEST.
Please note: the folders displayed in the screenshots will always be SEED, as this document was created using a baseline test system. Please ensure that you have your folder names correct and take care in reading the document.
Log into the LIVE folder and navigate to: Usage > Batch Server > Request submission and configure your SVG task as below (Ensure that the folder is set to the LIVE folder):
/Sage%20X3/Copying%20to%20Live%20Test%20-%20V12%20-%20Screenshot%201-1.png?width=1912&height=653&name=Copying%20to%20Live%20Test%20-%20V12%20-%20Screenshot%201-1.png)
This task should be scheduled to run during the night and as mentioned previously, preferably outside of the time that backup tasks are running on the server.
Once you are happy with your task, select ‘Validation’.
You will then be presented with the parameter entry screen for the data Extract.
/Sage%20X3/Copying%20to%20Live%20Test%20-%20V12%20-%20Screenshot%202-1.png?width=1912&height=651&name=Copying%20to%20Live%20Test%20-%20V12%20-%20Screenshot%202-1.png)
Select the folder that you would like to extract (LIVE), leave the ‘*’ in the ‘tables to export’ field and leave the backup volume as ‘SVG’ then select OK and your task will be submitted to the batch server.
You can check to make sure that the task has submitted correctly by checking the batch sever, the task will commonly be displayed at the top of the table of tasks as it is scheduled for the future:
/Sage%20X3/Copying%20to%20Live%20Test%20-%20V12%20-%20Screenshot%203-1.png?width=1920&height=356&name=Copying%20to%20Live%20Test%20-%20V12%20-%20Screenshot%203-1.png)
Once the task has completed the data will be input into the following directory: C:\Sage\X3APP\folders\SEED\SVG
Please note: there must be a directory with the same name as the ‘Backup Volume’ for the task to run.
Importing the SVG into the Test folder
Assuming that you will be overwriting an existing test folder you will need to rename the physical files for the test folder to reuse the same name. Before you do this you will want to log into the existing test folder and stop the accounting tasks.
This will require you to change the name of the following directories:
C:\Sage\X3APP\folders\TEST
C:\Sage\X3APP\folders\X3_PUB\TEST
To:
C:\Sage\X3APP\folders\TEST_OLD
C:\Sage\X3APP\folders\X3_PUB\TEST_OLD
Once this is complete, you will need to copy the live folder in both the ‘Folders’ and ‘X3_PUB’ directories and rename them to ‘TEST’. This allows us to overwrite the existing test folder with live data which is the most space efficient way to do this.
Following this we can open the Sage X3 management console, select the solution, then ‘folders’ followed by ‘import’:
/Sage%20X3/Copying%20to%20Live%20Test%20-%20V12%20-%20Screenshot%204-1.png?width=1920&height=1080&name=Copying%20to%20Live%20Test%20-%20V12%20-%20Screenshot%204-1.png)
Configure the import task as shown below, the only thing that will need to be changed here is the ‘name of the folder to be imported’ this should be the test folder but as we’re doing this on a demo system it will show as ‘SEED’ in the screenshots:
Please note: Once this process has been started it will begin to overwrite data and reverting to a backup will be the only way to return to where you were, so please be sure that you DO NOT have the LIVE folder selected.
/Sage%20X3/Copying%20to%20Live%20Test%20-%20V12%20-%20Screenshot%205-1.png?width=1920&height=1080&name=Copying%20to%20Live%20Test%20-%20V12%20-%20Screenshot%205-1.png)
Clicking ‘Ok’ will start the import process this will just need to be monitored until complete:
/Sage%20X3/Copying%20to%20Live%20Test%20-%20V12%20-%20Screenshot%206-1.png?width=1920&height=1080&name=Copying%20to%20Live%20Test%20-%20V12%20-%20Screenshot%206-1.png)
Once this has completed you can log back into X3 and enter the Test folder and ensure that everything is ok by accessing a couple of functions.
Post Import Checks
After your Import has completed and you’ve confirmed that the folder is working as it should be you still have a few checks that will need to be completed before you can hand this back off to the users
Parameters
There are two parameters that will need to be blanked out to ensure that the new test folder isn’t trying to speak with the live instance of V1 after the folder copy has been completed. You can get to these via: Parameters > General Parameters > Parameter Values
The parameters that will need to be cleared are:
- ADX > EDM > XV1EDMWSP
- SUP > WRK > SERMES
Accounting Tasks
As a final step, you will need to delete the accounting task in the new test folder and re-create it as this will be referencing the task that’s likely still running in live. You can do this in the following function: Parameters > Financials > Accounting Interface > Accounting Tasks
From here, click on the line and then the delete button.
Once this has been completed you can just click back into the line and another entry will be created. All you will need to check here is that the ‘number of records’ has been set to what it was previously. Now that this has been created it should reference a new ‘Recurring task’ as shown below:
/Sage%20X3/Copying%20to%20Live%20Test%20-%20V12%20-%20Screenshot%208-1.png?width=1920&height=283&name=Copying%20to%20Live%20Test%20-%20V12%20-%20Screenshot%208-1.png)
You should also be able to see this task referenced in: Usage > Batch Server > Accounting Task
/Sage%20X3/Copying%20to%20Live%20Test%20-%20V12%20-%20Screenshot%209-1.png?width=1920&height=685&name=Copying%20to%20Live%20Test%20-%20V12%20-%20Screenshot%209-1.png)
Completion
Now that the folder import has been completed and you’re ready to finish up here, you will need to clear down any files that may be left over from this work.
Files to be cleared down:
- Any TEST_OLD folders that were created in the process of setting up the new folder.
- Any SVG data left over in the LIVE or new TEST folders
You will also want to liaise with your internal SQL DBA and have them check on the TempDB and transaction log to ensure that these haven’t grown to a size that will cause issues.
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