Re-point GUMU™ Sage CRM – Sage X3 Integration connection to different Sage X3 folder

By | December 30, 2017

There are many instances where client generally setup their Sage CRM server with TEST Sage X3 folder using GUMU™ integration for testing purpose and once they completes their testing, client can take same Sage CRM to Live by re-pointing to different Sage X3 folder (Live folder).

New Stuff: GUMU™Integration v/s Sage Integration for Sage CRM and Sage X3

For achieving this, user can follow below instructions.

  1. Take complete backup of Sage CRM system including DB.
  2. Take complete backup of Sage X3 system including DB.
  3. Below are the steps for pointing different Sage X3 folder from same Sage X3 server in Sage CRM GUMU configuration.

a. Let’s consider currently ‘TEST’ folder is integrated and now user want to point ‘LIVE’ folder in GUMU™ integration.
b. Delete all the records from Sage CRM database which are related to ‘TEST’ folder.

  1. To delete the records, login into Sage CRM SQL database server.
  2. Now user have to delete data from CUSTOM_CAPTIONS table, to delete it run the below query in SQL
    Update Custom_Captions set Capt_deleted=75′ where Capt_Code like ‘TEST%’ and Capt_Deleted is null
  3. Now delete all the TEST records created in CRM and which are associated with old Sage X3 folder from below tables of Sage CRM.
  • Company
  • Person
  • Address
  • Address_Link
  • PhoneLink
  • EmailLink
  • NewProduct
  • ProductFamily

c. Delete the Link server which is created in CRM SQL SERVER pointing to old TEST Sage X3 folder. Create the new link server which is pointing to the new Live Sage X3 folder.
d. Refresh the Sage CRM Metadata and RESET IIS.
e. Install all the Sage X3 patches on New ‘LIVE’ folder.
f. Re-configure GUMU™ from both Sage CRM and Sage X3 side and complete the testing.

For more information, you can always contact us at [email protected]

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Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at [email protected]. We will be glad to assist you.