Restore your Common Data and Transactions to another Sage X3 Folder

By | July 19, 2012

In our last blog, we saw how to create a Setup Template to copy/extract data from a (source) X3 folder. Now we will see how to integrate this template into another (target) folder.

The integration of the setup template can be done from the source folder itself provided you have appropriate privileges. The Setup Copy function can be found at :

Development -> Utilities -> Patches -> Setup Copy.
The integration can be done in two ways:

  1. Copy: If the folders are located in the same SAFE X3 solution, the copy can be done directly.
  2. Patch: If the folders are located in different SAFE X3 solutions, a patch needs to be generated. This file will be reintegrated to the destination folder using the Patch integration function.

Following are the fields and their functions on the Setup Copy Screen.

Copy type: Select the copy type. Two values are available:

  1. Copy: The template is read from the source folder and is directly updated in the destination folder. The Folder of origin and the Destination folder fields need to be entered.
  2. Patch: A patch is generated only once. This patch must be integrated to in the target folder. The destination file path must be entered.

Copy option:

  1. Source folder: The folder from which the setup is to be copied.
  2. Destination folder: The folder to which the setup is to be copied.

 Setup templates:

  1. Template code: Select the code of the setup model.
  2. Legislation: This field is used to select the data to process related to one single legislation.

 Data models:

  1. Template code: Select a data model. The templates will be pre-fetched as we have already created them in the Setup Template. You can edit these templates as you please.
  2. Selection Formula: Similar to the Selection Column in the setup Template, it is used to it is applied on the main table defined in the data model.
  3. Transaction Validation: Similar to the Transaction Column in the Setup Template, it refers to the transaction that is to be run after the model has been integrated.

Isn’t this is a great feature that not only saves time and effort but also ensures accuracy while mapping setups.

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