{"id":31832,"date":"2026-02-17T13:07:40","date_gmt":"2026-02-17T13:07:40","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagex3\/?p=31832"},"modified":"2026-02-17T13:07:40","modified_gmt":"2026-02-17T13:07:40","slug":"sage-x3-copilot-installation-setup-guide-2025r2","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2026\/02\/17\/sage-x3-copilot-installation-setup-guide-2025r2\/","title":{"rendered":"Sage X3 Copilot Installation &#038; Setup Guide (2025R2)"},"content":{"rendered":"\n<h1 class=\"wp-block-heading\">Introduction<\/h1>\n\n\n\n<p>With the growing role of AI in ERP systems, Sage Copilot enhances decision-making, automation, and user productivity inside Sage ecosystem.This guide explains the prerequisites and setup process required to successfully install and configure Sage X3 Copilot for the 2025R2 release.<\/p>\n\n\n\n<p>Prerequisites<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Before starting the installation, ensure the following components are ready:<\/li>\n\n\n\n<li>Sage X3 must be upgraded to <strong>2025R2<\/strong>\u00a0version.<\/li>\n\n\n\n<li>All X3 services should be installed and updated to the latest patch level.<\/li>\n\n\n\n<li>Required hotfixes must be applied to enable Copilot functionality.<\/li>\n\n\n\n<li>Verify that the latest available hotfix (for example, version <strong>60.0.54<\/strong>\u00a0or newer) is installed.<\/li>\n<\/ul>\n\n\n\n<p>These prerequisites ensure system compatibility, secure connectivity, and smooth Copilot performance.<\/p>\n\n\n\n<p><strong>Installation &amp; Setup Steps<\/strong><\/p>\n\n\n\n<p><strong>1. Enable Sage AI Services<\/strong><\/p>\n\n\n\n<p>Activate the Sage AI feature either at the solution level or the endpoint level, depending on your environment architecture.<\/p>\n\n\n\n<p>This allows the ERP system to communicate with AI services.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><imgtarget=\"_blank\" rel=\"noopener noreferrer\"><img fetchpriority=\"high\" width=\"1024\" height=\"459\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\"src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig1_Enable-sage-AI-in-endpoint-1024x459.jpg\" alt=\"Enable sage AI in endpoint\" class=\"wp-image-31833\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig1_Enable-sage-AI-in-endpoint-1024x459.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig1_Enable-sage-AI-in-endpoint-300x135.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig1_Enable-sage-AI-in-endpoint-768x344.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig1_Enable-sage-AI-in-endpoint-660x296.jpg 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig1_Enable-sage-AI-in-endpoint.jpg 1365w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><strong>Fig01: Enable sage AI in endpoint<\/strong><\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><imgtarget=\"_blank\" rel=\"noopener noreferrer\"><img width=\"1024\" height=\"236\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\"src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig2_Enable-sage-AI-in-X3-solution-1024x236.jpg\" alt=\"Enable sage AI in X3 solution\" class=\"wp-image-31834\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig2_Enable-sage-AI-in-X3-solution-1024x236.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig2_Enable-sage-AI-in-X3-solution-300x69.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig2_Enable-sage-AI-in-X3-solution-768x177.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig2_Enable-sage-AI-in-X3-solution-660x152.jpg 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig2_Enable-sage-AI-in-X3-solution.jpg 1365w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><strong>Fig02: Enable sage AI in X3 solution<\/strong><\/figcaption><\/figure>\n\n\n\n<p><strong>2<\/strong>. <strong>Register Organization with Sage Network<\/strong><\/p>\n\n\n\n<p>Create a new organization and register it with the Sage Network.<\/p>\n\n\n\n<p>Key points to remember:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Only one active organization is allowed per Syracuse instance.<\/li>\n\n\n\n<li>Registration ensures secure authentication between Sage X3 and the AI service<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><imgtarget=\"_blank\" rel=\"noopener noreferrer\"><img width=\"1024\" height=\"418\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\"src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig3_Register-organization-to-the-sage-network-1024x418.jpg\" alt=\"Register organization to the sage network\" class=\"wp-image-31835\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig3_Register-organization-to-the-sage-network-1024x418.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig3_Register-organization-to-the-sage-network-300x122.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig3_Register-organization-to-the-sage-network-768x313.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig3_Register-organization-to-the-sage-network-660x269.jpg 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig3_Register-organization-to-the-sage-network.jpg 1358w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><strong>Fig03: Register organization to the sage network<\/strong><\/figcaption><\/figure>\n\n\n\n<p><strong>3<\/strong>. <strong>Register Company with Sage Network<\/strong><\/p>\n\n\n\n<p>Create a new company and register it with the Sage Network.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><imgtarget=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" width=\"1024\" height=\"404\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\"src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig4_Register-company-to-the-sage-network-1024x404.jpg\" alt=\"Register company to the sage network\" class=\"wp-image-31836\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig4_Register-company-to-the-sage-network-1024x404.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig4_Register-company-to-the-sage-network-300x118.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig4_Register-company-to-the-sage-network-768x303.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig4_Register-company-to-the-sage-network-660x261.jpg 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig4_Register-company-to-the-sage-network.jpg 1360w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><strong>Fig04: Register company to the sage network<\/strong><\/figcaption><\/figure>\n\n\n\n<p><strong>4<\/strong>.<strong> Configure SQL service in Sage x3 service<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><imgtarget=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" width=\"1024\" height=\"234\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\"src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig5_Configure-sage-x3-service-1024x234.jpg\" alt=\"Configure sage x3 service\" class=\"wp-image-31837\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig5_Configure-sage-x3-service-1024x234.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig5_Configure-sage-x3-service-300x68.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig5_Configure-sage-x3-service-768x175.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig5_Configure-sage-x3-service-660x151.jpg 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig5_Configure-sage-x3-service.jpg 1358w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><strong>Fig05: Configure Sage X3 service<\/strong><\/figcaption><\/figure>\n\n\n\n<p><strong>5.<\/strong> <strong>Configure database\u00a0 in SQL server service<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><imgtarget=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" width=\"1024\" height=\"341\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\"src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig6_Configure-SQL-server-service-1024x341.jpg\" alt=\"Configure SQL server service\" class=\"wp-image-31838\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig6_Configure-SQL-server-service-1024x341.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig6_Configure-SQL-server-service-300x100.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig6_Configure-SQL-server-service-768x255.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig6_Configure-SQL-server-service-660x220.jpg 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/Fig6_Configure-SQL-server-service.jpg 1359w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><strong>Fig06: Configure SQL server service<\/strong><\/figcaption><\/figure>\n\n\n\n<p><strong>6. Validate Required Objects Globally<\/strong><\/p>\n\n\n\n<p>Perform global validation for the following windows\/objects to ensure Copilot can access transactional data:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>OSQH<\/li>\n\n\n\n<li>OSOH<\/li>\n\n\n\n<li>OSIH<\/li>\n\n\n\n<li>OBPC<\/li>\n\n\n\n<li>OPOH<\/li>\n\n\n\n<li>OBPS<\/li>\n\n\n\n<li>OMFG<\/li>\n<\/ul>\n\n\n\n<p>Implementing Sage X3 Copilot enables organizations to bring AI-driven insights directly into their ERP workflows. By ensuring prerequisites are met, registering the organization securely, and validating key objects, businesses can activate Copilot smoothly and start leveraging smarter automation and analytics within Sage X3.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction With the growing role of AI in ERP systems, Sage Copilot enhances decision-making, automation, and user productivity inside Sage ecosystem.This guide explains the prerequisites and setup process required to successfully install and configure Sage X3 Copilot for the 2025R2 release. Prerequisites These prerequisites ensure system compatibility, secure connectivity, and smooth Copilot performance. Installation &amp;\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2026\/02\/17\/sage-x3-copilot-installation-setup-guide-2025r2\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8,2,5,3162,6,3642,10,11],"tags":[4529,4526,3223,1762,1822,4530,1839,2871,1927,4527,1942,1945,4528],"class_list":["post-31832","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","category-configuration","category-features","category-greytrix","category-installation","category-sage-x3","category-standard","category-tips","tag-ai-services","tag-copilot","tag-endpoints","tag-sage-enterprise-management","tag-sage-x3","tag-sage-x3-ai-services","tag-sage-x3-blogs","tag-sage-x3-functional-blogs","tag-sage-x3-services","tag-sage-x3-sql-configure","tag-sage-x3-technical-assistance","tag-sage-x3-technical-blogs","tag-sql-server-services"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/31832","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=31832"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/31832\/revisions"}],"predecessor-version":[{"id":31840,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/31832\/revisions\/31840"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=31832"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=31832"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=31832"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}