Before Patching

The system administrator is responsible for prepping the system before applying patches. The following steps should be done before attempting to install any patch.

Test of patch

If you have custom modifications or are unsure if you have custom modifications, run the Test of patch function (PATCHT).

• The Test of patch function displays any conflicts with the patch being tested against the modifications in place on the folder you intend to patch.

• Custom modifications are protected by an activity code and the Test of Patch function will show the element (screen, table, window,…) along with the activity code when a potential conflict is present.

• Under Patches in the Development > Utilities block, select Patch test.

• The function appears almost identical to the Patch Integration function.

• Specify the folder containing the patch or specific patch to be tested.

• You then must select the Folder(s) you wish to have the patch tested against.

• The resulting trace file will include any conflicts.

• The specific action to be taken when a conflict is reported requires additional analysis.

Code review

All patches include the new or modified elements contained in the patch including any source files. If any standard programs have been modified on your system by the Sage PSG team, those modified source files will be saved under your X3 folder in a directory called TRT_Change.

• Before patching, check to see if this folder exists.

• If it does not exist you may skip this step in your patching process.

• If the folder does exist you must compare the files contained in the TRT_Change directory to the list of source files contained in the patch(es) you intend to install.

• For each file you find your TRT_Change directory that is also included in one or more of the patches you plan to install, you should do the following for each file:

• First, ensure the most recent version of the file currently in use on your system is copied to the TRT_Change directory.

• After the patch(es) have been installed, you must analyze each file and reintegrate your specific modifications into the new file installed during the patch process.

• Once all files have the changes integrated, they must be recompiled.

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Sage X3 and Sage Software are trademarks of Sage Software, Inc. Microsoft SQL Server, Microsoft SQL Enterprise Manager and SQL Server Management Studio are registered trademarks of Microsoft Corporation. Oracle is is a registered trademark or Oracle Corporation. All other product names used here are trademarks or registered trademarks of their respective owners.

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