Getting started with X3 Storage Areas

2 minute read time.

In this blog, I will show you how to allow X3 to access certain locations outside of X3 folders.  These locations can be useful to store documents, readme files, etc. Essentially, there are two steps that are involved to set up. Actually, three steps, if you count creating the folder you want to allow access.  These steps should be performed in the following order.  Let's take a look at how this works. 

Step 1 - Create the folder

This first step is to create the folder you want to access from X3.  In our example, I am going to create a folder named "MyStorage".  I will create "MyStorage" right off the root of the C drive. Make sure the folder created is shared. This is the easy step. 

Step 2 - Modify configRuntime.json file

Log out of Sage X3 first before you start step 2.  We need to modify a configuration file and add the paths we want to allow access to X3. In my virtual machine, this file is located under C:\Sage\X3ERPV12\Runtime\cfg.   The file name is configRuntime.json. Before you do anything else, make a backup copy first. Do not proceed until you have done that. Then, open the configRuntime.json file with a text editor like Notepad++ under the Admin account(Run as Administrator)

For our example, use the UNC path as follows:   \\\\MachineName\\foldername .   So, that is four backslashes, followed by the machine name, two more backslashes, followed by the folder name created in step 1. Be careful entering the code snippet, it's easy to forget a comma, backslash, or curly brace. You will know right away when you log into Sage X3 that there is a problem because you will see errors displayed. Enter the code as shown below and save the file.

Step 3 - Update X3

You have created the folder and added some files there. You have modified the configRuntime.json file to allow the path to be recognized by X3.  The last step is to add the path into the Storage Areas in X3. To do this, we need to go to Usage, Usage, X3 Storage Areas(AVOLUME).  From the right-side menu, click Create. (pic b)

   

Next, enter the Volume name. This is the name that will appear on the File List. Include a meaningful Description. Lastly, include the Root path. In this box, you will enter the UNC path in its regular form, without the extra backslashes. After everything has been entered, from the right-side menu click Save.

  

Return to the File List area and you will see the MyDocs volume that was created in this example. Click on the MyDocs link to select that volume. Then, from the right side of the Volume screen, click on File List to show you the list of files that reside in that folder. 

   

  

Those are the steps to setup an X3 Storage folder.  Always remember to make of backup of the configRuntime.json file before attempting to make any changes. Double-check the syntax of any code you add. If the code is missing anything, you will not be able to get far when attempting to log into Sage X3.