Preparing an Instance: General Information

When you install a new blank instance of MYOB Acumatica, the product features are disabled and the MYOB Acumatica instance is in trial mode. To start implementation, you need to activate the instance by enabling the default set of features. Then you apply the license and enable any purchased features that are not in the default set. We also recommend that you configure system-wide security policies and create user accounts for every person who will be involved in further implementation to secure access to the system and track the activities performed by the people who access the system.

Learning Objectives

In this chapter, you will learn how to do the following:

  • Activate the MYOB Acumatica instance by enabling the default set of features
  • Activate the product license for the MYOB Acumatica instance
  • Review product license details
  • Configure system-wide security policies
  • Create users for people to be involved in further implementation

Applicable Scenario

You prepare an instance when you initially implement MYOB Acumatica.

Workflow of Instance Preparation

To prepare a new blank instance of MYOB Acumatica for further implementation, you perform the following general steps:

  1. You sign in to the instance for the first time and enable the standard set of features on the Enable/Disable Features (CS100000) form. For details, see Preparing an Instance: Activation and Licensing.
  2. You apply the license you have obtained by creating a support case through the Partner Portal. For details, see Preparing an Instance: Activation and Licensing.
  3. You configure system-wide security policies and create user accounts for people to be involved in the implementation process. For details, see Preparing an Instance: System-Wide Security Policy.