To Deploy a Customer Portal Instance

After you install the MYOB Advanced instance, you use the MYOB Advanced Configuration Wizard to deploy the Customer Portal instance and connect it to the database used by the MYOB Advanced instance. By doing this, you can give your customers limited access to the MYOB Advanced instance.

To Deploy a Customer Portal Instance

Run the MYOB Advanced Configuration Wizard. Select Start > MYOB Advanced > MYOB Advanced.
On the Welcome page, click Deploy a New Acumatica ERP Instance.
On the Database Server Connection page, specify the database server that is used by the MYOB Advanced instance:
1. In the Server Type box, select the server type. The following options are available: Microsoft SQL Server or MySQL Server.
2. Select a server to connect to. Do one of the following:
  - In the Server Name box, type the name or the address of the server machine.
    Note: For a MySQL server, the port number defaults to 3306. You can specify the custom port number after a comma.
  - If you are using a Microsoft SQL server, select the server in the Available Servers list.
    If the server list does not include the server you are looking for, you should click Reload the List to rescan your network. The list of database servers may not have a particular server even after your network is rescanned (if, for instance, the server blocks broadcasts). If the problem persists, contact your network administrator for assistance.
    Note: If you use Microsoft SQL Server Express, the (local) option will not work even if the database server is running on the same machine. To use the server, start the SQL Browser service first, and then update the list of servers and select your server. Note that Microsoft SQL Server Express should not be used in a production environment because of its limitations.
3. Select the authentication method to be used to connect to the database server. If you select the SQL Server Authentication option, specify an account with sufficient rights for creating the databases or making changes to them. Keep the following points in mind as you select an authentication method:
  - The selected authentication method must be supported by the database server. By default, Microsoft SQL Server 2005 is installed with Windows authentication disabled.
  - Windows authentication works only for a local Microsoft SQL Server or when both application and database servers are members of the same Windows domain.
  - Windows authentication doesn't work for a MySQL Server.
Click Next.
On the Database Configuration page, connect to the database that is used by the MYOB Advanced instance:
1. Click Connect to an Existing Database.
2. In the Available Databases on the Server list, select the database that is used by the MYOB Advanced instance.
3. If the schema of the database you have specified is outdated, select the Update Database check box.
4. If you want to shrink data after the database maintenance, select the Shrink data check box.
Click Next.
On the Tenant Setup page, select the tenants used by the MYOB Advanced instance and click Next.
On the Database Connection page, specify the authentication method that the instance of Customer Portal will use to connect to the database, which is one of the following options:
- Windows Authentication: The MYOB Advanced Configuration Wizard will use the default anonymous user account used by Internet Information Services (IIS).
  Note: Windows authentication doesn't work for a MySQL Server.
- SQL Server Authentication: Select Create Login Credentials to create a new SQL login, or select Use Existing Login Credentials and specify an existing login. The login must have at least the following rights:
  - For a Microsoft SQL server, read, write, execute, and ddl_admin
  - For a MySQL server, create, alter, drop, select, delete, insert, update, create temporary tables, and execute
Click Next.
On the Instance Configuration page, specify the following options:
1. Instance Name: Type a name for this Customer Portal instance.
2. Create Self-Service Portal: Select this option button.
3. Local Path to the Instance: Enter the path on the local computer to this application instance.
Click Next.
On the Website Configuration page, do the following:
1. In the Website Settings section, configure the list of websites and create a virtual directory. To use the URL of the IIS default site (that is, http://www.domain.com), clear the Create Virtual Directory check box.
2. In the Application Pool Settings section, specify the application pool. You may want to use a dedicated application pool to better isolate instances and fine-tune resources that are allocated for the instance by IIS. To specify the dedicated application pool, select one of the following options:
  - To create a new application pool, click Create New Application Pool and type the name in the Application Pool Name box.
  - To use an existing application pool, click Use Existing Application Pool and select the name of the application pool in the list of available application pools.
    The list of application pools includes all the application pools you can use to install MYOB Advanced from the list of pools configured in Web Server (IIS), either classic or integrated.
    Note: MYOB Advanced employs the application pools that use one of the supported .NET Framework versions. For the list of supported .NET Framework versions, see System Requirements for MYOB Advanced 2022 R2.
Click Next.
On the Confirmation of Configuration page, do the following:
1. Check the configuration settings you have specified.
2. Optional. To make any changes, click Back to return to the required wizard page, and then make necessary changes.
3. If you want to save the configuration settings in an XML file on your computer, click Save Configuration.
4. Click Finish to deploy this MYOB Advanced instance.

If you use a multitenant configuration, now you must specify the tenant that the Customer Portal instance will be connected to, as described in To Specify the Tenant Available for Customer Portal Users.