Updating MYOB Acumatica by Using the Configuration Wizard

If you have the installation package file available on your computer, you can update MYOB Acumatica locally on the server where the previous version of the system is installed. You can also use this method of updating if for some reason you cannot use the MYOB Acumatica web interface to update the application.

You perform the update procedure on the server where the current version of the MYOB Acumatica Tools is installed.

Note:
To run the installation package, you must have the Administrator role on your local computer.

In this topic, you can find a brief description of the update process on a local server and on Microsoft Azure.

Before You Proceed

We strongly recommend that before you update MYOB Acumatica to a newer product version, you do the following:

  • Back up all configuration files and databases used by the application instances.
  • If you have created any custom views with the SCHEMABINDING clause in the MYOB Acumatica database, remove them. (You can create these views anew after update.)
  • If you have been replicating the MYOB Acumatica database, turn off the replication. (Otherwise, the system cannot be updated.)
  • If you developed a client application by using the screen-based SOAP API, follow the procedure described in To Update a Client Application that Uses Screen-Based Web Services to prevent a failure of your application that can happen because of the UI changes in the system.
  • On the Automation Schedule Statuses (SM205030) form, make sure that no processes are scheduled for the update time. If you find any scheduled processes reschedule them so that they start after the update.
  • On the Tenants (SM203520) form, click Optimize Database to check your MYOB Acumatica database for orphaned snapshots and delete them if the system finds any orphaned snapshots.

Overview of the Update Process on a Local Server

To update MYOB Acumatica locally, perform the following steps:

  1. If necessary, notify users about the upcoming update, and automatically lock out the system for the time of update, as described in To Schedule the System Lockout.
  2. Use the installation package file available on your computer to update the MYOB Acumatica Tools. For details, see To Update the MYOB Acumatica Tools.
  3. Start updating the database and the site of your application instance. The system will automatically perform the following actions:
    1. For instances that contain published customization projects, validate the compatibility of the currently published customization code with the code of the new product version.
    2. Update the database of the instance.
    3. Update the site of the instance.

    For details, see To Update the Database and Site of an MYOB Acumatica Instance.

    If you need to update the database without updating the site or to update the site without updating the database, see Divided Update of the Database and the Site.

    Note:
    We strongly recommend that you use the common procedure described in this step for a usual update of your MYOB Acumatica instance.
  4. If you are upgrading your system from a version that did not include the search indexes, you need to build the search indexes by using the Rebuild Full-Text Entity Index (SM209500) form. If the system has the search indexes that were built before the upgrade, we recommend rebuilding the search indexes by using the same form. For details, see Search Indexes: General Information in the MYOB Acumatica System Administration Guide.
  5. If you locked out the system, unlock the system, as described in To Unlock an MYOB Acumatica Instance.

Divided Update of the Database and the Site

If (for strong reasons) you need to update the MYOB Acumatica database without updating the site, to update the site without updating the database, or to consequently update the database and the site, you can use the Update Only Website and Update Only Database commands, which you can find in the drop-down list to the right of the Upgrade button in the Application Maintenance page of the MYOB Acumatica ERP Configuration Wizard. For details, see To Update the Database of an MYOB Acumatica Instance and To Update the Site of an MYOB Acumatica Instance.

CAUTION:
When you update your MYOB Acumatica instance by using the Update Only Website or Update Only Database commands, the system does not validate the customization compatibility. If you have published customization in your MYOB Acumatica instance, the instance may stop working after an update because of incompatible customization code.