Test Instance for Customization: To Deploy an Instance for Developing Processing Forms

The following activity will walk you through the process of preparing and deploying an MYOB Acumatica instance that you can use to perform the steps in the chapters of this guide that are related to the development of processing forms.

Story

Suppose that you need to perform customization tasks and complete the activities described in the chapters of this guide that are related to the development of processing forms. You need to deploy an instance of MYOB Acumatica with the PhoneRepairShop customization project published and create custom database tables.

Process Overview

In this activity, you will prepare the environment and install tools that will help you to perform customization tasks. You will then deploy an instance of MYOB Acumatica with the PhoneRepairShop customization project published and the dataset from the T270 Workflow API course. Finally, you will create custom database tables.

Step 1: Preparing the Environment

Before you begin deploying the needed MYOB Acumatica instance, do the following:

  1. Make sure that the environment that you are going to use conforms to the System Requirements for MYOB Acumatica 2024.1.
  2. Make sure that the Web Server (IIS) features that are listed in Configuring Web Server (IIS) Features are turned on.
  3. Install the Acuminator extension for Visual Studio.
  4. Install MYOB Acumatica. On the Main Software Configuration page of the , select the Install Acumatica ERP and Install Debugger Tools check boxes.
    Tip: If you have already installed MYOB Acumatica without debugger tools, you should remove MYOB Acumatica and install it again with the Install Debugger Tools check box selected. The reinstallation of MYOB Acumatica does not affect existing MYOB Acumatica instances. For details, see To Install the MYOB Acumatica Tools.

Step 2: Deploying the Instance

To perform customization tasks, you need to deploy an instance of MYOB Acumatica for the T240 Processing Forms training course on the instance.

You deploy an MYOB Acumatica instance and configure it as follows:
  1. Open the MYOB Acumatica ERP Configuration Wizard, and do the following:
    1. Click Deploy a New Acumatica ERP Instance for T-Series Developer Courses.
    2. On the Instance Configuration page, do the following:
      1. In the Local Path to the Instance box, select a folder that is outside of the C:\Program Files (x86), C:\Program Files, and C:\Users folders. (We recommend that you store the website folder outside of these folders to avoid an issue with permission to work in these folders when you customize the website.)
      2. In the Training Course box, select T240 Processing Forms.
    3. On the Database Configuration page, make sure the name of the database is SmartFix_T240.

    The system creates a new MYOB Acumatica instance, adds a new tenant, loads the data to it, and publishes the customization project that is needed for activities of this guide.

  2. Make sure that a Visual Studio solution is available in the App_Data\Projects\PhoneRepairShop folder of the MYOB Acumatica instance folder.

    This is the solution of the extension library that you will modify in the activities of this guide.

  3. Sign in to the new tenant by using the following credentials:
    • Username: admin
    • Password: setup

    Change the password when the system prompts you to do so.

  4. In the top right corner of the MYOB Acumatica screen, click the username, and then click My Profile. The User Profile (SM203010) form opens. On the General Info tab, select YOGIFON in the Default Branch box; then click Save on the form toolbar.

    In subsequent sign-ins to this account, you will be signed in to this branch.

  5. Optional: Add the Customization Projects (SM204505) and Generic Inquiry (SM208000) forms to your favorites. For details about how to add a form to your favorites, see Favorites: General Information.

Step 3: Creating the Database Table

Create the database table that is necessary for the activities of this guide that are related to development of processing forms and include the script for table creation in the customization project as follows:

  1. In SQL Server Management Studio, execute the T240_DatabaseTables.sql script to create the RSSVEmployeeWorkOrderQty database table.
  2. On the Database Scripts page of the Customization Project Editor, for the added table, do the following:
    1. On the page toolbar, click Add Custom Table Schema.
    2. In the dialog box that opens, select the table and click OK.
  3. Publish the project.