Instance Deployment: Creation of an Instance

You can create a new MYOB Acumatica instance by using the MYOB Acumatica ERP Configuration Wizard, which you have installed on your computer. The procedure for creating an instance is described below.

You can start creating an instance by running the MYOB Acumatica ERP Configuration Wizard, which you can find on your computer in any of the following ways:

• By clicking Start > MYOB Acumatica > MYOB Acumatica
• By clicking Search > MYOB Acumatica
• By opening the folder in which you have installed MYOB Acumatica ERP Configuration Wizard. By default, the address of the folder is C:\Program Files\Acumatica ERP\. In the C:\Program Files\Acumatica ERP\Data folder, you can find and run the AcumaticaConfig.exe file.

The Welcome page of the MYOB Acumatica ERP Configuration Wizard will open.

You can start the deployment of a new instance in one of the following ways:

• By clicking Deploy a New Acumatica ERP Instance.
• By clicking Perform Application Maintenance.

  On the Application Maintenance page, which opens, you then click Create to proceed.

  Tip:

  You can use this way if at least one MYOB Acumatica instance has already been deployed.

The following sections provide an overview of the settings that you need to specify on the pages of the MYOB Acumatica ERP Configuration Wizard to deploy a new instance.

Database Server Connection Page

On this page, you should select the database server you want to use for a new instance and the server authentication method. You can do this by using the following UI elements:

• Server Type: Select the server type you want to use: Microsoft SQL Server or MySQL Server.
• Server Name: Type the name or address of the server machine.
  Tip:

  For a MySQL server, the default port number is 3306. You can specify the custom port number after a comma.
• Windows Authentication: Select this option button if you want to use Windows authentication for connecting to the database server.
  Attention:

  This method works only for a local Microsoft SQL Server or when both application and database servers are members of the same Windows domain.
• SQL Server Authentication: Select this option button if you want to use SQL Server authentication for connecting to the database server. You should also specify the username and password for an account with sufficient rights to create or modify databases.

Note the following about selecting the authentication method:

• You must ensure that the selected authentication method is supported by the database server.
• Windows authentication does not work for MySQL Server.

Database Configuration Page

On this page, you can either create a new database or connect to an existing one by selecting it from the list of available databases on the server. You should select one of the following option buttons:

• Create a New Database: Select this option button if you want to create a new database. You should also specify the name of the new database in the New Database's Name box. By default, the database name is AcumaticaDB, but you can change it.
• Connect to an Existing Database: Select this option button if you want to connect to an existing database. You should select the database in the Available Databases on the Server list.
  Tip:

  You can also search for a specific database by using the Database Filter box.

  If you are creating the MYOB Acumatica Customer Portal for an existing MYOB Acumatica instance, you should connect to the database that is used by this instance.

  Depending on the database you have selected, you can also select the relevant check box to update or repair the database, if required. If you want to shrink data after the database maintenance, select the Shrink Data After Update or Shrink Data After Repair check box, respectively.

Tenant Setup Page

On this page, you can specify the following settings for the tenant:

• Tenant Name: The name of the tenant. The default tenant name is Company. If you want to change it, you should double-click the name in the column, type a new tenant name, and press Enter.
  Attention:

  This name is used only when multiple tenants are present; otherwise, the Sign-In page will not display a tenant selection box. Due to integration with OData, the name cannot contain the following special symbols: ,,;,:, +, =, ?, ^, <, >, /, \, {, }, [, ], |, #, $, %, &, and @.
• Insert Data: The demo data that is used for this tenant. By default, a new tenant does not contain demo data. If you want to fill the database with demo data, you should select SalesDemo in the column.
  Tip:

  The U100 and T100 demo data entries contain demo data that was prepared for the completion of MYOB training courses.

For each tenant, you can also specify the following settings:

• Parent Tenant ID: The identifier of the tenant that will be used as the parent tenant for this tenant. By default, the System tenant is specified. For more details about parent tenants, see Tenant Maintenance: General Information.
• Visible: The tenant’s visibility to users. By default, a new tenant is visible (that is, the check box is selected). For more details about tenant visibility, see Tenant Maintenance: General Information.
• Advanced Settings: A check box that indicates the ability to access advanced settings, such as defining parent tenants and inserting demo data, and displaying the System tenant if the check box is selected. By default, the check box is cleared.
• Secure Tenant on the Sign-In Page: A check box that indicates the ability to display the tenant selection box with all tenants of the instance on the Sign-In page. If the check box is selected, the tenant selection box on the Sign-In page of the instance will not appear until a user enters their username and password. After authorization, the system will display a list of companies allowed for the entered user account. For more details, see Tenant Maintenance: General Information.

On this page, you can also create additional tenants or delete unneeded ones.

Database Connection Page

On this page, you can select the authentication method for connection to the database. You should select one of the following option buttons:

• Windows Authentication: Select this option button if you want to use the default anonymous user account employed by Internet Information Services (IIS).
  Important:

  Windows authentication is not compatible with a MySQL Server.
• SQL Server Authentication: Select this option button if you want to use a different account for connecting to the database.

  If you select this option, you should also specify the one of the following settings:

  • Create Login Credentials: Select this option if you want to create a new SQL username.
  • Use Existing Login Credentials: Select this option if you want to use an existing username and password.
    Important:

    The specified username must have the following minimum rights within the database server:

    • 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

Instance Configuration Page

On this page, you can specify the following instance configuration settings:

• Instance Name: The MYOB Acumatica instance name. By default, the instance name is AcumaticaERP. You can change it.
• Create Acumatica ERP Site: An option button that you select if you want to create an MYOB Acumatica application instance.
• Create Self-Service Portal: An option button that you select if you want to create an MYOB Acumatica Customer Portal site.
  Tip:

  The MYOB Acumatica Customer Portal is designed to be a site where your customers can view relevant information about their interactions with your company as a vendor and perform common activities online. It is a special type of application instance connected to your MYOB Acumatica instance but with limited access to functionality. For more details, see Instance Deployment: Deploying the MYOB Acumatica Customer Portal.
• Local Path to the Instance: The path on the local computer to the application instance. By default, it is C:\Program Files\Acumatica ERP\InstanceName, but you can change it.

Website Configuration Page

On this page, you can configure the website and application pool.

In the Website Settings section, you specify the following settings:

• Available Websites: Select the website that you want to use. By default, the Default Web Site is selected.
• Create Virtual Directory: Select the check box if you want to create a virtual directory with a name specified in the Virtual Directory Name box. To use the URL of the IIS default site (that is, http://www.domain.com), clear the Create Virtual Directory check box.
• Compile the Site: Select this check box if you want to allow the system to load the website faster for the first time.
• Install RabbitMQ: Select this check box if you want to install RabbitMQ (if it is not already installed) to support push notification functionality.
  Tip:

  If you clear the Install RabbitMQ check box, the MYOB Acumatica ERP Configuration Wizard configures the MYOB Acumatica instance to use Microsoft Message Queuing (MSMQ) for push notifications.
• Install NodeJS: Select this check box if you want to install the needed version of Node.js for the compilation of the customization code.
  Tip:

  If you want to use the version of Node.js that has already been installed in your system, you can clear the Install NodeJS check box and add the following key to the appSettings section of the Web.config file of your instance: <add key="NodeJs:NodeJsPath" value="C:\Program Files\NodeJs"/>, where value specifies the path to the location where Node.js has been installed.

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 in the Application Pool Settings section:

• Create New Application Pool: Select this option button if you want to create a new application pool. You should also type the application pool name in the Application Pool Name box.
• Use Existing Application Pool: Select this option button if you want to use an existing application pool. You should select the name of this 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 Acumatica from the list of pools configured in the IIS web server. You can select an application pool that uses either the classic or integrated model of request processing through the web server.

  Tip:

  MYOB Acumatica 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 the MYOB Acumatica Installation.

  For a production instance, we recommend that you create a new application pool for production deployment.

Confirmation of Configuration Page

On the last page, you can review and confirm the overall instance configuration.

If you want to save the configuration settings in an XML file on your computer for use with a command-line tool, you should click Save Configuration. For details, see Using the MYOB Acumatica Command-Line Tool.

If you click Finish, the deployment of the MYOB Acumatica instance will begin.

Configuration Wizard Logs

If you want to save full logs in the Log.txt file, you should select the Full Logging Mode check box on the Confirmation of Configuration page of the MYOB Acumatica ERP Configuration Wizard before starting the deployment of the instance. You can also use the command-line tool to activate full logging mode. For details, see MYOB Acumatica Command-Line Tool: General Information. This mode might be helpful for investigating the cause of any errors that can occur during actions in the instance.

For more details about using logs, see Using Logs.