Instance Deployment: To Deploy a Customer Portal Instance

In this activity, you will learn how to deploy the Customer Portal instance and connect it to the database used by the existing MYOB Acumatica instance.

Story

Suppose that you are the system administrator of your company, need to deploy the Customer Portal instance to provide access to your MYOB Acumatica instance for the customers.

Process Overview

In this activity, you will deploy the Customer Portal instance and connect it to the database of the existing MYOB Acumatica instance.

System Preparation

Before you begin deploying the Customer Portal instance, make sure that you have performed the following prerequisite activity: Instance Deployment: To Deploy an Instance with Demo Data.

Step: Deploying a Customer Portal Instance

To deploy the Customer Portal instance, do the following:

  1. On the Start menu, click Acumatica ERP Configuration to open the MYOB Acumatica ERP Configuration Wizard.
  2. On the Welcome page, click Deploy a New Acumatica ERP Instance.
  3. On the Database Server Connection page, specify the following settings, and then click Next to proceed to the next page:
    • Server Type: Microsoft SQL Server
    • Server Name: (local)
    • Windows Authentication: Selected
  4. On the Database Configuration page, specify the following settings, and then click Next to proceed to the next page:
    1. Connect to an Existing Database: Selected
    2. Available Databases on the Server: The database that is used by the MYOB Acumatica instance for which you want to create the Customer Portal instance
    3. Update Database: A check box that you select if the schema of the database is outdated
    4. Shrink Data After Upgrade: A check box that you select if you want to shrink data after the database maintenance
  5. On the Tenant Setup page, select the tenant that is used by the MYOB Acumatica instance, and click Next.
  6. On the Database Connection page, select Windows Authentication.
  7. Click Next.
  8. On the Instance Configuration page, specify the following settings:
    1. Instance Name: The name to be used for the Customer Portal instance
    2. Create Self-Service Portal: Selected
    3. Local Path to the Instance: The path on the local computer to this application instance
      Tip:
      By default, the path looks like C:\Program Files\Acumatica ERP\<instance name>. You can change it, if needed.
  9. Click Next.
  10. On the Website Configuration page, specify the following settings, and then click Next to proceed to the next page:
    • Website Settings: Default Web Site
    • Create Virtual Directory: Selected
    • Virtual Directory Name: The name of the virtual directory for the MYOB Acumatica instance
    • Use Existing Application Pool: Selected
    • List of existing application pools: DefaultAppPool

    Leave the other settings without changes.

  11. On the Confirmation of Configuration page, do the following:
    1. Check the configuration settings that you have specified.
    2. If you want to save the configuration settings in an XML file on your computer, click Save Configuration.
    3. Click Finish to deploy this Customer Portal instance.