Tenant Maintenance: To Create an Additional Tenant

The following activity will walk you through the process of creating an additional tenant.

Story

Suppose that you are the system administrator of your company, and you have been asked to create an additional tenant in an existing MYOB Acumatica application instance.

Process Overview

In this activity, you will create an additional tenant in an existing instance.

System Preparation

Before you begin performing the step of this activity, make sure that you have performed one of the following prerequisite activities: Instance Deployment: To Deploy an Instance with Demo Data or Instance Deployment: To Deploy an Out-of-the-Box Instance.

Step: Creating an Additional Tenant

If you have already deployed an MYOB Acumatica instance, you can add an additional tenant to the instance as follows:

1. On the Start menu, click Acumatica ERP Configuration to open the MYOB Acumatica ERP Configuration Wizard.
2. On the Welcome page, click Perform Application Maintenance.
3. On the Application Maintenance page, do the following:
   1. In the Installed Sites list, select the appropriate MYOB Acumatica instance.
   2. Click Maintain Tenants.
4. In the SQL Server Authentication dialog box, select the authentication method to be used to connect to the database.
5. Click OK.
6. On the Tenant Setup page, click Create to add a new tenant.

   A new row is appended to the table with the New check box selected.

7. To rename the tenant, double-click the tenant name in the Tenant Name 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 @.
8. If you want to fill the database with demo data, select SalesDemo in the Insert Data column.
   Tip:

   Datasets with names such as U100 and T100 contain demo data and are specially designed for the completion of MYOB education courses.
9. Optional: For each tenant, specify the following settings:
   • Visible: Select this check box to have this tenant available for the end users.
   • Parent Tenant ID: Select the identifier of the tenant you want to use as the parent for this tenant.
   • Secure Tenant on the Sign-In Page: This check box defines whether all tenants of the instance are displayed on the Sign-In page. If you select the check box, the box where the tenant can be selected on the Sign-In page of the instance will not be displayed until a user enters the username and password. After the user is authorized, the system displays a list of the companies where the user has the user account that was entered. If the check box is cleared, all tenants of the instance will be displayed on the Sign-In page, allowing users to select their tenant before entering their username and password.

   The following read-only settings are also displayed for each tenant:

   • ID: The numerical identifier of the tenant.
   • New: A check box that indicates (if selected) that this tenant is newly created and has not been deployed yet. If the check box is cleared, the tenant has been deployed.
   • Additional Info: The tenant name in the database.
10. Optional: Select the Advanced Settings check box so that the MYOB Acumatica ERP Configuration Wizard enables options, such as defining parent datasets and inserting datasets, and displays the System tenant.
11. On the Confirmation of Configuration page, do the following:
    1. Check the configuration settings 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 the new tenant.