To Add a New Tenant by Using MYOB Advanced Configuration Wizard

To Add a New Tenant

1. Run the MYOB Advanced Configuration Wizard on the server where MYOB Advanced is installed. For example, select Start > MYOB Advanced > MYOB Advanced.
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 Advanced 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.
   Note: This name is used only when there are multiple tenants; otherwise, the Sign-In page will not have an option to select a tenant.
8. If you want to fill the database with demo data or template data, select SalesDemo in the Insert Data column.
   Note: Demo data entries with names such as C100, D200, F200, F300, I100 contain demo data and are made for completing MYOB education courses with similar names.
9. Optional: For each tenant, specify the following:
   • 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 Company on Login Form: This check box defines whether all tenants of the instance are displayed on the welcome page. When the check box is selected, the box where the tenant can be selected from the instance login page will not be displayed until a user enters login and password. After the user is authorized, the system displays a list of companies where the user has the user account that was entered.

   The following view-only parameters 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.

   If you want to delete a tenant that you just added (that is, one with the New check box selected), do the following:

   1. In the Installed Tenants list, select the row of the newly added tenant.
   2. Click Delete.
10. Optional: Select the Advanced Settings check box, so the MYOB Advanced Configuration Wizard enables options, such as defining parent datasets, inserting datasets and displays the System company.
11. Optional: On the Tables Configuration page (which the system displays only if you have selected the Advanced Settings check box on the previous page), specify whether you want the database tables to be shared by different tenants, and then click Next.
    CAUTION: Table configuration is a dangerous operation that can result in database corruption. Any changes you make are at your own risk. If you configure tables, be sure to first back up the database.
12. 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.