Managing Tenants Locally

By using the Tenant Setup page of the MYOB Acumatica ERP Configuration Wizard, you can do the following:

Data Sharing Between Tenants

MYOB Acumatica provides shared data access in a multitenant configuration. You can set up the data sharing mode for all tenants on a per-table basis and the mode is applied to every tenant immediately.

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.

You can select one of the available data sharing modes: Split, Shared, or Separate.

The Parent Tenant

If you would like to replace the preconfigured roles, numbering sequences, and other data similarly for multiple new tenants, you can create a parent tenant that will serve as a system tenant for your new tenants.

To configure a custom parent tenant, create a new tenant and provide a name that clearly indicates how this tenant will be used (for example, MyParent). This tenant inherits all the data from the System tenant. In the MyParent tenant, override the preconfigured settings as needed and specify other configuration settings to be used in all the new tenants. Then when you create a new tenant by using the MYOB Acumatica ERP Configuration Wizard, you specify MyParent as the new tenant's parent tenant; the new tenant will inherit all the data from the MyParent tenant, not the System tenant. You can create a virtually unlimited number of parent tenants; a parent tenant can be a child of another parent tenant. Users won't be able to sign in to a parent tenant.

Note:
You can create new tenants based on the parent tenant only by using the MYOB Acumatica ERP Configuration Wizard.

If you create a snapshot of a tenant based on a custom parent that is not the System tenant, this snapshot will not contain the parent's data; when the snapshot is restored in another database with no custom parent tenant, the custom parent's data will be replaced by the original system data. To fully restore such a tenant from its snapshot in another database, perform the following steps:

  1. Create the first new tenant.
  2. Restore the snapshot of the parent tenant in the first new tenant. This tenant will serve as the custom parent tenant.
  3. Create the second new tenant, and select the first tenant as the parent tenant for the second tenant.
  4. Restore the tenant snapshot with all the required data in this new tenant.

Restriction of Access to Tenants

In a multitenant MYOB Acumatica instance, the Tenant box appears on Sign-In page by default. Thus, the users can select the tenant to sign in to from the list of all available tenants.

If you want to restrict the list of tenants a user can see only to the tenants the user has access to, select the Secure Tenant on the Sign-In Page check box on the Tenant Setup page of the MYOB Acumatica ERP Configuration Wizard. In this case, the Tenant box does not appear on the Sign-In page by default and all users first authenticate themselves by entering their login and password. Depending on the user, one of the following occurs:

  • A user who has access to only one tenant will be automatically signed in to this tenant after entering the login and password.
  • A user who has access to multiple tenants and has the same credentials in these tenants must select a tenant in the Tenant box, which appears after the user has been authenticated and contains the list of tenants available for the user.
  • A user who has access to multiple tenants and has different credentials for different tenants is signed in to the tenant whose credentials the user entered on the Sign-In page.
  • A user who has access to multiple tenants and logs in to MYOB Acumatica instance using single sign-on with an external identity provider, is signed in to the first tenant with enabled single sign-on.

Restoration of a Snapshot

Through the web interface, you can import snapshots only if their size does not exceed 1 GB, whether in binary or XML format. By using the Tenant Setup page of the MYOB Acumatica ERP Configuration Wizard, you can restore snapshots larger than 1 GB, but only in XML format.

You save a snapshot file to the %Program Files%\MYOB Acumatica\Database\Data folder. Then on the Tenant Setup page of the MYOB Acumatica ERP Configuration Wizard, you can select the snapshot in the Insert Data column for a particular tenant and complete the deployment of the tenant by using the selected snapshot.

A snapshot may contain custom table columns that have been added through customization projects applied to the instance from which the snapshot was taken. It can also include custom data entered into these columns. By default, when the system restores the snapshot, it not only adds the custom table columns but also inserts the custom data associated with these columns.