Tenants: To Create a Test Environment

The following activity will walk you through the process of creating a test environment with the data of an out-of-the-box company and the data of your production tenant.

Story

Suppose that the SweetLife Fruits & Jams company has a new hire (a system administrator) who should complete training during their probation period. To complete the training, the new system administrator needs an empty tenant and a copy of the production tenant.

Acting as the system administrator, you will create two test tenants, one with an out-of-the-box company and another with all the data of the production tenant. When the new system administrator completes the training, you will delete the empty tenant.

Process Overview

In this activity, you will do the following on the Tenants (SM203520) form:

1. Create a new tenant with an out-of-the-box company (TrainingEmptyCompany) and convert it to a test tenant.
2. Create another tenant with an out-of-the-box company (TrainingU100) and copy the tenant to which you are currently signed in (which has the U100 dataset preloaded) to the newly created test tenant.
3. Delete the TrainingEmptyCompany tenant.

System Preparation

Before you start creating a test environment, you should do the following:

1. Launch the MYOB Acumatica website, and sign in to a company with the U100 dataset preloaded; you should sign in as system administrator by using the gibbs username and the 123 password.
2. Make sure that on the Company and Branch Selection menu, in the top pane of the MYOB Acumatica screen, the SweetLife Head Office and Wholesale Center branch is selected. If it is not selected, click the Company and Branch Selection menu button to view the list of branches that you have access to, and then click SweetLife Head Office and Wholesale Center.

Step 1: Creating an Empty Tenant

To create a tenant that you will later convert to a test tenant, do the following:

1. On the Tenants (SM203520) form, add a new record.
2. In the Tenant Name box, type TrainingEmptyCompany.
3. In the Login Name box, type TrainingEmptyCompany.
4. On the form toolbar, click Save. Wait for the system to complete the operation.
   Tip: When you create a system tenant, you may or may not be signed out after its creation, depending on how many non-System tenants your MYOB Acumatica instance has before the creation of the new tenant. When you have one non-System tenant (to which you are signed in) and you create a new one, the system signs you out to switch from single-tenant mode to multitenant mode. When the instance has more than one non-System tenant and you create another, it is already in multitenant mode. Instead of being signed out, you wait until the system completes the operation and then proceed.
5. Sign in to the tenant with the U100 dataset preloaded (that is, the tenant that has been created for performing this activity) by using the gibbs username and the 123 password.
6. On the User menu (on the right side of the top pane), switch to the TrainingEmptyCompany tenant. On the main menu, notice the list of the default workspaces (only Favorites and Data Views workspaces are shown, indicating that the tenant is empty).
7. On the User menu, switch back to the tenant with the U100 dataset preloaded.

Step 2: Creating a Copy of the Production Tenant

To create a tenant and make it a copy of the production tenant, do the following:

1. On the Tenants (SM203520) form, add a new record.
2. In the Tenant Name box, type TrainingU100.
3. In the Login Name box, type TrainingU100.
4. On the form toolbar, click Save. Wait for the system to complete the operation.
5. Reload the webpage.
6. On the User menu, switch to the TrainingU100 tenant. On the main menu, notice the list of the default workspaces (only the Favorites and Data Views workspaces are shown, indicating that the tenant is currently empty).
7. On the User menu, switch to the U100 tenant.
8. While you are still on the Tenants (SM203520) form, open the tenant with the U100 dataset preloaded.
9. On the More menu, click Copy Tenant.
10. In the Copy Company dialog box, which opens, select TrainingU100 in the Destination Tenant ID box, and click OK.
11. In the Warning dialog box, which opens, confirm the operation by clicking OK. Wait for the system to complete the operation.
12. On the User menu, switch to the TrainingU100 tenant. Verify that the tenant has the same set of workspaces as the source tenant has to ensure that the data and settings from the source tenant have been copied to the TrainingU100 tenant.

Step 3: Deleting the Tenant

Suppose that the new hire no longer needs TrainingEmptyCompany, the tenant with an out-of-the-box company that you have created to train this employee. To delete the tenant, do the following:

1. On the User menu, switch to the tenant with the U100 dataset preloaded.
2. Open the Delete Snapshots and Tenants (SM503000) form.
3. In the Action box in the Selection area, select Delete Tenant.
4. In the Included column, select the check box in the row with the tenant you want to delete (with the TrainingEmptyCompany name in the Tenant Name column).
5. On the form toolbar, click Process. Wait for the system to complete the operation.
   Note: If you are deleting all tenants except the one to which you are signed in, you will be signed out of the system at this stage.
6. Close the Processing dialog box.
7. Reload the webpage.
8. Open the User menu. Notice that the TrainingEmptyCompany is no longer listed on the menu.

You have created a training environment for a new hire. You have then created a test tenant with an out-of-the-box company. You have also created another tenant and then copied production data to this test tenant. When the new employee completed the training, you have deleted the test tenant with the out-of-the-box company.

Self-Test Exercise

Now that you have learned about the creation of tenants, try to apply this knowledge. Create at least two more tenants by using the Tenants (SM203520) form. Then by using the Tenant List (SM203530) form, change the order in which these tenants are listed on the Sign-In page.