Update of MYOB Acumatica: General Information

Updates to MYOB Acumatica provide functional enhancements and new functionality. Updates are distributed in builds (as installation packages), which include fixes to issues that have been reported and may also contain functionality improvements. Builds are cumulative—each new build contains everything from previous builds, along with any new fixes. Thus, you do not have to install any previous builds before you install the latest build.

You can use the MYOB Acumatica web interface to remotely update MYOB Acumatica (which is installed on the premises of your organization or on Amazon EC2) to a newer build of the installed product version.

Attention:
The ability to update an instance by using the web interface is not available for SAAS customers of MYOB Business Cloud. For details, contact your MYOB support provider.

Learning Objectives

In this chapter, you will learn how to do the following:

  • Configure update preferences
  • Prepare for update
  • Schedule the system lockout and unlock the system afterward
  • Install a minor update

Applicable Scenarios

You use the web interface only for minor updates to MYOB Acumatica (that is, updates released between major versions of the product).

Attention:
Upgrading between major versions by using the web interface is not supported because of significant changes in customization projects. You should use the MYOB Acumatica Configuration Wizard instead.

Download of Updates from the MYOB Update Server

If a server with MYOB Acumatica is connected to the internet, you can download installation packages directly from the MYOB update server before installation. You use the Update Preferences (SM203505) form to configure the connection to the MYOB update server. By default, the address of the server (http://update.acumatica.com) is specified in the Update Server Address box on the form.

To make the system download installation packages from the update server, you select the Use Update Server check box on this form.

To make the system automatically check for new updates, you select the Check for Updates check box. When a new product update (a major version or a minor update) has been approved and released by the MYOB Quality Assurance team, a notification appears in the About MYOB Acumatica dialog box, as shown in the following screenshot. To open this dialog box, sign in to the system, and on the form title toolbar, click Tools > About.
Figure 1. Notification about a new version


Available product updates are listed on the Updates tab of the Apply Updates (SM203510) form. The check box in the Ready to Install column indicates whether an installation package has been downloaded and thus is ready to be installed. To download the package from the update server, you click Download Package on the table toolbar (see the following screenshot).

Figure 2. An update available for download from the MYOB update server


After the system downloads the package, it selects the check box in the Ready to Install column for the update. You click Install Update to initiate the installation of the new build.

Manual Download of Updates and Use of Custom Packages

In some cases, you might not want to configure a connection to MYOB update server. You can download a needed installation package on the builds.acumatica.com website. A path to an installation package is as follows: builds/<major_version>/<build_number>/Packages/ErpPackage.zip. Also, you may receive a custom installation package issued specifically for your company.

On the Apply Updates (SM203510) form, you can upload an installation package from your local computer to the system by clicking the Upload Custom Package button on the table toolbar of the Updates tab. When the download is complete, the Ready to Install check box is automatically selected for the uploaded package in the table.

Preparation to Update

In most cases, you do not need to perform any preparations before the upgrade of the system, except for switching on maintenance mode by locking the system. For the list of recommended preparations, see Update of MYOB Acumatica: Preparation Checklist.

Lockout of the System

We recommend that you switch on maintenance mode when you are updating the system. In this mode, users cannot access the system and process documents; therefore, it is safe to apply updates. When the lockout is in effect, non-administrative users will see a message on the Sign-In page indicating that the site is under maintenance, as the following screenshot demonstrates.

Figure 3. A lockout message on the Sign-In page


Attention:
When the lockout is in effect, the following happens in the system:
  • Only users that have the Administrator role can sign in to the system.
  • The system stops all processes that were run by a schedule.

To switch on maintenance mode, you click Schedule Lockout on the form toolbar of the Apply Updates (SM203510) form. In the Schedule Lockout dialog box, which opens, you specify the date and time when the system will be locked out and the reason for the lockout.

Post-Update Operations

When you update MYOB Acumatica by using the web interface, both the site and the database of the application are updated at the same time. After you have updated the system, you need to build the search indexes by using the Rebuild Full-Text Entity Index (SM209500) form.

Attention:
We strongly recommend rebuilding the search indexes by using the Rebuild Full-Text Entity Index form after the system has been updated. The indexing of the data may be a time-consuming process if a very large number of records has been created in the system.

You can check whether the system has the search indexes that were built before the update by performing a search—such as searching for a particular document or transaction by its reference number or ID, or searching for a customer by its name.

After finishing the update, you need to manually switch off maintenance mode (that is, unlock the system) by clicking Stop Lockout on the form toolbar of the Apply Updates (SM203510) form.