Support of Multiple Tenants

Tenants

When you install the MYOB Acumatica application, you create at least one tenant. You can create more tenants with the help of the MYOB Acumatica ERP Configuration Wizard, or directly from the MYOB Acumatica application by using the Tenants (SM203520) form. Because the functionality of creating new tenants is available within the application, you can create multiple tenants in the same application without signing out of the application. For details on creating tenants, see To Add a New Tenant by Using the Web Interface.

You can configure each tenant from scratch or create tenants by using templates based on snapshots. For more information on using snapshots as tenant templates, see SM__con_Company_Templates.html. Once the tenant is configured, users can initialize it by importing or entering the data. A tenant's configuration settings and entered data are not accessible from other tenants of the same application.

Active and Test Tenants

You use the Tenant List (SM203530) form to view the list of tenants and the statuses of the tenants (that is, if the tenant is active, test, or unlicensed) and the Tenants (SM203520) form to add, delete, and manage particular tenants.

Active tenants are the tenants that have the Active status and are used in the production environment. Your license determines the number of active tenants you can add to the instance, the number of concurrent users allowed, and the set of features you can activate for the instance.

Test tenants are the tenants that have the Test status. All test tenants have the following limitations:

• Only two concurrent users are allowed
• A test tenant cannot be converted back to an active tenant

You can use test tenants in a test environment for the following purposes:

• To test application features in a demo tenant. You can try any application feature in a tenant with demo data.
• To test whether specific configuration changes are applicable to the tenant configuration.
• To train your employees through a copy of a live tenant.

Test companies do not count toward the maximum number of allowed companies

For details on setting up a test environment, see SM__con_Test_Environment.html.

The System Tenant

When you install MYOB Acumatica, the System tenant (with a Tenant ID set to 1) is always created automatically.

The System tenant contains the preconfigured system data, such as roles, numbering sequences, and the wiki-based documentation. The system data is used by all tenants of the same application instance.

By default, the System tenant is hidden on all end-user forms. All other user-created tenants inherit the initial configuration and system data (predefined data) from the System tenant. That is, all the data available in System tenant is visible to other tenants in the same database. An application update or upgrade replaces all data available in the System tenant, while the data created by users in user-created tenants remains unchanged.

A snapshot created for a user-defined tenant includes all custom data available in the database for the tenant account and does not include any data contained in the System tenant. When a snapshot is being restored in the same database or another database, it uses the system data from the System tenant available in that database.

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 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.

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.

Signing in to a Specific Tenant

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 Login Screen 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.