Configuring the Customer Portal: To License the Customer Portal Instance

In the following activity, you will learn how to activate a license for the MYOB Acumatica Customer Portal, as well as how to delete the license.

Story

Suppose that the SweetLife Fruits & Jams company has decided to create a Customer Portal instance, which will be used by SweetLife's customers. Acting as system administrator, you need to configure the system before these users can use it.

In this activity, you will perform the first step of this configuration: activating the instance of the Customer Portal.

Attention:
During production use of the Customer Portal, you activate your license and enable the needed features. During testing, however, you work in trial mode, where you can enable and use any feature. Thus, in the second step of this activity, you will delete the license so that you can continue working in trial mode while performing other activities that involve working with the Customer Portal.

Configuration Overview

For the purposes of this activity, the following tasks have been performed:

  • The MYOB Acumatica application instance with the U100_SSP_Admin_2024.2.1 dataset preloaded and the Customer Portal application instance have been deployed in the same database.
    Tip:
    This deployment is outside of the scope of this course.
  • In the U100_SSP_Admin_2024.2.1 dataset, on the User Roles (SM201005) form of MYOB Acumatica, the Portal Admin role has been assigned to the gibbs user account. The user account is associated with Kimberly Gibbs, the system administrator in the SweetLife Fruits & Jams company. The role provides full administrative privileges in the Customer Portal.

Process Overview

In this activity, you will do the following:

  1. Obtain the product key for the license for the Customer Portal by creating a support case through the MYOB Portal (portal.acumatica.com).
  2. Activate your license on the Activate License (SM201510) form of the Customer Portal.
  3. Delete the Customer Portal license to return to trial mode for testing purposes.

System Preparation

Before you apply a license key to the Customer Portal instance, you should do the following:

  1. Obtain a product key from MYOB by creating a support case through the MYOB Portal (portal.acumatica.com). Submit the following information:
    • Installation ID: To find the installation ID, on any MYOB Acumatica or Customer Portal form, select Tools > About.... The About Acumatica dialog box, which contains this ID, opens.
    • Contract ID: You can find this ID on your MYOB Acumatica sales invoice.
  2. Make sure that the port 443 is opened on the computer running the MYOB Acumatica instance. You may have to open port 443 if the computer has a firewall enabled.
  3. Launch the Customer Portal instance that uses the same database as MYOB Acumatica.
  4. Sign in to a company with the U100_SSP_Admin_2024.2.1 dataset preloaded as system administrator by using the gibbs username and the 123 password.

Step 1: Activating the Customer Portal License

To activate the Customer Portal license, do the following:

  1. In the Customer Portal, open the Activate License (SM201510) form.
  2. On the form toolbar, click Enter License Key.
  3. In the Activate New License dialog box, which opens, enter the license key, which you have obtained through the MYOB Portal (portal.acumatica.com) and click OK.

    The system contacts the licensing server and validates the license online.

  4. In the Agree to Proceed dialog box, which opens, click the link to read the software license agreement. If you agree to the terms of the agreement, click Agree to proceed with activation. The dialog box is closed.
  5. In the Summary area, review the license’s status (Valid), its validity period, and the number of users and tenants.
  6. On the form toolbar, click Apply License to activate your license.

    The system restarts the instance. In the table, notice the list of the features activated by the license.

Step 2: Deleting the Customer Portal License

In this step, to restore trial mode for testing purposes, you will delete the Customer Portal license. (These actions would not be performed in production use of the portal.) Do the following:

  1. While you are still viewing the Activate License (SM201510) form, on the form toolbar, click Delete License.
  2. In the License dialog box, which opens, click OK. Wait for the system to complete the operation.

    The system restarts the instance. Notice that now the instance is in trial mode again.