Configuring the Customer Portal: To License the Customer Portal Instance

The following activity will demonstrate how to activate a license for the Customer Portal.

Story

Suppose that the SweetLife Fruits & Jams company has decided to create a Customer Portal instance, which will be used by SweetLife customers. Acting as a system administrator, you need to configure the system before these users can use it. As a first step, you need to activate the instance of 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 dataset preloaded and the Customer Portal application instance have been deployed in the same database.
    Tip:
    These instances must be deployed in the same database. This deployment is outside of the scope of this training.
  • In the U100 dataset, on the User Roles (SM201005) form of MYOB Acumatica, the Portal Admin role (which provides full administrative privileges in the Customer Portal) has been assigned to the gibbs user account, which is associated with Kimberly Gibbs, the system administrator in the SweetLife Fruits & Jams company.

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 Acumatica Portal.
  2. Activate your license on the Activate License (SM201510) form of MYOB Acumatica.
  3. Delete the Customer Portal license.

System Preparation

Before you can 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, and sign in to a company with the U100 dataset preloaded as a 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 in the Customer Portal:

  1. 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 918B-A728-0569-7FC6-D058 license key, and click OK.

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

    Attention:
    The license key used in this activity is for training purposes only. It includes a limited number of features. The license will be deactivated in 24 hours and the instance will return to the trial mode. The license can be applied to an instance only once.
  4. In the Agree to Proceed dialog box, which opens, click the link to read the software license agreement, and 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 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

To delete the Customer Portal license, 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.