How to Create a Tenant with the U100 Dataset

Course Description

For this course, you should be familiar with the Acumatica ERP user interface and the main principles of the system.

This course introduces the basic aspects of Acumatica ERP 2019 R2 system administration. The course is based on a set of examples that demonstrate how to perform the initial system configuration, apply updates, create snapshots, and manage user security.

After you complete the course, you will have an understanding of how to configure and maintain an Acumatica ERP website and what has to be done before other users get access to it.

How to Create a Tenant with the U100 Dataset

To add to an existing Acumatica ERP instance the tenant with the U100 dataset, which is required for the completion of this course, perform the following instructions:

Go to Amazon Storage (the builds/19.2/ folder).
Open the folder of your Acumatica ERP instance version.
In this folder, open the Snapshots folder, and download the u100.zip file.
Launch the Acumatica ERP instance, and sign in.
Open the Tenants (SM203520) form, and click Add New Record on the form toolbar.
In the Login Name box, type a name to be used for the tenant.
On the form toolbar, click Save.
On the Snapshots tab, click Import Snapshot.
In the Upload Snapshot Package dialog box, select the u100.zip file, which you have downloaded, and click Upload. The system uploads the snapshot to the Snapshots tab of the Tenants form.
On the form toolbar, click Restore Snapshot.
If the Warning dialog box appears, click Yes.
In the Restore Snapshot dialog box, make sure that the correct snapshot package is being uploaded, and click OK.
Sign out of the current tenant.

You are now on the Welcome page, and you can sign in to the tenant you have just created.

Training Materials

TRAINING GUIDE

Installations

Training Recordings

Session One

Session Two

Session One

In this training, the following PowerPoint presentation has been used: End-User Course: Basic System Configuration

Session Two

In this training, the following PowerPoint presentation has been used: End-User Course: Basic System Configuration

Additional Reference

Overview of the Acumatica ERP Features

Acumatica ERP User Interface

User Accounts in Acumatica ERP

Managing User Access Rights

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