S100 System Administration: Basic 2017 R2

The System Administration: Basic course will walk you through basic aspects of Acumatica ERP 2017 R2 system administration. The course is based on a set of examples that demonstrate how to install the system, apply updates, publish customizations, create snapshots, manage user security, and perform the initial system configuration.

Through the examples, you will learn how to perform the following tasks in Acumatica ERP:

Installing the Acumatica ERP Configuration Wizard
Deploying the Acumatica ERP application instances
Activating the license for an Acumatica ERP application instance Enabling and disabling features for an Acumatica ERP application instance
Publishing customizations
Creating, exporting, importing, and restoring snapshots
Updating an application instance
Configuring an application instance whose settings are stored in the web.config file of the site

Using the command-line tool for the installation and update of Acumatica ERP
Deleting an application instance
Creating a user role
Assigning rights to a role
Assigning roles to users
Setting password policy options
Using password masks and regular expressions
Setting up system email account and defining default email account
Creating a schedule for sending and receiving emailLearn about numbering sequence format
Creating numbering sequences
Creating and configuring segmented keys
Populating the list of values for segments
Creating wiki and wiki content

In Step 5.1, you will be asked to import the customization project that is available at Acumatica Portal for partners and customers only. If you do not have access to Acumatica Portal, to complete the steps from this lesson, download the following customization project and perform the Steps from 1 through 11.

After you publish the customization project, click the title of the project (S130), and make sure that the following forms appeared in the system:

The AR-Invoices generic inquiry, developed on the Generic Inquiry form (SM208000; System > Customization > Manage)
The Open Sales Orders by Customer (RD) report (SO615000; Distribution > Sales Orders > Reports > Audit)