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Preparing an Instance for Implementation

After you install a new instance of Acumatica ERP, the system needs to be prepared for the further implementation. When you sign in to a new Acumatica ERP instance, the only form you can access is the Enable/Disable Features (CS100000) form, which you use to enable the features in accordance with the license you have bought. Then you need to set up system-wide security policies and create user accounts for every person to be involved in the implementation of your production instance.

After you complete the instance preparation, you may proceed to configuring the basic Acumatica ERP functionality for the company according to your organization’s structure.

The topics of this part of the guide explain how to activate a new Acumatica ERP instance, enable features that are included in your license, configure the initial security policy, and create user accounts for people involved in the implementation.

Back to TopIn This Chapter

  • Preparing an Instance: General Information
    • When you install a new blank instance of Acumatica ERP, the product features are disabled and the Acumatica ERP instance is in trial mode. To start implementation, you need to activate the instance by enabling the default set of features. Then you apply the license and enable any purchased features that are not in the default set. We also recommend that you configure system-wide security policies and create user accounts for every person who will be involved in further implementation to secure access to the system and track the activities performed by the people who access the system.
  • Preparing an Instance: Implementation Checklist
    • You can use the tables in this topic to quickly check whether the preparation steps are being performed in Acumatica ERP. The following tables cover both mandatory and recommended preparation steps.
  • Preparing an Instance: Activation and Licensing
    • To start implementation, you need to activate the instance by enabling the default set of features. Then you apply the license and enable any purchased features that are not in the default set.
  • Preparing an Instance: To Enable Features and Activate the License
    • In the following activity, you will learn how to enable features in Acumatica ERP, activate the license, and review the license information.
  • Preparing an Instance: System-Wide Security Policy
    • Acumatica ERP provides a wide range of tools for security control. You can implement your organization's security regulations by configuring and maintaining system-wide security policies for user accounts, passwords, and security auditing.
  • Preparing an Instance: To Configure Secure Access for Implementers
    • In the following activity, you will learn how to configure system-wide password and lockout policies and how to create user accounts for implementers.
  • Preparing an Instance: Acumatica ERP Features
    • Acumatica ERP provides scalable core system functionality and includes a range of add-on features, which can be enabled and disabled on the Enable/Disable Features (CS100000) form.