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Creating New Tenants

  • 28 May 2021
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Newbie here….

 

When managing tenants, the training material says to make sure all users are logged out.  However, does this apply to situations like creating a new Tenant and using existing backups,  I would not be managing any tenants where users are logged in.  I would be creating a new one and using an existing backup.  

 

Hope this makes sense.

 

  • Shawn
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Best answer by Naveen Boga 28 May 2021, 20:59

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Hi @u043,

It is recommended to perform this activity by putting the Acumatica instance in Maintainance mode.

Once the snapshot is created on the instance OR once you created a new tenant with the existing data backup, users will be logged out.

Below is the article that has explained step by step process of creating a backup and creating a new tenant with the details.

https://www.crestwood.com/2018/10/24/creating-a-new-tenant-by-copying-settings-from-another-tenant/#:~:text=Go%20to%20the%20tenants%20screen,in%20Maintenance%20Mode%20(Lockout).

 

Hope this helps!! 

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