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Enable External File Storage in Acumatica SaaS

  • 27 November 2024
  • 1 reply
  • 12 views

Hello, is there anyone here who enabled there External File Storage in Acumatica SaaS?

saifalisabri
Freshman II
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My response was crafted with AI assistance, tailored to provide detailed and actionable guidance for your query.

Enabling External File Storage in Acumatica SaaS involves configuring the system to store files outside of Acumatica's database, typically using a cloud-based service like Amazon S3, Microsoft Azure Blob Storage, or Google Cloud Storage. This setup can help optimize database performance and manage large file storage requirements.

Steps to Enable External File Storage in Acumatica SaaS:

  1. Check Licensing and Feature Availability:

    • Ensure the External File Storage feature is enabled on the Enable/Disable Features (CS100000) form.
    • Verify that your Acumatica SaaS environment supports the chosen external storage service (e.g., S3, Azure Blob).
  2. Set Up External File Storage:

    • Navigate to File Storage Settings (SM202505) in Acumatica.
    • Select your desired File Storage Type (e.g., Amazon S3, Azure Blob Storage, etc.).
    • Provide the required configuration details, such as:
      • Access Key/Secret Key: For authentication.
      • Bucket/Container Name: The location for storing files.
      • Region/Endpoint: For cloud storage services like S3.
  3. Test the Configuration:

    • Use the Test Connection button to ensure Acumatica can connect to the external storage service.
    • Resolve any errors, such as incorrect credentials or permissions.
  4. Set File Storage as Active:

    • Once the connection is successful, set the external storage option as Active. This makes it the default file storage method.
  5. Migrate Existing Files (Optional):

    • If you already have files stored in the Acumatica database, you can migrate them to the external storage using the Migrate Files button in the same File Storage Settings form.
  6. Adjust Permissions and Security:

    • Ensure that the storage service has appropriate access policies for read/write operations.
    • Use encryption or security settings provided by the storage service to safeguard your data.
  7. Update System Workflows:

    • Verify that integrations and workflows dependent on file storage adapt to the external system.
    • Test file uploads, downloads, and attachments in common workflows.
  8. Monitor Usage:

    • Use monitoring tools in your external storage service to keep track of file uploads, downloads, and storage utilization.

Common Challenges:

  • Authentication Errors: Double-check keys and permissions.
  • Latency: Ensure the external storage is in the same region as your Acumatica instance to minimize latency.
  • Cost Management: Monitor storage costs, especially with large files or frequent accesses.

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