System Maintenance

Audience: Implementation consultants who are involved with the initial setup of the Acumatica ERP system for the customers.

Acumatica ERP Experience Required: None

Who Should Attend (relationship to Acumatica):

• Implementation consultants who are involved in configuring Acumatica ERP for customers
• Professionals who want to learn Acumatica ERP

Acumatica ERP version: 2022 R1

Training Description: This webinar introduces you to the maintenance of the Acumatica ERP system. You will learn how to tailor the user interface based on your company's business processes, how to manage tenants and snapshots, set up an automatic processing, and how to manage customization projects. You will also learn how to monitor system performance and troubleshoot the system-related issues, how to maintain database and update the system by using the web interface, and how to build search indexes.

Training Syllabus: The program is covered over three days as follows:

• Day 1: Tailoring the Appearance of the Acumatica ERP Instance. In this session, you will learn how to modify the set of workspace menu items on the main menu by using Menu Editing mode and the contents of a workspace by using Menu Editing mode, change a form location on the main menu by modifying the system site map, and how to display a company logo on the UI for your Acumatica ERP company or a company branch. You will also learn how to change the primary color of the color theme selected for your Acumatica ERP tenant and override the primary color of the color theme selected for your Acumatica ERP tenant on the company and branch level.
• Day 2: Managing Tenants, Snapshots, Customization Projects, and Scheduled Processing. In this session, you will learn how to create a tenant for testing purposes, copy an existing tenant for testing purposes, convert a production tenant to a test tenant, and delete a tenant. Moreover, you will learn how to take a snapshot of tenant-specific content, export a snapshot to external storage, review the manifest.xml file of the snapshot to find out its details, import a snapshot, and restore a snapshot in a destination tenant. You will learn how to schedule automatic processing, view the history of executions, and delete the history of scheduled processes
• Day 3: Maintaining System Health. In this session, you will learn how to import deployment packages to a tenant, publish multiple customization projects to an instance, unpublish the projects. Also, you will learn how to monitor currently running processes, and discover and analyze any threads that are currently frozen or no longer responding, review the list of active users, track memory and CPU utilization, analyze a log of system events, monitor the statuses of push notifications and business event queues, use the Request Profiler tool, and use the Developer Tools of the browser. You will also learn how to monitor the size of a database, optimize and clean up a database, build search indexes, configure update preferences, prepare for update, schedule the system lockout and unlock the system afterward, and install a minor update.

Date and time: This training meets the following three times, and attendees are expected to attend all three sessions:

• Mon, November 21, 2022 10:00 AM - 11:30 AM PT
• Tue, November 22, 2022 10:00 AM - 11:30 AM PT
• Wed, November 23, 2022 10:00 AM - 11:30 AM PT

Registration URL: https://webinar.ringcentral.com/webinar/register/3316667016313/WN_iGFVW54gSpCkIq4gpGf7wg

*To provide an instance for attendees, we need to generate a registration report, deploy the instances, and send out the credentials. All this takes time and we have to do it several hours before the webinar. So we highly recommend not leaving the registration up to the last minute of the webinar start. Everyone who registers after 6 AM PT of Day 1 session will not receive the link to the instance and credentials for it and will have to attend a webinar in a view-only format.

Instructor: David Harris

David has worked many years in hardware and software support including analyzing, testing, troubleshooting, and evaluating existing network systems, such as local area network (LAN), wide area network (WAN), and Internet systems or a segment of a network system. Perform network maintenance to ensure networks operate correctly with minimal interruption. Supported ticketing systems, MDM, Desktop/Laptop support, VPN connectivity, Intranet, Microsoft Office, Accounting, ERP, JDE, Kronos and several POS systems.

Prerequisites­

You should complete the A150 Getting Started with Acumatica ERP course to know how to manipulate data on an Acumatica ERP form, that is, how to fill in the data on a form, select values from a lookup table, add records to a table.

Advance Preparations: None. Attendees will be provided with an instance for training purposes.

Training Materials Please download the following training materials that you will need for the training:

• Training guide: System Maintenance.pdf
• Files for training: Files for Training.zip.

Continuing Professional Education

• Program knowledge level: Basic
• Delivery method: Group Internet based program*
• NASBA field of study: Computer Software & Applications
• Maximum number of CPE credits that may be earned by the participant: 3

Due to this program being offered free of charge, there will be no refunds issued. If you have any questions, please feel free to contact us at training@acumatica.com.

* We offer CPE credits for this course if you attend the course in the format of online instructor-led RingCentral session. During the session, we measure your attentiveness by using polling questions at random times. We provide the certificate if you have answered polling questions during the session. To get the certificate with the confirmed CPE credits, please send a request to training@acumatica.com after the session is complete.

National Registry Statement

Acumatica is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.