System Security

Audience: Acumatica Cloud ERP users who are involved in the processes related to administering the Acumatica ERP site in a company.

Acumatica ERP Experience Required: 3-6 months

Who Should Attend (relationship to Acumatica):

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

Acumatica ERP version: 2021 R1

Training Description: This end-user course introduces configuring of system security in Acumatica ERP. You will start from preparing an instance for implementation and securing user access to the system. You will also learn about monitoring user activities and configuring two-factor authentication.

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

• Day 1: Preparing an Instance for Implementation. In this session, you will learn how to activate the Acumatica ERP instance by enabling the default set of features and activate the product license for the Acumatica ERP instance, how to review product license details, configure system-wide security policies, and also how to create users for people to be involved in further implementation.
• Day 2: Securing Access to the System. In this session, you will learn how to create a user role and specify access rights to system objects for this role, modify access rights to system objects for a copy of an existing role, give access to only particular forms in the system and revoke access to all other system objects and how to review the access rights a role has to system objects. Moreover, you will learn how to create a user account and assign roles, which combine to provide the access rights necessary for the user to perform job responsibilities, to the user account; how to assign a role to multiple users, modify access for an existing user account, review users’ access to system objects, upload digital certificates to be used for database encryption or PDF signing, replace default encryption method used for Acumatica ERP database with a certificate of your choice and how to configure signing of PDF files generated for reports in the system.
• Day 3: Monitoring User Activities. Using Multifactor Authentication Methods. . In this session, you will learn how to enable the auditing of specific user and system activities, review the audit trails related to selected system events, configure users’ access to the field-level auditing capabilities according to their job descriptions and the level of detail to be audited for a specific form. Also, you will learn how to turn on and off auditing for a specific form, review the audit trail for a specific record, activate two-factor authentication system-wide and individually for a user, generate a list of access codes, configure the delivery of access codes by email or through a short message service (SMS) message and authenticate yourself by using an access code generated with a mobile device or by approving a push request.

Partner Certification: This class is based on the materials of the S110 System Security course. Completion of this class does not give you an automatic completion of the related course at Partner University; you will still need to complete the exam at Partner University.

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

• Wed, November 10, 2021 10:00 AM – 11:00 AM PT
• Thu, November 11, 2021 10:00 AM – 11:00 AM PT
• Fri, November 12, 2021 10:00 AM – 11:00 AM PT

Registration URL: https://webinar.ringcentral.com/webinar/register/7216340237745/WN_ahqDL-0VReqq3tY7I_S1Ow*

*To provide a cloud instance for attendees, we need to generate a registration report and perform some activities to deploy the instance 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 cloud instance and credentials for it and will have to attend a webinar in a view-only format.

Instructor: Vagif Tariverdiyev

In the role of Implementation Specialist, Vagif has been working in Acumatica for over 5 years.

Vagif has over 20 years of experience with ERP implementations (Lead Assist with the implementation of the Finance, Projects, User Security, Approval Maps, Time and Expense Management, as well as heavily involved in most of the Data Migration projects). Prior to Acumatica, he has over 20 years of experience in multiple industries: oil & gas, construction, manufacturing, and pharmaceutical working on international assignments in the US, Europe, and CIS countries.

Mr. Tariverdiyev holds a bachelor’s degree in applied mathematics from Baku State University and an MBA degree from Georgia State University.

Prerequisites­

You should complete 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, add records to a table.

Advance Preparations

None.  Attendees will be provided with a cloud instance and tenant for training purposes.

Training Materials

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

• Training guide: System Security.pdf
• Files for training: System Security Files for Training