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Best Practices for Publishing Customizations

  • 14 September 2022
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gdow23
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Does Acumatica or any partner have documented best practices for managing the publishing of customizations that can be shared with me?  I am looking for a customer facing document to explain the need for discipline and coordination where customizations are created by multiple sources.

 

Edit, I did find this blog post https://www.augforums.com/publishing-an-acumatica-customization-project/.  However, may main point is that I need to reinforce rule #2.

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Best answer by Kandy Beatty 14 September 2022, 17:44

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Greg Dow

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Kandy Beatty
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HI @gdow23 

 

The article you found is great, I just wanted to add this to ensure you have more references. 

Have you looked at the help documentation?

https://help-2022r1.acumatica.com/(W(6))/Help?ScreenId=ShowWiki&pageid=5484b428-f38f-4f3c-9a1d-041ec3b0739c

I would specifically look at these 2 sections:

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
RohitBhandurge
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@gdow23 - Looking at this - https://www.augforums.com/publishing-an-acumatica-customization-project/ you shared above.

 

Rule Number 3 is the most important rule in my experience. Always publish from Production into all other tenants. Is you publish from a non production instance to all tenants, chances are high that the action will “Unpublish” all the customizations from the Production instance.

Rohit Bhandurge - Forever Grateful!
dpruckus
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Old thread, but since I'm new in Customization I thought I would ask. I have multiple tenants, and as I understand if I publish/unpublish a customization in one, it will effect all tenants, am I right?

Kandy Beatty
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Old thread, but since I'm new in Customization I thought I would ask. I have multiple tenants, and as I understand if I publish/unpublish a customization in one, it will effect all tenants, am I right?

HI @dpruckus 

You are correct. It will effect all tenants. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
dpruckus
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Old thread, but since I'm new in Customization I thought I would ask. I have multiple tenants, and as I understand if I publish/unpublish a customization in one, it will effect all tenants, am I right?

HI @dpruckus 

You are correct. It will effect all tenants. 

 

Is there a way to have a customization only for the test tenant?

dsimmerly
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Old thread, but since I'm new in Customization I thought I would ask. I have multiple tenants, and as I understand if I publish/unpublish a customization in one, it will effect all tenants, am I right?

HI @dpruckus 

You are correct. It will effect all tenants. 

 

Is there a way to have a customization only for the test tenant?

 

I would recommend a separate “sandbox” instance for testing customizations whenever possible.

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