System Administration Guide

version: 2026 R1

Overview of the System Administrator's Tasks
Managing Tenants Locally
To Add a New Tenant by Using the Acumatica ERP Configuration wizard
To Hide or Display an Existing Tenant
To Delete an Existing Tenant by Using Acumatica ERP Configuration wizard
Managing Tenants by Using the Web Interface
Tenants: General Information
Tenants: To Create a Test Environment
Using Snapshots
Snapshots: General Information
Snapshots: Export and Import
Snapshots: Custom Snapshot Configurations
Snapshots: Examples of Sensitive Data Being Excluded from Snapshots
Snapshots: To Take, Restore, and Delete a Snapshot
Snapshots: To Export and Import a Snapshot
Publishing Customization Projects
Customization Projects: General Information
Customization Projects: Publication to a Multitenant Website
Customization Projects: To Publish Projects
Configuring User Roles
User Roles: General Information
User Roles: Planning of Access Configuration
User Roles: Restriction Level Options
User Roles: Calculation of the Restriction Level for a User
User Roles: Predefined Roles
User Roles: Restrictions on Changing the Business Date
User Roles: Configuration Prerequisites
User Roles: To Configure Roles for Four Access Tiers
User Roles: To Configure a Role with Granular Access
User Roles: To Modify Access Rights for a Copied Role
Managing User Access
User Access: General Information
User Access: User Access Security
User Access: Mobile Devices
User Access: Linked Entities and User Types
User Access: Configuration Prerequisites
User Access: To Add a User Account
User Access: To Assign a Role to Multiple Users
User Access: To Modify Access for a User Account
User Access: Related Reports and Forms
To Turn On Location Tracking of a User
To Add a User Type
To Delegate the Right to Create Users
Managing Visibility with Restriction Groups
Overview of Row-Level Security
Restriction Groups in Acumatica ERP
Types of Restriction Groups
Preparation for Configuration of Restriction Groups
Configuration of Restriction Groups
Operations with Restriction Groups
Account and Subaccount Security
Security of Cash Accounts
Security of GL Budget Articles
Warehouse Security
Inventory Item Security
Security of Organizations' Branches
Customer Security
Business Account Security
Vendor Security
Project Security
Handling Personal Data
Compliance Tools for General Data Protection Regulation
Managing System-Wide Security Auditing
System-Wide Security Auditing: General Information
System-Wide Security Auditing: Process Activity
Encrypting Data with Digital Certificates
Digital Certificates: General Information
Digital Certificates: Implementation Checklist
Digital Certificates: To Encrypt the Database
Managing Field-Level Auditing
Field-Level Auditing: General Information
Field-Level Auditing: Implementation Checklist
Field-Level Auditing: Implementation Activity
Field-Level Auditing: Process Activity
Managing Two-Factor Authentication
Two-Factor Authentication: General Information
Two Factor Authentication: Implementation Checklist
Two-Factor Authentication: Implementation Activity
Managing Segmented Keys
Segmented Identifiers
Lookup Modes for Segmented Keys
Use of Numbering Sequences
Business Account Identifiers
To Create a Segmented Key
To Add a Segment to an Existing Segmented Key
To Remove a Segment from an Existing Segmented Key
To Split a One-Segment Identifier into Multiple Segments
Managing Input Validation Options
Examples of the Usage of Masks and Regular Expressions
Country, State, and Postal Code Validation
Configuring Email Accounts
System Email Accounts
Personal Email Accounts
Incoming Mail Processing
To Create a System Email Account
To Create a System Email Account for Office 365 with OAuth 2.0
To Create a System Email Account for Gmail with OAuth 2.0
Managing Emails
Email Exchange History
Email Templates
To Add a Notification Template for Changes in the Contents of a Case
Mail Sending and Receipt
To Create a Send and Receive Email Schedule
Email Archiving
Managing External Storage for File Attachments
External Storage: General Information
To Store Attached Files by Using the Azure Blob Service
To Store Attached Files in a Local Folder
To Store Attached Files by Using the Amazon S3 Service
To Set Up Automatic File Synchronization
To Configure File Synchronization Through FTP or HTTP
To Configure File Synchronization Through SFTP
To Configure File Synchronization Through a Shared Folder
Monitoring System Health
System Health: General Information
System Health: Resource Monitoring
System Health: System Event Log
System Health: Request Profiler
System Health: To Monitor Performance
System Health: To Create a Memory Dump
Building Search Indexes
Search Indexes: General Information
Search Indexes: To Rebuild Search Indexes
Maintaining Acumatica ERP Locally
To Check the State of Application Instances and Databases
To Turn On Snapshot Isolation Mode for a Database
To View the Details of an Acumatica ERP Instance
To Change the Database of an Instance
To Perform Database Maintenance
To Shrink the Database
To Configure the Session Timeout
To Configure the Report Time-Out
To Configure the Query Time-Out
To Select Roles That Will Have Administrative Privileges
To Shorten the Names of the Customization Folders
To Enable Reminders
Maintaining Database by Using the Web Interface
Database Maintenance: General Information
Database Maintenance: To Monitor the Database Size
Managing Locales and Languages
Locales and Languages
Boxes That Have Multilanguage Support
Use of User Input Translations
Translation Process
To Add a New Locale
To Add a New Translation Set
To Collect the Strings of a Translation Set
To Collect Strings of Multiple Translation Sets
To Translate Bound Strings
To Translate Unbound Strings
To Translate Filter Tab Captions
To Translate Column Captions for a Generic Inquiry
To Translate Parameter Display Names for a Generic Inquiry
To Exclude Strings from Translation
To Turn On Validation of Translations
To Turn Off Validation of Translations
To Create a Localized Version of an Article
Scheduling Automated Processing
Automated Processing: General Information
Automated Processing: Schedule Types
Automated Processing: Implementation Checklist
Automated Processing: To Configure Scheduled Processing
Managing Attributes and User-Defined Fields
Attributes
User-Defined Fields
To Create an Attribute
To Add Attributes to a Class
To Add User-Defined Fields to a Form
Managing Events
Notifications About Events
Using Business Events
Business Events: General Information
Business Events: Generic Inquiry as Source
Business Events: Use of a Data Entry Form as a Source
Business Events: Subscribers
Business Events: Data Change Processing
Business Events: Scheduled Event Processing
Business Events: User-Triggered Processing of Subscribers
Business Events: To Automate Sending of a Notification on Data Change
Business Events: To Automate Updating of a Field Value on Data Change
Business Events: To Configure the Monitoring of Condition Fulfillment on a Schedule
Business Events: To Configure the User-Triggered Processing of Subscribers
Updating Acumatica ERP by Using the Web Interface
Update of Acumatica ERP: General Information
Update of Acumatica ERP: Preparation Checklist
Update of Acumatica ERP: To Update an Instance by Using the Web Interface
Customizing the User Interface
UI Navigation Options: General Information
UI Navigation Options: Workspaces
UI Navigation Options: Tiles and Links to Forms in a Workspace
UI Navigation Options: Site Map
UI Navigation Options: To Configure a Workspace
Using Company Logos
Company Logo Usage: General Information
Company Logo Usage: To Set Up a Logo
Customizing the Color Theme
Color Theme: General Information
Color Theme: Usage of Custom Images and Theme
Color Theme: To Change the Primary Color
Managing Wikis
Wiki Overview
Wiki Access Management
Wiki Approval Procedures
Wiki Markup Reference
Wiki Style Examples
To Add a Wiki
To Create a Wiki Template
To Apply Templates to a Wiki
To Display and Hide a Wiki in the UI
To Use Categories in Wikis
To Use Products in Wikis
To Make a Wiki Article Visible in Acumatica ERP
Wiki Content Procedures
To Print an Article
To Edit Article Text
To Add a Link
To Add a Graphic
To Add a Table
To Add an Article to a Dashboard
To Add an Article
To Create a Folder
To Rename an Article
To Delete an Article
To Restore a Deleted Article
To Move an Article
To Update Access Rights to an Article
To Link an Article to a Form
Managing Scenarios
Scenario Configuration
Scenario Execution
Scenario Scheduling
Example of Scenario Usage
Archiving Old Documents
Archiving Documents: General Information
Archiving Documents: To Set Up Archival Policy Settings
Archiving Documents: To Set Up a Schedule for the Archival Process
Troubleshooting Acumatica ERP
Troubleshooting Performance
Step 1: Check the Most Basic Causes
Step 2: Investigate Application Server Time and Database Server Time in the Request Profiler
Step 3: Check the Configuration of the Application Server
Step 4.1: Check the Configuration of Microsoft SQL Server and Run Reports
Step 4.2: Check the Configuration of MySQL Database Server
Step 5: Collect More Information
Step 6: Submit a Case to Acumatica Support
Using Logs
Using Profilers
Using Built-In Debugging Tools
Using Third-Party Tools
To Optimize Memory Consumption During Startup

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