The Acumatica Cloud ERP platform was built and architected from the ground up as a cloud-based computing native platform. It offers flexibility in deploying instances on both Microsoft’s Azure or Amazon’s AWS platforms – or on-premise. Additionally, developers can easily install an instance for development on their local machine which many developers prefer or have their developer instance hosted in the cloud. This flexibility allows you to manage your application development, staging, and production environments where and how you prefer.
Although our existing Acumatica ERP installation guide is very comprehensive, it targets mostly VARs and is IT centric as it describes in detail the deployment of an Acumatica instance in a live production environment.
Admittedly, this guide may miss certain important points that could potentially save a lot of time and effort for developers who intend to build solutions on the xRP Platform – such as ISVs. This is especially true if they are unfamiliar with Acumatica and a number of the technical nuances involved in any complex and fully featured ERP platform.
In order to fill the void and provide some guidance to our developer community, we offer this Quick-Start Developer Guide, focusing on what developers – especially ISVs – need to do to successfully get started.
Whatever the application solution that interacts with Acumatica you are planning to implement, the first step is to deploy a developer instance of Acumatica. For this purpose, your development environment would require Microsoft IIS, preferably installed locally, or somewhere you would have full control over IIS and the file system. Additionally, you will require a database server – a version of Microsoft SQL Server or MySQL Server, where you have administrative rights. Please refer to Preparing for Installing Acumatica ERP section of the installation guide for details.
Download the Acumatica Configuration Wizard
After all the base system requirements are met, you will need to install the configuration wizard. At this point, it is important to have knowledge of the various Acumatica versions and their release schedules.
New Acumatica features and enhancements are bundled into major releases twice a year – March (R1) and September (R2). These releases potentially contain changes that could impact existing integrations and customizations – so-called breaking changes. Below are the major release schedules you should be aware of at this point in time.
Each Acumatica major version is supplied with updates (minor releases) until its retirement. During this time, our Acumatica engineering & development teams avoid doing any breaking changes. Integrated Solutions and Customizations will work the same on any Minor Update. Check the approximate release pattern of minor versions in the table below.
|Major Version||Minor version approximate release schedule|
|2019R1||Release every 2 weeks|
|2018R2||Release every 4 weeks|
|2018R1||Release every 4 or 8 weeks|
|2017R2||Release on Demand only|
Now it’s time to decide for which version of Acumatica do you want your application solution to be delivered. There are three potential considerations to be mindful:
- It is not specified in the business requirements or you are ambivalent at this point
- You require a specific major version
- You require a specific major version with a particular update (minor version).
In first two cases: log in to the Acumatica portal and click on “Download Acumatica” in the Product Links section of the site. This will redirect you to the page with the last public build of Acumatica.
In the Build (1) section in the upper right of the page, you can see the latest Generally Available (GA) version of Acumatica you can download. In this case it’s 19R1 Update 1.
If you have no requirements regarding the version click the Acumatica ERP… button (2) to start the download of the configuration wizard. If you need a different version chose it from the left column (3) and download it from the opened page.
Please note the Installation Guide link (4) under the System Requirements section of the page. Refer to this guide if you are experiencing issues with setting up your developer environment.
In the case that you are tied to a specific Acumatica version & update, please check here: https://builds.acumatica.com
This is where you will find all the available public Acumatica builds. Open the folder with the name formatted as XX.X – where its matched with the desired version to see the list with all minor releases.
At this point, you shall see a list such as this:
In the AcumaticaERP folder, you’ll find the AcumaticaERPInstall.msi file that you can download and install.
Configuration Wizard Installation Tips
During the installation, after you’ve agreed with the licensing terms, be sure not to miss the Main Software Configuration step.
This is where you choose the debugger and other useful items. For example, you will likely want to choose Install Debugger Tools (1) check box. Additionally, if you are planning to interact with network devices (e. g. Printer) from your solution, you should choose the Install DeviceHub (2) checkbox. Afterwards, continue the installation.
After the installation, open Acumatica ERP Configuration Wizard and click deploy new Application Instance. Follow the Wizard guides until the Tennant setup step .
Typically, this screen is used to setup other tenants. At this point, if you just continue by clicking next, the Wizard will create an empty instance, which you most likely need to populate first to do any developing/testing activities. To avoid this, choose in the Insert Data dropdown (marked red) and choose the Sales Demo option. This will populate the database with various valid dummy data and save a lot of time on setting up the instance before you start the developing process.
On the Instance Configuration step, consider moving the Local Path for the Instance (1) outside of Program Files, as any change on the Site will require administrator rights.
Do not choose the Create Portal check box (2) if you are just creating an ERP Instance. If you would like to have a portal as well, first install Acumatica ERP, and then repeat the process with this checkbox enabled to install a portal as an addition to it. For that iteration, you would need to specify the same database as the ERP Instance.
On the Web Site Configuration screen, notice the Virtual Directory Name (1). This will be the part of the path name of your Acumatica instance. You may wish to change it to something more meaningful to remember it by. However, we suggest you keep it consistent with the Instance Name itself for easier navigation.
After the installation is complete, enter it in your browser as http://localhost/*virtual directory name* to see the login screen of your new Acumatica ERP instance.
To initially set the password, login to the instance with the following credentials:
Please note that Developer instances allow you to use 3 symbol passwords, while Production instances require something more complex.
At this point, you should have a fully functional Acumatica ERP instance with the only limitation being 2 concurrent users.
One more important note: We highly recommend installing the popular Visual Studio Extension our Engineering team developed for developers building solutions on the Acumatica Platform.
Acuminator is a static code analysis and colorizer add-in tool for Visual Studio that simplifies development with the Acumatica Framework. Acuminator provides diagnostics and code fixes for common developer challenges related to Acumatica Framework. Also, Acuminator can colorize and format BQL statements, and can collapse attributes and parts of BQL queries. To learn more about Acuminator and how to install it, go here.
You are now ready to explore and start your developer journey on the Acumatica xRP Platform! Enjoy, have fun!