Lesson 1

Preparing for Installing Acumatica ERP

Back to S100: System Installation and Maintenance

Lesson 1: Preparing for Installing Acumatica ERP

In this lesson, you will learn about the Acumatica ERP installation and deployment options, the system requirements, and the required configuration of the operating system where the server part of the system will be installed. Once you complete this lesson, the server part of the Acumatica ERP system will be ready for installation.

Preparation for the Acumatica ERP Installation: General Information

Acumatica ERP is a web application that users can access from any computer by using a web browser. This web application (the website) interacts with the application server and the database that stores all the data. You can install Acumatica ERP if your system meets the minimal hardware and soware requirements and the installation environment is set up properly. This lesson provides an overview of the installation and deployment options, system requirements, and environment settings required for the Acumatica ERP installation.

Learning Objectives

In this lesson, you will do the following:

  • Become familiar with the possible deployment configurations of Acumatica ERP
  • Recognize the minimum system requirements for installing Acumatica ERP
  • Review the settings of your system environment before the Acumatica ERP installation

Applicable Scenarios

You may need to learn how to install Acumatica ERP if you are a new implementation consultant who needs to install Acumatica ERP for a customer and learn how to set up the system.

Installation Options

Depending on the company's preferences and requirements, there are three primary options for deploying Acumatica ERP:

  • Local, on-premises installation: The company is responsible for the infrastructure (hardware, system soware, communication hardware, and soware on user devices) and the deployment of the application soware (implementation, support, and upgrading).
  • Installation in a data center: The service provider manages all or most of the infrastructure that the company uses. If the service company provides the company with a web service where you can launch an operating system with Microso SQL Server available, the installation procedure will be the same as it is with a local installation.
  • Installation on the Windows Azure platform: The company is responsible for the infrastructure and the deployment of the application soware. For details, see Installing Acumatica ERP in a Data Center. For more information about system requirements for deploying Acumatica ERP, see System Requirements for the Acumatica ERP Installation.

Deployment Configurations

You can deploy Acumatica ERP in various configurations of application and database servers. Lesson 1: Preparing for Installing Acumatica ERP | 10

The following diagram shows the recommended configuration with application and database servers installed on separate virtual or physical machines.

The following diagram shows a scalable configuration with multiple application servers and one database server. This configuration is designed to handle increased workload demands.

The following diagram shows a configuration where one server hosts both the application and the database. This setup is commonly used for development, testing, and training purposes. Lesson 1: Preparing for Installing Acumatica ERP | 11

System Requirements for the Acumatica ERP Installation

An Acumatica ERP system consists of the following parts: the web interface, the server part, and the database. For each of these parts to work properly, the environment where you install and use Acumatica ERP should meet particular requirements, which are described in this topic.

         Before you start the installation process, install at least all critical updates (or, preferably, most of the
         recent updates) for the operating system and the required soware. You should also make sure that
         all required third-party components listed in this topic are properly installed and configured on your
         computer.

Workstations

The workstations that are used by the employees of your organization to work with Acumatica ERP should meet the hardware and soware requirements listed in the following table.

Hardware/Software            Requirements

Display resolution           • Minimum 1024 х 768
  • Typical 1920 x 1080
    Adobe Acrobat Reader (to 2022 or later open Acumatica ERP PDF documents)
    Microsoft Office (to view • Office 365 documents exported • 2021 from Acumatica ERP)
  • 2019
  • 2016
    Web Browsers
    Microsoft Edge 120 or later Lesson 1: Preparing for Installing Acumatica ERP | 12
    Hardware/Software Requirements
    Mozilla Firefox 130 or later
    Apple Safari 17 or later
    Google Chrome 120 or later

Server Environment

The environment where you install the server part of Acumatica ERP should meet the hardware and soware requirements listed in the following table.

Hardware/Software           Requirements

Operating systems           • Windows Server 2022 64-bit edition
  • Windows Server 2019 64-bit edition
                                            You can install the server part of Acumatica ERP on non-server operat-
                                        ing systems, such as Windows 10 64-bit edition, and Windows 11 64-
                                        bit edition, but only for testing purposes. For production, you must
                                        use a server operating system.

    Microsoft .NET Frame- 4.8 work
    Microsoft Internet Infor- 10 mation Services You must set Enable 32-bit Applications to False in the IIS settings. Acumatica ERP 2025 R1 supports only the Integrated mode of the ap- plication pool. Classic mode is not supported. If you try to upgrade an earlier version of Acumatica ERP with Classic mode of the applica- tion pool to 2025 R1, the upgrade will not be performed, and a corre- sponding error message will be displayed.
    Memory 16 GB RAM
    CPU 2 cores; 3.5 GHz
    Hard disk space 1 GB available hard disk space, plus 200 MB for each additional instance of Acumat- ica ERP

Database

You can find the system requirements for the Acumatica ERP database in the following table.

Hardware/Software           Requirements

Microsoft SQL Server        • 2022
  • 2019 Lesson 1: Preparing for Installing Acumatica ERP | 13
    Hardware/Software Requirements
    MySQL Community Server 8.0 64-bit edition
    Memory 8 GB RAM
    CPU 2 cores; 2 GHz
    Hard Disk Space For each database, 1 GB available hard disk space; depending on the number of transactions, additional hard disk space may be required to store large numbers of transactions

Preparation for the Acumatica ERP Installation: System Environment

Before proceeding with the installation of Acumatica ERP, make sure that the environment configuration on the computer where you plan to install the server soware part of Acumatica ERP is properly set up. This topic provides an overview of the configuration of Internet Information Services (IIS) web server features, the specification of HTTPS settings, and the installation of semantic search for Microso SQL Server.

Configuration of IIS Web Server Features

You need to ensure that the system configuration is suitable for installing the Acumatica ERP server part and that the following features are enabled on the IIS web server:

  • Internet Information Services > Web Management Tools > IIS Management Console
  • Internet Information Services > World Wide Web Services > Application Development Features:
  • .NET Extensibility 4.8
  • ASP.NET 4.8
  • ISAPI Extensions
  • ISAPI Filters
  • WebSocket Protocol
  • Internet Information Services > World Wide Web Services > Common HTTP Features:
  • Default Document
  • Static Content
  • Internet Information Services > World Wide Web Services > Performance Features:
  • Dynamic Content Compression
  • Static Content Compression
  • Internet Information Services > World Wide Web Services > Security > Request Filtering
            Make sure that for each application pool you are planning to use with Acumatica ERP, the Enable 32-
        bit Applications parameter is set to False (the setting is located on the IIS Manager > Application
        Pools > Edit Application Pool > Advanced Settings menu).

    In this course, we will use the DefaultAppPool application pool. Lesson 1: Preparing for Installing Acumatica ERP | 14

Setting Up HTTPS in an IIS Web Server

When configuring your computer's environment, you need to ensure that HTTPS is being used. HTTPS is a secure communication protocol that encrypts the data exchanged between a client computer and a server, ensuring its security during transmission. This secure connection is essential for various functionality within your system. The use of HTTPS makes it possible for users to export data from Acumatica ERP to Microso Excel spreadsheets, facilitating automatic updates of the data. Additionally, HTTPS is required for the implementation of single sign-on (SSO) to Acumatica ERP, which provides users with the ability to access the system seamlessly with their Google or Microso accounts. You need to enable the TLS protocol to establish HTTPS connections in the IIS web server. To do this, you obtain a certificate from a certification authority and then register it with the IIS web server. This certificate is used to encrypt and decrypt the information transferred over the network, ensuring secure communication between the client and the server. For details on enabling the TLS protocol, refer to the IIS documentation.

          Acumatica ERP does not support self-signed certificates.

Enabling Semantic Search for Microso SQL Server Acumatica ERP provides the full-text search functionality with the following capabilities within your instances:

  • Performing semantic searches within SQL databases
  • Identifying key phrases in text or documents
  • Uncovering similar or related documents
  • Offering insights into document similarities or relations You can use this functionality if semantic search is enabled in Microso SQL Server.
            Semantic search is not enabled by default in Microso SQL Server, while in MySQL Server, the
        semantic search functionality is enabled by default.

    If semantic search is not already installed, you can easily add it by installing an update and selecting this feature under Database Engine Services. To install semantic search, go to the Features to Install page during Microso SQL Server setup and select Full-Text and Semantic Extractions for Search. For details, see the documentation for Microso SQL Server.

Preparation for the Acumatica ERP Installation: Implementation Activity

In this implementation activity, you will learn how to enable the required Internet Information Services (IIS) web server features and validate the configuration of IIS. This will prepare you to install the server component of Acumatica ERP.

          For training and testing purposes, you can install the server part of Acumatica ERP on operating
          systems that are not server operating systems. The instructions in this activity demonstrate the
          verification of the IIS web server features and the application pool settings on a computer running
          Windows 11. If you are using other supported environments and have trouble finding the required
          features, refer to the corresponding documentation for instructions.

Lesson 1: Preparing for Installing Acumatica ERP | 15

Story

Suppose that you are the system administrator of the SweetLife Fruits & Jams company, and you need to verify the system environment prior to installing Acumatica ERP.

Process Overview

In this activity, you will do the following:

  1. Enable the required IIS web server features
  2. Verify the configuration of the IIS

Step 1: Enabling the IIS Management Console Feature To enable the IIS Management Console feature, do the following:

  1. On the taskbar, click Start to open the Start menu, which contains all your apps, settings, and files.
  2. On the Start menu, type Windows Features.
  3. Click Turn Windows features on or off. The Windows Features dialog box opens.
  4. Go to Internet Information Services > Web Management Tools.
  5. Select the IIS Management Console check box, as shown in the following screenshot.
                   If the check box is already selected, go to Step 2.


    Figure: The IIS Management Console feature

Lesson 1: Preparing for Installing Acumatica ERP | 16

Step 2: Enabling World Wide Web Services Features To enable various features that are included in the World Wide Web Services group of features, do the following:

  1. While you are still viewing the Windows Features dialog box, go to Internet Information Services > World Wide Web Services > Application Development Features.
  2. Select the following check boxes (as shown in the screenshot below):
  • .NET Extensibility 4.8
  • ASP.NET 4.8
  • ISAPI Extensions
  • ISAPI Filters
  • WebSocket Protocol
        Figure: Enabling of the Application Development Features
  1. Go to Internet Information Services > World Wide Web Services > Common HTTP Features.
  2. Select the following check boxes (as shown in the screenshot below):
  • Default Document
  • Static Content Lesson 1: Preparing for Installing Acumatica ERP | 17
    Figure: Enabling of the Common HTTP Features
  1. Go to Internet Information Services > World Wide Web Services > Performance Features.
  2. Select the following check boxes (as shown in the screenshot below):
  • Dynamic Content Compression
  • Static Content Compression
    Figure: Enabling of the Performance Features Lesson 1: Preparing for Installing Acumatica ERP | 18
  1. Go to Internet Information Services > World Wide Web Services > Security.
  2. Select the Request Filtering check box (as shown in the following screenshot).
       Figure: Enabling of the Request Filtering feature
  3. Click OK.
                   If you have turned on some features, Windows shows an informational message.

Step 3: Configuring Internet Information Services To configure Internet Information Services, do the following:

  1. On the taskbar, click Start to open the Start menu and click search for Internet Information Services (IIS) Manager.
  2. In the le Connections pane, click Application Pools.
  3. In the middle pane, in the list of available application pools on the server, right-click the DefaultAppPool application pool, which you will use on your website, and select Basic Settings.
  4. In the Edit Application Pool dialog box, which opens, make sure that the following settings are specified, as shown in the following screenshot:
  • .NET CLR version: A version configured for .NET Version 4.8
                      The version number of the .NET Framework does not necessarily correspond to the version
                  number of the CLR it includes. .NET Framework version 4.8 includes CLR Version 4.
  • Managed pipeline mode: Integrated
  • Start application pool immediately: Selected Lesson 1: Preparing for Installing Acumatica ERP | 19
    Figure: The settings of the default application pool
            We generally recommend that you use a separate application pool for the Acumatica ERP
        production instance.
  1. Click OK to close the dialog box.
  2. While the DefaultAppPool application pool is selected in the middle pane, in the right Actions pane, click Advanced Settings.
  3. In the Advanced Settings dialog box, which opens, make sure that False is selected as the value of the Enable 32-Bit Applications setting (as shown in the following screenshot).
    Figure: Advanced Settings of the DefaultAppPool Lesson 1: Preparing for Installing Acumatica ERP | 20
  4. Click OK to close the dialog box. You have verified the Internet Information Services (IIS) configuration and can proceed to installing Acumatica ERP. Lesson 2: Installing Acumatica ERP | 21