Back to S100: System Installation and Maintenance

Lesson 6: Upgrading Acumatica ERP

In this lesson, you will learn about upgrading Acumatica ERP.

Upgrading of Acumatica ERP: General Information

You can upgrade Acumatica ERP by installing a new major version of the system. You can also update Acumatica ERP by installing an update with a new minor version of the system. A major version provides functional enhancements and new features. A minor version includes fixes for reported issues and occasionally functionality improvements. Both major and minor versions are distributed in builds, which are installation packages of the system. Builds are cumulative—each new build includes everything from the previous builds, along with any new fixes. This eliminates the need to install previous builds before installing the latest one. To upgrade or update Acumatica ERP, you need to first upgrade or update the Acumatica ERP Configuration wizard to the needed version. This topic provides an overview of upgrading and updating Acumatica ERP.

Learning Objectives

In this lesson, you will do the following:

Install the next version of the Acumatica ERP Configuration wizard
Update an application instance to the next version of Acumatica ERP

Applicable Scenarios

You may need to learn how to upgrade or update Acumatica ERP in scenarios that include the following:

You are a system administrator who needs to upgrade Acumatica ERP to the latest product version.
You are a system administrator who needs to update one of the Acumatica ERP instances to the next product version.

Before You Proceed

We strongly recommend that before you upgrade or update Acumatica ERP to a newer product version, you do the following:

Back up all configuration files and databases used by the application instances.
If you have been replicating the Acumatica ERP database, turn oﬀ the replication. (Otherwise, the system cannot be updated.)
If you developed a client application by using the screen-based SOAP API, follow the procedure described in To Update a Client Application that Uses Screen-Based Web Services to prevent a failure of your application that can happen because of the UI changes in the system.
On the Automation Schedule Statuses (SM205030) form, make sure that no processes are scheduled for the update time. If you find any scheduled processes, reschedule them so that they start aer the update.
On the Tenants (SM203520) form, click Optimize Database to check your Acumatica ERP database for orphaned snapshots, and delete any that the system finds. Lesson 6: Upgrading Acumatica ERP | 73

Upgrading Process

The general process of system upgrading (to a major version) or updating (to a minor version) by using the Acumatica ERP Configuration wizard, which has already been installed on the server, is the following:

If necessary, notify users about the upcoming upgrade or update and automatically lock out the system for the time of the upgrade or update on the Apply Updates (SM203510) form, as described in Upgrading of Acumatica ERP: To Schedule the System Lockout. A message alerting users to the system lockout will be displayed on the Sign-In page.
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              When the lockout is in eﬀect, the following happens in the system:
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Only users that have the Administrator role can sign in to the system.
The system stops all processes that were run by a schedule.

Obtain the needed Acumatica ERP build in the Acumatica Community website. You need to use your partner's username and password to access the site. Download an installation package, and run it to upgrade or update the Acumatica ERP Configuration wizard. The procedure is the same as the procedure for installing Acumatica ERP Configuration wizard. For details, see Acumatica ERP Installation On-Premises: General Information.
Start upgrading or updating the database and the site of your application instance. The system will automatically perform the following actions: a. For instances that contain published customization projects, validating the compatibility of the currently published customization code with the code of the new product version. If the validation is successful, the system upgrade or update the database and the site. If the validation fails, the Validation Failed window opens to display the list of the executed checks and the discovered errors, and the upgrade process is interrupted. To resolve any issues that were discovered, see To Resolve an Issue Discovered During the Validation. b. Upgrading or updating the database and site of the instance. If you need to upgrade or update the database without upgrading or updating the site or to upgrade or update only the site (without the database), see the next section in this topic.
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              We strongly recommend that you use the common procedure described in this section for a
              usual upgrade or update of your Acumatica ERP application instance.

   The time required for the upgrade or update depends on the performance of your database server, the
   diﬀerences between the old and current versions of the database schema, the hardware configuration of the
   server, and the current system load. When the upgrade or update of the instance is finished, the Acumatica
   ERP Configuration wizard updates the list of instances.
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If you are upgrading or updating your system from a version that did not include search indexes, you need to build search indexes by using the Rebuild Full-Text Entity Index (SM209500) form. If the system has search indexes that were built before the upgrade or update, we recommend rebuilding search indexes by using the form. For details, see Building Search Indexes.
If you are locked out the system, unlock the system on the Apply Updates form, as described in Upgrading of Acumatica ERP: To Unlock an Acumatica ERP Instance.

Separate Upgrade of the Database and the Site

You might need to upgrade or update the Acumatica ERP database without upgrading or updating the site, upgrade or update only the site, or consequently upgrade or update the database and the site. Lesson 6: Upgrading Acumatica ERP | 74

          If you need to upgrade or update the Acumatica ERP application instance and the Self-Service Portal
          instance that is connected to the database of the Acumatica ERP application instance, you can first
          upgrade or update the Acumatica ERP application instance (that is, the website and the database)
          and then the site of the Self-Service Portal. You can also upgrade or update the Self-Service Portal
          with its database and then upgrade or update only the site of the Acumatica ERP application instance.

To do the divided upgrade or update, you can use the Upgrade Only Website and Upgrade Only Database commands, which you can find in the drop-down list to the right of the Upgrade button on the Application Maintenance page of the Acumatica ERP Configuration wizard. For details, see Upgrading of Acumatica ERP: To Update the Database of an Acumatica ERP Instance and Upgrading of Acumatica ERP: To Update an Acumatica ERP Site.

          When you upgrade or update your Acumatica ERP instance by using the Upgrade Only Website or
          Upgrade Only Database commands, the system does not validate the customization compatibility.
          If you have published customization projects in your Acumatica ERP instance, the instance may stop
          working aer an upgrade or update because of incompatible customization code. For details, see To
          Resolve Issues While Upgrading a Customized Website.

Upgrading of Acumatica ERP: To Update an Instance

The following activity will walk you through the process of updating the database and site of an Acumatica ERP application instance to the next minor version by using Acumatica ERP Configuration wizard.

Story

Suppose that you are the system administrator of your company, and you need to update the existing Acumatica ERP application instance to the next minor version.

Process Overview

In this activity, you will update the AcumaticaS100 instance from the previous version to a newer version.

System Preparation

Before you begin performing the steps of this activity, make sure that you have completed the Instance Deployment: To Deploy an Instance with Demo Data prerequisite activity.

Step 1: Obtaining an Installation Package with a Newer Version of Acumatica ERP To download an installation package with a newer version of Acumatica ERP and install it, do the following:

Open the Acumatica Community website. You will need your partner's username and password to access the site.
On the Product menu at the top of the page, click 2025 R1. The Acumatica ERP 2025 R1 Downloads and Release Notes page opens. On this page, you can find the latest release and prior releases of the selected version and read the release notes.
To download the Acumatica 2025 R1 Update 1, click the Show content link in the Prior Releases section.
Click the Acumatica 2025 R1 Update 1 Build ХХ.ХХХ.ХХХХ link. The page with the release opens. Lesson 6: Upgrading Acumatica ERP | 75
In the Download Links section, click the Acumatica ERP 2025 R1 Update 1 link to download the AcumaticaERPInstall.msi Windows installer package.
Install the newer version of the Acumatica ERP Configuration wizard, as described in Acumatica ERP Installation On-Premises: To Install the Acumatica ERP Configuration Wizard.

Step 2: Updating an Instance To update the AcumaticaS100 instance from the previous version to the one you have just installed, do the following:

On the Start menu, click Acumatica ERP Configuration to open the Acumatica ERP Configuration wizard.
On the Welcome page, click Perform Application Maintenance. On the Application Maintenance page, which opens, in the list of existing application instances, notice that all the instances have yellow triangles with exclamation points, as shown in the following screenshot.
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   Figure: The list of instances
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In the list of application instances, click the row with the AcumaticaS100 instance, and click the Upgrade button.
In the confirmation dialog box, click Yes to continue the update.

In the SQL Server Authentication dialog box, which opens during the upgrade, leave the Windows Authentication option button (which is selected by default), and click OK to start the update. The time required for the update depends on the performance of your database server, the diﬀerences between the old and current versions of the database schema, the hardware configuration of the server, and the current system load.

              During the upgrade or update, the system may ask you to stop the application pool that is
              used for the instance. If it does, click Yes to proceed.

   When the update of the instance is finished, the Acumatica ERP Configuration wizard updates the list of
   instances, as shown in the following screenshot. Notice that the updated instance now has a green check
   mark, which tells you that it has updated successfully; the instance and the associated database are up to
   date.

Lesson 6: Upgrading Acumatica ERP | 76

Figure: The green check mark indicating the successful update of the instance

The AcumaticaS100 site and its database have the same version as the Acumatica ERP Configuration wizard does, which is indicated by the green check mark. The AcumaticaMultiple site and its database have the same version, but it is lower than the version of the Acumatica ERP Configuration wizard, which is indicated by an exclamation point in a yellow triangle. The AcumaticaTraining site and its database have diﬀerent versions because the database is used by the AcumaticaS100 instance and has been updated. This is indicated by a red circle with a white X. Lesson 7: Using the Command-Line Tool | 77