MYOB Advanced Business

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1 MYOB Advanced Business On-Premise Installation Last Updated: 24 November 2014

2 Contents Introduction 1 Pre-Requisites 1 Web Browsers... 1 Server Hardware and Software... 1 Database Hardware and Software... 2 Other Software... 3 Configuration of IIS Features... 3 Installing MYOB Advanced On-Premise 4 Installing an Instance of MYOB Advanced... 4 Post Installation Steps 13 Changing the Default Password and Logging In Demo Instances Licencing MYOB Advanced Multiple Activation Keys Applying a Licence Deleting a Licence Licence Information Upgrading an Existing Instance Adding a Company to an Existing Instance... 21

3 Introduction MYOB Advanced is normally used as a cloud-based ERP solution; however, it is possible to install an MYOB Advanced instance on-premise for development or training purposes. This document describes the process of performing an on-premise installation of MYOB Advanced. The process involves the following steps: 1. Acquire the installer zip file from MYOB. 2. Extract the zip file and run the installer. 3. Log in to MYOB Advanced and change the default password. 4. Acquire a licence from MYOB and apply it. These steps are detailed below. Pre-Requisites MYOB Advanced is a fully web-based application that uses a web browser as the user interface; no other client software is required. MYOB Advanced includes server software and a database, each of which has its own requirements. See below for the system requirements for installing and running MYOB Advanced. Web Browsers MYOB Advanced supports the following web browsers: Microsoft Internet Explorer 9 and 11 with Compatibility View turned off. Microsoft Internet Explorer 10 with Compatibility View turned off and the hotfix for the ASP.NET browser definition files in the Microsoft.NET Framework 4.0 installed. For more information, see Mozilla Firefox 26. Apple Safari 7. Google Chrome 31. Server Hardware and Software MYOB Advanced server software can be installed on a computer running one of the following operating systems: Microsoft Windows Server 2012, any edition for the x64 (64-bit) platform, with or without any service pack. Microsoft Windows Server 2008, any edition for the x64 (64-bit) platform, with or without any service pack. Microsoft Windows Server 2008 R2, any edition for the x64 (64-bit) platform, with or without any service pack. MYOB Advanced Business On-Premise Installation Page 1 of 23

4 Microsoft Windows Vista, any edition for the x64 (64-bit) platform, with or without any service pack. Note: You can install MYOB Advanced only in a Microsoft Windows Vista system running Internet Information Services (IIS) 7.0, 7.5, or 8.0. Microsoft Windows 7, any edition for the x64 (64-bit) platform, with or without any service pack. Note: You can install MYOB Advanced only in a Microsoft Windows 7 system running IIS 7.0, 7.5, or 8.0. Microsoft Windows 8, any edition for the x64 (64-bit) platform. Note: You can install MYOB Advanced only in a Microsoft Windows 8 system running IIS 7.0, 7.5, or 8.0. The following hardware requirements apply: 4 GB RAM. 1 GB available hard disk space plus 200 MB for each additional instance of MYOB Advanced. Before you install the MYOB Advanced server software, make sure that the following software is installed and enabled: Microsoft.NET Framework 4.0. Microsoft IIS 7.0, 7.5, or 8.0, depending on the underlying operating system (see the minimum options below). Microsoft Windows Installer 3.1. Critical system patches and updates for Microsoft products. Database Hardware and Software The MYOB Advanced database can be hosted by: Microsoft SQL Server 2005, any edition for x64 (64-bit) platform, with or without any Service Pack. Microsoft SQL Server 2008, any edition for x64 (64-bit) platform, with or without any Service Pack. Microsoft SQL Server 2008 R2, any edition for x64 (64-bit) platform, with or without any Service Pack. Microsoft SQL Server 2012, any edition for x64 (64-bit) platform, with or without any Service Pack. The following hardware requirements apply: 4 GB RAM. 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. MYOB Advanced Business On-Premise Installation Page 2 of 23

5 Other Software For access to additional features, we recommend the following applications: Adobe Reader X is required to open some MYOB Advanced PDF documents. Microsoft Office 2007, 2010, or 2013 or Microsoft Office 2003 with the Microsoft Office 2007 compatibility pack is required to view documents exported from MYOB Advanced. Note: Before you start the installation process, install at least all critical updates (or, preferably, all available updates) for the operating system and the required software. You should also make sure that all required third-party components listed earlier in this topic are properly installed and configured on your computer. Configuration of IIS Features Before you install the MYOB Advanced server software, make sure that the following IIS features are turned on: Web Management Tools > IIS Management Console World Wide Web Services > Application Development Features >.NET Extensibility World Wide Web Services > Application Development Features > ASP.NET World Wide Web Services > Application Development Features > ISAPI Extensions World Wide Web Services > Application Development Features > ISAPI Filters Common HTTP Features > Default Document Common HTTP Features > Static Content Security > Request Filtering MYOB Advanced Business On-Premise Installation Page 3 of 23

6 Installing MYOB Advanced On-Premise MYOB will supply a zip file containing the installation files. Begin by extract the installation zip file to the server where you want to install MYOB Advanced. Installing an Instance of MYOB Advanced To install a new instance of MYOB Advanced: 1. Run the MYOBAdvConfig.exe executable in the Tools folder of the extracted zip file. The Welcome screen of the installation wizard appears: Note: If you want to install on MySQL, hold down the SHIFT key while clicking an option on this screen. This will enabled MySQL as an install option on later screens. MYOB Advanced Business On-Premise Installation Page 4 of 23

2. Click Deploy New Application Instance. The Database Server Connection screen appears: 3. Specify the database server that will be used by the MYOB Advanced instance: a.

7 2. Click Deploy New Application Instance. The Database Server Connection screen appears: 3. Specify the database server that will be used by the MYOB Advanced instance: a. Select the type of database server you will be installing onto. By default, Microsoft SQL Server is the only option; if you held down SHIFT while clicking on the previous screen, you will be able to select MySQL as well. b. Select a server to connect to. Do one of the following: In the Server Name box, type the name or the address of the server machine. If you are using a Microsoft SQL server, select the server in the Available Servers list. If the server list does not include the server you are looking for, you should click Update the List to rescan your network. If the problem persists, contact your network administrator for assistance. Note: If you use Microsoft SQL Server Express, the (local) option will not work even if the database server is running on the same machine. To use the server, start the SQL Browser service first, and then update the list of servers and select your server. MYOB Advanced Business On-Premise Installation Page 5 of 23

8 c. Select the authentication method to be used to connect to the database server. If you select the SQL Server Authentication option, specify an account with sufficient rights for creating the databases or making changes to them. Keep the following points in mind as you select an authentication method: The selected authentication method must be supported by the database server. By default, Microsoft SQL Server 2005 is installed with Windows authentication disabled. Windows authentication works only for a local Microsoft SQL Server or when both application and database servers are members of the same Windows domain. 4. Click Next. The Database Configuration screen appears: 5. Select the appropriate option as follows: To create a new database, click Create a new database and then type the name in the New database s name box. To connect to an existing database, do the following: a. Click Connect to an existing database. b. In the Available databases on server list, select a database name. c. Depending on the schema of the database you have selected, select the relevant check box to update, repair, or set up the database, if required. d. If you want to shrink data after the database maintenance, select the Shrink data check box. MYOB Advanced Business On-Premise Installation Page 6 of 23

9 6. Click Next. The Company Setup page appears: 7. On the Company Setup screen, perform the following actions: a. Click New to create a new company. b. To rename the company, double-click the company name in the Login Company Name column, type a new company name, and press ENTER. c. If you want to fill the database with demo data or template data, select an option from the Insert Data column: Option AU NZ Other DemoAU DemoNZ Demo Data Blank database pre-configured for operation in Australia. Blank database pre-configured for operation in New Zealand. Blank database with no pre-configuration. Demonstration database with AU-specific data. Demonstration database with NZ-specific data. Demonstration database with US-specific data. d. Optional: Add more companies if you want to create a multi-company MYOB Advanced instance. MYOB Advanced Business On-Premise Installation Page 7 of 23

e. Optional: For a multi-company MYOB Advanced instance, if you want users to select the company they will be working with after they log on to the MYOB Advanced instance, untick the Secure Company

10 e. Optional: For a multi-company MYOB Advanced instance, if you want users to select the company they will be working with after they log on to the MYOB Advanced instance, untick the Secure Company on Login Form check box. If this box is ticked, users will not be able to select a company at login and their unique username/password combination will be used to determine which company they will be logged in to. f. Optional: For a multi-company MYOB Advanced instance, if you want to configure data sharing between companies, select the Advanced Settings check box. Note: MYOB does not recommend any changes to the advanced settings. These features are not currently available for cloud implementations. 8. Click Next. If you selected the Advanced Settings box, the Table Configuration screen appears; otherwise you are taken directly to the Database Connection screen (see page 9). 9. Optional: On the Table Configuration screen, configure data sharing between companies, and then click Next. The Database Connection screen appears. Note: Table configuration is a dangerous operation that can result in database corruption. MYOB does not recommend making any changes to these settings. If you configure tables, be sure to first back up the database. MYOB Advanced Business On-Premise Installation Page 8 of 23

11 10. On the Database Connection screen, specify the authentication method that this instance of MYOB Advanced will use to connect to the database, which is one of the following options: Windows Authentication: The MYOB Advanced Configuration Wizard will use the default anonymous user account used by Internet Information Services (IIS). SQL Server Authentication: Select Create new login to create a new SQL login, or select Use existing login and specify an existing login. The login must have at least the following rights: o For a Microsoft SQL server, read, write, execute, and ddl_admin MYOB Advanced Business On-Premise Installation Page 9 of 23

12 11. Click Next. The Instance Configuration screen appears: 12. On this screen, specify the following options: Instance Name: Type a name for this MYOB Advanced instance. Create Portal: Tick this box to enable the MYOB Advanced Self-Service Portal as part of the installation. Local Path to the Instance: Enter the path on the local computer to this application instance. Note: MYOB recommends that this is set to a different directory from the directory that you unzipped the install files to. Select an account to access ASP.NET application: Select one of the following accounts to be used to access the ASP.NET application: a. Default (anonymous user): To use the user account that IIS uses by default. b. Specify: To use another user account. Specify the login and password of the user account. MYOB Advanced Business On-Premise Installation Page 10 of 23

13 13. Click Next. The Web Site Configuration screen appears: 14. On this screen, perform the following actions: a. In the Web Site Settings section, configure the list of websites and create a virtual directory. To use the URL of the IIS default site (that is, clear the Create Virtual Directory check box. b. In the Application Pool Settings section, specify the application pool. You may want to use a dedicated application pool to better isolate instances and fine-tune resources that are allocated for the instance by IIS. To specify the dedicated application pool, select one of the following options: To create a new application pool, click Create New Application Pool and type the name in the Application Pool Name box. To use an existing application pool, click Use Existing Application Pool and select the name of the application pool in the list of available application pools. Note: MYOB Advanced employs the application pools that use.net Framework v.4.0. MYOB Advanced Business On-Premise Installation Page 11 of 23

15. Click Next. The Confirm Configuration screen appears: 16. On this screen, perform the following actions: a. Check the configuration settings you have specified. b.

14 15. Click Next. The Confirm Configuration screen appears: 16. On this screen, perform the following actions: a. Check the configuration settings you have specified. b. To make any changes, click Back to return to the required wizard page, and then make necessary changes. c. If you want to save the configuration settings in an XML file on your computer, click Save Configuration. d. Click Finish to deploy the MYOB Advanced instance. MYOB Advanced Business On-Premise Installation Page 12 of 23

15 Post Installation Steps Changing the Default Password and Logging In To open the new MYOB Advanced instance: 1. Run the MYOBAdvConfig.exe executable. 2. Click Perform Application Maintenance. 3. Select the new instance and click Launch. Note: You can bookmark the login page in your web browser to open it more easily later. For blank databases (i.e. if you chose the AU, NZ or Other data options on the Company Setup screen), your new MYOB Advanced instance is set up with a default user account with the following details: Username: admin Password: setup The first time you log in, you must enter a new password to replace the default one. This password must be at least eight characters long and contain a mixture of letters and numerals. The admin user has access to the Configuration and System modules. To begin using the instance, you must create a user account on the Configuration > User Security > Manage > Users form (SM ) and assign it the Full User licence type on the Licence Types sub-tab. Once you log in as this user, you will have access to all of the available modules and functionality. (Alternatively, you can give the admin user the Full User licence type.) Demo Instances If you chose to install a demonstration company (i.e. if you chose the Demo, DemoAU or DemoNZ data options on the Company Setup screen), the process of logging in to the company is slightly different. Log in with the following details: MYOB Advanced 1.00.xxxx Username: admin Password: MYOB1234 MYOB Advanced xxxx Username: admin Password: setup You will not be asked to change your password on logging in. MYOB Advanced Business On-Premise Installation Page 13 of 23

16 A user with the Full User licence type is also available in demonstration companies. Log in as this user with the following details: MYOB Advanced 1.00.xxxx Username: andrews Password: MYOB1234 MYOB Advanced xxxx Username: andrews Password: setup Note: A valid licence is required to log in with the Full User user accounts. This licence will need to be applied using the admin account. MYOB Advanced Business On-Premise Installation Page 14 of 23

Licencing MYOB Advanced MYOB Advanced is licensed by site and by named user. The activation of a site licence is managed through the Configuration > Common Settings > Licence Maintenance form (SM.20.

17 Licencing MYOB Advanced MYOB Advanced is licensed by site and by named user. The activation of a site licence is managed through the Configuration > Common Settings > Licence Maintenance form (SM ). There are a number of ways in which MYOB will provide a site licence: SaaS deployments will have their license automatically applied when the site is provisioned; MYOB may issue a pre-defined set of Multiple Activation Keys for a partner to use; MYOB may issue an individual licence key or may provide a licence file. In this case, MYOB will require the system s Installation ID to be able to provide the licence key. This ID is displayed on the Licence Maintenance form: Multiple Activation Keys If you have been provided with one or more pre-defined Multiple Activation Keys (MAK keys) then you can use these keys to licence a site. Each set of keys is associated with an edition and a set of entitlements and add-ons (such as the number of named user licence types or additional features). MAK keys can only be used a defined number of times for a particular installation however can be re-used on the same site with the same Installation ID. As each MAK key is tied to a particular edition, you can switch editions by using a different MAK key; this will not use up the allocated usage count. Applying a Licence In cases where MYOB has issued a single licence, you will be returned a licence in one of two forms: A licence key in text format A licence file with the file extension.als Multiple Activation Keys are issued as licence keys in text format. To apply a licence, go to the Configuration > Common Setting > Licence Maintenance form. MYOB Advanced Business On-Premise Installation Page 15 of 23

Once the licence is installed, check the details on the Licence Maintenance form: Check that the Edition field displays Developer Edition.

18 To apply a licence key: 1. Click the Enter Licence Key button. The Activate New Licence popup appears: 2. Enter the licence key and click OK. 3. Click the Apply Licence button. To apply a licence file: 1. Click the Upload Licence button. The Upload new Licence File popup appears: 2. Click Choose File and browse to find the.als file. 3. Click Upload. Once the licence is installed, check the details on the Licence Maintenance form: Check that the Edition field displays Developer Edition. Where it applies, check that the date in the Valid To field is correct. Deleting a Licence If you want to remove an installation from a server or local PC, you can delete the license associated with that installation by clicking the Delete Licence button on the Licence Maintenance form. If you have been issued with a Multiple Activation Key, this will increase your available usage count so that you can re-use this licence for another site. MYOB Advanced Business On-Premise Installation Page 16 of 23

19 Licence Information The Licence Maintenance form displays the following information about your licence: Field Status Valid From Valid To Edition Billing State Next Billing Date Licensed Features Entitlements Description The licence status: Valid or Invalid. You may be issued with a trial or temporary licence that has a limited range of usability dates. These are shown here. The edition that this site is licenced for. Standard, Plus, Enterprise, People or Developer are normal editions. These fields are only used on SaaS implementations. The Billing State can be Active, Arrears or Read Only. This tab lists the features that are available for the selected edition. Items with a tick are part of the applied edition; unticked items are not available with the selected edition. This tab lists the users, storage, campaign entitlements for the licence. MYOB Advanced Business On-Premise Installation Page 17 of 23

Upgrading an Existing Instance MYOB Advanced installation packages can also be used to upgrade an MYOB Advanced instance that is running an earlier version. To upgrade an instance of MYOB Advanced: 1.

20 Upgrading an Existing Instance MYOB Advanced installation packages can also be used to upgrade an MYOB Advanced instance that is running an earlier version. To upgrade an instance of MYOB Advanced: 1. Extract the new installation zip file to the server where you want to install MYOB Advanced, as you would for an install. 2. Run the MYOBAdvConfig.exe executable in the Tools folder of the extracted zip file. The Welcome screen of the installation wizard appears: 3. Click Perform Application Maintenance. The Application Maintenance screen appears, indicating that the instance is an older version: MYOB Advanced Business On-Premise Installation Page 18 of 23

You are returned to the Application Maintenance screen, which now indicates that the database requires upgrading:

21 4. Select the site(s) to update and click Upgrade Sites. You are asked to confirm the upgrade: 5. Click Yes to upgrade the site. Once the upgrade has completed, a success message is displayed: 6. Click OK. You are returned to the Application Maintenance screen, which now indicates that the database requires upgrading: Note: Before proceeding, ensure that you have a current backup of the MYOB Advanced database. MYOB Advanced Business On-Premise Installation Page 19 of 23

22 7. Select the site(s) to update and click Update Databases. You are asked to confirm the upgrade: 8. Click Yes to confirm that a backup has been done. You are asked for login credentials for the database: 9. Enter credentials and click OK to begin updating the database. The progress of the update is displayed: 10. If any errors occur, view the detail to see what has failed and either continue or abort and log a support ticket with the detail of the failure. Once the update completes, a success message is displayed: 11. Click OK and close the Application Maintenance window to finish the update. MYOB Advanced Business On-Premise Installation Page 20 of 23

23 Adding a Company to an Existing Instance After installing MYOB Advanced, you can add new companies to an instance in one of two ways: Using the Application Maintenance screen of the install wizard. From the Companies form (SM ) in MYOB Advanced. (The details of an already existing company, or a snapshot, can be copied to the new company.) The process of adding companies using the install wizard is described below. See the MYOB Advanced Help wiki for information on using the Companies form. To add a company to an instance of MYOB Advanced: 1. Run the MYOBAdvConfig.exe executable and click Perform Application Maintenance at the welcome screen to open the Application Maintenance window: 1. Click Company Maintenance. You are asked for login credentials for the database: MYOB Advanced Business On-Premise Installation Page 21 of 23

24 2. Enter credentials and click OK. The Company Setup screen appears: 3. Click New to add a new company row to the grid: 4. Use the dropdown in the Insert Data column to select the data that the company should be created with (see page 7 for details of the available options). 5. Repeat steps 3 4 for any other new companies. Click Next when you are done adding companies. MYOB Advanced Business On-Premise Installation Page 22 of 23

25 6. The Confirm Configuration screen (see page 12) appears. Click Finish to add the new companies to the MYOB Advanced instance. Once the process is complete, a success message appears: 7. Click OK and close the install wizard to finish the update. MYOB Advanced Business On-Premise Installation Page 23 of 23

MYOB Advanced Business

MYOB Advanced Business Demo System Guide Last Updated: 10 February 2015 Contents General Information 1 Creating New Company Files 1 In a Local Environment... 1 In a Hosted Environment... 2 Switching to