Tenant Management

Tenant Management feature allows you to create multiple tenants with different datasets on a local instance. This feature is available for Haufe X360 and Acumatica Application. Haufe X360 and Acumatica Applications provide different set of templates. Tenants can either be specified at the time of instance installation or later after the installation.

Add Tenants during Installation Process

  • Click on Install Haufe X360 or Install Acumatica button from Applications screen.

  • Enter All required details.

  • Under Tenants Section,

    1. Click on Add Tenant

    2. Enter Tenant Name

    3. Select Tenant Template from the dropdown list

      app_install_tenants

Manage Tenants for an installed Application

After installation of an application, you can Add or Delete tenants from the application. In order to do so, use following steps,

  • Go to the Applications screen

  • Click on Actions button on a row of an instance, to which you would like to Add/Delete tenants

  • Click on Manage Tenants option

    instance_actions
  • On click, all tenants present on an instance are shown on the screen.

    existing_tenants
  • You can Add or Remove Tenants

    add_remove_tenants
  • To add a New Tenant,

    1. Click on Add Tenant

    2. Enter Tenant Name (Unique)

    3. Select Tenant Template

  • To remove a tenant, click on 🗑️ (Delete) button. Once removed, the tenant appears under Removed Tenants Section.

  • Once all changes are done, click on Apply

    tenants_apply

    manage_tenants

Available Tenant Templates

  • Haufe X360

    • SKR03

    • SKR04

    • EMPTY

    • CHTenant (applicable only for DACH Setup Template)

  • Acumatica

    • SalesDemo

    • U100

    • F200

    • C100

    • F300

    • I100

    • EMPTY

NOTE

EMPTY Tenant will not have any tenant level configuration data e.g. Chart of Accounts, Ledger etc. The missing configuration in an EMPTY tenant is only a subset of the overall system configuration. For example, all EMPTY tenants will get default roles or default Web Service Endpoints.