Install Customization Project

How to import the AnterraBI.zip via Upload

1. Download the latest version here
   
2. Login to your Acumatica instance
   
3. Navigate to the  Customization Projects  screen (SM204505)
   
4. Click the  IMPORT button above the grid
   
5. When prompted with the  Open Package  window click the  Choose File  button
   
6. Navigate to the location where you downloaded the  AnterraBI.zip  file and select that file
   
7. Click the  UPLOAD button
   
8. The  AnterraBI customization project should now be visible
   
9. Proceed to  Publish Customization Project below

The version of the customization project installed is shown in the  Description  column

Publish Customization Project

Publishing the customization project will briefly cause any users logged into Acumatica to be logged out and require them to relogin, this can be done independently of the steps above.

1. Place a checkmark next to the AnterraBI customization project (be sure all existing customization projects checkmarks are unchanged)
   
2. Click the  PUBLISH  button
   
3. A  Compilation  window will appear which will show the progress of deploying the customization project, proceed to the next step when the  Publish  button appears
   
4. Click the  Publish  button to finish

Setup Secure Connection between Anterra and Acumatica

Make sure you have received your invite to setup your Anterra account and successfully logged in before proceeding.

1. Inside Acumatica go to the Connected Applications (SM303010) screen
   
2. Click on the magnifying glass to the right of the  Client ID  field, if you see  AnterraBI double-click on it and proceed to step 6 , otherwise click the X to close the popup and proceed to the next step
   
3. Type  AnterraBI  in  Client Name
   
4. Choose Authorization Code in the  OAuth 2.0 Flow  dropdown
   
5. Click the  Save Icon 
6. Copy the value after the @ symbol in the  Client ID  to the clipboard to be used in step 7 below
7. Click on the  REDIRECT URIS  tab and add:
   
1. https://api.acumatica.anterrasoftware.com/v1/auth/
2. https://api.acumatica.anterrasoftware.com/v1/auth/{Value After @ Symbol from Step 6}/
8. Click the  Save Icon 
   
9. Click the  SECRETS  tab, then click  ADD SHARED SECRET
   
10. In the  Add Shared Secret  window, type  OAuth  in the  Description , leave  Expires On  blank, and copy the  Value  to the clipboard
    
11. Click  OK  then click the  Save Icon 
12. Leave the Acumatica tab/window open and login to the Anterra Platform  as a user with the  Acumatica  role in a new tab/window
    
13. Go to the  Authorize Acumatica Integration  interface (usually under Admin > UI Administration)
    
14. Paste the value from the clipboard into the  Client Secret
    
15. From the Acumatica  Connected Applications  screen copy the full value from the  Client ID  field and paste it into the  Client Id  field on the Anterra  Authorize Acumatica Integration
    
16. Lastly, place the URL to your Acumatica instance in the  URL to Acumatica field
    
17. Finally click the  Authorize Now  button
    
18. Once you see the following screen, click the  Yes, Allow  button (leave all checkmarks checked)
    

The URL should start with  https  and end with the last slash in the URL, e.g.:
https://customer.acumatica.com/

Confirm Appropriate Access Rights

The following steps are required when the service account created for Anterra is not a member of the System Administrator role.

1. Login to Acumatica
   
2. Open the Access Rights by Screen (SM201020)
   
3. Expand the Anterra section on the left side
   
4. Click on the next item in the list to show the roles on the right side
   
5. Assign the Delete access right in the Access Rights column for the appropriate role that the Anterra service account has been assigned
   
6. Repeat from step 4 for each of the items in the Anterra section
   
7. When done click the Save icon (#4 below)