From the Microsoft Dynamics GP Application Level Security Series.
With the change from the optimistic user and class based security model in Microsoft Dynamics GP v9.0 (and v8.0) to the pessimistic role and task base security model in Microsoft Dynamics GP v10.0, a question that is often asked is how can security settings be transferred between a test and live system.
With version 8.0 and 9.0, you could use the Export and Import facility built into Advanced Security to transfer the settings for a user/company or class as an XML file. As Advanced Security is no longer relevant with the role and task based model, that option is not available for version 10.0.
The alternative for version 10.0 is to copy the data from the appropriate tables from source system to the target system. You can copy the data using a variety of methods, but the simplest would be to use the XML Table Export and XML Table Import features of the Support Debugging Tool for Microsoft Dynamics GP. As we will be using Advanced Mode features, we will need to log in as a user with administrator permissions.
Below are the steps, please skip steps already completed previously:
The window should look similar to the following screenshot:
On the target system, install the Support Debugging Tool and activate Advanced Mode as before.
Now the data from the source system will have been copied to the target system. If you did not copy the User Assignments, you can now use the Microsoft Dynamics GP v10.0 user interface to select the Security Roles and Alternate/Modified ID for each user and company combination.
Note: A quick note about SmartLists added using SmartList Builder. If the systems do not have the exact same SmartList Builder configuration (by copying data files), it is possible for the SmartList Security IDs to be different between systems. In this case copying security between the systems could give incorrect results. The idea is that the test system is the same as the live system, same dictionaries installed, same data.
To speed up the selection of the tables for export, a settings file has has been attached to the bottom of this post which can be loaded using the Configuration Export/Import window.
For more information on the role and task based security model, see the Knowledge Base (KB) article below:
Frequently asked questions about role-based security in Microsoft Dynamics GP 10.0 (KB 951229)
Just a little addition, the SnapShot tool can also be used to transfer data between systems. For more information have a look at the SnapShot for Microsoft Dynamics GP post.
10-Nov-2008: Add link to SnapShot as another method.
07-Apr-2010: Added warning about custom SmartLists added by SmartList Builder.
For the next couple of weeks, I have decided to focus on Microsoft Dynamics GP application level security and methods for resolving security related issues.
David Musgrave over at Developing for Dynamics GP is tackling Dynamics GP 10 Security in a new series
From the Dynamics GP Blogster
Is it necesssary to log in with a user that has admin privileges in GP or a admin rights in SQL for the specified tables?
All the Advanced mode functions of the Support Debugging Tool (including XML Table Export and XML Table Import) required the user to have database owner or administrator rights at the SQL level. They would also need security access to the actual forms and if a system password is in use, they would need that to.
Because the Advanced Mode features can allow access to the data directly, they are all protected from use by unauthorised users.
One of the great things about blogging is the ability to inform and educate partners and customers on
From the Microsoft Dynamics GP Application Level Security Series . This is the final article in this
Wil this tool (or possibly another tool available) allow you to transfer security from 1 company to many other companies all in 1 step?
No this tool won't do that. It is merely (in 2 steps) copy all the records from one database into another database as-is. It doesn't make any changes.
What you would need to do is copy the security records for one user/company and then insert the modified records (with the new company id) back to the same table.
I was really excited to find this posting. Unfortunately for me the import side of the process failed. I ended up using DTS to accomplish this task.
Can you explain what failed with the import side of the process?
Did you select to Overwrite Table Contents?
Posting from Jivtesh Singh at About Dynamics, Development and Life
This is very helpful. I have additional question - I performed TEST upgrade from GP9 to GP2010 - In TEST - I setup configured Security from scratch. I plan backing up my DYNAMICS from my TEST, then when I perform the real upgrade - restoring DYNAMICS database from the backup. Would this eliminate the need to export and re-import security?
Thanks for any guidance.
This would eliminate the need to export and re-import security. However, it will also wipe out any changes made to the DYNAMICS database in the time between the test upgrade and the live upgrade.
You would be creating the situation for a number of issues including cross linked notes and problems with multi-currency.
I would recommend against this approach.
Posting from Terry Blaser at Dynamics GP Support and Services Blog
PLEASE READ BEFORE POSTING
Please only post comments relating to the topic of this page.
If you wish to ask a technical question, please use the links in the links section (scroll down, on right hand side) to ask on the Newsgroups or Forums. If you ask on the Newsgroups or Forums, others in the community can respond and the answers are available for everyone in the future.