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How to: Import RoleTailored Roles

Microsoft Dynamics Nav 2009

You use the Classic client to manage security for the RoleTailored client. When you install the Classic client, Setup adds the following files that you can import into the Classic client to enhance the security system for the RoleTailored client.

File Description

UserRoles.xml

Defines 21 supplemental roles, which include one for each standard profile in the RoleTailored client, and a BASIC role. The BASIC role grants users access to required system tables and other fundamental tables and is a prerequisite for all other roles that are defined in UserRoles.xml.

UserRolePermissions.xml

Defines permissions for the BASIC role, specifies which objects users with the BASIC role can access in the database, and specifies the type of access (read, insert, modify, delete, and execute).

By importing these two files into the Classic client, you can start integrating the Microsoft Dynamics NAV 2009 security system with the RoleTailored client. There is no explicit connection between roles and profiles, but by giving users of a particular profile the corresponding role in the Microsoft Dynamics NAV 2009 security system, you help ensure that user database permissions are consistent with their profiles.

Importing Sample Roles

The source .xml file for sample roles is located on the Microsoft Dynamics NAV 2009 installation media.

To import sample roles

  1. In the Classic client, click Administration, click Application Setup, click Company Setup, and then click Data Migration to open the Migration Overview form.

  2. Click in the left column to select the first blank line in the form.

  3. In the TableID column, type 2000000004.

  4. Press TAB to move the cursor from the TableID field.

    User Role is displayed in the Table Name column.

  5. Click the Migration button, and then click Migration fields to open the User Role - Migration Fields form.

  6. In the Include column, select RoleID and Name.

  7. Click OK to return to the Migration Overview form.

  8. Click the Functions button, and then click Import from XML to open the Import Setup Data dialog box.

  9. Locate the UserRoles.xml file.

    The default location is C:\Program Files\Microsoft Dynamics NAV\60\Classic\Company Settings\<locale>\.

  10. Click Open to start the import.

  11. Delete any new roles that you do not need.

  12. Click the Migration button, and then click Apply Migration Data.

    The new roles are added.

NoteNote

After importing data into the Microsoft Dynamics NAV security system, you must synchronize the system. On the Tools menu, point to Security, and then click Synchronize All Logins.

Security noteSecurity Note

The following limitations exist if you import the sample roles:

These roles and the permissions that you import are provided as a sample or starting point for an actual configuration. A Microsoft Certified Partner or administrator must further configure these roles and permissions before they can meet customer requirements.

The user will experience permission errors if only these sample roles and permissions are used to set up the Microsoft Dynamics NAV security system.

No legal or other agreements concerning the setup of the Microsoft Dynamics NAV security system can be based on the sample roles and permissions supplied in the .xml files that are described in this topic.

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