Security Views For Use In SmartList Designer: Security Roles With Tasks & Operations

Microsoft Dynamics GPThe sixth SQL view in this series does not include users, but instead shows the security roles, tasks and also the operations. To use this view you will need to have populated the Security Resource Descriptions table.

CREATE VIEW [dbo].[uv_PI_SecurityRolesWithTasksAndOperations] AS
SELECT
	['Security Roles Master'].SECURITYROLEID AS 'Security Role ID'
	,['Security Roles Master'].SECURITYROLENAME AS 'Security Role Name'
	,['Security Role Task Assignment'].SECURITYTASKID AS 'Security Task ID'
	,['Security Task Master'].SECURITYTASKNAME AS 'Security Task Name'
	,['Security Resource Descriptions'].Series_Name AS 'Series Name'
	,['Security Resource Descriptions'].DSPLNAME AS 'Security Operation Name'
FROM
	SY09100 AS ['Security Roles Master']
INNER JOIN
	SY10600 AS ['Security Role Task Assignment']
		ON ['Security Role Task Assignment'].SECURITYROLEID = ['Security Roles Master'].SECURITYROLEID
INNER JOIN
	SY09000 AS ['Security Task Master']
		ON ['Security Task Master'].SECURITYTASKID = ['Security Role Task Assignment'].SECURITYTASKID
INNER JOIN
	SY10700 AS ['Security Assignment Task Operations']
		ON ['Security Assignment Task Operations'].SECURITYTASKID = ['Security Task Master'].SECURITYTASKID
INNER JOIN
	SY09400 AS ['Security Resource Descriptions']
		ON ['Security Resource Descriptions'].SECURITYID = ['Security Assignment Task Operations'].SECURITYID
GO

GRANT SELECT ON uv_PI_SecurityRolesWithTasksAndOperations TO DYNGRP
GO

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Security Views For Use In SmartList Designer: Populating Security Resource Descriptions

Microsoft Dynamics GPIn this post I’m taking a slight diversion and not posting a SQL view. The reason is that the next view I will be posting requires that the security resource descriptions be available which, by default, they’re not. However, they can be made available, which is what I will be covering in this post.

SY09400 is the Security Resource Descriptions table which is, by default, empty as the names are stored within the Microsoft Dynamics GP client itself. However, this table can be populated, perhaps somewhat counter-intuitively, by using the Clear Data window (Microsoft Dynamics GP menu >> Maintenance >> Clear Data).

To populate the table, open Clear Data, click on Display and then select Physical:

Clear Data

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Security Views For Use In SmartList Designer: Security Roles With Tasks

Microsoft Dynamics GPThe fourth view being posted in this series takes a step back from the users and just shows the role and tasks within.

CREATE VIEW [dbo].[uv_PI_SecurityRolesWithTasks] AS
SELECT
	['Security Roles Master'].SECURITYROLEID AS 'Security Role ID'
	,['Security Roles Master'].SECURITYROLENAME AS 'Security Role Name'
	,['Security Role Task Assignment'].SECURITYTASKID AS 'Security Task ID'
	,['Security Task Master'].SECURITYTASKNAME AS 'Security Task Name'
FROM
	SY09100 AS ['Security Roles Master']
INNER JOIN
	SY10600 AS ['Security Role Task Assignment']
		ON ['Security Role Task Assignment'].SECURITYROLEID = ['Security Roles Master'].SECURITYROLEID
INNER JOIN
	SY09000 AS ['Security Task Master']
		ON ['Security Task Master'].SECURITYTASKID = ['Security Role Task Assignment'].SECURITYTASKID
GO

GRANT SELECT ON uv_PI_SecurityRolesWithTasks TO DYNGRP
GO

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Security Views For Use In SmartList Designer: User Access & Granted Security Roles With Tasks

Microsoft Dynamics GPThe third SQL view I’m posting in this series is one which shows the user, the companies to which they have access and the security roles assigned within each company as well as the tasks within the role.

CREATE VIEW [dbo].[uv_PI_UserAccessAndGrantedSecurityRolesWithTasks] AS
SELECT
	['User Master'].USERID AS 'User ID'
	,['User Master'].USERNAME AS 'Username'
	,['User Master'].USRCLASS AS 'User Class'
	,ISNULL(['Class Master'].DSCRIPTN, '') AS 'User Class Description'
	,ISNULL(['Company Master'].INTERID, '') AS 'Intercompany ID'
	,ISNULL(['Company Master'].CMPNYNAM, '') AS 'Company Name'
	,ISNULL(['Security Assignment User Role'].SECURITYROLEID, '') AS 'Security Role ID'
	,ISNULL(['Security Roles Master'].SECURITYROLENAME, '') AS 'Security Role Name'
	,ISNULL(['Security Role Task Assignment'].SECURITYTASKID, '') AS 'Security Task ID'
	,ISNULL(['Security Task Master'].SECURITYTASKNAME, '') AS 'Security Task Name'
FROM
	SY01400 AS ['User Master']
LEFT JOIN
	SY40400 AS ['Class Master']
		ON ['Class Master'].USRCLASS = ['User Master'].USRCLASS
LEFT JOIN
	SY60100 AS ['User-Company Access']
		ON ['User-Company Access'].USERID = ['User Master'].USERID
LEFT JOIN
	SY10500 AS ['Security Assignment User Role']
		ON ['Security Assignment User Role'].CMPANYID = ['User-Company Access'].CMPANYID
			AND ['Security Assignment User Role'].USERID = ['User-Company Access'].USERID
LEFT JOIN
	SY09100 AS ['Security Roles Master']
		ON ['Security Roles Master'].SECURITYROLEID = ['Security Assignment User Role'].SECURITYROLEID
LEFT JOIN
	SY01500 AS ['Company Master']
		ON ['Company Master'].CMPANYID = ['User-Company Access'].CMPANYID
LEFT JOIN
	SY10600 AS ['Security Role Task Assignment']
		ON ['Security Role Task Assignment'].SECURITYROLEID = ['Security Roles Master'].SECURITYROLEID
LEFT JOIN
	SY09000 AS ['Security Task Master']
		ON ['Security Task Master'].SECURITYTASKID = ['Security Role Task Assignment'].SECURITYTASKID
GO

GRANT SELECT ON uv_PI_UserAccessAndGrantedSecurityRolesWithTasks TO DYNGRP
GO

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Security Views For Use In SmartList Designer: User Access & Granted Security Roles

Microsoft Dynamics GPThe second SQL view I’m posting in this series is one which shows the user, the companies to which they have access and the security roles assigned within each company.

CREATE VIEW [dbo].[uv_PI_UserAccessAndGrantedSecurityRoles] AS
SELECT
	['User Master'].USERID AS 'User ID'
	,['User Master'].USERNAME AS 'Username'
	,['User Master'].USRCLASS AS 'User Class'
	,ISNULL(['Class Master'].DSCRIPTN, '') AS 'User Class Description'
	,ISNULL(['Company Master'].INTERID, '') AS 'Intercompany ID'
	,ISNULL(['Company Master'].CMPNYNAM, '') AS 'Company Name'
	,ISNULL(['Security Assignment User Role'].SECURITYROLEID, '') AS 'Security Role ID'
	,ISNULL(['Security Roles Master'].SECURITYROLENAME, '') AS 'Security Role Name'
FROM
	SY01400 AS ['User Master']
LEFT JOIN
	SY40400 AS ['Class Master']
		ON ['Class Master'].USRCLASS = ['User Master'].USRCLASS
LEFT JOIN
	SY60100 AS ['User-Company Access']
		ON ['User-Company Access'].USERID = ['User Master'].USERID
LEFT JOIN
	SY10500 AS ['Security Assignment User Role']
		ON ['Security Assignment User Role'].CMPANYID = ['User-Company Access'].CMPANYID
			AND ['Security Assignment User Role'].USERID = ['User-Company Access'].USERID
LEFT JOIN
	SY09100 AS ['Security Roles Master']
		ON ['Security Roles Master'].SECURITYROLEID = ['Security Assignment User Role'].SECURITYROLEID
LEFT JOIN
	SY01500 AS ['Company Master']
		ON ['Company Master'].CMPANYID = ['User-Company Access'].CMPANYID
GO

GRANT SELECT ON uv_PI_UserAccessAndGrantedSecurityRoles TO DYNGRP
GO

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Security Views For Use In SmartList Designer: User Access

Microsoft Dynamics GPThe first of the security SQL views I am posting in this series shows all of the users and the companies to which they have been granted access.

CREATE VIEW [dbo].[uv_PI_UserAccessAndGranted] AS
SELECT
	['User Master'].USERID AS 'User ID'
	,['User Master'].USERNAME AS 'Username'
	,['User Master'].USRCLASS AS 'User Class'
	,ISNULL(['Class Master'].DSCRIPTN, '') AS 'User Class Description'
	,ISNULL(['Company Master'].INTERID, '') AS 'Intercompany ID'
	,ISNULL(['Company Master'].CMPNYNAM, '') AS 'Company Name'
FROM
	SY01400 AS ['User Master']
LEFT JOIN
	SY40400 AS ['Class Master']
		ON ['Class Master'].USRCLASS = ['User Master'].USRCLASS
LEFT JOIN
	SY60100 AS ['User-Company Access']
		ON ['User-Company Access'].USERID = ['User Master'].USERID
LEFT JOIN	SY01500 AS ['Company Master']
		ON ['Company Master'].CMPANYID = ['User-Company Access'].CMPANYID
GO

GRANT SELECT ON uv_PI_UserAccessAndGranted TO DYNGRP
GO

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Security Views For Use In SmartList Designer: Series Index

Microsoft Dynamics GPBack in November I posted a SQL View which could be used in SmartList Designer to return the users, company and role assignments. This view is now accompanied by several others which allow for reporting on the Dynamics GP security setup at several different levels.

These have been done as SQL views so they can easily be plugged into SmartList Designer which does not have an import/export function, but they can also be used in SmartList Builder, should the client be licensed for this add-on, or any other reporting tool.

Security Views For Use In SmartList Designer
User Access
User Access & Granted Security Roles
User Access & Granted Security Roles With Tasks
Security Roles With Tasks
Populating Security Resource Descriptions
Security Roles With Tasks & Operations
Security Tasks & Operations
User Access & Granted Security Roles With Tasks & Operations

Error In SmartList Excluding One Category

Microsoft Dynamics GPA client reported an error to our service desk recently when they were working with an Account Transactions SmartList which they were trying to filter to exclude a particular Account Category. When they entered the search criteria they received a string of error messages.

First:

Microsoft Dynamics GP - GPS Error: 58
Microsoft Dynamics GP

GPS Error: 58

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Review of Microsoft Dynamics GP 2013 Reporting by David Duncan and Christopher J Liley

I have received a copy of the newly published Microsoft Dynamics GP 2013 Reporting, by David Duncan and Chrisopher J Liley, from Packt Publishing to review. This is an update of a previous book the pair wrote for Microsoft Dynamics GP 2010:

Microsoft Dynamics GP 2013 Reporting

The book covers an extensive range of the reporting tools in, or available with, Microsoft Dynamics GP 2013:

  • SmartList Builder including Excel Report Builder
  • Report Writer and Word Templates
  • Reporting Services Reports
  • Analysis Cubes
  • Management Reporter

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Microsoft Dynamics GP 2013 Reporting – Review Incoming

I have received a copy of Microsoft Dynamics GP 2013 Reporting to review which I will be doing over the next couple of weeks.

This is an update to the previous edition of the book for Microsoft Dynamics GP 2010, but this one is for the current version:

Microsoft Dynamics GP 2013 Reporting

I’ll be giving it a thorough read and, setting aside my distaste for reporting outside of Management Reporter, I may even follow some of the examples and post a detailed account.

If you don’t want to wait for my review of the book, it can be bought now from Packt Publishing.