MDGP 2016 R1 Feature of the Day: Named Self Serve User

● Ian Grieve ●  ● 0 Comments  ● 

There have already been a few feature of the days I have been a little puzzled by and this one is another of them. Support for named user licensing for the Self Service User Type has been added:

User Setup

User Summary

I would have sworn that this was not new, but was introduced in the last version. Unless it is showing on the User Summary window which is new.

Click to show/hide the MDGP 2016 R1 Feature of the Day Series Index

● Categories: Dynamics, GP, Microsoft ● Tags: , , , , , ,  ● Permalink ● Shortlink ●

eConnect Adapter Error In Integration Manager

● Ian Grieve ●  ● 3 Comments  ● 

Microsoft Dynamics GPA recent upgrade of a client from Microsoft Dynamics GP 2010 R2 to GP 2015 R2 recently resulted in an issue being found when testing some integrations in Integration Manager:

DOC 68 ERROR: eConnect error - The source was not found, but some or all event logs could not be searched.  To create the source, you need permission to read all event logs to make sure that the new source name is unique.  Inaccessible logs: Security.

The problem was a fairly simple one in that the eConnect service account did not have the necessary permissions; a very similar issue to the one I blogged about in March 2013.

The solution is to add the service account to the Local Admins group; instructions are in the post I linked above.

● Categories: Dynamics, eConnect, GP, Integration Manager, Microsoft ● Tags: , , , , , ,  ● Permalink ● Shortlink ●

SQL Script To Bulk Alter Users With Logins

● Ian Grieve ●  ● 3 Comments  ● 

Microsoft Dynamics GPBack in July 2013 I did a post where I looked at a problem copying live to test. The basic issue was that the Microsoft Dynamics GP user is also a login (at the SQL Server level) and a user (at the SQL Server database level) and when a database is copied from the live server to the test server (or from the current live top the new live) you can run a script to transfer across the logins, but the users come across with the database and will have different SIDs (Security IDs).

You can use the ALTER USER command in SQL to re-link the login with the user, but this is one statement per user per database. The old post showed how to do this, but this quickly becomes a pain when there are more than a handful of users.

As Perfect Image has grown we have clients with more and more users and/or company databases. Our largest client has over 250 users in their Dynamics GP installation while another has fewer users, but well over 100 companies. Both of these can make copying live to test problematic, especially when only a company database might be copied over rather than the whole system.

I needed to automate the process of altering the login to match the user; the below script is the result of this need. Continue reading → SQL Script To Bulk Alter Users With Logins

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

● Ian Grieve ●  ● 1 Comment  ● 

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_AZRCRV_SecurityRolesWithTasksAndOperations] AS
/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 2.0 UK: England & Wales (CC BY-NC-SA 2.0 UK).
*/
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_AZRCRV_SecurityRolesWithTasksAndOperations TO DYNGRP
GO

Click to show/hide the Security Views For Use In SmartList Designer Series Index

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

● Ian Grieve ●  ● 8 Comments  ● 

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

Continue reading → Security Views For Use In SmartList Designer: Populating Security Resource Descriptions

● Categories: Dynamics, GP, Microsoft, SmartList, SmartList Builder, SmartList Builder, SmartList Designer, Third Party Add-on ● Tags: , , , , , , , , , ,  ● Permalink ● Shortlink ●

MDGP 2015 R2 Feature of the Day: Self Service User Tasks and Roles

● Ian Grieve ●  ● 0 Comments  ● 

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The twelfth Feature of the Day is Self Service User Tasks and Roles.

In the Microsoft Dynamics GP 2015 R2 release a Self Service user type was added; this user type will enable users that only require very limited access to the system a less expensive option to perform tasks such as entering payroll time, entering project time and expenses, or creating a requisition.

This feature also includes Employee Self Service Security Roles and the ability to filter on security tasks available for each user type, which will make the task and role assignment more efficient.

Security Role Setup & Security Role Setup

Nice to see that the new user type is also getting some easing of the setup of the roles and tasks. This is one area that, despite the default roles and tasks available, seems to daunt a lot of new users to the system.

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

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MDGP 2015 R2 Feature of the Day: Self Service User Type

● Ian Grieve ●  ● 1 Comment  ● 

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The eleventh Feature of the Day is Self Service User Type.

Microsoft Dynamics GP 2015 R2 sees a Self Service user type added.

This user type will enable users that only require very limited access to the system a less expensive option to perform tasks such as entering payroll time, entering project time and expenses, or creating a requisition.

User Setup

This new user type is going to be a really useful addition. I have one client who has been looking for a POP add-on to allow online creation of orders for more than 400 users and all the old options were looking quite pricey.

This Self Service user type used in conjunction with the web client should give them the functionality they want, at a price point they can accept.

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

● Categories: Dynamics, GP, Microsoft, Project Accounting, Web Client ● Tags: , , , , , , , , , , ,  ● Permalink ● Shortlink ●

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

● Ian Grieve ●  ● 1 Comment  ● 

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_AZRCRV_SecurityRolesWithTasks] AS
/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 2.0 UK: England & Wales (CC BY-NC-SA 2.0 UK).
*/
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_AZRCRV_SecurityRolesWithTasks TO DYNGRP
GO

Click to show/hide the Security Views For Use In SmartList Designer Series Index

● Categories: Dynamics, GP, Microsoft, SmartList, SmartList Builder, SmartList Builder, SmartList Designer, Third Party Add-on ● Tags: , , , , , , , , ,  ● Permalink ● Shortlink ●

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

● Ian Grieve ●  ● 2 Comments  ● 

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_AZRCRV_UserAccessAndGrantedSecurityRolesWithTasks] AS
/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 2.0 UK: England & Wales (CC BY-NC-SA 2.0 UK).
*/
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_AZRCRV_UserAccessAndGrantedSecurityRolesWithTasks TO DYNGRP
GO

Click to show/hide the Security Views For Use In SmartList Designer Series Index

● Categories: Dynamics, GP, Microsoft, SmartList, SmartList Builder, SmartList Builder, SmartList Designer, Third Party Add-on ● Tags: , , , , , , , , ,  ● Permalink ● Shortlink ●

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

● Ian Grieve ●  ● 2 Comments  ● 

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_AZRCRV_UserAccessAndGrantedSecurityRoles] AS
/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 2.0 UK: England & Wales (CC BY-NC-SA 2.0 UK).
*/
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_AZRCRV_UserAccessAndGrantedSecurityRoles TO DYNGRP
GO

Click to show/hide the Security Views For Use In SmartList Designer Series Index

● Categories: Dynamics, GP, Microsoft, SmartList, SmartList Builder, SmartList Builder, SmartList Designer, Third Party Add-on ● Tags: , , , , , , , , ,  ● Permalink ● Shortlink ●