Error Running Fastpath hybrid Grant script

FastpathIn yesterdays post on encountering an error deploying the Fastpath Audit Trails to a new company, there was a problem which came up, but I forgot to mention.

When the minimum permissions script (also know as the hybrid grant script) from Fastpath was run, an error in SSMS was produced which was not seen when implementing:

Msg 3729, Level 16, State 1, Procedure sp_revokedbaccess, Line 51 [Batch Start Line 18]
Cannot drop schema 'Fastpathsql' because it is being referenced by object 'GP_DR_AT_BankDetailChanges'.

The problem here was because we had created a report via the portal and this had the owner of the SQL login configured for use by Audit Trails. The solution is to change the database owner to dbo.

This can be done a few ways, but the "safest" is to use the sp_changeobjectowner stored procedure to alter the owner to dbo:

EXEC dbo.sp_changeobjectowner @objname = 'Audit Trails SQL Login.SQL view name', @newowner = 'dbo'

The two highlighted sections need to be replaced; the first with the current owner of the view, the second is the view name.

Error Deploying Fastpath Audit Trails to a New Company

FastpathI implemented Audit Trails from Fastpath for a client a while ago. They created the required triggers in a few company databases and all worked well.

Recently they deployed the triggers to another company, but none of the data was flowing through to the portal.

I did some investigation and found the triggers were working correctly as the audit tables in the company database were being populated, but the data collect wasn't moving them to the audit table in the FPAUDIT database. Further investigation and a quick suggestion from the Fastpath support team had me checking permissions on the databases; the database triggers were being added to did not have the required permissions for the Fastpath SQL login.

When I checked with the user, this was a company created after the initial deployment of Audit Trails and so the user had never had permissions to this database. We re-ran the minimum permissions script and the data collect was then able to run successfully and collect the audit changes from the new company.

Recent ISC Software Webinar: Controls & Security in Microsoft Dynamics GP

ISC Software SolutionsIn our most recent webinar, we took a look at Controls & Security in Microsoft Dynamics GP. In this webinar, we covered how you can improve controls and security in Microsoft Dynamics GP using a mix of standard ad third party functionality. If you want to catch up on this, or any other, webinar, you can do so here.

In this blog post, I am going to recap the webinar and cover the salient points:

  1. Introduction
  2. Posting Controls
  3. Workflow Approvals
  4. Automation
  5. Security Setup
  6. Field Level Security
  7. Report Security
  8. Single Sign-on
  9. Audit
  10. Conclusion

Introduction ^

As always in this type of webinar, I try to use standard functionality as far as possible, but this is not always possible as not all of the areas being covered are included as standard. This was a deliberate design decision from the very creation of Microsoft Dynamics GP where they decided that supporting third parties would allow many more developers to work on modules for the system and encourage competition and improved standards from those third parties (known as Independent Software Vendors or ISVs for short).

There are three key areas where I am recommending third party modules and I will try to be clear when I am doing this.

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Our Favourite Add-ons from the recent ISC Software Webinar

ISC Software SolutionsIn our most recent webinar, on Our Favourite Add-ons, we took a look at six of the add-ons which are preferred solutions from our senior consultants. They all meet a requirement which numerous clients have given to us at different times. Usually, there are several plugins which offer similar functionality which would meet these requirements, but these six add-ons are the ones which we recommend time after time. If you want to catch up on, or any other, webinar, you can do so here.

Before I give a brief overview of each of the add-ons, a quick introduction. Microsoft Dynamics GP is a full-featured ERP system with many modules, but one of the original founding design decisions was to support the enhancement by way of third party add-on modules, which closely integrate into the software and in many cases are indistinguishable from the core module. These add-ons are available from many, many vendors around the world (although many of them are located near the birth-place of the software in Fargo, North Dakota).

Each consultant will usually have a list of go-to add-ons which they've recommended to a number of clients, and this list is derived from these lists from each of the consultants (there was a lot of overlap between us). This is not to say that there are not other great, competing, add-ons; there are but we had to limit the list to six in order to cover them in a thirty minute webinar.

SmartList Builder

Smartist Builder is the add-on with which I have the most and longest experience. Created by eOne Solutions, it allows for the creation of new SmartList objects to meet needs not covered by the out-of-the-box SmartList objects; this often covers reports such as vendors with email and EFT details or Payables Distributions. It also supports the creation of SmartList objects using SQL views such as Budgets By Month or Sales By Customer By Fiscal Year.

While you can also do this using the SmartList Designer, which comes as a standard part of Microsoft Dynamics GP, SmartList Builder is much more flexible and easy to use and has a lot more functionality; I have a blog from May 2019 covering the differnces between SmartList Builder and SmartList Designer.

I have previously blogged about implementing SmartList Builder.

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Implementing Fastpath’s Audit Trail: View reports

FastpathThis post is part of the series on Implementing Fastpath's Audit Trail and is part of the parent Implementing Fastpath's Assure Suite series.

In yesterday's post, I took a look at the Data Changes view available in the Fastpath Assure portal for Audit Trail. This is the way of looking at the raw data, but is not the friendliest method of reviewing the audited changes which is available, It is suitable for someone like me who understands the data structure of Microsoft Dynamics GP, but the ordinary end-user needs something more user friendly.

Fortunately, this is available from the reports which are included as standard. To access these reports, expand Audit Trails and select Reports; there is a long list of reports then shown in the navigation pane:

Audit Trail Available Reports

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Implementing Fastpath’s Audit Trail: Review data changes

FastpathThis post is part of the series on Implementing Fastpath's Audit Trail and is part of the parent Implementing Fastpath's Assure Suite series.

With Audit Trails installed, configured with triggers created and a scheduled data collect in place, the audited changes are available for users to view in the Fastpath Assure portal.

The first palc you can see them, and the one covered in this post, is in Data Changes (accessible from (Audit Trail » Data changes):

Data Changes

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Implementing Fastpath’s Audit Trail: Ad hoc data collect

FastpathThis post is part of the series on Implementing Fastpath's Audit Trail and is part of the parent Implementing Fastpath's Assure Suite series.

Ina previous post I covered the scheduled collection of Audit Trails data. This will allow you to schedule a regular collection of data which, for example, may run every day in the early hours, but sometimes you might need to audit ome data same day. To facilitate this, the Assure portal includes an ad hoc data collection routine for Audit Trails.

To run this ad hoc collect data, select the Manage Data page (Audit Trail » Setup » Manage Data) and click the arrows button.

Clicking the Collect button will run the data collection and pull all new data through to Fastpath:

Collect Data changes

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Implementing Fastpath’s Assure Suite: Assign Permissions

FastpathThis post is part of the series on Implementing Fastpath's Assure Suite.

In the last post, I showed how to create a new user which would allow that user to log into the portal, but that would not allow them to do anything else; to allow them to do something more you need to assign permissions.

There is two ways to assign security and I find the first way to be, by far, the easiest.

Firstly, you can assign security by user (Setup » Users) by selecting the user and then by clicking the toggle next to the role to which you want to assign them:

Assign roles to users

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Implementing Fastpath’s Assure Suite: Create new portal user

FastpathThis post is part of the series on Implementing Fastpath's Assure Suite.

The management of Fastpath Assure is done through the Fastpath Assure portal (in the UK, the address is https://uk.fastpathassure.com/). The administrator account will be configured by Fastpath when the portal is created with additional users being created by that administrator.

To create a new user, log into the portal and open the Users page (Setup » Users). Existing users will be displayed; at the top of the view click the green plus icon to create a new user:

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Implementing Fastpath’s Audit Trail: Transfer between systems

FastpathThis post is part of the series on Implementing Fastpath's Audit Trail and is part of the parent Implementing Fastpath's Assure Suite series.

As mentioned in a previous post, triggers are created in one company and can be deployed to other companies on the same system, but in a lot of cases, you might need to create them on a development system and then deploy them to the live one.

Fastpath Audit Trails does allow you to do this via the Save Settings function available as a button on the toolbar:

Save settings button

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