Create User or Assign Company Access Without Using sa

Microsoft Dynamics GPWith Microsoft Dynamics GP, there are only two user accounts which can, by default, create new users or assign access to companies; these the the sa (SQL Server System Administrator) and DYNSA (Dynamics GP System Administrator).

The former account should only be used when absolutely necessary (such as when implementing Microsoft Dynamics GP or moving it to a new SQL Server Instance; there are some ISV products which also insist on the sa account when it isn’t strictly necessary from a tecHnical perspective).

The recommended way of maintaining security is to configure a normal user account with the permissions necessary to create and assign users to companies. There are a few steps to go through to assign the relevant security.

Mark Polino did a post a while ago on adding users without using the sa account, but, in this post, Mark assigned the sysadmin role to the user. While this will do the job, and in fewer steps, I prefer to lock down security so users only have the permissions required, which precludes assigning a sysadmin role. The reason for this is both best practice, but also that I have several clients who will not allow the sysadmin role to be assigned to a GP user.

The following steps cover the minimum security required for a user to be able to add new users or assign them access to companies.

Assign the user to all companies in Microsoft Dynamics GP (this is done in the User Access Setup window (Administration area page » Setup » System » User Access):

User Access Setup

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Create SmartConnect Journal – Standard Map: Conclusion

eOne SolutionsThis post is part of a series on creating a Journal – Standard integration using SmartConnect from eOne Solutions; I recently posted a series on Implementing SmartConnect.

Over the last few posts in this series, I have shown how to create a simple General Journal integration.

The process is slightly more involved than creating a similar integration, but the huge advantage is being able to schedule the integration to automatically run and select all files from a folder.

With Integration Manager, to allow multiple people to use the same integration you had to point it at a shared drive letter which all users had in common (and often not all did, due to being in different locations).

In addition, SmartConnect can also process the Excel spreadsheet directly, without requiring the user to save the active page down as a CSV; something which Excel really doesn’t want you to do.

The other main benefit of SmartConnect is that if there is an eConnect node available, it can integrate that type of record into Microsoft Dynamics GP, whereas Integration Manager could only use the ones available via the standard or eConnect adapters.

eOne Solutions also have a product called Node Builder which allows additional eConnect nodes to easily be created without the need for a developer. I’ll be taking a look at NodeBuilder in a future series.

Create SmartConnect Journal – Standard Map: Could Not Run The Scheduled Map

eOne SolutionsThis post is part of a series on creating a Journal – Standard integration using SmartConnect from eOne Solutions; I recently posted a series on Implementing SmartConnect.

The final error I received while creating the Journal – Standard map was when I scheduled the map to run automatically:

Windows Event Viewer showing error

JOURNALSTANDARD : SmartConnect Scheduler : Could not run the scheduled map You do not have access to the connectors required for this map.

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Create SmartConnect Journal – Standard Map: Credit Amount Was Not Supplied Error

eOne SolutionsThis post is part of a series on creating a Journal – Standard integration using SmartConnect from eOne Solutions; I recently posted a series on Implementing SmartConnect.

While I was creating the Journal – Standard for this series, it was not all smooth sailing. I received an error message while testing the integration:

SmartConnect Progess window showing error

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Create SmartConnect Journal – Standard Map: Connection Could Not be Validated Error

eOne SolutionsThis post is part of a series on creating a Journal – Standard integration using SmartConnect from eOne Solutions; I recently posted a series on Implementing SmartConnect.

When I was creating the Journal – Standard for a client recently, I encountered a problem when trying to add a Key Field in the Map Setup window:

Connection could not be validated error

SmartConnect

Connection could not be validated

ERROR [IM002] [Microsoft][ODBC Driver Manager] Data source name not found and no default driver specified

This integration polls for Excel spreadsheets in a certain folder; it took me a moment to realise that the server I was working on was a new one and did not have Microsoft Excel installed.

I asked the client of they could install it for me and, once they had done so, the error disappeared and I was able to add the key fields without further problems.

Creating An Outlook Item Shortcut

Microsoft OutlookEarlier this month I did a post on command line paramaters to create an Outlook item (such as an email or appointment). In that post I mentioned it was easy to create a shortcut for them, but realised afterwards, that it might be beneficial to cover creating the shortcut.

To create a shortcut, right click on the Windows desktop, and click on New » Shortcut:

Windows right-clickcontext menu

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Create SmartConnect Journal – Standard Map: Schedule Integration

eOne SolutionsThis post is part of a series on creating a Journal – Standard integration using SmartConnect from eOne Solutions; I recently posted a series on Implementing SmartConnect.

Before creating the schedule, select the Options tab and mark the Allow any user to run this map checkbox. This will allow the service account to run this map on the schedule once it is created.

Map Setup action pane with Schedule button

The journal standard integration is one which I would usually schedule to run periodically throughout the day. This is done as the final step in creating the integration from the Map Setup window by clicking Schedule on the toolbar.

The Schedule window will popup and allow you to configure the schedule as required:

Schedule window showing new schedule

Click Save to save the schedule and then click Save again to save the new integration map.

Create SmartConnect Journal – Standard Map: Run Integration

eOne SolutionsThis post is part of a series on creating a Journal – Standard integration using SmartConnect from eOne Solutions; I recently posted a series on Implementing SmartConnect.

Over the last few posts, I’ve stepped through the creation of a map in SmartConnect; with the map now completed, it is time to test.

To do this click the Run button on the Map Setup window.

A SmartConnect Progress window will be displayed and show the progress; as you can see below, my source file with one journal in has been successful:

SmartConnect Progress window showing map was successful

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Advanced Credentialed Professional Accreditation Retained

Association of Dynamics ProfessionalsThis post is part brag and part public service announcement. The Dynamics Credentialed Professional Exams used to be offered through the Association of Dynamics Professionals, but are now offered through GPUG; once you’ve passed an exam and received the credential, the credential lasts for two years.

If, like me, you passed the exams before 1/1/2017, you have an extended grace period until 31/3/2019 to resit and pass one of your exams. This is the public service element of the post.

Now for the brag; I resat one of the exams earlier this week and passed, so I can, for another two years, claim to be one of these:

Microsoft Dynamics GP Advanced Credentialed Professional

Create SmartConnect Journal – Standard Map: Define Header Mapping

eOne SolutionsThis post is part of a series on creating a Journal – Standard integration using SmartConnect from eOne Solutions; I recently posted a series on Implementing SmartConnect.

In the last post, I stepped through mapping of the journal lines; in this post, I’ll cover mapping of the journal header.

From the Map Setup window, double-click on the Create journal line in the scrolling window.

As shown in the image, below, map the BatchID, TrxDate, Reference and JRNENTRY fields from the source to the destination. If JRNENTRY doesn’t show here then you have not marked the Use as Global Variable in the GP Rolling Column window).

You also need to change the Column Type on the Transaction type row to List Option and then set the Column Name to Regular; this will make sure the integrated journal is created as a standard journal.

SmartConnect Mapping window showing mapping of fields

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