Developing for Microsoft Dynamics GP by David Musgrave (Australia) and the Microsoft Dynamics GP Developer Support Team (USA)Syndicated From: http://blogs.msdn.com/b/DevelopingForDynamicsGP/
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From the Microsoft Dynamics GP Application Level Security Series.
With the change from the optimistic user and class based security model in Microsoft Dynamics GP v9.0 (and v8.0) to the pessimistic role and task base security model in Microsoft Dynamics GP v10.0, a question that is often asked is how can security settings be transferred between a test and live system.
With version 8.0 and 9.0, you could use the Export and Import facility built into Advanced Security to transfer the settings for a user/company or class as an XML file. As Advanced Security is no longer relevant with the role and task based model, that option is not available for version 10.0.
The alternative for version 10.0 is to copy the data from the appropriate tables from source system to the target system. You can copy the data using a variety of methods, but the simplest would be to use the XML Table Export and XML Table Import features of the Support Debugging Tool for Microsoft Dynamics GP. As we will be using Advanced Mode features, we will need to log in as a user with administrator permissions.
Below are the steps, please skip steps already completed previously:
The window should look similar to the following screenshot:
On the target system, install the Support Debugging Tool and activate Advanced Mode as before.
Now the data from the source system will have been copied to the target system. If you did not copy the User Assignments, you can now use the Microsoft Dynamics GP v10.0 user interface to select the Security Roles and Alternate/Modified ID for each user and company combination.
To speed up the selection of the tables for export, a settings file has has been attached to the bottom of this post which can be loaded using the Configuration Export/Import window.
For more information on the role and task based security model, see the Knowledge Base (KB) article below:
Frequently asked questions about role-based security in Microsoft Dynamics GP 10.0 (KB 951229)
Just a little addition, the SnapShot tool can also be used to transfer data between systems. For more information have a look at the SnapShot for Microsoft Dynamics GP post.
Ref: Content Idea 101338
10-Nov-2008: Add link to SnapShot as another method.
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