185
Hi guys,
We need to sync the following User details to the lower environments.
-User's Security Role
-User's Business Unit - can be simply achieved using SDK migration tool?
-User's Team (Team Membership)
Note that 'Teams' have different ID's in the environments.
Can you please let me know what is the best way to do this? Thanks!
*This post is locked for comments
It looks like the only option is through code or manual :( - mileyja.blogspot.com/.../change-business-unit-for-system-user-in.html
Is this target instance a new instance? If yes, try copy instance .
If these are 3000+ user then yes it will be a massive work. I will see if I can find anything to update copy the bu from one instance to another.
Hi Ravi,
Thanks for the feedback :)
Yes all of the users are already in the target instance. I just need to update it's details (Business Unit, Security Role Assignment, and Team Membership).
Also, BU and Teams are already in the target instance so no need to migrate it. I just need its relationship from Users.
Okay thanks! I just thought there's an easy way to do this as manually updating the BU of users will be a massive work since we have 3000+ users.
Hi JZ,
I checked mine and the system user id is different between instances. I think it is expected to have different Guid's however the username will be/ should be same. Regarding your main questions, don't you already have all the users in your target? if you assign CRM licence then the user will appear in the CRM instances.
You need to use the Config tool to bring the BU & Teams in the system. Also, I don't think you can copy/change the users BU by this tool or any other tool. You can use other tools to update the User's BU manually i.e. selecting users and then assigning the BU.
Try this tool from XRM toolbox: nishantrana.me/.../user-security-manager-my-first-xrmtoolbox-plugin
Hope this helps.
Hi Adrian,
Thanks for the reply!
What do you mean "fill in the mapping user name in the new parameter for every user on the source server"? For some reason I notice my SystemUserIDs are different from source and target environment.
Do you know how did that happen? I was under the assumption that userid should be the same throughout ALL the instances .
Hi JZ,
Since you are importing the user information of the source system, you will need to enter mapping user information on the target system. You can either map all of them to the user who is running the import process or map to individual users by using a user map file (.xml). If you choose the second approach then you will need to specify an existing user map file or generate one with the tool. If you generate a new file, fill in the mapping user name in the new parameter for every user on the source server. Select the user map file in the tool when you are done, and click OK.
Hi Adrian,
Thanks for the reply!
I tried to user SDK migration tool but unfortunately didn't work for me.
Please see steps that I took:
1. I tried exporting the below schema.
2. Import it in the target environment - The import was successful but didn't change the User's Team, Business Unit and Security Roles.
Can you please provide your feedback? Thanks!
Hi JZ,
You can migrate this data with the Configuration Migration Tool found in the SDK. Read this article for more information on this.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,214
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (