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We are performing migration from on premise to dynamics 365 online using kingsway soft.
We have migrated users but they don't have security role and we want a same role which they had earlier in the on premise version.
Need suggestion for how can we migrate users with their security roles.
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Basically Alex covered it all, but just a little addition.
You need to have some sort of mapping of users and roles from the source system to the target system.
I am not sure how many users you have, but if you already imported the users and roles, and did not create the mapping during the import migration process it might be easier just to add the roles directly in Online.
If you have many users, or can have some matching process, you can do the following:
Query the users from the Source System and the Destination System and find a match based on email address for example. Save that in a matching table.
Query the roles from the Source System and the Destination System and find a match based on the role name for example. Make sure when you query the roles, your query the parent role (where parentroleid is null)
Finally Query the userroles in the Source system, find the match of the target user id and target role id records in your matching tables, and create a user role record in the Target system.
Hope this helps.
Hi,
I'd try this:
- migrate the roles (through the solution file).
- Migrate the business units (through SSIS or manually)
- Re-create the users(manually?)
And, then, I would probably use a local database to do some mapping:
- Download all system roles (with BU names) to a local table(call it Onlineroles) from CRM online
- Download all system roles (with BU names) to a local table (call it localroles) from on-prem
- Do the same for users
Then you'll be able to run a query to map local users/roles to the online users/roles (keep in mind you'll need to map those roles by both BU name and role name since your goal would be to get bu-specific roles ID-s), and you'll just need to upsert that data to the systemuserroles entity
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