presented by oliver lamaca customer account manager
TRANSCRIPT
presented by Oliver LamacaCustomer Account Manager
Introduction• Presenter: Oliver Lamaca (Customer Account Manager)
• Former Accountant and Network Administrator
Radio, television, publishing and manufacturing & distribution
• 15 years with IndustryBuilt Software
• Developer -> Business Analyst -> P.M. -> Manager -> Pre-Sales
• Started with version 2.0 of Navision in 1999
Why is Security Necessary?• Hide data like payroll, recipes or sales
• Protect data from accidental changes
• Ensure data integrity by protecting setup
• Segregation of duties
• External requirements (SOX)
• Auditors
Basic Dynamics-NAV Security
Object Designer
What are these objects and what do they do?
Roles & Permissions
What are Roles?
• Roles represent what users do
• Roles are assigned to a user or groups of users
• A user can be assigned one or more roles
• Each role will have one or more set of permissions
What are Permissions?
Permission control access to data
What’s the difference between Table Data & Table?
What does Indirect mean?
Why is this Zero?
Basic Dynamics-NAV Security Challenges• What objects do users need?
• How do you know what permissions to give?
• Direct vs. indirect permissions
• Do they need other objects?
• Not enough or too much permission
• Multiple roles and multiple companies
• Field or object level security
• Trial & error
What is NAV Easy Security?Complete solution for NAV Security
• RoleTailored and Classic Client
Field Level, Actions and Data Security• Control access to forms and pages (edit, read only and hide)• Control access to fields (edit, read only and hide)• Control actions and buttons (normal, greyed-out and hide)• Filter data on forms and pages to only show some records
Small manual customization for reports and other objects
Roles and Logins• Record permissions with SQL Profiler and Client Monitor (classic only)• Group roles and companies• Restore point • Object level permissions
Demonstration• Logins
• Roles & Role Groups
• Recording Roles
• Field Level Security
• Data Security
• Restore Points
• Publishing Permissions
Demo
Easy Security makes it easy to…• Maintain logins and roles using role and company groups
• Record user required roles and permissions using SQL profiler while they are at their desk and you are at yours
• Source Code Analyzer handles many customizations, add-ons, etc.
• Publish security to live
• Restore previously working security model
• Limit user access to specific fields, data and controls
Easy Security Role Demo Data• 114 roles based on Segregation of Duties• Verified with FastPath with no Sarbanes-Oxley conflicts• Recorded and verified in NAV
NA 2009 R2 and 2013 R2 (US, CA and MX)
• Finance, Sales, Purchase and Inventory Banking (2) Budget (1) Customer (5) Finance (16) Item (8) Purchase (17) Role Centers (22) Sales
(17) Technical (15) Transfer Order (6) Vendor (5)
• All 21 Role Centers recorded with read access only• Technical Login only and many more
Versions• 2.60 executable or later. All application versions (Classic or RTC)• Only new objects (no merge required)• Currently in 8 languages
Danish Dutch English French German Italian Portuguese Spanish
