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Microsoft Great Plains security setup - overview for consultant
By Andrew Karasev
Microsoft Business
Solutions Great Plains is very good fit for mid-size company and probably good
budget solutions for large corporation. Former product name was Great Plains
Dynamics / eEnterprise. Both versions: old and new are Great Plains Dexterity
written and Dexterity itself was planned as database and computer platform
independent / transferable shell back in earlier 1990th. Currently
Great Plains (version 8.0 and coming 8.5) is MS SQL Server based and the last
multi-database version 7.5 (available on Pervasive SQL and Ctree/Faircom). But
considering former goal – Microsoft Great Plains has security model, which is
independent from MS SQL security and works in parallel with SQL Security
User Classes and Users
Users.
Users has nothing to do with MS SQL Logins, however if you are on SQL version
– users are translated to SQL as logins and given access to all Great Plains
related database: DYNAMICS and companies
User Classes.
You can automate users creation, by including new user to the class or
transferring old user to different class and by doing so you have an option to
reset security from the class. On the user level you can supercede class
security. Class works for all the companies, while User can have different
security right in each different company
Objects: Windows,
Reports: modified and alternate modified
Confuse?
Yes – this is normal reaction. These all confusing terms come from the
architecture of the system – you need to know architecture highlights to
recognize the terminology.
Modified Reports.
These are modified via Great Plains Reporting tool: ReportWriter –
Tools->Modify->ReportWriter and select the report you want to modify. The
most popular is SOP Long Invoice form. When you are done with the
modification (placing logo, etc.), you need to assign security either to the
users who will be printing this report or user classes:
Setup->System->Security select user id, company, product (Great Plains), type
as Modified Reports, series Sales and you will see SOP Invoice Long form
available in the list, mark it and you will have it available for this user
Modified Forms.
If you purchased Great Plains Modifier – you can modify the form, for example
on Customer Maintenance screen you could place the button and attach VBA
script to it – you should have VBA/Modifier with customization site enabler
license. This is the realm of VBA programmer. Security should be given to
the modified form
Alternative
Modified Forms and Reports. If
you have in-house Dexterity customization working with SOP Entry screen for
example – the technology works this way – it imports existing SOP entry screen
from DYNAMICS.DIC dictionary (original Great Plains) into custom dictionary,
created by Dexterity developer. Here this form is known as Alternative Form.
You can go to further complexity and modify this one with Modifier and get
Alternative Modified Form
Advanced Security
Security for
specific customers, accounts, etc. –
you can protect specific object in Great
Plains with this advanced security module. We’ll just mention this fact and
do not touch details
Problems
Central versus
Local dictionary. If you have
security for the user to use, say SOP Long Invoice form modified (taken from
REPORTS.DIC), and you have Reports.DIC placed on local machine (check you
DYNAMICS.SET file). When you give this user new computer and do not take care
on transferring REPORTS.DIC from the old machine – user will get error message
– can not open report: dictionary not found. The same is applicable to
modified forms
Happy implementing! You
can always appeal to us to help you with your system. Give as a call
1-630-961-5918 or 1-866-528-0577,
help@albaspectrum.com
About the Author Andrew Karasev is Chief
Technology Officer in Alba Spectrum Technologies (
http://www.albaspectrum.com ), Microsoft Business Solutions Great Plains,
Microsoft CRM, Navision, Microsoft RMS, Microsoft Business Portal customization
company, serving clients in Chicago, Boston, New York, Miami, Atlanta, Houston,
Dallas, Denver, Los Angeles, San Francisco, San Diego, Seattle, Minneapolis,
Phoenix, Toronto, Montreal, Brazil, Mexico, UK, Australia, Canada, UK, Europe,
Russia an having small offices in multiple states and internationally.
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