Installation and Setup
The documentation provides guidelines for installing and setting up Easy Security. A properly set up Easy Security system simplifies the task of creating and maintaining Logins and Roles. It also puts Online Help at the user's fingertips.
Best Practices for NAV Easy Security setup
Easy Security: Installation and Setup (Roles and Logins)
Installing Online Help
How To Upgrade Easy Security
Documentation
Information is provided on the unique table structure that allows security to be created and maintained "offline" in Easy Security without affecting the live production system. Fields on the Security Setup window determine how the many features in Easy Security work. The settings affect Roles, Logins, Restore Points and other areas of Easy Security. The Where-used Features of Easy Security provide users with a tremendous amount of useful information regarding Roles, Objects and Companies.
Easy Security: The Technical Side
Definition of Fields on the Security Setup Window
How To Use the Where-used Features
Logins
This documentation provides step-by-step instructions on creating and maintaining Logins in Easy Security. You can set a date in the future for permissions to be removed from a Login. Or you can remove permissions from a Login simply by entering a checkmark in a box. Set up one Login to handle a job. Use the "Permission as User ID" feature to set up 6 other users to do the same job. Maintain only one Login - not 6.
How To Add an Access Control to a Login
How To Add Multiple Access Controls to a Login
How To Create a New Login
How To Create a New Role Group using Roles and Role Groups
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How To Temporarily Add Permissions to a User
How To Add Multiple Roles to Multiple Companies
How To Move Access Ctrls from Blank Co Grp to Co Grp
Roles
Adding permissions to a Role for creating a Sales Order is as easy as creating a Sales Order itself, when using the Recording features in Easy Security. There is no need to know which objects are used in the process. Just turn on the recorder and create a Sales Order. You can also export and import Role Details from one database to another.
How To Create a New Role Using SQL Profiler
How To Create a New Role Using Role Builder
How To Create a New Role Using the Client Monitor
How To Use the Export Role Detail and Import Role Details Features
How To Update an Existing Role With Additional Permissions
How To Set Up Object Level Security
How To Update an Existing Role With Additional Permissions
How To Create a Recording Using Launch Objects
Using Indirect Permission for Flowfields
How To Import an Easy Security SQL Profiler Template
Publishing
Now that security has been created in Easy Security, it is time to transfer the information to the live system. Learn how you can publish the complete security setup from Easy Security or be selective and publish only specific data. Security can be published to the live system when it fits the customer's schedule. Security can also be restored to a prior state through the use of Restore Points created by Easy Security.
Definition of Fields on the Publish Permissions Window
How To Synchronize Data Between Easy Security and Live
How To Publish Permissions on Specific Data
How To Compare Restore Points
How To Create a Manual Restore Point
Key Tables
Review information on some of the key tables used in Easy Security.
Security Setup
Restore Point
Login
Permission Set
Recording
Builder Permission
Refer to the Documentation for the processes in Easy Security
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