Installation and setup of NAV Easy Security Roles and Logins

Importing Objects

The objects for NAV Easy Security are all new objects. This makes integration with a customized database very simple by importing the objects. After importing the objects remember to compile all the objects for Easy Security, filter for ES* on the Version List. Some fields in the security tables have different data type between versions of NAV/SQL/Native and will cause a run-time error if not compile after importing objects.

To enable the Auto recording must a single line of code be implemented in the procedure CompanyOpen in Codeunit 1 Application Management, this is not required and it only used when recording with Client Monitor. Below is a log of the changes.

PROCEDURE CompanyOpen
--- Before ----
      IF GUIALLOWED THEN
        LogInStart;
    END;

--- After -----
      IF GUIALLOWED THEN
        LogInStart;

      CODEUNIT.RUN(CODEUNIT::"ES Autostart Recording");
    END;

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Full setup of Easy Security

The company where security is maintained should be a new company with limited data for the application. The easiest way to move settings from a test to a live database is to backup and restore the security company.

Set up of NAV Easy Security can be done from the RoleTailored or Classic Client. Open the Easy Security Setup and a wizard window opens. If the Security Setup already has been opened, the Install Wizard can be restarted from the Functions, Setup Easy Security menu item.

If using a different country version can it be necessary to lookup the different Role ID for ALL, BASIC, SUPER, SUPER (DATA) and SUPER (NAVIPANE). The Object Range Filter is used when searching for limited license permissions; because of the very large range (2,000,000,000 per object type) must a filter be applied. If an add-on is installed in the database using limited permissions, this range must be added to the filter to include these objects.

If the Source Code Analyzer module has been purchased, the "Source Code Analyzer Enabled" must be checked and the path and filename entered for the current source code. The source code can be exported as a txt-file from the Object Designer in the Classic Client. This will normally require a Partner developer license. This can also be done later from within the application if objects are updated or the text-file was not available during installation. With the 2009 SP1 or later executable is it possible to export licensed objects with "Functions, Export Source Code for Licensed Objects". This requires that the license contain the module 7200 Application Builder.

If the Role Builder module has been purchased, the "Role Builder Enabled" must be checked. This will create data in the Roles Details and related tables during the initialize process. This can also be done later from within the application.

Click on the Functions, Initialize Complete Setup to finish the setup. This will run 3-15 minutes depending on the options selected. During the process multiple messages will appear to tell about the progress, just click ok on these messages. After this process is finished NAV Easy Security is ready to be used and the Setup Easy Security window can be closed.

The specific settings that are needed for the installation can now be changed directly in the Security Setup.

Recording Only setup of Easy Security

All companies in the database can be setup as Recording Only. The setup process is very similar to setup of the full Easy Security, except it only require a few seconds per company.

Open the Setup Wizard like for the complete setup, but only checl the Role Builder Enabled and ensure the roles are correctly selected.

Another important difference is to use a different No. Series for the recordings, this is necessary because the recordings are copied to the Security company to build roles, so each company must use a different No. for the recordings.

Click on "Functions, Initialize Recording Only Setup" and in a few seconds will the company be ready for doing recordings.

In the Login Setup is it possible make a user start a recording automatically as soon as the company is opened.

Demo data for Planned Roles

For the Planned Roles feature a lot of demo data has been created. If this need to be created must the Codeunit to create the demo data be imported and executed.

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