Role-Based Security with Forms in Microsoft Dynamics AX 2012 - Role bazlı güvenlik ayarları ax 2012

Başlarken,

1. Microsoft Dynamics AX 2012
2. (System administration à Common à Users à Users)

Önemli kavramlar:

1. Security roles

2. Process cycles

3. Duties

4. Privileges

5. Entry point

• Menu items
• Web menu items
• Service operations

6. Permissions

• Read
• Update
• Create
• Correct
• Delete
• No Access

 

Rol bazında güvenlik yarlrını, Müşteri gruplarına uygulayalım. (Accounts receivable à Setup à Customers à Customer groups).

 

Adımlar

1. First, to create a new privilege go to AOT à Security à Privileges
 
2. Right click on Privileges and select New Privilege

 
3. Name it CustomerGroupView
   Note: It is a best practice to name a Privilege as MenuItemName + View/Maintain depending upon the Access level
 
4. Set the Label of the privilege as Customer group view
   
   
   
 
5. Now expand the newly created privilege and create an entry point by right clicking on Entry Points and selecting New Entry Point

 
6. Name the entry point as CustGroup and set the AccessLevel to Read
 
7. Set the ObjectType to MenuItemDisplay and ObjectName to the menu item of the Customer group form, CustGroup
   
 
8. Save the privilege
 
9. Now create a duty and assign the above created privilege to the duty
 
10. Go to AOT à Security à Duties
 
11. Right click on Duties and select New Duty to create a new duty
    
    
    
 
12. Name the duty as CustomerGroupView and set the Label as Customer group view

 
13. Expand the above created duty and create a new privilege by right clicking on the Privileges node and select New Privilege

 
14. Select the CustomerGroupView privilege in the Name field and save the duty
    Note: You can also drag and drop the privilege on the Privileges node

 
15. Next create a new role by going to AOT à Security à Roles
 
16. Right click on Roles node and select New Role

 
17. Name the role as SecurityDemo and Label it as Security demo

 
18. Expand the above created role and right click on Duties node and select New Duty

 
19. Select the CustomerGroupView duty in the Name field and save the role
Note: You can also drag and drop the duty on the Duties node

 
20. Now assign the above role to a user Dynamics AX. Go to System administration à Setup à Security à Assign users to roles

 
21. On the Assign users to roles form, select the above created role in the left tree and click on Manually assign / exclude users

 
22. In the opened dialog, select the user to which you want to assign the role and press Assign to role

 
23. A green check mark will appear in case of successful assignment. Close the form
 
24. Now login with the selected role
 
25. Only the functions assigned to the user will be visible. In this case only the Customer groups form is visible since the Security Role contains only one duty. Also note that only those Menus will be visible that contains the menu item assigned in the Privilege

kaynak: