Installation and setup of NAV Easy Security Logins and Permissions

Before starting the installation please review the Best Practices for NAV Easy Security setup

Following the recommended best practices, a new company is created in the NAV database to contain security setup. The Initialize Complete Setup process in the Easy Security module copies all existing security settings from NAV to this Easy Security company. This ensures that all work already done on security is maintained when installing NAV Easy Security.

Importing Objects

Objects are imported in the Development Environment, Object Designer. The objects for NAV Easy Security are all new objects. This simplifies integration with a customized database because objects can be imported without overwriting existing objects. The objects are distributed in 2 files "ES1.xx.xx y.yy.yy.fob" and "ESACC Empty Objects ES1.xx.xx.fob".

The latter should only be imported when initially installing Easy Security, because the application generates code in these objects to accommodate setup and so they should not be overwritten. For future upgrades only the first file should be imported. The version y.yy.yy refers to the executable version used by the customer.

If the MenuSuite used by Easy Security (1052) is already in use by the customer, additional menuSuites may be imported from the file "ES1.xx.x MenuSuite 1051-1060.fob". Only import one MenuSuite. More detailed information is available at this link:

Installing a different MenuSuite

During the import of the objects, a warning may be shown about the code using an older version of NAV (based on hotfixes being applied). This is not a problem because the code is going to be recompiled to ensure the C# code matches the current executable.

After importing the objects, remember to compile all the objects within the filter Version List=ES*.

Language modules are available in Danish, Dutch, English, French, German, Italian, Portuguese and Spanish. To import the language module, filter on the Version List with the filter "ES*" and select all objects, then use Tools, Language Module, Import and select the needed language.

Some extra "empty" Codeunits needs to be imported from "ESACC Empty Objects ES1.xx.xx.fob" before modification of the objects. These Codeunits will be modified by the code modification process to contain certain functions and lookup data. This will be used when doing modifications in the future or doing setup in other companies for Field Level and Data Security.

Full setup of Easy Security

The company where security is maintained should be a new company with no data for the regular NAV application.

Before the setup can be run must a text file with the source code from the database be available.

Initialize Complete Setup is done from Security Setup in the Logins and Permissions menu of the Easy Security company. If the initialization wizard was aborted before can the function "Set Up Easy Security" restart the process.

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 text file from the Object Designer. This requires a customer license with 7200 Application Builder or a Partner developer license. Not every objects is needed, but the Source Code Analysis is a central part of NAV Easy Security so as many as possible of the objects must be exported. This import of the source code can also be done later from within the application if objects are updated or the complete text file was not available during installation.

If the Permission Builder module has been purchased, the "Permission Builder Enabled" must be checked. This will create data in the Permission Details and related tables during the initialize process.

Note: Because of the size of the Source Code file is the typical upload not possible when accessing the file from the service tier. The path must point to a folder on the NAV Service Tier or a UNC path accessible by the account running the service tier. See the following article for more information.
Accessing Files via RTC

Click on the Initialize Complete Setup to finish the setup. 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.

Importing Segregation of Duties Permission Sets and Permission Groups

Over 100 new permission sets are delivered with the solution. These permission sets are based on recordings and contain permission sets for segregation of duties. Permission Sets for Finance, Sales, Purchase, basic Inventory, Role Centers read access, and some technical permission sets for NAV Easy Security are included. Because these permission sets are based on recordings, many customizations are automatically handled. The permission sets are recorded and tested in the North American and German databases for multiple version of NAV from 2009 R2. In addition, Permission Group Demo data has been added to match the data in the SoD Permission Sets spreadsheet and for Quick Security.

To import the Segregation of Duties Permission Sets Data (includes recordings), open the Permission Sets and Import the file from the installation folder.

The Permission Groups can be imported the same way from the installation folder.

SQL Profiler and Templates

For recording in NAV Easy Security the SQL Profiler is used. The SLQ Profiler is part of the SQM Management Studio and can be used from any computer, but is easiest done when installed locally. The SQL 2014 Express Management studio contain the SQL Profiler and can be used again all older version of the SQL Server. Installing the SQL Management Studio 2014 Express does not require a license and can be downloaded for free from Microsoft.

The standard template in the SQL Profiler does not contain the needed transactions and a template must be imported. Open the SQL Profiler and use the "File, Templates, Import Template" to import the template from the SQL Profiler folder in the installation folder for NAV Easy Security.

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