Monday, May 18, 2015

NAV 2013 R2 - Role & Permission Wizard

Hi All,

In Back old days we have tools for creating Roles and Permission Using Code Coverage. There were so many.

One such tool for classic Client is still available at Mibuso.

Recently During a Implementation i was struggling with Roles and Permission and thought to Upgrade the Tool For Role Tailored Client.

Disclaimer - 

** This Tool does not provide you complete Roles and Permission Set to be Created. It will help you in creating a basic Structure. As the Tool is based on Code Coverage, it will only consider objects which are called during operations via Code Only.

** This tool automatically assign Read, Insert & Modify Permissions on all Table Data called during Operation. User need to modify the Permission as per requirement.

Below are the Details of the same.

The Objects in the add-on are listed below -

After Importing Objects Compile The
Selected Objects and Then Open Role Tailored Client. Follow the Below Process -

1. Search for Code Coverage in Role Center Page or Navigate to
Departments/Administration/IT Administration/General

2. Run The Code Coverage and Start Code Coverage, as shown below. After Starting Code Coverage Start the Process that you want to capture.

3. In The Demo i will creating & Posting a Sales order After Starting the Code Coverage Tool, as shown below.

4. After my posting is complete i will stop the Code Coverage from the Code Coverage Page as shown below.

5. As soon as i select Stop Code Coverage i will generate a list of objects called during operation via Code only. (No lookup via Table Relation). 

Now i need to create a Role which contain permission for these objects, so i select Create Role from Same Page as shown below --

6. This Action will Call a Report which Require Input as Role Code and Role Name, as shown below

7. As Soon as i click Ok, a page will get open where i can change the Permission as per my requirement.

By Default it assign all table as Read, Insert and Modify Permission as YES and Other Objects as Execute Permission.

After Changing the Read, Insert, Modify, Delete and Execute Permission as per your requirement select Save Role as shown Below.

8.  The Role and Required Permission have been added in Standard Permission set. Let's have a look there.

Now the Role is ready to be assigned to User.

I hope the tool will help you during implementation of Roles and Permission. Let me know your Views as Comments to the article.

The Object File can be downloaded From -

One Drive Folder.                                    Objects4Nav.                              Mibuso.

File Name - SauravNavRP.NAVW17.01.rar

For Updated Tool Refer Here.

Stay Tuned For More.

Thanks & Regards,
+saurav dhyani