Import or Export a Customized Security Configuration with D365

Posted on: June 24, 2021 | By: Jarrod Kraemer | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

Data management and security are key elements for managing and using your data comprehensively. One of the top reasons that businesses upgrade from Microsoft Dynamics AX to Dynamics 365 Finance and Supply Chain Management is data security. Now more than ever, companies are suffering major data breaches from information located on personal servers. Because of the serious business risks associated with a data breach, corporations are moving their ERP software to the cloud to transfer the compliance issues from their internal IT department to Microsoft.

Microsoft maintains the entire infrastructure of their cloud offering, freeing up hardware funds and IT personnel at the corporate level. Additionally, Microsoft takes care of all intrusion detection, threat management, security monitoring, and completes penetration testing. With D365 for Finance & SCM, customized security configuration can be exported and imported across environments through the Data management framework. This functionality can be used when, for example, a customized security configuration must be moved from a test environment to a production environment. 

The following entities hold the customized, role-based security (that is, privileges, duties, and roles) that have been added or modified by using security configuration: 

  • Security privilege metadata customization entity 
  • Security duty metadata customization entity 
  • Security role metadata customization entity 

Export Customized Security Configuration 

  1. Go to System administration > Workspaces > Data management. 
  2. Select the Export tile. 
  3. In the Group name field, enter a name for the group. 
  4. Set the Generate data package option to Yes.
  5. Select Add multiple to open the drop-down dialog box. 
  6. Filter the entities by setting the following fields: 
    • In the Entities field, enter Security. 
    • In the Entity category field, select Master. 
  7. In the Target data format field, select Excel. 
  8. Select the applicable security customization entities. 
    • SystemSecurityUserRoleOrganizationEntity – Assignment of organizations to security roles. 
    • Security segregation of duties rule – Segregation of duties rules. 
    • Security segregation of duties conflict – Segregation of duties conflicts. This entity has unresolved conflicts but also reviewed conflicts. 
    • SystemSecurityUserRoleOrganizationEntity – Assignment of organizations to security roles. 
    • Security segregation of duties rule – Segregation of duties rules. 
    • Security segregation of duties conflict – Segregation of duties conflicts. This entity has unresolved conflicts but also reviewed conflicts. 
  9. Select Add selected. 
  10. Select Close. 
  11. Make sure that the Sequence field is set in the order of the entity dependencies. Privileges should be first, then duties, and finally roles. 
  12. Select Export. 
  13. Select Close. 
  14. Wait for the job to be completed. Select Refresh to view the status. 
  15. Select Download package. 
  16. Save the package. 

Import Customized Security Configuration 

  1. Go to System administration > Workspaces > Data management. 
  2. Select the Import tile. 
  3. In the Group name field, enter a name for the group. 
  4. Select Add file. 
  5. Select Upload and add.
  6. Find the exported package, and then select Open. 
  7. Select Close. 
  8. Select Import. 
  9. Select Close. 
  10. Wait for the job to be completed. Select Refresh to view the status. 

 Next Steps  

If you are interested in learning more about customized security configuration as well as maximizing the use of Microsoft Dynamics 365 for Finance and Supply Chain Management contact us here to find out how we can help you grow your business.  You can also email us at info@loganconsulting.com or call (312) 345-8817.



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