Here's a small roundup of tips:
- SP1 seems to have helped the process go from nada to something
- Consider rebuilding security despite a working upgrade. You ultimately wont' be happy with the results long term results of the upgrade but it will get you live. Resist the urge to put a security rebuild in the terminally delayed Phase 2. Stick in the upgrade plan!
- Turn on activity tracking for failed access to windows and reports. This will at least give you an indicator of what access failed post upgrade.
- Update: I missed one! From Jim on our IBIS help desk, there is a TASK (not a role) a TASK called defaultuser. Out of the box, the defaultuser task has rights to enter and edit accounts in the chart of account. We've seen cases where folks are setting up roles and adding tasks. They add the defaultuser task not realizing that it has chart of account modification priviliges.
- Update: Ok I missed two! There's no security settings import/export so you can't build your dream security in test and easily migrate it to live. At least not that I've seen yet.
Cindy Mikeworth was kind enough to pass along some of this info from the GP Private Newsgroup. I'm careful about what I post from there but her information was generic enough to be useful without violating any agreements. Thanks Cindy!
You, Me and Dynamics GP
2 comments:
Some small points to accompany yours
1. Classes are nothing more than Text Field with Description in GP 10.(People are surprised to see this)
2. Each Class is translated to a security task after upgrade.
3. Each "User/Company" Security permission is translated to a Security Role. This role - has one task - which in turn has the operation permissions.
4. All Users are assigned their own individual "User/Company" Role after upgrade. None of the users was assigned to the common class.
5. The inbuilt roles like AP Clerk would need to be customized in 90% of the cases.
6. Follow a Good Naming technique to classify your roles tasks from the inbuilt ones and the ones from the upgrade. Otherwise you would end up with lots of confusion!
Thanks for adding to this Jivtesh!
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