I am getting a problem in implementing Field Level Security in CRM 2011. I am very new to this technology hence not able to resolve this problem.
This is the steps i have done -
1.Created an Entity names Inquiry.
2.On Form Under Entity created a field named 'Password' with EnableSecurity set to 'true'.
3.Then Moved to Administration -> Field Security Profiles -> Created a Profile named 'Inquiry'. Under Users Tab selected a User(Mike) and kept the Field Permissions as it is i.e 'No'.
4.Now on Login for User(Mike) the 'Password' should be seen encrypted. but it does not display as encrypted.
Steps used to Create User -
1.Under Users & groups created new user and assigned 'Service administrator'.
Please tell me if i missed out sum step or if i have done something wrong.
I think user Mike has System Administrator security role.
This security gives always full access to all secured fields, you can find more information here:
How Field Security Can Be Used to Control Access to Field Values in Microsoft Dynamics CRM
section Which Security Roles Allow You to See Secured Fields?
Hey i got the solution to my question.Posting it so that it may help the beginners like me.
All i did was -
Steps used to Create User -
1.Under Users & groups created new user and did not give the user administrator permissions.
2.Then Under Settings->Administration-> Users -> Selected the user and opened the Form.
3.Then choose Manage Roles from Ribbon menus and selected 'System Customizer' as the Security Role.
Rest process same for applying field security.
5.In the end logged in as a System Customizer and was able to see the changes.
Thank you #Guido Preito for the help.
Related
I created a user testaccount1 in the active directory, and then created a new user profile in the CRM 2016 and added the account to a security group
I was able to create records that I have given access for that account
I repeated the same steps and created a testaccount2 in active directory, created a user profile in CRM and added to the same security group as testaccoutn1
But when I try to create record using the testaccount2 I get the below error
Insufficient Permissions You do not have permission to access these
records. Contact your Microsoft Dynamics CRM administrator.
There is only one security role that is assigned to both these accounts, where should I look for to fix this?
Hit Download log file
the error message will give you the specific permission that is missing
(it will look something like "**prvContactCreate" if you are lacking create on the contact record at the level of scope/depth required). Once you post the error message here, we will be able to give more detailed responses. Question - When creating the record with the second account - are you by chance setting the owner as someone other than yourself? If so, what is the depth of the privilege for the security role on the given user?
I am not an expert with SharePoint and couldn't figure out if this questions has been answered already in SO. So, please redirect as necessary. Thanks!
Customer has a sharepoint farm (syncs with AD) which is a purely OOB implementation and no custom code. That said, the question is - if a user was updated in AD (a property of the user), can the user's permissions on the existing site collection, be modified/reset automatically without manual intervention?
Let's say if
1) User belongs to BusinessGroup "Group1" (AD) and the user has "Full
Control" to SharePoint site collection "Group1-SiteColl".
2) User's BusinessGroup is now changed to "Group2" in AD.
In this scenario, the user permissions on "Group1-SiteColl" should be reset to "ViewOnly" (or something of that sort) and the user should be given "FullControl" permission to the new SiteCollection "Group2-SiteColl"
How can this be achieved (automated, no manual intervention) without deploying any custom code. With PS or OOB workflows?
Any help is appreciated.
You can set permissions only for users or groups (both SharePoint and AD). Based on AD properties you can define audiences to hide or display some parts (typically webparts) in SharePoint UI. But this is not equal to permissions!
I'm building a sitecore 7.2 using asp.net MVC 5.0. The site will have login and each user will be roles.
We need to show/hide the site menu items based on logged in user Roles. The user detail and roles are stored in SAP backend.
Could someone please advise what's the best way to achieve above?
Essentially you will want to map the roles stored in your backend system to Sitecore Roles. Potentially look into creating a custom Role Provider (see in document below)
Once logged in, requests are made to Sitecore are made in context of that logged in user. Therefore if the user, or their role, does not have permission to view an Item, it will not be returned in the request. This effect means that your Menu will not display items they do not have permission to access.
You and Content Editors can control what users and roles can access via the Security Editor and view their access rights via the Access Viewer in the Content Editor.
This documents will have everything you need - http://sdn.sitecore.net/upload/sitecore6/sc61keywords/security_api_cookbook_usletter.pdf
http://sdn.sitecore.net/upload/sitecore6/securityadministratorscookbook-usletter.pdf
Its also worth noting that Sitecore's seucirty manages roles as Ors. So if one of the user's role has permission to see an Item, then the user can see it.
If you require the roles to be Ands; every role must have permission before its displayed to the user, check this post out - http://www.sitecore.net/learn/blogs/technical-blogs/john-west-sitecore-blog/posts/2015/03/require-membership-in-multiple-roles-in-the-sitecore-aspnet-cms.aspx
You need the roles for the current user from SAP? There is an Odata API for that: http://help.sap.com/saphelp_nw73ehp1/helpdata/en/4c/5bde6197817511e10000000a42189b/content.htm
You could query the API in real-time, but it would of course require a login to SAP for the current user.
Or - you could use another API and connect via a service user.
I have a requirement to deactivate a user for a particular organization.In liferay we deactivate the user directly by control panel under users tool.if i deactivate,The user will deactivate in portal level so it is applicable to all organizations not to particular organization.so can i do manual code for this or is there any alternative by default?
User Management in Liferay is global - to the whole portal. You authenticate to the portal, thus a deactivated user can't be authenticated to the portal.
You can make users members of Organizations or site - and this membership (or other organization- or site-level roles) can be used to provide them with permissions.
If you want them to be able to sign in, don't deactivate them. If you don't want them to access a certain organization, make the content of that organization available to members only - and exclude the user from the members of that organization.
OK you could do this in code level ,
User singleUser=UserLocalServiceUtil.getUser(userId)
singleUser.setStatus(WorkflowConstants.STATUS_DENIED);
UserLocalServiceUtil.updateUser(singleUser);
So basically setting User Status to either WorkflowConstants.STATUS_DENIED, WorkflowConstants.STATUS_EXPIRED or WorkflowConstants.STATUS_INACTIVE will do the work of deactivating particular User.
But you need to research on the aftermath effect of these status field.
I am editing user security and am trying to give a user access to an e.List item. I select the user using the [...] button and successfully find that user by searching in our AD domain.
After I select the user and press OK, that user does not come into the CAC, just this error The filter will only accept groups and roles. Users will not be added to the filter. I don't see any filters here at all.
Have you seen this before and is it possible to set up security by users?
Thank you,
WE
Answer from ericlfg on http://www.cognoise.com/community/index.php/board,15.0.html:
Hi William,
The message you are receiving is by design. In order to add a specific user, rather than a group or role, that use needs to be a member of some kind of hierarchy in your security provider.
Ex: If you're using cognos groups and roles with a Role called "Test". You would populate this test role with members from your namespace. In the CAC, you would then select the Test group when you click on the elipsis and then that will allow you to select your individual user (or alternatively the Test role).
The same would be true if you're trying to add members directly from your 3rd party authentication provider. The individual users need to be part of a roll-up role or group in order to add that roll-up role or group to the filter. Once added to the filter you can select the individual users.
Hope this helps.