Copying Security Roles from a Test Environment to Production Environent in Microsoft Dynamics GP

Prior to Microsoft Dynamics GP v. 10.0, as new features were added to the software new users were automatically given rights – even though they shouldn’t have. With Microsoft Dynamics GP v. 10.0 you need to grant rights using the pessimistic model.

With the change from the optimistic user and class based security model in Microsoft Dynamics GP v. 9.0 (and v. 8.0) to the pessimistic role and task base security model in Microsoft Dynamics GP v. 10.0, a question that is often asked is, how can security settings be transferred between a test and live system? With Microsoft Dynamics GP v. 8.0 and v. 9.0, you could use the Export and Import facility built into Advanced Security to transfer the settings for a user/company or class as an XML file. As Advanced Security is no longer relevant with the role and task based model, that option is not available for Microsoft Dynamics GP v. 10.0.

The alternative for Microsoft Dynamics GP v. 10.0 is to copy the data from the appropriate tables from the source system to the target system. You can copy the data using a variety of methods, but the simplest way would be to use the XML Table Export and XML Table Import features of the Support Debugging Tool for Microsoft Dynamics GP.*

When Importing or Exporting it can save time, money, and frustration. Take a look at the print screens below to see how it can be easy and quick for CriticalEdge Group to get your data from your test environment into your production environment, and visa versa.