1. Welcome! Microsoft Dynamics GP User Group (GPUG)
North Carolina (Charlotte)
Chapter Meeting
Tweet During today’s #GPUGCharlotte

2. Tweet during today’s meeting: @GPUG, #GPUGCharlotte
Agenda
9:00 – 9:15 – Welcome & Chapter Business
9:15 – 10:15 – Ins and Outs of GP Security
10:15 – 10:30 – Networking Break
10:30 – 11:30 – Make the most out of Navigation Lists
11:30 – 12:30 – Networking Lunch
Tweet during today’s #GPUGCharlotte

3. Welcome & introductions
Name
Company
Role in Company
Microsoft Dynamics GP Version
What version of GP are you currently using?
What is the best or worst holiday present you’ve received? (Christmas, birthday, etc.)
Use this slide to do an introduction roundtable with your members!

4. Next meeting? Thank you to our Annual Chapter Sponsors!
Click here to watch Sponsorship videos
Date: 06/14/2017 Time: 9:00 am Place:
Tweet during today’s #GPUG<Location>, #GPUG<Topic>

5. Join GPUG Membership Feedback Connect-Learn-Share Want to know more?
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Save on GPUG Summit Registration: up to $200 discount per person
Connect-Learn-Share
Want to know more?
Have Questions?
GPUG Contact Bob Buresh,
Membership Manager
x1448
Michelle Kocher
Director of Operations, Information Technology, Delta Medical Systems
Enroll Online …
Becoming a member of GPUG has really helped our users improve their knowledge and understanding of Dynamics GP.
We have increased efficiencies in several areas as a direct result of our GPUG membership.
Being active in the GPUG community has helped me develop skills both personally and professionally, allowing me to advance in my career.
Talk with the attendees about the benefits of GPUG and encourage them to get more involved! Feel free to watch the video in your meeting.
30,500 of your Dynamics GP peers are waiting for YOU to join the Community!

6. GPUG Events 2017 Events 2018 Events SUMMIT October 16-19 AMPLIFY +
March 19-21
Anaheim, CA
Dynamics GP Customers
Dynamics GP Partners – Sales and Marketing Roles
AMPLIFY +
Partner Connection
SUMMIT
End-user training on the latest release of Dynamics GP plus product roadmap with Microsoft; sales and marketing training for Dynamics GP Partners.
August 7-10
Fargo, ND
Dynamics GP Partners – Consultant and Developers
reimagine + AMPLIFY
reIMAGINE
Dynamics GP Partner readiness training for consultants and developers.
Dynamics GP Customers
October 10-13
Nashville, TN
Leading live-event featuring community- produced education and optimal networking opportunities.
2018 Events
Dynamics GP Customers
Leading live-event featuring community- produced education and optimal networking opportunities.
SUMMIT
October 16-19

7. March 20 – 22, 2017 Anaheim, California www.gpugamplify.com

9. Ins and Outs of GP Security
Presented by
Shawn Dorward – InterDyn Artis
Tweet During today’s #GPUGCharlotte

10. SHAWN DORWARD Implementation Consultant
GPUG Member for 6 Years!
Favorite Benefit:
Endless Resources (GPUG is the GP Manual!)
Long Time Dynamics GP User and GPUG FAN!
17+ Years using Dynamics GP
GPUG All-Star
GPUG Summit Planning Committee (2014, 2015, 2016) & 2017!!
GPUG Board of Advisors (2015)
Carolinas Regional Chapter Leader (2012-Present)

12. Security for GP Related Products
Learning Objective:
Comprehensive review of security-related practices with Dynamics GP related applications

13. Session Overview Security Introduction Field Level Security
Directory Accounts with GP
MR Security
Excel Reports
SSRS Reports

14. Dynamics GP Application
Security Overview
Dynamics GP Application SA
DYNSA
POWERUSER
ALL OTHER USERS
DYNGRP
Dynamics GP
Security
SQL Server

15. Dynamics GP Application
Security Overview
Does not look at GP Security
Does not Use DYNGRP
Dynamics GP Application SA
DYNSA
POWERUSER
ALL OTHER USERS
DYNGRP
Dynamics GP
Security
SQL Server

16. Dynamics GP Application
Security Overview
Does not look at GP Security
Accesses SQL via DYNGRP
GP User Name does not allow SQL Access outside of GP
GP Password is encrypted and not usable without the application and DYNGRP
Dynamics GP Application SA
DYNSA
POWERUSER
ALL OTHER USERS
DYNGRP
Dynamics GP
Security
SQL Server

17. Dynamics GP Application
Security Overview
Uses GP Security
Accesses SQL via DYNGRP
GP User Name does not allow SQL Access outside of GP
GP Password is encrypted and not usable without the application and DYNGRP
Dynamics GP Application SA
DYNSA
POWERUSER
ALL OTHER USERS
DYNGRP
Dynamics GP
Security
SQL Server

18. Dynamics GP Application
Security Overview
Grants Access to Reports, Windows, and Forms
Dynamics GP Application SA
DYNSA
POWERUSER
ALL OTHER USERS
DYNGRP
Dynamics GP
Security
SQL Server

19. Dynamics GP Application
Security Overview
Access to SQL Via Application
Dynamics GP Application SA
DYNSA
POWERUSER
ALL OTHER USERS
DYNGRP
Dynamics GP
Security
SQL Server

20. Dynamics GP Application
Security Overview
Notice Power Users and other named users in GP can only access SQL via DYNGRP and the application
Dynamics GP Application SA
DYNSA
POWERUSER
ALL OTHER USERS
DYNGRP
Dynamics GP
Security
SQL Server

21. Field Level Security What is it? How do I use it?
When shouldn’t I use it?
How to Manage Security

22. Field Level Security Common Questions answered by FLS:
Can I password a field?
Can I remove or hide a field?

23. Field Level Security
Use the Field Level Security window to restrict access to any field, window, or form. You can apply a password or make a window or form unavailable. It also allows you to hide, lock, or apply passwords to fields.

24. Field Level Security Field Level Security Not available?
Check Registration

25. Dynamics GP Application
How does it Fit?
Dynamics GP Application SA
DYNSA
POWERUSER
ALL OTHER USERS
Field Level Security is separate from GP Security
DYNGRP
Dynamics GP
Security
SQL Server

26. Dynamics GP Application
How does it Fit?
Dynamics GP Application SA
DYNSA
POWERUSER
ALL OTHER USERS
Field Level Security is separate from GP Security

27. Dynamics GP Application
How does it Fit?
Dynamics GP Application SA
DYNSA
POWERUSER
ALL OTHER USERS
Field Level Security is separate from GP Security

28. Dynamics GP Application
How does it Fit?
Dynamics GP Application SA
DYNSA
POWERUSER
ALL OTHER USERS
Field Level Security
Field Level Security
Field Level Security
Field Level Security is separate from GP Security

29. Dynamics GP Application
How does it Fit?
Dynamics GP Application SA
DYNSA
POWERUSER
ALL OTHER USERS
Field Level Security
Field Level Security
Field Level Security
Field Level Security is separate from GP Security
DYNGRP
Dynamics GP
Security
SQL Server

30. Field Level Security – Let’s Put it to work!
Company List
Users
Security ID List

31. Field Level Security
Lets Remove “DELETE” button from Payables Batch

32. Field Level Security
First – Add a new Field Security ID

33. Field Level Security
Next Choose the Product, Form and Window

34. Field Level Security
Choose the Security ‘Mode’

35. Field Level Security
Setup Password ID if using Password
(Why are we not able to password the delete button?)

36. Field Level Security
Passwords can be changed or reset by a user with access to field level security
Once the Field Security ID is setup, it must be assigned to user(s) and company(s).

37. Field Level Security

38. Field Level Security Click the user(s) Click the company(s)
Select the ID(s)
Notice Pending #
Hit Apply

39. Field Level Security
Password Before    You must enter a password before getting access to a field.
Password After    You must enter a password after modifying a field for the changes to be saved.
Warning Before    A warning will be displayed and access to that field will be denied.
Lock Field    You can’t use or modify the field.
Disable Field    The field will be displayed but it will not be available.
Hide Field    The field won’t be displayed.
Password Window   You must to enter a password before access to the window is permitted.
Disable Window    Enter the system administrator’s password to have access to the window.
Password Form    Users/classes must enter a password before access to the form is permitted.
Disable Form    You must enter the system administrator’s password to modify the form.

40. Field Level Security Tips User must log out and back in
Use in Test first
Use modifier to find field ID
Use ‘Print’ to generate ‘audit’ report

41. Dynamics GP Application
Field Level Security
Dynamics GP Application SA
DYNSA
POWERUSER
ALL OTHER USERS
Field Level Security
Field Level Security
Field Level Security
Questions?
DYNGRP
Dynamics GP
Security
SQL Server

42. Directory Accounts with GP
What is it?
How do I use it?
When shouldn’t I use it?
How to Manage Security

43. Directory Accounts with GP
Windows Account
Select the Windows account to assign to the user ID.
The Window account cannot be assigned
to more than one Microsoft Dynamics GP user.
This field is not available for sa and DYNSA users.

44. Directory Accounts with GP
Web Client Only Option
If this is marked, the Directory account is required!
No SQL User Account created

45. Dynamics GP Application
How does it Fit?
Dynamics GP Application SA
DYNSA
POWERUSER
ALL OTHER USERS
Field Level Security
Field Level Security
Field Level Security
DYNGRP
Dynamics GP
Security
SQL Server

46. Dynamics GP Application
How does it Fit?
Dynamics GP Application

47. How does this fit? Dynamics GP Web Client SA DYNSA POWERUSER
ALL OTHER USERS
Field Level Security
Field Level Security
Field Level Security
Directory Accounts Not Available
Shared SQL User that is assigned DYNGRP
Dynamics GP
Security
SQL Server

48. How does it Compare? Dynamics GP Web Client Only Dynamics GP Security
SQL Server
DYNGRP
Dynamics GP Application SA
DYNSA
POWERUSER
ALL OTHER USERS
Field Level Security SA
DYNSA
POWERUSER
ALL OTHER USERS
Field Level Security
Field Level Security
Field Level Security
Directory Account Not Available
Shared SQL User that is assigned DYNGRP
Dynamics GP
Security
SQL Server

49. How does it Compare? Dynamics GP Web Client Only Dynamics GP Security
SQL Server
DYNGRP
Dynamics GP Application SA
DYNSA
POWERUSER
ALL OTHER USERS
Field Level Security SA
DYNSA
POWERUSER
ALL OTHER USERS
Field Level Security
Field Level Security
Field Level Security
Shared SQL User that is assigned DYNGRP
Dynamics GP
Security
SQL Server

50. Directory Accounts with GP
If user accesses GP from thick client, GP User name is used
If user accesses GP from web client, AD account is used.

51. Directory Accounts with GP
Dynamics GP Web Client
Questions? SA
DYNSA
POWERUSER
ALL OTHER USERS
Field Level Security
Field Level Security
Field Level Security
Directory Accounts Not Available
Shared SQL User that is assigned DYNGRP
Dynamics GP
Security
SQL Server

52. MR Security What is it? How do I use it? When shouldn’t I use it?
How to Manage Security

53. MR Security Connection to DB
Windows Authentication?
SQL User?
For companies that use the data mart, security is based on the user’s Windows authentication. A separate user name and password are not required for company connection access.

54. MR Security
Users
AD Based

55. MR Security Groups (Not AD!)
Groups are a great way to manage permissions to companies, reporting tree units and folders.

56. MR Security
Assign new users to groups to make administering MR security much easier!

57. MR Security
Use groups or users in Tree Security!

58. MR Security
MR Roles

59. MR Security

60. MR Security
Report Library

61. MR Security

62. How does this look? MR Application MR Application Legacy DataMart
SQL Server
MR Group
MR Role
MR Application
Legacy
Company Connection
User Access
Active Directory User
Stored “Service” Account
SQL Server
MR Group
MR Role
MR Application
DataMart
Company Connection
User Access
Active Directory User
Windows Authentication

63. Excel Reports Security
What is it?
How do I use it?
When shouldn’t I use it?
How to Manage Security

64. Excel Reports Security
Authenticated Via AD
AD Part of SQL Role
Create New AD Group
Assign Group access to SQL Role
Copy/Paste with Connection File
Share File Folder

65. Excel Reports Security
SQL Server
SQL Reporting Role
Excel Reports
User Access
Active Directory User

66. SSRS Reports What is it? How do I use it? When shouldn’t I use it?
How to Manage Security

67. SSRS Reports Remember those RPT_Roles? Use them here too!
Folder Security
Report Security
Active Directory Groups
Datasource Settings

68. SSRS Reports
System Roles (From Reporting Services)

69. SSRS Reports Role Assignments (From Reporting Services)
By User or Group (Both from Active Directory)

70. SSRS Reports
Role Assignments
Customize?

71. Reporting Service Role
SSRS Reports
SQL Reporting Role
Reporting Service Role
SSRS Reports
User Access
Active Directory User
SQL Server

72. Let’s Put it all together!
Dynamics GP
Security
SQL Server
DYNGRP
Dynamics GP Application SA
DYNSA
POWERUSER
ALL OTHER USERS
Field Level Security
???
Dynamics GP
Security
SQL Server
Shared SQL User that is assigned DYNGRP
Dynamics GP Web Client Only SA
DYNSA
POWERUSER
ALL OTHER USERS
Field Level Security
Directory Account Not Available
SQL Server
SQL Reporting Role
Excel Reports
User Access
Active Directory User
SQL Reporting Role
Reporting Service Role
SSRS Reports
User Access
Active Directory User
SQL Server
SQL Server
MR Group
MR Role
MR Application
DataMart
Company Connection
User Access
Active Directory User
Windows Authentication
SQL Server
MR Group
MR Role
MR Application
Legacy
Company Connection
User Access
Active Directory User
Stored “Service” Account

73. Let’s Put it all TogetherGP
WebClient
SQL
Excel Reports MR
SSRS Reports
User Name
sdorward
domain\sdorward
Windows Account
Access to SQL
DYNGRP
N/A
SQL rpt_ Role
Service Account

74. Shawn Dorward @ShawnMDorward https://www.linkedin.com/in/shawnmd
9/10/2018 3:48 PM
Shawn Dorward
@ShawnMDorward
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75. Networking Break Follow us on Twitter: @gpug
Like us on Facebook: GPUG-Microsoft Dynamics GP User Group
Follow us on LinkedIn: GPUG – Official Microsoft Dynamics GP User Group

76. Roundtable discussions – You Choose!
Here are a few suggestions to get the conversation started
Power BI
GP 2016
SmartList
PSTL

77. Thank you for attending our meeting, and we look forward to seeing you next time! 06/09/ Please provide feedback by completing the post meeting survey. Your opinion is valued!