Setup and Configuration
Does Advanced Cloud Security support Microsoft Dynamics NAV?
At this time, Advanced Cloud Security only supports Microsoft Dynamics 365 Business Central online and on-premises. We encourage you to look into other legacy apps for Microsoft Dynamics NAV support.
What do I need to do before I begin setting up Advanced Cloud Security?
The one thing you need to do before starting is changing your role in Business Central by selecting “Administration of users, user groups and permissions”. After that, the header “Advanced Cloud Security” should appear in the top bar of your Business Central display.
What are the first steps for configuring the Advanced Cloud Security?
Begin by selecting “Advanced Cloud Security” from the menu bar at the top of your Business Central display. Then, select “Setup” from the next menu. You may be asked to register, in which case you simply follow the registration code prompts and then you are set to go on the trial. You’ll see a progress report pop up as ACS analyzes your system, including which pages are available and which other extensions you may have built in, as well as any custom code. There are some external apps which have difficulty integrating with Advanced Cloud Security. After this is done, you can exit the Setup window (seen below) and begin defining your security settings.
Now that the setup is initialized how do I begin defining my security preferences using Security Features?
Access the submenu “Security Features” from the main Advanced Cloud Security bar in the top menu in Business Central. By selecting “New” you can create a new Security Feature, which is a bundle of security permissions based on some filter. You can start by giving your new feature a name, such as customer, and a description as well as a priority. Once that is done, you can see there are four options: Field Access, Page Controls, Action Access and Data Access Filters.
How do I use Field Access in a new Security Feature?
How do I use Page Controls in a new Security Feature?
How do I set Action Access in a new Security Feature?
In Business Central, an action is the term for a menu item, so the menu bar at the top of the Business Central interface is known as the action bar. For example, you might want to disable the menu item, or action, called statistics from being visible to your customers.
How do I use Data Access Filters in a new Security Feature?
The first three settings are mostly pertaining to what is seen on the screen from a user interface perspective. With a Data Access, you have the ability to apply a security filter. For example, you might filter the sections of the customer list available to your sales people based on their geography.
Regenerating the Security Extension
When would I need to regenerate the security extension in Advanced Cloud Security?
How do I regenerate the security extension?
In order for more recently updated security settings, which may be outside the scope of the previously defined Security Feature, to be applied, you need to regenerate the security extension. You can do this by selecting “Advanced Cloud Security” in the top menu and selecting “Setup”. Once there, click on “Create Extension”. You will have the option to download the result once completed. If you are working in a sandbox environment, you can edit there before uploading to your production environment. Check the menu option “Deployment Status” (seen below) to verify the completion of your new security settings.
Multiple Security Features
What can I do with multiple security features in the Advanced Cloud Security app?
How do I setup multiple security features?
Start by going to your Security Features under the Advanced Cloud Security heading on the top menu bar. Now, if you have two or more Security Features with different Field Access settings (eg; Show and ReadOnly) you can set the priority of these filters (seen below). Whichever Feature has the higher priority, here the AR Boss, will override the other Security Feature for the field “Name” under the table “Customer”.
Handling Conflicts With Other Extensions
When can conflicts occur with other extensions?
How can I handle conflicts with other extensions?
In the “Setup” menu accessed from the “Advanced Cloud Security” button in the main Business Central bar at the top of the screen you can find another button labelled “Handle problem fields” (seen below). You’ll see that there are a variety of problems on many different pages initially. Navigate to the field which is causing problems, in this case, “Net Change” from the table G/L Account, and you can find all of the relevant information. The column “visible solution” specifies the default visibility of the field as seen below. This will allow you to manually select the behaviour of a problem field.
What do I do if I still can’t fix a problem field?
In nearly all cases, the above method is able to resolve any issues. In a sense, all extensions are competing for control over the relevant fields, so it is possible to encounter a stubborn problem field. In this case, contact your partner at EFOQUS and they will be able to guide you through the case-specific steps.
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