Setup Field & Dataset Security

To make use of Field & Dastaset Security you need the folllowing permissions.

1. Open the window Field and Dataset Security Setup by selectingDepartments - Compliance - Security - Field and Dataset Security - Setup - Field and Dataset Security Setup.

2. Enter in the field Security Officer the permission set (formerly user role) that is used for security officers. The security officer is authorized to create and link data owners to new field and dataset security.

3. Choose Permission Sets with Access in the field Filter Assign Permission Sets to show only roles with access to the table of the field or dataset security when you are linking permission sets. The option All Permission Sets shows all available permission set.

4. Assign on the FastTab Numbering the number ranges used for field and dataset security. You can use these number ranges to assign numbers to the field and dataset security automatically.

Define on the FastTab Default Checks the initial settings for new Field and Dataset securities.

• Field Security Checks * Insert Check: check on insert. * Modify Check: check on modify. * Delete Check: check on delete.
• Dataset Security Checks * Insert Check: check on insert. Only valid if filter field is part of a Key. * Modify Check Current Value: check on modify the current value of filter field. * Modify Check New Value: check on modify the new value of filter field. * Delete Check: check on delete.

Open the window Field and Dataset Security Setup and open the fasttabs - Calculate for Source Types and Calculate for Security Types.

Each checkbox represents a type which could be included in the summary. The example shows all boxes checked.

Field and dataset securities should not be setup for every table. For example, entry tables should not be secured for performance reasons and because they cannot be altered with customer licenses. In the Table Categories all standard tables of Business Central are categorized and if applicable blocked for field security. An import file with the default Business Central tables is provided by your Microsoft Business Central partner.

This procedure explains how you can import and define table categories.

Default NAV tables we categorized in several categories and block setup for several tables which might pose performance problems. Follow these steps to insert this setupDeviations might also be set up here.

1. Open the window Table Categories by selecting Departments - Compliance - Security - Field and Dataset Security - Setup - Table Categories.

2. Import the table categories by selecting Actions, Functions, Fill Table Categories.

3. Press Ctrl+N to create a table category.

4. Select in the field Table ID the table you want to add. The field Table Name is filled automatically.

5. Check the field Blocked if this table should not be used in field and dataset securities or for mandatory fields.

6. Enter in the field Module to which Business Central module the table applies.

7. Select the field Table Type the table type that applies to the table.

There are 2 windows to inspect and view the applied Field and dataset Securities. Those windows are seperated in Field Securities and Dataset securities. Pressing Calculate summary results in “refreshing - calculating” the applied securities.

Open the window Summary of Secured Fields per Source by selecting Field and Dataset Security - Summary of Secured Fields per Source.

Open the window Summary of Secured Dataset per Source by selecting Field and Dataset Security - Summary of Secured Dataset per Source.