Complete solution for NAV Security◦ RoleTailored and Classic Client

Field Level and Data Security◦ Security beyond NAV’s standard abilities

Logins and Permissions◦ Tools for standard NAV security

NAV Easy Security Light◦ Tools for small NAV customers to simplify security

maintenance

Record permissions (TableData and objects)

Group permission sets and companies

Expiration date of access controls

Quick/Go-live security

100+ Segregation of Duties permission sets◦ Tasks based on recordings to add customizations

Restore points for rollback and history

Object level permissions

Pages and forms◦ Edit, read only or hide

Fields◦ Edit, read only or hide

Actions and buttons◦ Normal, greyed-out or hide

Filter data per page or form to only show some records◦ User based filters or based on a calculation

Tools to maintain standard security◦ Copy from other users

◦ Assign multiple permission sets in multiple companies

◦ Add related permissions to permission sets

Record TableData permissions

Snapshots can rollback users or permission sets

Record permission set

Field Level Security

Data Security

2.60 executable or later◦ Released within 30 days of Microsoft

All NAV application versions Only new objects (no merge required) Application translated to 8 languages ◦ Danish, Dutch, English, French, German, Italian,

Portuguese and Spanish

Complete English documentation and online help

NAV Easy Security◦ Record permission sets, quick security, logins and

restore points ($ 2500)◦ Field level and data security ($2500)◦ Complete solution ($4500)◦ Fixed price installation and support ($1250)

NAV Easy Security Light◦ Free for base features◦ Unlimited TableData recording ($250)

No additional object cost for CfMD solutions

"The time to set up a role manually could take up to 2 hours, but with NAV Easy Security, it takes 5 minutes, and 90-95% of the tasks were accurate after only one recording.“

Antoine GeffriaudWood Group GTS Power Plant Services

“The number one thing is the amount of detail you can get on Easy Security and the ease at which you can set roles up”

Dennis HarrisPlant Manager, Marine Harvest

800+ customers in 60+ countries are using NAV Easy Security◦ Case studies on our web-site

Mergetool.com website◦ http://mergetool.com/easysecurity.html

Request demonstration version or other questions◦ info@mergetool.com or contact your NAV partner

Per MogensenPresident

Per Mogensen

How does NAV Security work◦ User access control

◦ Roles/Permission Sets

Best practices for NAV Security◦ What does Microsoft deliver

NAV Easy Security Light

Hide data like payroll, recipes or sales data

Protect data from accidental changes

Ensure data integrity by protecting setup

Segregation of duties

External requirements (SOX)

Auditors

Combines Roles/Permission Sets with companies◦ Access to single company or all companies

Permissions always add

Users can have access directly assigned or as part of groups using Active Directory◦ Best suited for a single company setup

◦ High level access to NAV should be avoided

Can be administered directly in Active Directory

Many Windows Groups required when more than a single company

Work fine for low level access, but is a security risk for SUPER or similar access

A set of permission data, objects and system functions

Not related to companies only to permissions◦ Access control under Users combine Roles and

Company

Data security possible with Security Filters

No Field Level control

Data (TableData)◦ Read, insert, modify and delete access◦ Direct or indirect

indirect access need proper permissions in code Indirect read enough to calculate FlowFields

Objects (Forms/Pages, Reports, Codeunits…)◦ Execute◦ Design different object types (only in NAV 2009 and older)

Read, insert, modify and delete

System ◦ Tools (Zoom, User administration…)

Execute◦ Design access (Importing fob, change report…)

Execute◦ NAV 2009 RTC and 2013 have limited functions that can be controlled.

This is improved in future builds/versions

ALL/BASIC access to login and more

Functional roles (S&R Q/O/I/C/B/R)

System Roles (new role TOOLS, ZOOM)

High level access (SUPER, SUPER (DATA))

“SUPER” can administer users

“SUPER” can design and change objects

“SUPER” can run tables from the designer

“SUPER (DATA)” still have full access to the application

Consider creating other “SUPER” roles◦ “SUPER (READ)” read-only access to the complete

application ◦ “SUPER (TOOLS)” allow access to all tools except

designers and security management

Focus on a small task in NAV◦ Make assigning permissions and testing simple◦ Small chance of breaking all roles when upgrading or

adding new customizations

Do NOT make roles for each user◦ Hard to maintain◦ Very hard to know if everything is covered◦ Cannot remove permissions easily without a lot of

testing

Use NAV Easy Security Light to combine many small task based roles if needed

Role Center give access to view and is improving usability

Permissions give access to perform tasks

BASIC role in NAV 2013 has too many permissions to view data◦ Access to Login/Logout (OK)

◦ Access to execute objects (OK)

◦ Access to read all data for ORDER PROCESSOR (wrong)

NAV 2009◦ User connect directly to SQL database◦ User needs access to data in SQL database◦ Complex setup to allow impersonation◦ NAV and SQL database verify user credentials

NAV 2013◦ Service user connect to SQL Database◦ User need NO access to data in SQL database◦ No requirements to only use SQL database or windows login◦ NAV Service Tier verify user credentials◦ No Login/Logout required after security changes

NAV 2009 and 2013◦ Design access (Classic Client) require access to SQL database◦ DBO for many design and security functions (2009 only)

Apply filters directly to the data in SQL database

Many side-effect create un-intended errors◦ Filter Items, Customer or Vendor and the user cannot

post orders or print invoices◦ Filter Ledger Entries and the user cannot post orders◦ Inventory valuation can be completely messed up

Very hard to configure since “blank” security filter override a defined security filter

NAV 2013 can manually be coded to handle this better

Security is always checked by NAV client Enhanced mimic NAV security in SQL database, BUT is

only used when NAV connects Synchronize security is very slow with enhanced and

required for all security changes Synchronize not required with standard No benefits from enhanced (this is just the default

value) Are you also using the default object cache value? Enhanced has been removed by Microsoft in NAV

2013

User can never exceed the license permissions

Indirect license permissions are used to secure important posting data◦ Removed when buying 7300 Solution developer as a

customer (be careful, security setup is most harder)

MenuItems is removed based on license or user permissions◦ Classic: always removed from MenuSuite

◦ RTC: optional based on setup, different by version

Tools to maintain standard security◦ Copy from other users◦ Assign multiple roles in multiple companies◦ Add related permissions

Record TableData permissions Snapshots can rollback users or roles Free including all tools with limited recording◦ Partner must add module “14123010 NAV Easy Security

Light” to NAV license at no charge

$250 to unlock recording feature with registration key

Available in Navision 2.60 to NAV 2013 R2

Assign multiple roles in multiple companies

Copy from another user

Roll-back permissions from snapshots

Add related permissions

Combine multiple roles to a single role

Copy permission from one role to another

Export/Import roles like the FOB-worksheet

Roll-back roles using Snapshots

Record permissions with SQL profiler◦ Limited in the free version

Training videos◦ http://mergetool.com/addin_e/faq/FAQ_ESLTRAINING_WEB.htm

114 roles based on Segregation of Duties Verified with FastPath with no Sarbanes-Oxley conflicts Recorded and verified in NAV◦ NA 2009 R2 and 2013 (US, CA and MX)◦ DE 2009 R2 and 2013 (DE, AT and CH)

Finance, Sales, Purchase and Inventory◦ Banking (2) Budget (1) Customer (5) Finance (16) Item (8)

Purchase (17) Role Centers (22) Sales (17) Technical (15) Transfer Order (6) Vendor (5)

All 21 Role Centers recorded with read access only Technical Login only and many more Source Code Analyzer handle many customizations

An ISV (Independent Software Vendor) developing products for NAV

Located in Atlanta, GA USA

More than 500 customers using or solutions

NAV training and classes