Tuesday, January 18, 2011

Changing and Copying a Home Page Role - Part 2

Part 2 of 2 - Changing and Copying a Home Page Role.


In Part 1 of this series, I described how you could change a user's home page by reassigning him or her to a different role using the standard Microsoft Dynamics GP interface, but I also explained that my client wanted to be able to copy all the standard settings they had worked on over months to a staff member who was simply switching departments.

I also mentioned the use of a script, and while there's one, I want to also clarify that the client was not interested in having SQL scripts ran in their environment, so I had to come up with an alternate solution. The answer was to install the Support Debugging Tool and use it's XML Import and Export tool.

XML Table Export window

We created a profile with for the tables containing the settings the customer wanted to replicate for their user, which we then exported into an XML file. Since all that was needed was to use one of the existing profiles for an Accounts Receivable user as a template, we chose one user as a template. We then edited the XML file with Notepad, removing information from all other users, then replacing the template user ID for that of the new Accounts Receivable staff.

We then use the XML Table Import feature to reimport the now changed XML data file with the new user's profile settings.

XML Table Import window
The Support Debugging Tool provided a safe mechanism to replicate data the client needed, because in their eyes it meant not having to run queries against their system. In addition, they could test the import several times if needed, because of the data overwrite capabilities offered by the tool.

The next time you are considering duplicating data from one user to another, don't overlook the Support Debugging Tool.

For more information on the Support Debugging Tool, visit the Support Debugging Tool Portal page over at Developing for Dynamics GP. You can find excellent content on the tool as well in MVP Mark Polino's new book Microsoft Dynamics GP 2010 Cookbook.

Until next post!

MG.-
Mariano Gomez, MVP
Maximum Global Business, LLC
http://www.maximumglobalbusiness.com/

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