Dynamics NAV 2009 R2 — Role Centers

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Sup­port trans­la­tion: http://amzn.to/1Z7d5oc
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Dynam­ics NAV 2009 R2 — Role Cen­ters

What is a Role?

A role rep­res­ents the person’s place with­in the organ­isa­tion.
In RTC, you build a Role Center Page and link this to a per­son.
In devel­op­ment, a role is called a pro­file.
The user is linked to the Role Center page by a prop­er­ty on the pro­file.
Each user may belong to none or one pro­file.
Each pro­file must have a single Role Center page asso­ci­ated with it.
If a user is not linked to a pro­file, the default pro­file in NAV will be used.
Cre­at­ing a Role Centre Page

Simon cre­ates a new Role Center using Page Design­er. Simon knows that because Role Cen­ters can con­tain sev­er­al dif­fer­ent parts, they are not tied to a spe­cific source table. As a res­ult, when Simon cre­ates the Role Center page, he does not select a table in the New Page dia­log box.
To cre­ate a Role Center page
In the Clas­sic cli­ent, on the Tools menu, click Object Design­er.
In Object Design­er, click Page, and then click New. The New Page dia­log box appears.
Click Cre­ate blank page, and then click OK.
The new page appears in Page Design­er.
In the Name field of the first row, which has the type Con­tain­er and the sub­type Con­tentArea, type Role­Center­Con­tain­er.
Select a blank row, and on the View menu, click Prop­er­ties.
Loc­ate the Page­Type prop­er­ty, and then set the Value field to the page type Role­Center.
Close the Prop­er­ties win­dow.
Save the page and name it Sales Order Proc. Role Center. Set the ID to 50005.

Source

Cre­ate Pro­file in Pro­file Table/Page
In the Pro­file Form/Page, add the admin­is­trat­or, e.g. domain\user.
Enter Con­fig­ur­a­tion Mode
With con­fig­ur­a­tion mode, you can con­fig­ure a role for
Cre­ate a short­cut and add -con­fig­ure option

“C:\Program Files\Microsoft Dynam­ics NAV\60\RoleTailored Client\Microsoft.Dynamics.Nav.Client.exe”” -con­fig­ure

Add Role Centre to Pro­file Table/Page

Depart­ments | Admin­is­tra­tion | Applic­a­tion Setup | Role­Tailored Cli­ent | Pro­files.
How to Assign a Profile/Role to a User

Depart­ments | Admin­is­tra­tion | Applic­a­tion Setup | Role­Tailored Cli­ent | User Per­son­al­iz­a­tion.

How To Add a Page to Role Centre
Make sure you are using Con­fig­ur­a­tion Mode for Role so it will apply to all users in that role.
Go to Depart­ments and find object e.g. Advert Orders.
Right-Click on e.g. Advert Orders’ and Click Add to Nav­ig­a­tion Pane’.
You will need to restart the RTC for the changes to take affect.

How To Assign User to Pro­file ID:

When Adding Objects to Role­Centre

Reports go in Reports’ Drop Down.
Peri­od­ic Activ­it­ies go into Actions’ Drop­Down.

How to Add Pos­ted Doc­u­ments (or any oth­er sec­tion) Under Home in RTC
Enter Con­fig­ur­a­tion Mode (see above).
Right-Click on Role Center.
Cus­tom­ize Nav­ig­a­tion Pane.
Right side Nav­ig­a­tion Pane But­tons, click on New.
Select Item and add a name.

The Pos­ted Doc­u­ments’ will only appear when the report is pop­u­lated oth­er­wise it will appear empty.

Ref­er­ence: http://msdn.microsoft.com/en-us/library/dd301388.aspx

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Appoġġ traduzz­joni: http://amzn.to/1Z7d5oc
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Dynam­ics NAV 2009 R2 — Ċentri Rwol

X’inhu Rwol?

Rwol jir­rappreżenta post tal-per­suna fl-organizza­zz­joni.
Fil RTC, inti tib­ni Rwol Ċen­tru Paġna u jor­bot dan lil per­suna.
Fl-iżvi­lupp, rwol tis­se­j­jaħ pro­fil.
L-utent hija mar­bu­ta mal-Ċen­tru paġna Irwol minn pro­prjetà fuq il-pro­fil.
Kull utent jista jap­par­tjeni għall-ebda jew pro­fil wieħed.
Kull pro­fil għan­du jkollu paġna waħda Rwol Ċen­tru assoċ­jati magħha.
Jekk utent ma jkunx mar­but ma pro­fil, il-pro­fil default fil NAV se jin­tużaw.
Ħolqi­en ta Ċen­tru Rwol Paġna

Simon toħ­loq rwol ġdid Ċen­tru jużaw Paġna Dis­in­jatur. Simon jaf li minħab­ba Ċentri rwol jista jkun fih diver­si partiji­et dif­fer­enti, huma mhu­miex mar­bu­ta ma’ tabel­la sors speċi­fiku. Bħala riżultat, meta Simon toħ­loq il-paġna Rwol Ċen­tru, huwa ma tagħżel tabel­la fl-dia­log box Ġdid Paġna.
Biex toħ­loq paġna Rwol Ċen­tru
Fil-klijent Clas­sic, fuq il-menu Tools, ikklikkja Dis­in­jatur Għan.
Fl Dis­in­jatur Object, ikklikkja Paġna, u mbagħad ikklikkja Ġdid. Il dia­log box Ġdid Paġna jid­her.
Ikklikkja Oħloq paġna vojta, u mbagħad ikklikkja OK.
Il-paġna ġdida tid­her fil-paġna Dis­in­jatur.
Fil-qasam Isem ta l-ewwel ring­iela, li għand­ha l-kon­te­jn­ers tip u l-sot­to­tip Con­tentArea, tip Role­Center­Con­tain­er.
Agħżel ring­iela vojta, u fuq il-menu View, ikklikkja Prop­er­ties.
Alloka l-pro­prjetà Page­Type, u mbagħad stabbil­iti l-kamp Valur għall-Role­Center tip paġna.
Agħlaq il-tieqa Prop­er­ties.
Salv l-paġna u isem li bih Bejgħ Ord­ni Proc. Rwol Center. Issettja l-iden­tità biex 50,005.

sors

Oħloq Pro­fil fit Pro­fil Tabel­la / Paġna
Fil-Pro­fil For­mola / Paġna, żid l-ammin­is­trat­ur, eż dom­in­ju utent \.
Ikteb Kon­fig­urazz­joni Mode
Bil-mod kon­fig­urazz­joni, inti tista tikkon­fig­ura rwol għall
Oħloq short­cut u żid -con­fig­ure għażla

“Ċ: \ Pro­gram Files \ Dynam­ics Microsoft NAV \ 60 \ Role­Tailored Klijent \ Microsoft.Dynamics.Nav.Client.exe”” -con­fig­ure

Żid Ċen­tru Rwol mal Pro­fil Tabel­la / Paġna

dipar­ti­menti | ammin­is­trazz­joni | Setup app­likazz­joni | Klijent Role­Tailored | Pro­fili.
Kif Agħti Pro­fil / Rwol lil utent

dipar­ti­menti | ammin­is­trazz­joni | Setup app­likazz­joni | Klijent Role­Tailored | Utent Per­son­alizza­zz­joni.

Kif Biex Żid Paġna liċ-Ċen­tru Rwol
Kun żgur li qed tuża Mod­al­ità Kon­fig­urazz­joni għal Rwol u għal­hekk se jap­p­likaw għall-utenti koll­ha f’dik ir-rwol.
Mur fil Dipar­ti­menti u jsibu joġġezz­jon­aw eż Ord­niji­et reklam.
Right-Ikklikkja fuq p.eż. ““Ord­niji­et Reklam”” u Ikklikkja ““Żid mal Nav­igazz­joni Pane””.
Ikollok bżonn li ter­ġa tib­da l-RTC għall-bid­li­et li jieħ­du jaf­fettwaw.

Kif Biex Jassen­ja Utent għall Pro­fil ID:

Meta Żieda Oġġet­ti li Role­Centre

Rap­porti jmor­ru fil Drop Down ““Rap­porti””.
Attiv­itaji­et per­jodiċi jmor­ru fis drop­down ““Azz­jon­iji­et””.

Kif żid Dok­u­menti Pos­ted (jew kwalunk­we taqsima oħra) Taħt Home RTC
Daħħal Kon­fig­urazz­joni Mode (ara hawn fuq).
Right-Ikklikkja fuq Rwol Center.
Cus­tom­ize Nav­igazz­joni Pane.
sek­ond­arji But­tuni Nav­igazz­joni Pane dritt, ikklikkja fuq New.
Agħżel Punt u żid l-isem.

Il- ““Dok­u­menti Pos­ted”” se jidhru biss meta r-rap­port ikun popolati inkel­la se jidhru vojta.

Ref­er­en­za: http://msdn.microsoft.com/en-us/library/dd301388.aspx

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Onder­steun­ing ver­tal­ing: http://amzn.to/1Z7d5oc
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Dynam­ics NAV 2009 R2 — Rol Cen­ters

Wat is n rol?

N rol ver­teen­woor­dig plek van die per­soon se bin­ne die organ­isasie.
In RTC, n rol Center Page bou jou en skakel dit aan n per­soon.
In ontwikkel­ing, is n rol van n profiel gen­oem.
Die gebruiker is gekop­pel aan die rol Center blad­sy deur n eiendom op die profiel.
Elke gebruiker kan behoo­rt aan een of n profiel.
Elke profiel moet n enkele rol Center blad­sy wat daarmee gepaard gaan.
As n gebruiker nie gekop­pel aan n profiel, sal die ver­stek profiel in NBW gebruik word.
Die skep van n Rol Centre Page