Dynamics NAV 2009 R2 – Role Centers

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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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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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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