Applying Security Filters

The SQL Server Option for Navision allows you to apply security filters that limit the permissions that a particular role or user has to the data in the database. This allows you to specify that they can only access or enter information about specific customers, vendors, and so on.

To Apply a Security Filter:

  1. Click Tools, Security, Roles and select the role on which you want to apply a filter.

  2. Click Permissions and the Permissions window for that role appears.

  3. In the Object Type field, use the AssistButton and select Table Data.

  4. In the Object ID field, use the AssistButton and select the table to which you want the filter to apply.

  5. Give the role the Read, Insert, Modify, Delete and Execute permissions that you want this role to have.

  6. In the Security Filter field, click the AssistButton and a standard Table Filter window appears.

  7. To enter the filter, use the AssistButton in the Field column to select the field that you want to use in the filter.

  8. In the Filter field, enter the value that you want to use in the filter.

  9. Click OK to apply the filter.

  10. Repeat this procedure for all of the tables that you want to apply a filter to. If you want the same criteria again, you can cut and paste it or use F8.

Security filters can only be applied to the Table Data Object Type.

Record level security filters do not support wildcards. This means that you cannot use * and ? in the filters. You can use the other symbols and operators, such as, <, >, |, &, and =.

The filter has now been applied to this role and therefore applies for all the users who have been given this role in this database. The next time a user who has been given this role accesses the database they will only be able to see data that conforms to the criteria that have been specified in the security filter.

If you do not want to change the standard role, you must create a new role with the same permissions and apply the security filter to it.

In order for security filters to take effect, they must be applied to all the roles that give the user access to the table in question. Not applying a security filter means that the user has access to all the data stored in the table.

The values specified in different security filters are joined together when a user has been assigned separate roles giving access to the same table. For example, if one filter specifies that the user should only be able to read entries 1 - 10 and another filter specifies entries 5 - 20, the user will be able to read entries 1 - 20.

Related Topics


Security Filters

Creating Roles

Modifying Permissions for Roles