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Export and Import Permission Sets and Permissions

  • Articolo

This articles describes how to import and export permission sets and permissions as XML files. This is useful when upgrading from Dynamics NAV to Business Central or from one version of Business Central to another.

Export permission sets and permissions

  1. To export the permission sets' XML file, run XMLport 9171 Import/Export Permission Sets.

    1. In the request page for the XMLport, in the Direction field, choose export.
    2. Add a filter to exclude the SUPER permission set, for example <>SUPER.
    3. Add additional filters to exclude other permission sets that you do not want.
    4. Choose the OK button, and then specify the name and location of the permission sets XML file.

    Important

    If you intend to import the exported permission sets as part of the upgrade from Dynamics NAV to Business Central, modify the exported permission sets file to accommodate user-defined permission sets. See the Permission Sets file details.

  2. To export permissions, run XMLport 9172 Import/Export Permissions.

    In the request page for the XMLport, in the Direction field, choose Export, choose the OK button, and then specify name and location of the permissions XML file.

Prepare the permission sets file for importing

Before you import the exported permission sets file, you might have to make some changes the file to the ensure that you will be able edit the permission sets after they are imported.

Background

The reason for this is that the implementation of permission sets has changed in Business Central compared to Dynamics NAV. In Dynamics NAV, you could modify any permission set, even those provided by Microsoft. This is not the case in Business Central, where permission sets are categorized in to three distinct types:

Type Description
System Predefined permission sets that are typically added by Microsoft or by a software provider, like SUPER and D365 permission sets. You cannot modify these permission sets directly. However, you can make a copy of them and modify the copy.
User-Defined Custom permission sets that users have created, either from scratch or from a copy of a System permission set. You can modify these permission sets directly.
Extension Permission sets that are added by an extension. For purposes of upgrading from Dynamics NAV, you can ignore these permission sets.

How to change the permission sets file

To accommodate the different types when importing permission sets, the permission sets file requires a specific structure, as described below. Using a text editor, like NotePad or Visual Studio code, modify the exported permission sets file to suit this structure.

The file is divided into two sections that are separated by a blank line. The first section lists the System permission sets. The second section, after the blank line, lists the User-Defined permission sets. For example:

"System-1","Description-System-1"
"System-2","Description-System-2"

"UserDefined-1","Description-User-Defined-1"
"UserDefined-2","Description-User-Defined-2"

If there are no System permission sets for import, then file must have two blank lines at the beginning, before the User-Defined permission sets. For example:



"UserDefined-1","Description-UD-1"
"UserDefined-2","Description-UD-2"

Import the permission sets and permissions

  1. To import the permission sets XML file, run XMLport 9171 Import/Export Permission Sets ,

    In the request page for the XMLport, in the Direction field, choose Import, choose the OK button, and then specify the permission sets XML file.

  2. To import the permissions XML file, run XMLport 9172 Import/Export Permissions

    In the request page for the XMLport, in the Direction field, choose Import, choose the OK button, and then specify the permissions XML file.

Upgrading to Business Central