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Configuring from code

Several methods are available in the Dynamics GP service that can be used to configure policy settings from within a web service application. Details about these methods can be found in the Dynamics GP Web Service Reference online help file. Each of the policy-related mothods provides a detailed example that demonstrates its use.

Warning: To use these methods, a user must be assigned to a role that can perform the operations in the Manage Policies task. The Policy Administrator role provides these capabilities.

Listing available policies

The following methods are used to get a list of available policies:

  • GetPolicyList
  • GetPolicyListByRoleKey

Listing roles for policy instances

The following method lists the roles for the various policy instances that have been created for a policy.

  • GetPolicyRoles

Retrieving policy instances

The following methods are used to retrieve policy instances for use in a web service application:

  • GetPolicyByKey
  • GetCompletePolicyByKey
  • GetPolicyByOperation

Creating, updating, and deleting policy instances

The following methods are used to create, update, and delete policy instances for specific policies.

  • CreatePolicy
  • UpdatePolicy
  • DeletePolicy

Hint: Typically, policy instances for the various roles are managed using the Policy node in the Dynamics Security Console.