RTC Department Problems.

xxtechiexx

Hi all,

I new to Dynamics NAV.

Currently I facing a problem, my customer want to hide those unnecessary Departments in RTC and only show the department where the staff is.

For example, for warehouse staff, department should only display Warehouse. Finance staff, department should only display Finance and etc.

How can I achieve that?

Sorry for my poor english.

mohana_cse06

Welcome to Mibuso..

May I know which version you are using?
As of now,we can either hide whole department only not individual menu's n department in R2

xxtechiexx

Nice to meet you.

The customer is using Microsoft Dynamics NAV 2009 R2.

Meaning to say that it is not possible to show particular department based on user personalization?

I tried to use object designer to create a page and add all warehouse related page into it. But I found out this way is very troublesome and waste a lot of times.

Do you have any idea that can give similar result?

Anyway, thanks for your reply.

mohana_cse06

You need to remove total Departments and create a role which looks like warehouse menu and etc

julkifli33

mohana_cse06 wrote:

You need to remove total Departments and create a role which looks like warehouse menu and etc

you mean we should customize the Page for particular role center?

xxtechiexx

What do you means by create a role?

Is it Classic Client -> Tools -> Security -> Roles?

And create a new role then apply all particular department function to it?

Troelsh

In the latest Microsoft Dynamics NAV R2 build you can remove departments using the configuration dialog of the NavigationPane.
If you want to apply that change to a group of users (all in a RTC profile) , then launch the RTC in configuration mode for that profile, remove departments and you are done

The "Departments" that are relevant for the specific group of users should be added to Activitybuttons on the NavigationPane to provide the RoleTailored experience. You can not turn on /off parts of the departments.

mohana_cse06

Troelsh wrote:

The "Departments" that are relevant for the specific group of users should be added to Activitybuttons on the NavigationPane to provide the RoleTailored experience. You can not turn on /off parts of the departments.

this is what I mean :thumbsup:

xxtechiexx

Thanks for reply.

I will try it. It's very challenging for me.

If any bad thing happen, I will come back here and seek for your guy help.

Thanks.

N11284

This is how I did something similiar.
• Open Role Tailored Client
• Go To Departments>Administration>Application Set Up>Role Tailored Client>Profiles
• Select a Profile.
• Click Actions >Functions>Copy Profile
• Give the New Profile a Name
• Right click on New Profile and select Edit
• Click on the Assist Button and Select yourself as owner. You must do this in order to be able to configure it later.
• Click OK
• Click on the Start Button on your PC and Type CMD
• Open Windows Explorer
• Navigate To C:\Program Files\Microsoft Dynamics NAV\60\RoleTailored Client
• Click on file Microsoft.Dynamics.NAV.Client.exe
• Click into the Navigation Bar and copy the address as here C:\Program Files\Microsoft Dynamics NAV\60\Role Tailored Client
• Go to the DOS window you opened
• Type CD followed by a space
• Now right click and select Paste to copy the path into DOS.
• Enter the following command replacing the words Profile Name with the Profile you want to configure.

Microsoft.Dynamics.NAV.Client.exe –configure –profile:”ProfileName”

You can configure this profile by addding menu Items or Removing menu Items (including the Departments button)as you wish.
Next step is to allocate the profile to the user.
• Go To Departments>Application Set Up>Role Tailored Client>User Personalisation
• Right click on the user name and Select Edit
• From the Profile ID field select from the Drop down list the Profile you want to assign to that user.
• Click OK.
When the user next opens NAV they will have that profile assigned to them with only the Menu Options you have given them.

Hope this helps!

John

idiot_savant

In relation to this topic I have an additional question. The owner of a profile has to be assigned in Navision. In our organization there are three different people designated for Profile administration, therefore I tried entering a group in the owner id field (related to the AD-group where the three people are members of as functional administrators), technically this is allowed but when logging on to the RTC, an error message appears stating that I don't have the rights to adjust the profile.
When I use my own username as owner everything works well. Are groups not allowed as profile owners?

Any thoughts about this would be appreciated

IS

matttrax

Groups are generally, as far as I have seen, not allowed for anything other than assigning security roles.

mdPartnerNL

N11284 wrote:

This is how I did something similiar.
• Open Role Tailored Client
• Go To Departments>Administration>Application Set Up>Role Tailored Client>Profiles
• Select a Profile.
• Click Actions >Functions>Copy Profile
• Give the New Profile a Name
• Right click on New Profile and select Edit
• Click on the Assist Button and Select yourself as owner. You must do this in order to be able to configure it later.
• Click OK
• Click on the Start Button on your PC and Type CMD
• Open Windows Explorer
• Navigate To C:\Program Files\Microsoft Dynamics NAV\60\RoleTailored Client
• Click on file Microsoft.Dynamics.NAV.Client.exe
• Click into the Navigation Bar and copy the address as here C:\Program Files\Microsoft Dynamics NAV\60\Role Tailored Client
• Go to the DOS window you opened
• Type CD followed by a space
• Now right click and select Paste to copy the path into DOS.
• Enter the following command replacing the words Profile Name with the Profile you want to configure.

Microsoft.Dynamics.NAV.Client.exe –configure –profile:”ProfileName”

You can configure this profile by addding menu Items or Removing menu Items (including the Departments button)as you wish.
Next step is to allocate the profile to the user.
• Go To Departments>Application Set Up>Role Tailored Client>User Personalisation
• Right click on the user name and Select Edit
• From the Profile ID field select from the Drop down list the Profile you want to assign to that user.
• Click OK.
When the user next opens NAV they will have that profile assigned to them with only the Menu Options you have given them.

Hope this helps!

John

Well, a thank you is in place. :thumbsup:

kjzda

N11284 wrote:

This is how I did something similiar.
• Open Role Tailored Client
• Go To Departments>Administration>Application Set Up>Role Tailored Client>Profiles
• Select a Profile.
• Click Actions >Functions>Copy Profile
• Give the New Profile a Name
• Right click on New Profile and select Edit
• Click on the Assist Button and Select yourself as owner. You must do this in order to be able to configure it later.
• Click OK
• Click on the Start Button on your PC and Type CMD
• Open Windows Explorer
• Navigate To C:\Program Files\Microsoft Dynamics NAV\60\RoleTailored Client
• Click on file Microsoft.Dynamics.NAV.Client.exe
• Click into the Navigation Bar and copy the address as here C:\Program Files\Microsoft Dynamics NAV\60\Role Tailored Client
• Go to the DOS window you opened
• Type CD followed by a space
• Now right click and select Paste to copy the path into DOS.
• Enter the following command replacing the words Profile Name with the Profile you want to configure.

Microsoft.Dynamics.NAV.Client.exe –configure –profile:”ProfileName”

You can configure this profile by addding menu Items or Removing menu Items (including the Departments button)as you wish.
Next step is to allocate the profile to the user.
• Go To Departments>Application Set Up>Role Tailored Client>User Personalisation
• Right click on the user name and Select Edit
• From the Profile ID field select from the Drop down list the Profile you want to assign to that user.
• Click OK.
When the user next opens NAV they will have that profile assigned to them with only the Menu Options you have given them.

Hope this helps!

John

i have followed your step to configure in nav2009 sp2,but after i finish to configure, then user log in ,he can find the change with new roles. but in other computer , same steps in other database ,after i finish to configure, user can't find any of change when he log in system , have you meet like this case ,and how to fix it?