Hi,
I try to understand what is "Append" and "Append to" in
Roles Security.
Thanks,
Sylvie
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 Sylvie
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8/4/2004 8:00:06 PM |
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Sylvie:
Append - you can append other records to this record type
Append To - this record type can be appended to another record type
Example: You need to attach a Note to a Case. You need to have the =
"Append" privilege on Case and the "Append To" privilege on Note
Dave
"Sylvie" <sylvie.mondoux@proximi-t.com> wrote in message =
news:028e01c47a5d$a3271050$a601280a@phx.gbl...
> Hi,
>=20
> I try to understand what is "Append" and "Append to" in=20
> Roles Security.
>=20
> Thanks,
>=20
> Sylvie
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charset="iso-8859-1"
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<META http-equiv=3DContent-Type content=3D"text/html; =
charset=3Diso-8859-1">
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<STYLE></STYLE>
</HEAD>
<BODY>
<DIV><FONT face=3DArial size=3D2>Sylvie:</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append =96 you can append other records =
to this=20
record type</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append To =96 this record type can be =
appended to=20
another record type</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Example: You need to attach a Note to a =
Case. You=20
need to have the "Append" privilege on Case and the "Append To" =
privilege on=20
Note</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Dave</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>"Sylvie" <</FONT><A=20
href=3D"mailto:sylvie.mondoux@proximi-t.com"><FONT face=3DArial=20
size=3D2>sylvie.mondoux@proximi-t.com</FONT></A><FONT face=3DArial =
size=3D2>> wrote=20
in message </FONT><A =
href=3D"news:028e01c47a5d$a3271050$a601280a@phx.gbl"><FONT=20
face=3DArial =
size=3D2>news:028e01c47a5d$a3271050$a601280a@phx.gbl</FONT></A><FONT=20
face=3DArial size=3D2>...</FONT></DIV><FONT face=3DArial size=3D2>> =
Hi,<BR>>=20
<BR>> I try to understand what is "Append" and "Append to" in =
<BR>> Roles=20
Security.<BR>> <BR>> Thanks,<BR>> <BR>> =
Sylvie</FONT></BODY></HTML>
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Dave
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8/4/2004 8:26:55 PM
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I think it might be the other way around.
To attach a note to a case, you'd need "AppendTo" on cases, "Append" on =
notes. (Or, as I always think of it, AppendTo on the wall, Append on =
the Post-It.)
--=20
This posting is provided "AS IS" with no warranties, and confers no =
rights.
"Dave" <davefrick@newsgroup.nospam> wrote in message =
news:O%23WukFmeEHA.1604@TK2MSFTNGP11.phx.gbl...
Sylvie:
Append - you can append other records to this record type
Append To - this record type can be appended to another record type
Example: You need to attach a Note to a Case. You need to have the =
"Append" privilege on Case and the "Append To" privilege on Note
Dave
"Sylvie" <sylvie.mondoux@proximi-t.com> wrote in message =
news:028e01c47a5d$a3271050$a601280a@phx.gbl...
> Hi,
>=20
> I try to understand what is "Append" and "Append to" in=20
> Roles Security.
>=20
> Thanks,
>=20
> Sylvie
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<HTML><HEAD>
<META http-equiv=3DContent-Type content=3D"text/html; =
charset=3Diso-8859-1">
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<STYLE></STYLE>
</HEAD>
<BODY bgColor=3D#ffffff>
<DIV><FONT face=3DArial size=3D2>I think it might be the other way=20
around.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>To attach a note to a case, you'd need =
"AppendTo"=20
on cases, "Append" on notes. (Or, as I always think of it, =
AppendTo on the=20
wall, Append on the Post-It.)</FONT></DIV>
<DIV><BR>-- <BR>This posting is provided "AS IS" with no warranties, and =
confers=20
no rights.</DIV>
<BLOCKQUOTE=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Dave" <<A=20
=
href=3D"mailto:davefrick@newsgroup.nospam">davefrick@newsgroup.nospam</A>=
>=20
wrote in message <A=20
=
href=3D"news:O%23WukFmeEHA.1604@TK2MSFTNGP11.phx.gbl">news:O%23WukFmeEHA.=
1604@TK2MSFTNGP11.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>Sylvie:</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append =96 you can append other =
records to this=20
record type</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append To =96 this record type can be =
appended to=20
another record type</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Example: You need to attach a Note to =
a Case. You=20
need to have the "Append" privilege on Case and the "Append To" =
privilege on=20
Note</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Dave</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>"Sylvie" <</FONT><A=20
href=3D"mailto:sylvie.mondoux@proximi-t.com"><FONT face=3DArial=20
size=3D2>sylvie.mondoux@proximi-t.com</FONT></A><FONT face=3DArial =
size=3D2>>=20
wrote in message </FONT><A=20
href=3D"news:028e01c47a5d$a3271050$a601280a@phx.gbl"><FONT =
face=3DArial=20
size=3D2>news:028e01c47a5d$a3271050$a601280a@phx.gbl</FONT></A><FONT =
face=3DArial=20
size=3D2>...</FONT></DIV><FONT face=3DArial size=3D2>> Hi,<BR>> =
<BR>> I try=20
to understand what is "Append" and "Append to" in <BR>> Roles=20
Security.<BR>> <BR>> Thanks,<BR>> <BR>> Sylvie</FONT>=20
</BLOCKQUOTE></BODY></HTML>
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Ilana
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8/4/2004 11:20:16 PM
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Ilana:
I spoke without testing but I got my example out of the Installation and =
Configuration Study Guide for v1.2 (page 425).
If I get a chance I will try to test this tomorrow.
Dave
"Ilana Smith" <IlanaSmith@online.microsoft.com> wrote in message =
news:ubc0amneEHA.3148@TK2MSFTNGP10.phx.gbl...
I think it might be the other way around.
To attach a note to a case, you'd need "AppendTo" on cases, "Append" =
on notes. (Or, as I always think of it, AppendTo on the wall, Append on =
the Post-It.)
--=20
This posting is provided "AS IS" with no warranties, and confers no =
rights.
"Dave" <davefrick@newsgroup.nospam> wrote in message =
news:O%23WukFmeEHA.1604@TK2MSFTNGP11.phx.gbl...
Sylvie:
Append - you can append other records to this record type
Append To - this record type can be appended to another record type
Example: You need to attach a Note to a Case. You need to have the =
"Append" privilege on Case and the "Append To" privilege on Note
Dave
"Sylvie" <sylvie.mondoux@proximi-t.com> wrote in message =
news:028e01c47a5d$a3271050$a601280a@phx.gbl...
> Hi,
>=20
> I try to understand what is "Append" and "Append to" in=20
> Roles Security.
>=20
> Thanks,
>=20
> Sylvie
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<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<HTML><HEAD>
<META http-equiv=3DContent-Type content=3D"text/html; =
charset=3Diso-8859-1">
<META content=3D"MSHTML 6.00.2800.1400" name=3DGENERATOR>
<STYLE></STYLE>
</HEAD>
<BODY bgColor=3D#ffffff>
<DIV><FONT face=3DArial size=3D2>Ilana:</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>I spoke without testing but I got my =
example out of=20
the Installation and Configuration Study Guide for v1.2 (page =
425).</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>If I get a chance I will try to test =
this=20
tomorrow.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Dave</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Ilana Smith" <<A=20
=
href=3D"mailto:IlanaSmith@online.microsoft.com">IlanaSmith@online.microso=
ft.com</A>>=20
wrote in message <A=20
=
href=3D"news:ubc0amneEHA.3148@TK2MSFTNGP10.phx.gbl">news:ubc0amneEHA.3148=
@TK2MSFTNGP10.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>I think it might be the other way=20
around.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>To attach a note to a case, you'd =
need "AppendTo"=20
on cases, "Append" on notes. (Or, as I always think of it, =
AppendTo on=20
the wall, Append on the Post-It.)</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT><FONT face=3DArial =
size=3D2></FONT><BR>--=20
<BR>This posting is provided "AS IS" with no warranties, and confers =
no=20
rights.</DIV>
<BLOCKQUOTE=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Dave" <<A=20
=
href=3D"mailto:davefrick@newsgroup.nospam">davefrick@newsgroup.nospam</A>=
>=20
wrote in message <A=20
=
href=3D"news:O%23WukFmeEHA.1604@TK2MSFTNGP11.phx.gbl">news:O%23WukFmeEHA.=
1604@TK2MSFTNGP11.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>Sylvie:</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append =96 you can append other =
records to this=20
record type</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append To =96 this record type can =
be appended to=20
another record type</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Example: You need to attach a Note =
to a Case.=20
You need to have the "Append" privilege on Case and the "Append To"=20
privilege on Note</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Dave</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>"Sylvie" <</FONT><A=20
href=3D"mailto:sylvie.mondoux@proximi-t.com"><FONT face=3DArial=20
size=3D2>sylvie.mondoux@proximi-t.com</FONT></A><FONT face=3DArial =
size=3D2>>=20
wrote in message </FONT><A=20
href=3D"news:028e01c47a5d$a3271050$a601280a@phx.gbl"><FONT =
face=3DArial=20
size=3D2>news:028e01c47a5d$a3271050$a601280a@phx.gbl</FONT></A><FONT =
face=3DArial size=3D2>...</FONT></DIV><FONT face=3DArial =
size=3D2>> Hi,<BR>>=20
<BR>> I try to understand what is "Append" and "Append to" in =
<BR>>=20
Roles Security.<BR>> <BR>> Thanks,<BR>> <BR>> =
Sylvie</FONT>=20
</BLOCKQUOTE></BLOCKQUOTE></BODY></HTML>
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Dave
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8/5/2004 1:21:45 AM
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like the wall analogy Ilana!!!
--=20
John O'Donnell
Microsoft CRM MVP
http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx
"Ilana Smith" <IlanaSmith@online.microsoft.com> wrote in message =
news:ubc0amneEHA.3148@TK2MSFTNGP10.phx.gbl...
I think it might be the other way around.
To attach a note to a case, you'd need "AppendTo" on cases, "Append" =
on notes. (Or, as I always think of it, AppendTo on the wall, Append on =
the Post-It.)
--=20
This posting is provided "AS IS" with no warranties, and confers no =
rights.
"Dave" <davefrick@newsgroup.nospam> wrote in message =
news:O%23WukFmeEHA.1604@TK2MSFTNGP11.phx.gbl...
Sylvie:
Append - you can append other records to this record type
Append To - this record type can be appended to another record type
Example: You need to attach a Note to a Case. You need to have the =
"Append" privilege on Case and the "Append To" privilege on Note
Dave
"Sylvie" <sylvie.mondoux@proximi-t.com> wrote in message =
news:028e01c47a5d$a3271050$a601280a@phx.gbl...
> Hi,
>=20
> I try to understand what is "Append" and "Append to" in=20
> Roles Security.
>=20
> Thanks,
>=20
> Sylvie
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charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<HTML><HEAD>
<META http-equiv=3DContent-Type content=3D"text/html; =
charset=3Diso-8859-1">
<META content=3D"MSHTML 6.00.2800.1400" name=3DGENERATOR>
<STYLE></STYLE>
</HEAD>
<BODY bgColor=3D#ffffff>
<DIV><FONT face=3DArial size=3D2>like the wall analogy <FONT =
face=3D"Times New Roman"=20
size=3D3>Ilana!!!</FONT></FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT><BR>-- <BR>John =
O'Donnell<BR>Microsoft CRM=20
MVP<BR><A=20
href=3D"http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLandin=
g.aspx">http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLandin=
g.aspx</A></DIV>
<DIV> </DIV>
<DIV> </DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Ilana Smith" <<A=20
=
href=3D"mailto:IlanaSmith@online.microsoft.com">IlanaSmith@online.microso=
ft.com</A>>=20
wrote in message <A=20
=
href=3D"news:ubc0amneEHA.3148@TK2MSFTNGP10.phx.gbl">news:ubc0amneEHA.3148=
@TK2MSFTNGP10.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>I think it might be the other way=20
around.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>To attach a note to a case, you'd =
need "AppendTo"=20
on cases, "Append" on notes. (Or, as I always think of it, =
AppendTo on=20
the wall, Append on the Post-It.)</FONT></DIV>
<DIV><BR>-- <BR>This posting is provided "AS IS" with no warranties, =
and=20
confers no rights.</DIV>
<BLOCKQUOTE=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Dave" <<A=20
=
href=3D"mailto:davefrick@newsgroup.nospam">davefrick@newsgroup.nospam</A>=
>=20
wrote in message <A=20
=
href=3D"news:O%23WukFmeEHA.1604@TK2MSFTNGP11.phx.gbl">news:O%23WukFmeEHA.=
1604@TK2MSFTNGP11.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>Sylvie:</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append =96 you can append other =
records to this=20
record type</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append To =96 this record type can =
be appended to=20
another record type</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Example: You need to attach a Note =
to a Case.=20
You need to have the "Append" privilege on Case and the "Append To"=20
privilege on Note</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Dave</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>"Sylvie" <</FONT><A=20
href=3D"mailto:sylvie.mondoux@proximi-t.com"><FONT face=3DArial=20
size=3D2>sylvie.mondoux@proximi-t.com</FONT></A><FONT face=3DArial =
size=3D2>>=20
wrote in message </FONT><A=20
href=3D"news:028e01c47a5d$a3271050$a601280a@phx.gbl"><FONT =
face=3DArial=20
size=3D2>news:028e01c47a5d$a3271050$a601280a@phx.gbl</FONT></A><FONT =
face=3DArial size=3D2>...</FONT></DIV><FONT face=3DArial =
size=3D2>> Hi,<BR>>=20
<BR>> I try to understand what is "Append" and "Append to" in =
<BR>>=20
Roles Security.<BR>> <BR>> Thanks,<BR>> <BR>> =
Sylvie</FONT>=20
</BLOCKQUOTE></BLOCKQUOTE></BODY></HTML>
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John
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8/5/2004 4:01:50 AM
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here is the definative word on APPEND and APPENDTO
What exactly do the Append and Append To privileges provide to the user =
above the Write privilege?=20
Resolution=20
Below is an example and some definitions that will provide information =
on these privileges.=20
Joe User needs to accomplish two things:=20
1. Joe needs to change the Mobile Phone Number for one contact, Syed =
Abbas.=20
2. Syed is the purchasing manager for Bike Universe. Joe also needs to =
associate Syed's contact record with the Bike Universe Account.=20
Write privileges should be granted to users that need the ability to add =
or change information to the record. Changing a Contact's (Syed's) =
Mobile Phone Number or City are examples of how Write privileges are =
used.=20
Append Privileges are used when the specific record needs to be =
associated with another record. If Joe User has Append Privileges on =
Contacts, he has the potential ability to associate or add a Contact =
Record (Syed) to an Account record (Bike Universe), for example.=20
Append To Privileges are used when the user needs to be able to append =
other records to a specific record. Joe User also needs the Append To =
privilege on Accounts in order to associate or add the Contact (Syed) to =
the Account (Bike Universe).
--=20
John O'Donnell
Microsoft CRM MVP
http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx
"Dave" <davefrick@newsgroup.nospam> wrote in message =
news:OozaUqoeEHA.3916@TK2MSFTNGP11.phx.gbl...
Ilana:
I spoke without testing but I got my example out of the Installation =
and Configuration Study Guide for v1.2 (page 425).
If I get a chance I will try to test this tomorrow.
Dave
"Ilana Smith" <IlanaSmith@online.microsoft.com> wrote in message =
news:ubc0amneEHA.3148@TK2MSFTNGP10.phx.gbl...
I think it might be the other way around.
To attach a note to a case, you'd need "AppendTo" on cases, "Append" =
on notes. (Or, as I always think of it, AppendTo on the wall, Append on =
the Post-It.)
--=20
This posting is provided "AS IS" with no warranties, and confers no =
rights.
"Dave" <davefrick@newsgroup.nospam> wrote in message =
news:O%23WukFmeEHA.1604@TK2MSFTNGP11.phx.gbl...
Sylvie:
Append - you can append other records to this record type
Append To - this record type can be appended to another record =
type
Example: You need to attach a Note to a Case. You need to have the =
"Append" privilege on Case and the "Append To" privilege on Note
Dave
"Sylvie" <sylvie.mondoux@proximi-t.com> wrote in message =
news:028e01c47a5d$a3271050$a601280a@phx.gbl...
> Hi,
>=20
> I try to understand what is "Append" and "Append to" in=20
> Roles Security.
>=20
> Thanks,
>=20
> Sylvie
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<HTML><HEAD>
<META http-equiv=3DContent-Type content=3D"text/html; =
charset=3Diso-8859-1">
<META content=3D"MSHTML 6.00.2800.1400" name=3DGENERATOR>
<STYLE></STYLE>
</HEAD>
<BODY bgColor=3D#ffffff>
<DIV><FONT face=3DArial size=3D2>here is the definative word on APPEND =
and=20
APPENDTO</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV>What exactly do the Append and Append To privileges provide to the =
user=20
above the Write privilege? <BR><STRONG><BR>Resolution =
<BR></STRONG><BR>Below is=20
an example and some definitions that will provide information on these=20
privileges. <BR><BR>Joe User needs to accomplish two things: <BR><BR>1. =
Joe=20
needs to change the Mobile Phone Number for one contact, Syed Abbas. =
<BR><BR>2.=20
Syed is the purchasing manager for Bike Universe. Joe also needs to =
associate=20
Syed's contact record with the Bike Universe Account. <BR><BR>Write =
privileges=20
should be granted to users that need the ability to add or change =
information to=20
the record. Changing a Contact's (Syed's) Mobile Phone Number or City =
are=20
examples of how Write privileges are used. <BR><BR>Append Privileges are =
used=20
when the specific record needs to be associated with another record. If =
Joe User=20
has Append Privileges on Contacts, he has the potential ability to =
associate or=20
add a Contact Record (Syed) to an Account record (Bike Universe), for =
example.=20
<BR><BR>Append To Privileges are used when the user needs to be able to =
append=20
other records to a specific record. Joe User also needs the Append To =
privilege=20
on Accounts in order to associate or add the Contact (Syed) to the =
Account (Bike=20
Universe).</DIV>
<DIV><BR>-- <BR>John O'Donnell<BR>Microsoft CRM MVP<BR><A=20
href=3D"http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLandin=
g.aspx">http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLandin=
g.aspx</A></DIV>
<DIV> </DIV>
<DIV> </DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Dave" <<A=20
=
href=3D"mailto:davefrick@newsgroup.nospam">davefrick@newsgroup.nospam</A>=
>=20
wrote in message <A=20
=
href=3D"news:OozaUqoeEHA.3916@TK2MSFTNGP11.phx.gbl">news:OozaUqoeEHA.3916=
@TK2MSFTNGP11.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>Ilana:</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>I spoke without testing but I got my =
example out=20
of the Installation and Configuration Study Guide for v1.2 (page=20
425).</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>If I get a chance I will try to test =
this=20
tomorrow.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Dave</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Ilana Smith" <<A=20
=
href=3D"mailto:IlanaSmith@online.microsoft.com">IlanaSmith@online.microso=
ft.com</A>>=20
wrote in message <A=20
=
href=3D"news:ubc0amneEHA.3148@TK2MSFTNGP10.phx.gbl">news:ubc0amneEHA.3148=
@TK2MSFTNGP10.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>I think it might be the other way=20
around.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>To attach a note to a case, you'd =
need=20
"AppendTo" on cases, "Append" on notes. (Or, as I always think =
of it,=20
AppendTo on the wall, Append on the Post-It.)</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT><FONT face=3DArial =
size=3D2></FONT><BR>--=20
<BR>This posting is provided "AS IS" with no warranties, and confers =
no=20
rights.</DIV>
<BLOCKQUOTE=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Dave" <<A=20
=
href=3D"mailto:davefrick@newsgroup.nospam">davefrick@newsgroup.nospam</A>=
>=20
wrote in message <A=20
=
href=3D"news:O%23WukFmeEHA.1604@TK2MSFTNGP11.phx.gbl">news:O%23WukFmeEHA.=
1604@TK2MSFTNGP11.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>Sylvie:</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append =96 you can append other =
records to this=20
record type</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append To =96 this record type =
can be appended=20
to another record type</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Example: You need to attach a =
Note to a Case.=20
You need to have the "Append" privilege on Case and the "Append =
To"=20
privilege on Note</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Dave</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>"Sylvie" <</FONT><A=20
href=3D"mailto:sylvie.mondoux@proximi-t.com"><FONT face=3DArial=20
size=3D2>sylvie.mondoux@proximi-t.com</FONT></A><FONT face=3DArial =
size=3D2>>=20
wrote in message </FONT><A=20
href=3D"news:028e01c47a5d$a3271050$a601280a@phx.gbl"><FONT =
face=3DArial=20
=
size=3D2>news:028e01c47a5d$a3271050$a601280a@phx.gbl</FONT></A><FONT=20
face=3DArial size=3D2>...</FONT></DIV><FONT face=3DArial =
size=3D2>> Hi,<BR>>=20
<BR>> I try to understand what is "Append" and "Append to" in =
<BR>>=20
Roles Security.<BR>> <BR>> Thanks,<BR>> <BR>> =
Sylvie</FONT>=20
</BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BODY></HTML>
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John
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8/5/2004 4:07:44 AM
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Thanks for your help!!
Sylvie
>-----Original Message-----
>here is the definative word on APPEND and APPENDTO
>
>What exactly do the Append and Append To privileges
provide to the user above the Write privilege?
>
>Resolution
>
>Below is an example and some definitions that will
provide information on these privileges.
>
>Joe User needs to accomplish two things:
>
>1. Joe needs to change the Mobile Phone Number for one
contact, Syed Abbas.
>
>2. Syed is the purchasing manager for Bike Universe. Joe
also needs to associate Syed's contact record with the
Bike Universe Account.
>
>Write privileges should be granted to users that need the
ability to add or change information to the record.
Changing a Contact's (Syed's) Mobile Phone Number or City
are examples of how Write privileges are used.
>
>Append Privileges are used when the specific record needs
to be associated with another record. If Joe User has
Append Privileges on Contacts, he has the potential
ability to associate or add a Contact Record (Syed) to an
Account record (Bike Universe), for example.
>
>Append To Privileges are used when the user needs to be
able to append other records to a specific record. Joe
User also needs the Append To privilege on Accounts in
order to associate or add the Contact (Syed) to the
Account (Bike Universe).
>
>--
>John O'Donnell
>Microsoft CRM MVP
>http://www.microsoft.com/BusinessSolutions/Community/CRMFa
qLanding.aspx
>
>
> "Dave" <davefrick@newsgroup.nospam> wrote in message
news:OozaUqoeEHA.3916@TK2MSFTNGP11.phx.gbl...
> Ilana:
>
> I spoke without testing but I got my example out of the
Installation and Configuration Study Guide for v1.2 (page
425).
>
> If I get a chance I will try to test this tomorrow.
>
> Dave
>
> "Ilana Smith" <IlanaSmith@online.microsoft.com> wrote
in message news:ubc0amneEHA.3148@TK2MSFTNGP10.phx.gbl...
> I think it might be the other way around.
>
> To attach a note to a case, you'd need "AppendTo" on
cases, "Append" on notes. (Or, as I always think of it,
AppendTo on the wall, Append on the Post-It.)
>
> --
> This posting is provided "AS IS" with no warranties,
and confers no rights.
> "Dave" <davefrick@newsgroup.nospam> wrote in
message news:O%23WukFmeEHA.1604@TK2MSFTNGP11.phx.gbl...
> Sylvie:
>
> Append - you can append other records to this
record type
>
> Append To - this record type can be appended to
another record type
>
> Example: You need to attach a Note to a Case. You
need to have the "Append" privilege on Case and
the "Append To" privilege on Note
>
> Dave
>
>
> "Sylvie" <sylvie.mondoux@proximi-t.com> wrote in
message news:028e01c47a5d$a3271050$a601280a@phx.gbl...
> > Hi,
> >
> > I try to understand what is "Append" and "Append
to" in
> > Roles Security.
> >
> > Thanks,
> >
> > Sylvie
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0
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Sylvie
|
8/5/2004 2:27:40 PM
|
|
This is a multi-part message in MIME format.
------=_NextPart_000_0038_01C47AC8.83688710
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charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
Are we sure we've got this right?
The definitions provided seem to run counter to the documentation.
Here is what the SDK (CRM Object Model | CoreSystems Management | =
Actions on Objects) says:
Append - Objects can be added to the object in question. For example, a =
note can be added to an opportunity if the caller has Append rights on =
the opportunity.=20
Append To - Append To is the opposite behavior from Append. In this =
case, the object in question can be appended to another object. For =
example, a note can be attached to an opportunity if the caller has =
Append To rights on the note. (Append To can also be thought of as =
"Attach").=20
To use Ilana's anaology: we would need Append on the wall and Attach =
(AppendTo) on the Post-It.
I guess the only way to know for sure is to test. I will try to do so =
later today and let you know what I find out.
"John O'Donnell" <csharpconsulting@nospam-hotmail.com-nospam> wrote in =
message news:e7ARDHqeEHA.2804@TK2MSFTNGP11.phx.gbl...
here is the definative word on APPEND and APPENDTO
What exactly do the Append and Append To privileges provide to the =
user above the Write privilege?=20
Resolution=20
Below is an example and some definitions that will provide information =
on these privileges.=20
Joe User needs to accomplish two things:=20
1. Joe needs to change the Mobile Phone Number for one contact, Syed =
Abbas.=20
2. Syed is the purchasing manager for Bike Universe. Joe also needs to =
associate Syed's contact record with the Bike Universe Account.=20
Write privileges should be granted to users that need the ability to =
add or change information to the record. Changing a Contact's (Syed's) =
Mobile Phone Number or City are examples of how Write privileges are =
used.=20
Append Privileges are used when the specific record needs to be =
associated with another record. If Joe User has Append Privileges on =
Contacts, he has the potential ability to associate or add a Contact =
Record (Syed) to an Account record (Bike Universe), for example.=20
Append To Privileges are used when the user needs to be able to append =
other records to a specific record. Joe User also needs the Append To =
privilege on Accounts in order to associate or add the Contact (Syed) to =
the Account (Bike Universe).
--=20
John O'Donnell
Microsoft CRM MVP
=
http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx
"Dave" <davefrick@newsgroup.nospam> wrote in message =
news:OozaUqoeEHA.3916@TK2MSFTNGP11.phx.gbl...
Ilana:
I spoke without testing but I got my example out of the Installation =
and Configuration Study Guide for v1.2 (page 425).
If I get a chance I will try to test this tomorrow.
Dave
"Ilana Smith" <IlanaSmith@online.microsoft.com> wrote in message =
news:ubc0amneEHA.3148@TK2MSFTNGP10.phx.gbl...
I think it might be the other way around.
To attach a note to a case, you'd need "AppendTo" on cases, =
"Append" on notes. (Or, as I always think of it, AppendTo on the wall, =
Append on the Post-It.)
--=20
This posting is provided "AS IS" with no warranties, and confers =
no rights.
"Dave" <davefrick@newsgroup.nospam> wrote in message =
news:O%23WukFmeEHA.1604@TK2MSFTNGP11.phx.gbl...
Sylvie:
Append - you can append other records to this record type
Append To - this record type can be appended to another record =
type
Example: You need to attach a Note to a Case. You need to have =
the "Append" privilege on Case and the "Append To" privilege on Note
Dave
"Sylvie" <sylvie.mondoux@proximi-t.com> wrote in message =
news:028e01c47a5d$a3271050$a601280a@phx.gbl...
> Hi,
>=20
> I try to understand what is "Append" and "Append to" in=20
> Roles Security.
>=20
> Thanks,
>=20
> Sylvie
------=_NextPart_000_0038_01C47AC8.83688710
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charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<HTML><HEAD>
<META http-equiv=3DContent-Type content=3D"text/html; =
charset=3Diso-8859-1">
<META content=3D"MSHTML 6.00.2800.1400" name=3DGENERATOR>
<STYLE></STYLE>
</HEAD>
<BODY bgColor=3D#ffffff>
<DIV><FONT face=3DArial size=3D2>Are we sure we've got this =
right?</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>The definitions provided seem to =
run counter=20
to the documentation.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Here is what the SDK (CRM Object Model =
|=20
CoreSystems Management | Actions on Objects) says:</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append - Objects can be added to the =
object in=20
question. For example, a note can be added to an opportunity if the =
caller has=20
Append rights on the opportunity. </FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append To - Append To is the opposite =
behavior from=20
Append. In this case, the object in question can be appended to another =
object.=20
For example, a note can be attached to an opportunity if the caller has =
Append=20
To rights on the note. (Append To can also be thought of as "Attach").=20
<BR></FONT></DIV>
<DIV><FONT face=3DArial size=3D2>To use Ilana's anaology: we would =
need Append=20
on the wall and Attach (AppendTo) on the Post-It.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>I guess the only way to know for sure =
is to=20
test. I will try to do so later today and let you know what I find =
out.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>
<DIV><FONT face=3DArial size=3D2></FONT><FONT face=3DArial=20
size=3D2></FONT><BR></DIV></FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"John O'Donnell" <<A=20
=
href=3D"mailto:csharpconsulting@nospam-hotmail.com-nospam">csharpconsulti=
ng@nospam-hotmail.com-nospam</A>>=20
wrote in message <A=20
=
href=3D"news:e7ARDHqeEHA.2804@TK2MSFTNGP11.phx.gbl">news:e7ARDHqeEHA.2804=
@TK2MSFTNGP11.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>here is the definative word on APPEND =
and=20
APPENDTO</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV>What exactly do the Append and Append To privileges provide to =
the user=20
above the Write privilege? <BR><STRONG><BR>Resolution =
<BR></STRONG><BR>Below=20
is an example and some definitions that will provide information on =
these=20
privileges. <BR><BR>Joe User needs to accomplish two things: =
<BR><BR>1. Joe=20
needs to change the Mobile Phone Number for one contact, Syed Abbas.=20
<BR><BR>2. Syed is the purchasing manager for Bike Universe. Joe also =
needs to=20
associate Syed's contact record with the Bike Universe Account. =
<BR><BR>Write=20
privileges should be granted to users that need the ability to add or =
change=20
information to the record. Changing a Contact's (Syed's) Mobile Phone =
Number=20
or City are examples of how Write privileges are used. <BR><BR>Append=20
Privileges are used when the specific record needs to be associated =
with=20
another record. If Joe User has Append Privileges on Contacts, he has =
the=20
potential ability to associate or add a Contact Record (Syed) to an =
Account=20
record (Bike Universe), for example. <BR><BR>Append To Privileges are =
used=20
when the user needs to be able to append other records to a specific =
record.=20
Joe User also needs the Append To privilege on Accounts in order to =
associate=20
or add the Contact (Syed) to the Account (Bike Universe).</DIV>
<DIV><BR>-- <BR>John O'Donnell<BR>Microsoft CRM MVP<BR><A=20
=
href=3D"http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLandin=
g.aspx">http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLandin=
g.aspx</A></DIV>
<DIV> </DIV>
<DIV> </DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Dave" <<A=20
=
href=3D"mailto:davefrick@newsgroup.nospam">davefrick@newsgroup.nospam</A>=
>=20
wrote in message <A=20
=
href=3D"news:OozaUqoeEHA.3916@TK2MSFTNGP11.phx.gbl">news:OozaUqoeEHA.3916=
@TK2MSFTNGP11.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>Ilana:</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>I spoke without testing but I got =
my example=20
out of the Installation and Configuration Study Guide for v1.2 (page =
425).</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>If I get a chance I will try to =
test this=20
tomorrow.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Dave</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Ilana Smith" <<A=20
=
href=3D"mailto:IlanaSmith@online.microsoft.com">IlanaSmith@online.microso=
ft.com</A>>=20
wrote in message <A=20
=
href=3D"news:ubc0amneEHA.3148@TK2MSFTNGP10.phx.gbl">news:ubc0amneEHA.3148=
@TK2MSFTNGP10.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>I think it might be the other way =
around.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>To attach a note to a case, you'd =
need=20
"AppendTo" on cases, "Append" on notes. (Or, as I always =
think of=20
it, AppendTo on the wall, Append on the Post-It.)</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT><FONT face=3DArial =
size=3D2></FONT><BR>--=20
<BR>This posting is provided "AS IS" with no warranties, and =
confers no=20
rights.</DIV>
<BLOCKQUOTE=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Dave" <<A=20
=
href=3D"mailto:davefrick@newsgroup.nospam">davefrick@newsgroup.nospam</A>=
>=20
wrote in message <A=20
=
href=3D"news:O%23WukFmeEHA.1604@TK2MSFTNGP11.phx.gbl">news:O%23WukFmeEHA.=
1604@TK2MSFTNGP11.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>Sylvie:</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append =96 you can append other =
records to=20
this record type</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append To =96 this record type =
can be=20
appended to another record type</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Example: You need to attach a =
Note to a=20
Case. You need to have the "Append" privilege on Case and the =
"Append=20
To" privilege on Note</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Dave</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>"Sylvie" <</FONT><A=20
href=3D"mailto:sylvie.mondoux@proximi-t.com"><FONT face=3DArial=20
size=3D2>sylvie.mondoux@proximi-t.com</FONT></A><FONT =
face=3DArial=20
size=3D2>> wrote in message </FONT><A=20
href=3D"news:028e01c47a5d$a3271050$a601280a@phx.gbl"><FONT =
face=3DArial=20
=
size=3D2>news:028e01c47a5d$a3271050$a601280a@phx.gbl</FONT></A><FONT=20
face=3DArial size=3D2>...</FONT></DIV><FONT face=3DArial =
size=3D2>>=20
Hi,<BR>> <BR>> I try to understand what is "Append" and =
"Append=20
to" in <BR>> Roles Security.<BR>> <BR>> Thanks,<BR>> =
<BR>> Sylvie</FONT>=20
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Dave
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8/5/2004 3:45:07 PM
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I tested the Append/AppendTo privileges and this is what I found.
I created a blank new role and gave read permissions to all of the sales =
objects. On the core objects I gave Read and AppendTo to Account. I =
gave Read, Create, and Append to Note. I assigned a new user to this =
role, logged in as the user and sucessfully added a note to the account.
I then changed the role to remove AppendTo and add Append to Account and =
remove Append and add AppendTo to note. Then when I opended an Account =
and selected the Note tab, the link for New Note was missing.
So Ilana's anology (AppendTo on the wall, Append on the Post-It) is =
correct and the documentation (Study Guide and SDK) is wrong.
I should note that the changes I made to the role took effect =
immediately. IOW, I did not have to close and reopen the browser for the =
new privilege set to be applied.=20
"Dave" <davefrick@newsgroup.nospam> wrote in message =
news:ulTowMweEHA.3148@TK2MSFTNGP10.phx.gbl...
Are we sure we've got this right?
The definitions provided seem to run counter to the documentation.
Here is what the SDK (CRM Object Model | CoreSystems Management | =
Actions on Objects) says:
Append - Objects can be added to the object in question. For example, =
a note can be added to an opportunity if the caller has Append rights on =
the opportunity.=20
Append To - Append To is the opposite behavior from Append. In this =
case, the object in question can be appended to another object. For =
example, a note can be attached to an opportunity if the caller has =
Append To rights on the note. (Append To can also be thought of as =
"Attach").=20
To use Ilana's anaology: we would need Append on the wall and Attach =
(AppendTo) on the Post-It.
I guess the only way to know for sure is to test. I will try to do so =
later today and let you know what I find out.
"John O'Donnell" <csharpconsulting@nospam-hotmail.com-nospam> wrote =
in message news:e7ARDHqeEHA.2804@TK2MSFTNGP11.phx.gbl...
here is the definative word on APPEND and APPENDTO
What exactly do the Append and Append To privileges provide to the =
user above the Write privilege?=20
Resolution=20
Below is an example and some definitions that will provide =
information on these privileges.=20
Joe User needs to accomplish two things:=20
1. Joe needs to change the Mobile Phone Number for one contact, Syed =
Abbas.=20
2. Syed is the purchasing manager for Bike Universe. Joe also needs =
to associate Syed's contact record with the Bike Universe Account.=20
Write privileges should be granted to users that need the ability to =
add or change information to the record. Changing a Contact's (Syed's) =
Mobile Phone Number or City are examples of how Write privileges are =
used.=20
Append Privileges are used when the specific record needs to be =
associated with another record. If Joe User has Append Privileges on =
Contacts, he has the potential ability to associate or add a Contact =
Record (Syed) to an Account record (Bike Universe), for example.=20
Append To Privileges are used when the user needs to be able to =
append other records to a specific record. Joe User also needs the =
Append To privilege on Accounts in order to associate or add the Contact =
(Syed) to the Account (Bike Universe).
--=20
John O'Donnell
Microsoft CRM MVP
=
http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx
"Dave" <davefrick@newsgroup.nospam> wrote in message =
news:OozaUqoeEHA.3916@TK2MSFTNGP11.phx.gbl...
Ilana:
I spoke without testing but I got my example out of the =
Installation and Configuration Study Guide for v1.2 (page 425).
If I get a chance I will try to test this tomorrow.
Dave
"Ilana Smith" <IlanaSmith@online.microsoft.com> wrote in message =
news:ubc0amneEHA.3148@TK2MSFTNGP10.phx.gbl...
I think it might be the other way around.
To attach a note to a case, you'd need "AppendTo" on cases, =
"Append" on notes. (Or, as I always think of it, AppendTo on the wall, =
Append on the Post-It.)
--=20
This posting is provided "AS IS" with no warranties, and confers =
no rights.
"Dave" <davefrick@newsgroup.nospam> wrote in message =
news:O%23WukFmeEHA.1604@TK2MSFTNGP11.phx.gbl...
Sylvie:
Append - you can append other records to this record type
Append To - this record type can be appended to another record =
type
Example: You need to attach a Note to a Case. You need to have =
the "Append" privilege on Case and the "Append To" privilege on Note
Dave
"Sylvie" <sylvie.mondoux@proximi-t.com> wrote in message =
news:028e01c47a5d$a3271050$a601280a@phx.gbl...
> Hi,
>=20
> I try to understand what is "Append" and "Append to" in=20
> Roles Security.
>=20
> Thanks,
>=20
> Sylvie
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<HTML><HEAD>
<META http-equiv=3DContent-Type content=3D"text/html; =
charset=3Diso-8859-1">
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<STYLE></STYLE>
</HEAD>
<BODY bgColor=3D#ffffff>
<DIV><FONT face=3DArial size=3D2>I tested the Append/AppendTo privileges =
and this is=20
what I found.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>I created a blank new role and gave =
read=20
permissions to all of the sales objects. On the core objects I =
gave Read=20
and AppendTo to Account. I gave Read, Create, and Append to =
Note. I=20
assigned a new user to this role, logged in as the user and sucessfully =
added a=20
note to the account.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>I then changed the role to remove =
AppendTo and add=20
Append to Account and remove Append and add AppendTo to note. Then =
when I=20
opended an Account and selected the Note tab, the link for New =
Note=20
was missing.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>So Ilana's anology (AppendTo on the =
wall, Append on=20
the Post-It) is correct and the documentation (Study Guide and SDK) is=20
wrong.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>I should note that the changes I =
made to the=20
role took effect immediately. IOW, I did not have to close and reopen =
the=20
browser for the new privilege set to be applied. </FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Dave" <<A=20
=
href=3D"mailto:davefrick@newsgroup.nospam">davefrick@newsgroup.nospam</A>=
>=20
wrote in message <A=20
=
href=3D"news:ulTowMweEHA.3148@TK2MSFTNGP10.phx.gbl">news:ulTowMweEHA.3148=
@TK2MSFTNGP10.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>Are we sure we've got this =
right?</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>The definitions provided seem to =
run counter=20
to the documentation.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Here is what the SDK (CRM Object =
Model |=20
CoreSystems Management | Actions on Objects) says:</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append - Objects can be added to the =
object in=20
question. For example, a note can be added to an opportunity if the =
caller has=20
Append rights on the opportunity. </FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append To - Append To is the opposite =
behavior=20
from Append. In this case, the object in question can be appended to =
another=20
object. For example, a note can be attached to an opportunity if the =
caller=20
has Append To rights on the note. (Append To can also be thought of as =
"Attach"). <BR></FONT></DIV>
<DIV><FONT face=3DArial size=3D2>To use Ilana's anaology: we =
would need=20
Append on the wall and Attach (AppendTo) on the Post-It.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>I guess the only way to know for sure =
is to=20
test. I will try to do so later today and let you know what I =
find=20
out.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>
<DIV><FONT face=3DArial size=3D2></FONT><FONT face=3DArial=20
size=3D2></FONT><BR></DIV></FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"John O'Donnell" <<A=20
=
href=3D"mailto:csharpconsulting@nospam-hotmail.com-nospam">csharpconsulti=
ng@nospam-hotmail.com-nospam</A>>=20
wrote in message <A=20
=
href=3D"news:e7ARDHqeEHA.2804@TK2MSFTNGP11.phx.gbl">news:e7ARDHqeEHA.2804=
@TK2MSFTNGP11.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>here is the definative word on =
APPEND and=20
APPENDTO</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV>What exactly do the Append and Append To privileges provide to =
the user=20
above the Write privilege? <BR><STRONG><BR>Resolution =
<BR></STRONG><BR>Below=20
is an example and some definitions that will provide information on =
these=20
privileges. <BR><BR>Joe User needs to accomplish two things: =
<BR><BR>1. Joe=20
needs to change the Mobile Phone Number for one contact, Syed Abbas. =
<BR><BR>2. Syed is the purchasing manager for Bike Universe. Joe =
also needs=20
to associate Syed's contact record with the Bike Universe Account.=20
<BR><BR>Write privileges should be granted to users that need the =
ability to=20
add or change information to the record. Changing a Contact's =
(Syed's)=20
Mobile Phone Number or City are examples of how Write privileges are =
used.=20
<BR><BR>Append Privileges are used when the specific record needs to =
be=20
associated with another record. If Joe User has Append Privileges on =
Contacts, he has the potential ability to associate or add a Contact =
Record=20
(Syed) to an Account record (Bike Universe), for example. =
<BR><BR>Append To=20
Privileges are used when the user needs to be able to append other =
records=20
to a specific record. Joe User also needs the Append To privilege on =
Accounts in order to associate or add the Contact (Syed) to the =
Account=20
(Bike Universe).</DIV>
<DIV><FONT face=3DArial size=3D2></FONT><FONT face=3DArial =
size=3D2></FONT><BR>--=20
<BR>John O'Donnell<BR>Microsoft CRM MVP<BR><A=20
=
href=3D"http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLandin=
g.aspx">http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLandin=
g.aspx</A></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Dave" <<A=20
=
href=3D"mailto:davefrick@newsgroup.nospam">davefrick@newsgroup.nospam</A>=
>=20
wrote in message <A=20
=
href=3D"news:OozaUqoeEHA.3916@TK2MSFTNGP11.phx.gbl">news:OozaUqoeEHA.3916=
@TK2MSFTNGP11.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>Ilana:</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>I spoke without testing but I got =
my example=20
out of the Installation and Configuration Study Guide for v1.2 =
(page=20
425).</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>If I get a chance I will try to =
test this=20
tomorrow.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Dave</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Ilana Smith" <<A=20
=
href=3D"mailto:IlanaSmith@online.microsoft.com">IlanaSmith@online.microso=
ft.com</A>>=20
wrote in message <A=20
=
href=3D"news:ubc0amneEHA.3148@TK2MSFTNGP10.phx.gbl">news:ubc0amneEHA.3148=
@TK2MSFTNGP10.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>I think it might be the other =
way=20
around.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>To attach a note to a case, =
you'd need=20
"AppendTo" on cases, "Append" on notes. (Or, as I always =
think of=20
it, AppendTo on the wall, Append on the Post-It.)</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT><FONT face=3DArial =
size=3D2></FONT><FONT=20
face=3DArial size=3D2></FONT><FONT face=3DArial =
size=3D2></FONT><FONT face=3DArial=20
size=3D2></FONT><FONT face=3DArial size=3D2></FONT><BR>-- =
<BR>This posting is=20
provided "AS IS" with no warranties, and confers no =
rights.</DIV>
<BLOCKQUOTE=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: =
5px; BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Dave" <<A=20
=
href=3D"mailto:davefrick@newsgroup.nospam">davefrick@newsgroup.nospam</A>=
>=20
wrote in message <A=20
=
href=3D"news:O%23WukFmeEHA.1604@TK2MSFTNGP11.phx.gbl">news:O%23WukFmeEHA.=
1604@TK2MSFTNGP11.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>Sylvie:</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append =96 you can append =
other records to=20
this record type</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append To =96 this record =
type can be=20
appended to another record type</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Example: You need to attach a =
Note to a=20
Case. You need to have the "Append" privilege on Case and the =
"Append=20
To" privilege on Note</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Dave</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>"Sylvie" <</FONT><A=20
href=3D"mailto:sylvie.mondoux@proximi-t.com"><FONT =
face=3DArial=20
size=3D2>sylvie.mondoux@proximi-t.com</FONT></A><FONT =
face=3DArial=20
size=3D2>> wrote in message </FONT><A=20
href=3D"news:028e01c47a5d$a3271050$a601280a@phx.gbl"><FONT =
face=3DArial=20
=
size=3D2>news:028e01c47a5d$a3271050$a601280a@phx.gbl</FONT></A><FONT=20
face=3DArial size=3D2>...</FONT></DIV><FONT face=3DArial =
size=3D2>>=20
Hi,<BR>> <BR>> I try to understand what is "Append" and =
"Append=20
to" in <BR>> Roles Security.<BR>> <BR>> =
Thanks,<BR>>=20
<BR>> Sylvie</FONT>=20
</BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BODY><=
/HTML>
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Dave
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8/5/2004 6:57:53 PM
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I'll get the documentation fixed. Thanks, Dave.
--=20
This posting is provided "AS IS" with no warranties, and confers no =
rights.
"Dave" <davefrick@newsgroup.nospam> wrote in message =
news:uOt1e4xeEHA.3476@tk2msftngp13.phx.gbl...
I tested the Append/AppendTo privileges and this is what I found.
I created a blank new role and gave read permissions to all of the =
sales objects. On the core objects I gave Read and AppendTo to =
Account. I gave Read, Create, and Append to Note. I assigned a new user =
to this role, logged in as the user and sucessfully added a note to the =
account.
I then changed the role to remove AppendTo and add Append to Account =
and remove Append and add AppendTo to note. Then when I opended an =
Account and selected the Note tab, the link for New Note was missing.
So Ilana's anology (AppendTo on the wall, Append on the Post-It) is =
correct and the documentation (Study Guide and SDK) is wrong.
I should note that the changes I made to the role took effect =
immediately. IOW, I did not have to close and reopen the browser for the =
new privilege set to be applied.=20
"Dave" <davefrick@newsgroup.nospam> wrote in message =
news:ulTowMweEHA.3148@TK2MSFTNGP10.phx.gbl...
Are we sure we've got this right?
The definitions provided seem to run counter to the documentation.
Here is what the SDK (CRM Object Model | CoreSystems Management | =
Actions on Objects) says:
Append - Objects can be added to the object in question. For =
example, a note can be added to an opportunity if the caller has Append =
rights on the opportunity.=20
Append To - Append To is the opposite behavior from Append. In this =
case, the object in question can be appended to another object. For =
example, a note can be attached to an opportunity if the caller has =
Append To rights on the note. (Append To can also be thought of as =
"Attach").=20
To use Ilana's anaology: we would need Append on the wall and =
Attach (AppendTo) on the Post-It.
I guess the only way to know for sure is to test. I will try to do =
so later today and let you know what I find out.
"John O'Donnell" <csharpconsulting@nospam-hotmail.com-nospam> =
wrote in message news:e7ARDHqeEHA.2804@TK2MSFTNGP11.phx.gbl...
here is the definative word on APPEND and APPENDTO
What exactly do the Append and Append To privileges provide to the =
user above the Write privilege?=20
Resolution=20
Below is an example and some definitions that will provide =
information on these privileges.=20
Joe User needs to accomplish two things:=20
1. Joe needs to change the Mobile Phone Number for one contact, =
Syed Abbas.=20
2. Syed is the purchasing manager for Bike Universe. Joe also =
needs to associate Syed's contact record with the Bike Universe Account. =
Write privileges should be granted to users that need the ability =
to add or change information to the record. Changing a Contact's =
(Syed's) Mobile Phone Number or City are examples of how Write =
privileges are used.=20
Append Privileges are used when the specific record needs to be =
associated with another record. If Joe User has Append Privileges on =
Contacts, he has the potential ability to associate or add a Contact =
Record (Syed) to an Account record (Bike Universe), for example.=20
Append To Privileges are used when the user needs to be able to =
append other records to a specific record. Joe User also needs the =
Append To privilege on Accounts in order to associate or add the Contact =
(Syed) to the Account (Bike Universe).
--=20
John O'Donnell
Microsoft CRM MVP
=
http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx
"Dave" <davefrick@newsgroup.nospam> wrote in message =
news:OozaUqoeEHA.3916@TK2MSFTNGP11.phx.gbl...
Ilana:
I spoke without testing but I got my example out of the =
Installation and Configuration Study Guide for v1.2 (page 425).
If I get a chance I will try to test this tomorrow.
Dave
"Ilana Smith" <IlanaSmith@online.microsoft.com> wrote in =
message news:ubc0amneEHA.3148@TK2MSFTNGP10.phx.gbl...
I think it might be the other way around.
To attach a note to a case, you'd need "AppendTo" on cases, =
"Append" on notes. (Or, as I always think of it, AppendTo on the wall, =
Append on the Post-It.)
--=20
This posting is provided "AS IS" with no warranties, and =
confers no rights.
"Dave" <davefrick@newsgroup.nospam> wrote in message =
news:O%23WukFmeEHA.1604@TK2MSFTNGP11.phx.gbl...
Sylvie:
Append - you can append other records to this record type
Append To - this record type can be appended to another =
record type
Example: You need to attach a Note to a Case. You need to =
have the "Append" privilege on Case and the "Append To" privilege on =
Note
Dave
"Sylvie" <sylvie.mondoux@proximi-t.com> wrote in message =
news:028e01c47a5d$a3271050$a601280a@phx.gbl...
> Hi,
>=20
> I try to understand what is "Append" and "Append to" in=20
> Roles Security.
>=20
> Thanks,
>=20
> Sylvie
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Content-Type: text/html;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<HTML><HEAD>
<META http-equiv=3DContent-Type content=3D"text/html; =
charset=3Diso-8859-1">
<META content=3D"MSHTML 6.00.2800.1404" name=3DGENERATOR>
<STYLE></STYLE>
</HEAD>
<BODY bgColor=3D#ffffff>
<DIV><FONT face=3DArial size=3D2>I'll get the documentation fixed. =
Thanks,=20
Dave.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV>-- <BR>This posting is provided "AS IS" with no warranties, and =
confers no=20
rights.</DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Dave" <<A=20
=
href=3D"mailto:davefrick@newsgroup.nospam">davefrick@newsgroup.nospam</A>=
>=20
wrote in message <A=20
=
href=3D"news:uOt1e4xeEHA.3476@tk2msftngp13.phx.gbl">news:uOt1e4xeEHA.3476=
@tk2msftngp13.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>I tested the Append/AppendTo =
privileges and this=20
is what I found.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>I created a blank new role and gave =
read=20
permissions to all of the sales objects. On the core objects I =
gave Read=20
and AppendTo to Account. I gave Read, Create, and Append =
to Note.=20
I assigned a new user to this role, logged in as the user and =
sucessfully=20
added a note to the account.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>I then changed the role to remove =
AppendTo and=20
add Append to Account and remove Append and add AppendTo to =
note. Then=20
when I opended an Account and selected the Note tab, the=20
link for New Note was missing.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>So Ilana's anology (AppendTo on the =
wall, Append=20
on the Post-It) is correct and the documentation (Study Guide and SDK) =
is=20
wrong.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>I should note that the changes I =
made to the=20
role took effect immediately. IOW, I did not have to close and reopen =
the=20
browser for the new privilege set to be applied. </FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Dave" <<A=20
=
href=3D"mailto:davefrick@newsgroup.nospam">davefrick@newsgroup.nospam</A>=
>=20
wrote in message <A=20
=
href=3D"news:ulTowMweEHA.3148@TK2MSFTNGP10.phx.gbl">news:ulTowMweEHA.3148=
@TK2MSFTNGP10.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>Are we sure we've got this =
right?</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>The definitions provided seem =
to run=20
counter to the documentation.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Here is what the SDK (CRM Object =
Model |=20
CoreSystems Management | Actions on Objects) says:</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append - Objects can be added to =
the object in=20
question. For example, a note can be added to an opportunity if the =
caller=20
has Append rights on the opportunity. </FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append To - Append To is the =
opposite behavior=20
from Append. In this case, the object in question can be appended to =
another=20
object. For example, a note can be attached to an opportunity if the =
caller=20
has Append To rights on the note. (Append To can also be thought of =
as=20
"Attach"). <BR></FONT></DIV>
<DIV><FONT face=3DArial size=3D2>To use Ilana's anaology: we =
would need=20
Append on the wall and Attach (AppendTo) on the =
Post-It.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>I guess the only way to know for =
sure is to=20
test. I will try to do so later today and let you know what I =
find=20
out.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>
<DIV><FONT face=3DArial size=3D2></FONT><FONT face=3DArial=20
size=3D2></FONT><BR></DIV></FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"John O'Donnell" <<A=20
=
href=3D"mailto:csharpconsulting@nospam-hotmail.com-nospam">csharpconsulti=
ng@nospam-hotmail.com-nospam</A>>=20
wrote in message <A=20
=
href=3D"news:e7ARDHqeEHA.2804@TK2MSFTNGP11.phx.gbl">news:e7ARDHqeEHA.2804=
@TK2MSFTNGP11.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>here is the definative word on =
APPEND and=20
APPENDTO</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV>What exactly do the Append and Append To privileges provide =
to the=20
user above the Write privilege? <BR><STRONG><BR>Resolution=20
<BR></STRONG><BR>Below is an example and some definitions that =
will=20
provide information on these privileges. <BR><BR>Joe User needs to =
accomplish two things: <BR><BR>1. Joe needs to change the Mobile =
Phone=20
Number for one contact, Syed Abbas. <BR><BR>2. Syed is the =
purchasing=20
manager for Bike Universe. Joe also needs to associate Syed's =
contact=20
record with the Bike Universe Account. <BR><BR>Write privileges =
should be=20
granted to users that need the ability to add or change =
information to the=20
record. Changing a Contact's (Syed's) Mobile Phone Number or City =
are=20
examples of how Write privileges are used. <BR><BR>Append =
Privileges are=20
used when the specific record needs to be associated with another =
record.=20
If Joe User has Append Privileges on Contacts, he has the =
potential=20
ability to associate or add a Contact Record (Syed) to an Account =
record=20
(Bike Universe), for example. <BR><BR>Append To Privileges are =
used when=20
the user needs to be able to append other records to a specific =
record.=20
Joe User also needs the Append To privilege on Accounts in order =
to=20
associate or add the Contact (Syed) to the Account (Bike =
Universe).</DIV>
<DIV><FONT face=3DArial size=3D2></FONT><FONT face=3DArial =
size=3D2></FONT><BR>--=20
<BR>John O'Donnell<BR>Microsoft CRM MVP<BR><A=20
=
href=3D"http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLandin=
g.aspx">http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLandin=
g.aspx</A></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Dave" <<A=20
=
href=3D"mailto:davefrick@newsgroup.nospam">davefrick@newsgroup.nospam</A>=
>=20
wrote in message <A=20
=
href=3D"news:OozaUqoeEHA.3916@TK2MSFTNGP11.phx.gbl">news:OozaUqoeEHA.3916=
@TK2MSFTNGP11.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>Ilana:</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>I spoke without testing but I =
got my=20
example out of the Installation and Configuration Study Guide =
for v1.2=20
(page 425).</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>If I get a chance I will try to =
test this=20
tomorrow.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Dave</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: =
5px; BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Ilana Smith" <<A=20
=
href=3D"mailto:IlanaSmith@online.microsoft.com">IlanaSmith@online.microso=
ft.com</A>>=20
wrote in message <A=20
=
href=3D"news:ubc0amneEHA.3148@TK2MSFTNGP10.phx.gbl">news:ubc0amneEHA.3148=
@TK2MSFTNGP10.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>I think it might be the other =
way=20
around.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>To attach a note to a case, =
you'd need=20
"AppendTo" on cases, "Append" on notes. (Or, as I always =
think=20
of it, AppendTo on the wall, Append on the =
Post-It.)</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT><FONT face=3DArial=20
size=3D2></FONT><FONT face=3DArial size=3D2></FONT><FONT =
face=3DArial=20
size=3D2></FONT><FONT face=3DArial size=3D2></FONT><FONT =
face=3DArial=20
size=3D2></FONT><BR>-- <BR>This posting is provided "AS IS" =
with no=20
warranties, and confers no rights.</DIV>
<BLOCKQUOTE=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: =
5px; BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Dave" <<A=20
=
href=3D"mailto:davefrick@newsgroup.nospam">davefrick@newsgroup.nospam</A>=
>=20
wrote in message <A=20
=
href=3D"news:O%23WukFmeEHA.1604@TK2MSFTNGP11.phx.gbl">news:O%23WukFmeEHA.=
1604@TK2MSFTNGP11.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>Sylvie:</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append =96 you can append =
other records=20
to this record type</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append To =96 this record =
type can be=20
appended to another record type</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Example: You need to attach =
a Note to a=20
Case. You need to have the "Append" privilege on Case and =
the=20
"Append To" privilege on Note</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Dave</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>"Sylvie" <</FONT><A=20
href=3D"mailto:sylvie.mondoux@proximi-t.com"><FONT =
face=3DArial=20
size=3D2>sylvie.mondoux@proximi-t.com</FONT></A><FONT =
face=3DArial=20
size=3D2>> wrote in message </FONT><A=20
href=3D"news:028e01c47a5d$a3271050$a601280a@phx.gbl"><FONT =
face=3DArial=20
=
size=3D2>news:028e01c47a5d$a3271050$a601280a@phx.gbl</FONT></A><FONT=20
face=3DArial size=3D2>...</FONT></DIV><FONT face=3DArial =
size=3D2>>=20
Hi,<BR>> <BR>> I try to understand what is "Append" =
and=20
"Append to" in <BR>> Roles Security.<BR>> <BR>>=20
Thanks,<BR>> <BR>> Sylvie</FONT>=20
=
</BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BLOCKQ=
UOTE></BODY></HTML>
------=_NextPart_000_0221_01C47AEC.ABEB4690--
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Ilana
|
8/5/2004 8:03:58 PM
|
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This is why I hate these priviledges.
Matt Parks
MVP - Microsoft CRM
----------------------------------------
----------------------------------------
On Thu, 5 Aug 2004 08:45:07 -0700, "Dave" <davefrick@newsgroup.nospam> wrote:
Are we sure we've got this right?
The definitions provided seem to run counter to the documentation.
Here is what the SDK (CRM Object Model | CoreSystems Management | Actions on
Objects) says:
Append - Objects can be added to the object in question. For example, a note can
be added to an opportunity if the caller has Append rights on the opportunity.
Append To - Append To is the opposite behavior from Append. In this case, the
object in question can be appended to another object. For example, a note can be
attached to an opportunity if the caller has Append To rights on the note.
(Append To can also be thought of as "Attach").
To use Ilana's anaology: we would need Append on the wall and Attach (AppendTo)
on the Post-It.
I guess the only way to know for sure is to test. I will try to do so later
today and let you know what I find out.
"John O'Donnell" <csharpconsulting@nospam-hotmail.com-nospam> wrote in message
news:e7ARDHqeEHA.2804@TK2MSFTNGP11.phx.gbl...
here is the definative word on APPEND and APPENDTO
What exactly do the Append and Append To privileges provide to the user above
the Write privilege?
Resolution
Below is an example and some definitions that will provide information on
these privileges.
Joe User needs to accomplish two things:
1. Joe needs to change the Mobile Phone Number for one contact, Syed Abbas.
2. Syed is the purchasing manager for Bike Universe. Joe also needs to
associate Syed's contact record with the Bike Universe Account.
Write privileges should be granted to users that need the ability to add or
change information to the record. Changing a Contact's (Syed's) Mobile Phone
Number or City are examples of how Write privileges are used.
Append Privileges are used when the specific record needs to be associated
with another record. If Joe User has Append Privileges on Contacts, he has the
potential ability to associate or add a Contact Record (Syed) to an Account
record (Bike Universe), for example.
Append To Privileges are used when the user needs to be able to append other
records to a specific record. Joe User also needs the Append To privilege on
Accounts in order to associate or add the Contact (Syed) to the Account (Bike
Universe).
--
John O'Donnell
Microsoft CRM MVP
http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx
"Dave" <davefrick@newsgroup.nospam> wrote in message
news:OozaUqoeEHA.3916@TK2MSFTNGP11.phx.gbl...
Ilana:
I spoke without testing but I got my example out of the Installation and
Configuration Study Guide for v1.2 (page 425).
If I get a chance I will try to test this tomorrow.
Dave
"Ilana Smith" <IlanaSmith@online.microsoft.com> wrote in message
news:ubc0amneEHA.3148@TK2MSFTNGP10.phx.gbl...
I think it might be the other way around.
To attach a note to a case, you'd need "AppendTo" on cases, "Append" on
notes. (Or, as I always think of it, AppendTo on the wall, Append on the
Post-It.)
--
This posting is provided "AS IS" with no warranties, and confers no
rights.
"Dave" <davefrick@newsgroup.nospam> wrote in message
news:O%23WukFmeEHA.1604@TK2MSFTNGP11.phx.gbl...
Sylvie:
Append - you can append other records to this record type
Append To - this record type can be appended to another record type
Example: You need to attach a Note to a Case. You need to have the
"Append" privilege on Case and the "Append To" privilege on Note
Dave
"Sylvie" <sylvie.mondoux@proximi-t.com> wrote in message
news:028e01c47a5d$a3271050$a601280a@phx.gbl...
> Hi,
>
> I try to understand what is "Append" and "Append to" in
> Roles Security.
>
> Thanks,
>
> Sylvie
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0
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Reply
|
Matt
|
8/5/2004 9:39:59 PM
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This is a multi-part message in MIME format.
------=_NextPart_000_00CB_01C47B09.4B962630
Content-Type: text/plain;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
You know, I think there was a test question on this in the Installation =
and Configuration exam. =20
It's been a while but I distinctly remember seeing something on =
Append/AppendTo. =20
It might be worth a look.
Dave
"Ilana Smith" <IlanaSmith@online.microsoft.com> wrote in message =
news:uoQzZdyeEHA.1424@tk2msftngp13.phx.gbl...
I'll get the documentation fixed. Thanks, Dave.
--=20
This posting is provided "AS IS" with no warranties, and confers no =
rights.
"Dave" <davefrick@newsgroup.nospam> wrote in message =
news:uOt1e4xeEHA.3476@tk2msftngp13.phx.gbl...
I tested the Append/AppendTo privileges and this is what I found.
I created a blank new role and gave read permissions to all of the =
sales objects. On the core objects I gave Read and AppendTo to =
Account. I gave Read, Create, and Append to Note. I assigned a new user =
to this role, logged in as the user and sucessfully added a note to the =
account.
I then changed the role to remove AppendTo and add Append to Account =
and remove Append and add AppendTo to note. Then when I opended an =
Account and selected the Note tab, the link for New Note was missing.
So Ilana's anology (AppendTo on the wall, Append on the Post-It) is =
correct and the documentation (Study Guide and SDK) is wrong.
I should note that the changes I made to the role took effect =
immediately. IOW, I did not have to close and reopen the browser for the =
new privilege set to be applied.=20
"Dave" <davefrick@newsgroup.nospam> wrote in message =
news:ulTowMweEHA.3148@TK2MSFTNGP10.phx.gbl...
Are we sure we've got this right?
The definitions provided seem to run counter to the documentation.
Here is what the SDK (CRM Object Model | CoreSystems Management | =
Actions on Objects) says:
Append - Objects can be added to the object in question. For =
example, a note can be added to an opportunity if the caller has Append =
rights on the opportunity.=20
Append To - Append To is the opposite behavior from Append. In =
this case, the object in question can be appended to another object. For =
example, a note can be attached to an opportunity if the caller has =
Append To rights on the note. (Append To can also be thought of as =
"Attach").=20
To use Ilana's anaology: we would need Append on the wall and =
Attach (AppendTo) on the Post-It.
I guess the only way to know for sure is to test. I will try to =
do so later today and let you know what I find out.
"John O'Donnell" <csharpconsulting@nospam-hotmail.com-nospam> =
wrote in message news:e7ARDHqeEHA.2804@TK2MSFTNGP11.phx.gbl...
here is the definative word on APPEND and APPENDTO
What exactly do the Append and Append To privileges provide to =
the user above the Write privilege?=20
Resolution=20
Below is an example and some definitions that will provide =
information on these privileges.=20
Joe User needs to accomplish two things:=20
1. Joe needs to change the Mobile Phone Number for one contact, =
Syed Abbas.=20
2. Syed is the purchasing manager for Bike Universe. Joe also =
needs to associate Syed's contact record with the Bike Universe Account. =
Write privileges should be granted to users that need the =
ability to add or change information to the record. Changing a Contact's =
(Syed's) Mobile Phone Number or City are examples of how Write =
privileges are used.=20
Append Privileges are used when the specific record needs to be =
associated with another record. If Joe User has Append Privileges on =
Contacts, he has the potential ability to associate or add a Contact =
Record (Syed) to an Account record (Bike Universe), for example.=20
Append To Privileges are used when the user needs to be able to =
append other records to a specific record. Joe User also needs the =
Append To privilege on Accounts in order to associate or add the Contact =
(Syed) to the Account (Bike Universe).
--=20
John O'Donnell
Microsoft CRM MVP
=
http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx
"Dave" <davefrick@newsgroup.nospam> wrote in message =
news:OozaUqoeEHA.3916@TK2MSFTNGP11.phx.gbl...
Ilana:
I spoke without testing but I got my example out of the =
Installation and Configuration Study Guide for v1.2 (page 425).
If I get a chance I will try to test this tomorrow.
Dave
"Ilana Smith" <IlanaSmith@online.microsoft.com> wrote in =
message news:ubc0amneEHA.3148@TK2MSFTNGP10.phx.gbl...
I think it might be the other way around.
To attach a note to a case, you'd need "AppendTo" on cases, =
"Append" on notes. (Or, as I always think of it, AppendTo on the wall, =
Append on the Post-It.)
--=20
This posting is provided "AS IS" with no warranties, and =
confers no rights.
"Dave" <davefrick@newsgroup.nospam> wrote in message =
news:O%23WukFmeEHA.1604@TK2MSFTNGP11.phx.gbl...
Sylvie:
Append - you can append other records to this record type
Append To - this record type can be appended to another =
record type
Example: You need to attach a Note to a Case. You need to =
have the "Append" privilege on Case and the "Append To" privilege on =
Note
Dave
"Sylvie" <sylvie.mondoux@proximi-t.com> wrote in message =
news:028e01c47a5d$a3271050$a601280a@phx.gbl...
> Hi,
>=20
> I try to understand what is "Append" and "Append to" in=20
> Roles Security.
>=20
> Thanks,
>=20
> Sylvie
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charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<HTML><HEAD>
<META http-equiv=3DContent-Type content=3D"text/html; =
charset=3Diso-8859-1">
<META content=3D"MSHTML 6.00.2800.1400" name=3DGENERATOR>
<STYLE></STYLE>
</HEAD>
<BODY bgColor=3D#ffffff>
<DIV><FONT face=3DArial size=3D2>You know, I think there was a test =
question on=20
this in the Installation and Configuration exam. =
</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>It's been a while but I distinctly =
remember seeing=20
something on Append/AppendTo. </FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>It might be worth a look.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Dave</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Ilana Smith" <<A=20
=
href=3D"mailto:IlanaSmith@online.microsoft.com">IlanaSmith@online.microso=
ft.com</A>>=20
wrote in message <A=20
=
href=3D"news:uoQzZdyeEHA.1424@tk2msftngp13.phx.gbl">news:uoQzZdyeEHA.1424=
@tk2msftngp13.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>I'll get the documentation =
fixed. Thanks,=20
Dave.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV>-- <BR>This posting is provided "AS IS" with no warranties, and =
confers=20
no rights.</DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Dave" <<A=20
=
href=3D"mailto:davefrick@newsgroup.nospam">davefrick@newsgroup.nospam</A>=
>=20
wrote in message <A=20
=
href=3D"news:uOt1e4xeEHA.3476@tk2msftngp13.phx.gbl">news:uOt1e4xeEHA.3476=
@tk2msftngp13.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>I tested the Append/AppendTo =
privileges and=20
this is what I found.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>I created a blank new role and gave =
read=20
permissions to all of the sales objects. On the core objects I =
gave=20
Read and AppendTo to Account. I gave Read, Create, and =
Append to=20
Note. I assigned a new user to this role, logged in as the user and=20
sucessfully added a note to the account.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>I then changed the role to remove =
AppendTo and=20
add Append to Account and remove Append and add AppendTo to =
note. Then=20
when I opended an Account and selected the Note tab, the=20
link for New Note was missing.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>So Ilana's anology (AppendTo on the =
wall,=20
Append on the Post-It) is correct and the documentation (Study Guide =
and=20
SDK) is wrong.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>I should note that the changes I =
made to=20
the role took effect immediately. IOW, I did not have to close and =
reopen=20
the browser for the new privilege set to be applied. </FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Dave" <<A=20
=
href=3D"mailto:davefrick@newsgroup.nospam">davefrick@newsgroup.nospam</A>=
>=20
wrote in message <A=20
=
href=3D"news:ulTowMweEHA.3148@TK2MSFTNGP10.phx.gbl">news:ulTowMweEHA.3148=
@TK2MSFTNGP10.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>Are we sure we've got this=20
right?</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>The definitions =
provided seem to run=20
counter to the documentation.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Here is what the SDK (CRM Object =
Model |=20
CoreSystems Management | Actions on =
Objects) says:</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append - Objects can be added to =
the object=20
in question. For example, a note can be added to an opportunity if =
the=20
caller has Append rights on the opportunity. </FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append To - Append To is the =
opposite=20
behavior from Append. In this case, the object in question can be =
appended=20
to another object. For example, a note can be attached to an =
opportunity=20
if the caller has Append To rights on the note. (Append To can =
also be=20
thought of as "Attach"). <BR></FONT></DIV>
<DIV><FONT face=3DArial size=3D2>To use Ilana's anaology: we =
would need=20
Append on the wall and Attach (AppendTo) on the =
Post-It.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>I guess the only way to know for =
sure is to=20
test. I will try to do so later today and let you know what =
I find=20
out.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>
<DIV><FONT face=3DArial size=3D2></FONT><FONT face=3DArial=20
size=3D2></FONT><BR></DIV></FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"John O'Donnell" <<A=20
=
href=3D"mailto:csharpconsulting@nospam-hotmail.com-nospam">csharpconsulti=
ng@nospam-hotmail.com-nospam</A>>=20
wrote in message <A=20
=
href=3D"news:e7ARDHqeEHA.2804@TK2MSFTNGP11.phx.gbl">news:e7ARDHqeEHA.2804=
@TK2MSFTNGP11.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>here is the definative word on =
APPEND and=20
APPENDTO</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV>What exactly do the Append and Append To privileges provide =
to the=20
user above the Write privilege? <BR><STRONG><BR>Resolution=20
<BR></STRONG><BR>Below is an example and some definitions that =
will=20
provide information on these privileges. <BR><BR>Joe User needs =
to=20
accomplish two things: <BR><BR>1. Joe needs to change the Mobile =
Phone=20
Number for one contact, Syed Abbas. <BR><BR>2. Syed is the =
purchasing=20
manager for Bike Universe. Joe also needs to associate Syed's =
contact=20
record with the Bike Universe Account. <BR><BR>Write privileges =
should=20
be granted to users that need the ability to add or change =
information=20
to the record. Changing a Contact's (Syed's) Mobile Phone Number =
or City=20
are examples of how Write privileges are used. <BR><BR>Append =
Privileges=20
are used when the specific record needs to be associated with =
another=20
record. If Joe User has Append Privileges on Contacts, he has =
the=20
potential ability to associate or add a Contact Record (Syed) to =
an=20
Account record (Bike Universe), for example. <BR><BR>Append To=20
Privileges are used when the user needs to be able to append =
other=20
records to a specific record. Joe User also needs the Append To=20
privilege on Accounts in order to associate or add the Contact =
(Syed) to=20
the Account (Bike Universe).</DIV>
<DIV><FONT face=3DArial size=3D2></FONT><FONT face=3DArial=20
size=3D2></FONT><BR>-- <BR>John O'Donnell<BR>Microsoft CRM =
MVP<BR><A=20
=
href=3D"http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLandin=
g.aspx">http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLandin=
g.aspx</A></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: =
5px; BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Dave" <<A=20
=
href=3D"mailto:davefrick@newsgroup.nospam">davefrick@newsgroup.nospam</A>=
>=20
wrote in message <A=20
=
href=3D"news:OozaUqoeEHA.3916@TK2MSFTNGP11.phx.gbl">news:OozaUqoeEHA.3916=
@TK2MSFTNGP11.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>Ilana:</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>I spoke without testing but I =
got my=20
example out of the Installation and Configuration Study Guide =
for v1.2=20
(page 425).</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>If I get a chance I will try =
to test this=20
tomorrow.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Dave</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: =
5px; BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Ilana Smith" <<A=20
=
href=3D"mailto:IlanaSmith@online.microsoft.com">IlanaSmith@online.microso=
ft.com</A>>=20
wrote in message <A=20
=
href=3D"news:ubc0amneEHA.3148@TK2MSFTNGP10.phx.gbl">news:ubc0amneEHA.3148=
@TK2MSFTNGP10.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>I think it might be the =
other way=20
around.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>To attach a note to a case, =
you'd need=20
"AppendTo" on cases, "Append" on notes. (Or, as I =
always think=20
of it, AppendTo on the wall, Append on the =
Post-It.)</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT><FONT face=3DArial=20
size=3D2></FONT><FONT face=3DArial size=3D2></FONT><FONT =
face=3DArial=20
size=3D2></FONT><FONT face=3DArial size=3D2></FONT><FONT =
face=3DArial=20
size=3D2></FONT><BR>-- <BR>This posting is provided "AS IS" =
with no=20
warranties, and confers no rights.</DIV>
<BLOCKQUOTE=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: =
5px; BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Dave" <<A=20
=
href=3D"mailto:davefrick@newsgroup.nospam">davefrick@newsgroup.nospam</A>=
>=20
wrote in message <A=20
=
href=3D"news:O%23WukFmeEHA.1604@TK2MSFTNGP11.phx.gbl">news:O%23WukFmeEHA.=
1604@TK2MSFTNGP11.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>Sylvie:</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append =96 you can append =
other records=20
to this record type</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append To =96 this record =
type can be=20
appended to another record type</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Example: You need to =
attach a Note to=20
a Case. You need to have the "Append" privilege on Case =
and the=20
"Append To" privilege on Note</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Dave</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>"Sylvie" <</FONT><A=20
href=3D"mailto:sylvie.mondoux@proximi-t.com"><FONT =
face=3DArial=20
size=3D2>sylvie.mondoux@proximi-t.com</FONT></A><FONT =
face=3DArial=20
size=3D2>> wrote in message </FONT><A=20
href=3D"news:028e01c47a5d$a3271050$a601280a@phx.gbl"><FONT =
face=3DArial=20
=
size=3D2>news:028e01c47a5d$a3271050$a601280a@phx.gbl</FONT></A><FONT=20
face=3DArial size=3D2>...</FONT></DIV><FONT face=3DArial =
size=3D2>>=20
Hi,<BR>> <BR>> I try to understand what is "Append" =
and=20
"Append to" in <BR>> Roles Security.<BR>> <BR>>=20
Thanks,<BR>> <BR>> Sylvie</FONT>=20
=
</BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BLOCKQ=
UOTE></BLOCKQUOTE></BODY></HTML>
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Dave
|
8/5/2004 11:28:51 PM
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This is a multi-part message in MIME format.
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charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
It's my opinion that we should re-name the privs "Wall" and =
"Sticky-note" to kill the confusion, but I've never been able to get =
anyone to go for it. ;)
--=20
This posting is provided "AS IS" with no warranties, and confers no =
rights.
"John O'Donnell" <csharpconsulting@nospam-hotmail.com-nospam> wrote in =
message news:OOndwDqeEHA.2848@TK2MSFTNGP10.phx.gbl...
like the wall analogy Ilana!!!
--=20
John O'Donnell
Microsoft CRM MVP
=
http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx
"Ilana Smith" <IlanaSmith@online.microsoft.com> wrote in message =
news:ubc0amneEHA.3148@TK2MSFTNGP10.phx.gbl...
I think it might be the other way around.
To attach a note to a case, you'd need "AppendTo" on cases, "Append" =
on notes. (Or, as I always think of it, AppendTo on the wall, Append on =
the Post-It.)
--=20
This posting is provided "AS IS" with no warranties, and confers no =
rights.
"Dave" <davefrick@newsgroup.nospam> wrote in message =
news:O%23WukFmeEHA.1604@TK2MSFTNGP11.phx.gbl...
Sylvie:
Append - you can append other records to this record type
Append To - this record type can be appended to another record =
type
Example: You need to attach a Note to a Case. You need to have the =
"Append" privilege on Case and the "Append To" privilege on Note
Dave
"Sylvie" <sylvie.mondoux@proximi-t.com> wrote in message =
news:028e01c47a5d$a3271050$a601280a@phx.gbl...
> Hi,
>=20
> I try to understand what is "Append" and "Append to" in=20
> Roles Security.
>=20
> Thanks,
>=20
> Sylvie
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charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<HTML><HEAD>
<META http-equiv=3DContent-Type content=3D"text/html; =
charset=3Diso-8859-1">
<META content=3D"MSHTML 6.00.2800.1404" name=3DGENERATOR>
<STYLE></STYLE>
</HEAD>
<BODY bgColor=3D#ffffff>
<DIV><FONT face=3DArial size=3D2>It's my opinion that we should re-name =
the privs=20
"Wall" and "Sticky-note" to kill the confusion, but I've never been able =
to get=20
anyone to go for it. ;)</FONT></DIV>
<DIV><BR>-- <BR>This posting is provided "AS IS" with no warranties, and =
confers=20
no rights.</DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"John O'Donnell" <<A=20
=
href=3D"mailto:csharpconsulting@nospam-hotmail.com-nospam">csharpconsulti=
ng@nospam-hotmail.com-nospam</A>>=20
wrote in message <A=20
=
href=3D"news:OOndwDqeEHA.2848@TK2MSFTNGP10.phx.gbl">news:OOndwDqeEHA.2848=
@TK2MSFTNGP10.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>like the wall analogy <FONT=20
face=3D"Times New Roman" size=3D3>Ilana!!!</FONT></FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT><BR>-- <BR>John =
O'Donnell<BR>Microsoft CRM=20
MVP<BR><A=20
=
href=3D"http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLandin=
g.aspx">http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLandin=
g.aspx</A></DIV>
<DIV> </DIV>
<DIV> </DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Ilana Smith" <<A=20
=
href=3D"mailto:IlanaSmith@online.microsoft.com">IlanaSmith@online.microso=
ft.com</A>>=20
wrote in message <A=20
=
href=3D"news:ubc0amneEHA.3148@TK2MSFTNGP10.phx.gbl">news:ubc0amneEHA.3148=
@TK2MSFTNGP10.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>I think it might be the other way=20
around.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>To attach a note to a case, you'd =
need=20
"AppendTo" on cases, "Append" on notes. (Or, as I always think =
of it,=20
AppendTo on the wall, Append on the Post-It.)</FONT></DIV>
<DIV><BR>-- <BR>This posting is provided "AS IS" with no warranties, =
and=20
confers no rights.</DIV>
<BLOCKQUOTE=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Dave" <<A=20
=
href=3D"mailto:davefrick@newsgroup.nospam">davefrick@newsgroup.nospam</A>=
>=20
wrote in message <A=20
=
href=3D"news:O%23WukFmeEHA.1604@TK2MSFTNGP11.phx.gbl">news:O%23WukFmeEHA.=
1604@TK2MSFTNGP11.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>Sylvie:</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append =96 you can append other =
records to this=20
record type</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Append To =96 this record type =
can be appended=20
to another record type</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Example: You need to attach a =
Note to a Case.=20
You need to have the "Append" privilege on Case and the "Append =
To"=20
privilege on Note</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Dave</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>"Sylvie" <</FONT><A=20
href=3D"mailto:sylvie.mondoux@proximi-t.com"><FONT face=3DArial=20
size=3D2>sylvie.mondoux@proximi-t.com</FONT></A><FONT face=3DArial =
size=3D2>>=20
wrote in message </FONT><A=20
href=3D"news:028e01c47a5d$a3271050$a601280a@phx.gbl"><FONT =
face=3DArial=20
=
size=3D2>news:028e01c47a5d$a3271050$a601280a@phx.gbl</FONT></A><FONT=20
face=3DArial size=3D2>...</FONT></DIV><FONT face=3DArial =
size=3D2>> Hi,<BR>>=20
<BR>> I try to understand what is "Append" and "Append to" in =
<BR>>=20
Roles Security.<BR>> <BR>> Thanks,<BR>> <BR>> =
Sylvie</FONT>=20
</BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BODY></HTML>
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Reply
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Ilana
|
8/6/2004 3:10:57 AM
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How about this one:
Account belongs to User1.
User1 shares it to the team that User 1 is a member of and grants all rights.
User 1 and User2 are NOT in the same biz unit but their biz is parented by
the same. East is the parent to biz1 and biz2.
Role : has parent child selected for write, append and append to.
If user1 tries to convert User2's lead to anything...access denied.
What am I missing ?
"Dave" wrote:
> Ilana:
>
> I spoke without testing but I got my example out of the Installation and Configuration Study Guide for v1.2 (page 425).
>
> If I get a chance I will try to test this tomorrow.
>
> Dave
>
> "Ilana Smith" <IlanaSmith@online.microsoft.com> wrote in message news:ubc0amneEHA.3148@TK2MSFTNGP10.phx.gbl...
> I think it might be the other way around.
>
> To attach a note to a case, you'd need "AppendTo" on cases, "Append" on notes. (Or, as I always think of it, AppendTo on the wall, Append on the Post-It.)
>
> --
> This posting is provided "AS IS" with no warranties, and confers no rights.
> "Dave" <davefrick@newsgroup.nospam> wrote in message news:O%23WukFmeEHA.1604@TK2MSFTNGP11.phx.gbl...
> Sylvie:
>
> Append - you can append other records to this record type
>
> Append To - this record type can be appended to another record type
>
> Example: You need to attach a Note to a Case. You need to have the "Append" privilege on Case and the "Append To" privilege on Note
>
> Dave
>
>
> "Sylvie" <sylvie.mondoux@proximi-t.com> wrote in message news:028e01c47a5d$a3271050$a601280a@phx.gbl...
> > Hi,
> >
> > I try to understand what is "Append" and "Append to" in
> > Roles Security.
> >
> > Thanks,
> >
> > Sylvie
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0
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Reply
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Utf
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8/9/2004 9:37:03 PM
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13 Replies
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