Exporting Custom Security Roles CRM 4.0

Is there any way of exporting custom security roles in CRM 4.0? It
appears only the OOB Security Roles are 'exportable'. It only makes
sense that customized ones could be exported.
0
kraigr3 (6)
3/31/2008 7:35:45 PM
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I don't have any problems exporting custom security roles. Aren't they 
listed in the export customizations list?

-- 
Michael H�hne, Microsoft Dynamics CRM MVP

CRM Blog: http://www.stunnware.com/?area=blog

----------------------------------------------------------

"Kraig" <kraigr3@gmail.com> schrieb im Newsbeitrag 
news:9737235c-b921-4d9b-902b-6f5056525fd7@c65g2000hsa.googlegroups.com...
> Is there any way of exporting custom security roles in CRM 4.0? It
> appears only the OOB Security Roles are 'exportable'. It only makes
> sense that customized ones could be exported. 


0
3/31/2008 9:41:02 PM
On Mar 31, 4:41=A0pm, "Michael H=F6hne" <michael.hoe...@nospam.nospam>
wrote:
> I don't have any problems exporting custom security roles. Aren't they
> listed in the export customizations list?
>
> --
> Michael H=F6hne, Microsoft Dynamics CRM MVP
>
> CRM Blog:http://www.stunnware.com/?area=3Dblog
>
> ----------------------------------------------------------
>
> "Kraig" <krai...@gmail.com> schrieb im Newsbeitragnews:9737235c-b921-4d9b-=
902b-6f5056525fd7@c65g2000hsa.googlegroups.com...
>
>
>
> > Is there any way of exporting custom security roles in CRM 4.0? It
> > appears only the OOB Security Roles are 'exportable'. It only makes
> > sense that customized ones could be exported.- Hide quoted text -
>
> - Show quoted text -


No. The only security roles that show up are the 2 OOB ones that I
didn't delete. It doesn't make any sense. Thanks.
0
kraigr3 (6)
4/1/2008 1:27:36 AM
Hi Kriag-

OOB you can only export roles that exist on the root Business Unit.  The are 
several reasons for this, but the main one is that the org that you are 
importing the roles into may not have the same BU structure, so CRM would not 
know which BU's to include the roles on for sure.

However, you should be able to use the CRM 3.0 role export tool to export 
your custom roles that are not part of the root BU
http://code.msdn.microsoft.com/CRM3RoleUtility/Release/ProjectReleases.aspx?ReleaseId=677

Thanks!
Shawn Dieken

"Kraig" wrote:

> On Mar 31, 4:41 pm, "Michael Höhne" <michael.hoe...@nospam.nospam>
> wrote:
> > I don't have any problems exporting custom security roles. Aren't they
> > listed in the export customizations list?
> >
> > --
> > Michael Höhne, Microsoft Dynamics CRM MVP
> >
> > CRM Blog:http://www.stunnware.com/?area=blog
> >
> > ----------------------------------------------------------
> >
> > "Kraig" <krai...@gmail.com> schrieb im Newsbeitragnews:9737235c-b921-4d9b-902b-6f5056525fd7@c65g2000hsa.googlegroups.com...
> >
> >
> >
> > > Is there any way of exporting custom security roles in CRM 4.0? It
> > > appears only the OOB Security Roles are 'exportable'. It only makes
> > > sense that customized ones could be exported.- Hide quoted text -
> >
> > - Show quoted text -
> 
> 
> No. The only security roles that show up are the 2 OOB ones that I
> didn't delete. It doesn't make any sense. Thanks.
> 
0
4/1/2008 5:27:02 AM
in what business unit did u created the custom roles?

"Kraig" <kraigr3@gmail.com> wrote in message
news:4daa1f6a-90ab-4e9f-afa2-fcb9f781fab4@59g2000hsb.googlegroups.com...
On Mar 31, 4:41 pm, "Michael H�hne" <michael.hoe...@nospam.nospam>
wrote:
> I don't have any problems exporting custom security roles. Aren't they
> listed in the export customizations list?
>
> --
> Michael H�hne, Microsoft Dynamics CRM MVP
>
> CRM Blog:http://www.stunnware.com/?area=blog
>
> ----------------------------------------------------------
>
> "Kraig" <krai...@gmail.com> schrieb im
> Newsbeitragnews:9737235c-b921-4d9b-902b-6f5056525fd7@c65g2000hsa.googlegroups.com...
>
>
>
> > Is there any way of exporting custom security roles in CRM 4.0? It
> > appears only the OOB Security Roles are 'exportable'. It only makes
> > sense that customized ones could be exported.- Hide quoted text -
>
> - Show quoted text -


No. The only security roles that show up are the 2 OOB ones that I
didn't delete. It doesn't make any sense. Thanks.

0
fallar (47)
4/1/2008 6:17:12 AM
in what business unit did u created the custom roles?

"Kraig" <kraigr3@gmail.com> wrote in message
news:4daa1f6a-90ab-4e9f-afa2-fcb9f781fab4@59g2000hsb.googlegroups.com...
On Mar 31, 4:41 pm, "Michael H�hne" <michael.hoe...@nospam.nospam>
wrote:
> I don't have any problems exporting custom security roles. Aren't they
> listed in the export customizations list?
>
> --
> Michael H�hne, Microsoft Dynamics CRM MVP
>
> CRM Blog:http://www.stunnware.com/?area=blog
>
> ----------------------------------------------------------
>
> "Kraig" <krai...@gmail.com> schrieb im
> Newsbeitragnews:9737235c-b921-4d9b-902b-6f5056525fd7@c65g2000hsa.googlegroups.com...
>
>
>
> > Is there any way of exporting custom security roles in CRM 4.0? It
> > appears only the OOB Security Roles are 'exportable'. It only makes
> > sense that customized ones could be exported.- Hide quoted text -
>
> - Show quoted text -


No. The only security roles that show up are the 2 OOB ones that I
didn't delete. It doesn't make any sense. Thanks.

0
fallar (47)
4/1/2008 6:17:22 AM
On Apr 1, 1:17=A0am, "Benjamin Fallar III" <fal...@pldtdsl.net> wrote:
> in what business unit did u created the custom roles?
>
> "Kraig" <krai...@gmail.com> wrote in message
>
> news:4daa1f6a-90ab-4e9f-afa2-fcb9f781fab4@59g2000hsb.googlegroups.com...
> On Mar 31, 4:41 pm, "Michael H=F6hne" <michael.hoe...@nospam.nospam>
> wrote:
>
>
>
>
>
> > I don't have any problems exporting custom security roles. Aren't they
> > listed in the export customizations list?
>
> > --
> > Michael H=F6hne, Microsoft Dynamics CRM MVP
>
> > CRM Blog:http://www.stunnware.com/?area=3Dblog
>
> > ----------------------------------------------------------
>
> > "Kraig" <krai...@gmail.com> schrieb im
> > Newsbeitragnews:9737235c-b921-4d9b-902b-6f5056525fd7@c65g2000hsa.googleg=
roups.com...
>
> > > Is there any way of exporting custom security roles in CRM 4.0? It
> > > appears only the OOB Security Roles are 'exportable'. It only makes
> > > sense that customized ones could be exported.- Hide quoted text -
>
> > - Show quoted text -
>
> No. The only security roles that show up are the 2 OOB ones that I
> didn't delete. It doesn't make any sense. Thanks.- Hide quoted text -
>
> - Show quoted text -

We have one org and 2 business units, and yes all of them are in one
of the business units. I created a role at the org level, and it shows
up to export, phew. I'm not sure why we put them all in a business
unit. I think we had a reason. This is our first experience with CRM.
Thanks all.
0
kraigr3 (6)
4/1/2008 2:31:23 PM
On Apr 1, 1:17 am, "Benjamin Fallar III" <fal...@pldtdsl.net> wrote:
> in what business unit did u created the customroles?
>
> "Kraig" <krai...@gmail.com> wrote in message
>
> news:4daa1f6a-90ab-4e9f-afa2-fcb9f781fab4@59g2000hsb.googlegroups.com...
> On Mar 31, 4:41 pm, "Michael H=F6hne" <michael.hoe...@nospam.nospam>
> wrote:
>
>
>
> > I don't have any problems exporting customsecurityroles. Aren't they
> > listed in the export customizations list?
>
> > --
> > Michael H=F6hne, Microsoft Dynamics CRM MVP
>
> > CRM Blog:http://www.stunnware.com/?area=3Dblog
>
> > ----------------------------------------------------------
>
> > "Kraig" <krai...@gmail.com> schrieb im
> > Newsbeitragnews:9737235c-b921-4d9b-902b-6f5056525fd7@c65g2000hsa.googleg=
roups.com...
>
> > > Is there any way of exporting customsecurityrolesin CRM4.0? It
> > > appears only the OOBSecurityRolesare 'exportable'. It only makes
> > > sense that customized ones could be exported.- Hide quoted text -
>
> > - Show quoted text -
>
> No. The onlysecurityrolesthat show up are the 2 OOB ones that I
> didn't delete. It doesn't make any sense. Thanks.

I was able to export the roles with the 3.0 tool. I'm not sure why our
consultants wanted the roles in the child business units, but the MBS
helped straighten me out on this. Thanks all.
0
kraigr3 (6)
4/24/2008 5:19:30 PM
Reply:

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