Configuring Permissions For Processing Mobile Documents in Microsoft NAV 2009

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For a mobile document to process from the mobile document service to Microsoft Dynamics 2009, there are several permission settings in Microsoft Dynamics 2009 that you must configure. The permission settings vary depending on whether the mobile document service communicates with Microsoft Dynamics 2009 through an Application Server or a Web Service.

Note: For Microsoft Dynamics Mobile 1.5, the required permissions when using Application Server have changed from Microsoft Dynamics Mobile 1.1 and earlier versions.

Using Application Server

To process a mobile document in Microsoft Dynamics NAV 2009 through an Application Server, you must set up permissions in Microsoft Dynamics NAV 2009 on the following accounts:

  • Windows account of the mobile device user
  • Application pool identity that is used by the Mobile Document Service.
    Note: This was not required for Microsoft Dynamics Mobile 1.1 and earlier.
  • Logon account that is used by the Application Server component.

Microsoft Dymanics Mobile with Application Server

 

 

 

 

The following table includes the set up that is required for each account in Microsoft Dynamics NAV 2009 to process a mobile document.

Microsoft Dynamics NAV 2009 setup Mobile user Windows account Document Service application pool identity Application Server logon account
Windows login yes yes yes
Roles on the Windows login The roles that give permission to process information in the request document. For example, if you have a document type that creates customers, then the user’s Windows Login must be assigned the S&R-CUSTOMER, EDIT role, which is the standard role for users who have permission to create, modify, and delete customers. MOB-SERVER-NAS

MOB-SERVER-NASALL

Role of each document type that Microsoft Dynamics NAV Application Server processes.
Mobile User yes yes no
Assigned to the document type yes no no

Using Web Services

To process a mobile request document in Microsoft Dynamics NAV 2009 using Web services, you must set up permissions in Microsoft Dynamics NAV 2009 for the following accounts:

  • Windows account of the mobile device user
  • Identity of document handler that is used to process mobile request document. This can be the same as the document service’s identity.

Microsoft Dynamics Mobile with NAV Web services

 

 

 

 

The following table includes the set up that is required for each account in Microsoft Dynamics NAV 2009 to process a mobile document.

Microsoft Dynamics NAV 2009 setup Mobile user Windows account Document handler's identity
Windows login yes yes
Roles on the Windows login The roles that give permission to process information in the request document. For example, if you have a document type that creates customers, then the user’s Windows Login must be assigned the S&R-CUSTOMER, EDIT role, which is the standard role for users who have permission to create, modify, and delete customers. none
Mobile User yes yes
Assigned to the document type yes no