Users can't save advanced finds (views) in CRM Dynamics 4 - dynamics-crm-4

We've recently created a new deployment in our CRM Dynamics 4 environment.
In this new deployment users in roles other than System Admin can't save their own views. They can open Advanced Find and create a query, run it, and see the correct results. However, the 'save' and 'save as' buttons are greyed out.
The first deployment has no issues, and the permissions are almost identical.
According to MS docs, all users should be able to save their own personal views. There is nothing in the docs about permissions on views. Changing the 'Customization' -> View entry in the Security Role doesn't seem to make a difference.
Thanks,
Alex

I found the "Saved View" class under Core Records.

Related

Logout functionality on SSRS WebPortal

I am able to setup and run the SSRS 2016 environment for reporting purposes
https://learn.microsoft.com/en-us/sql/reporting-services/web-portal-ssrs-native-mode
When i try to access the portal [ similar to the one explained in above link] i can see all my reports and all is working .
ON top right corner of the web portal it shows the user details who currently accessed the portal and its by default the windows user who logged in to the windows. But in a specific scenario i have multiple windows users and i have to to access this report as a different windows user.
For this now i am doing the steps
close the browser
clear cache
open browser and reload report url [localhost/report/browse]
it will ask to input user name and password and i am able to logged in as different user
But is it possible to implement a logout kind of feature similar to webapps so we can redirects to Login page again in SSRS 2016 Web Portal . Is it possible ? Since i cant see anything in the documentation related to this. Can someone helps to get an idea about the implementation
I have this issue a lot while trying to setup sensible hierarchical SSRS security based on AD Groups and SSRS Server Roles and SSRS Folder Security Roles. After my browser caches creds from my NTLM challenge response, I can open an Incognito browser and login with different creds.

Missing configuration for Application File(s)

I'm new to ServiceNow and have been following the Learning Path on the Developers site. I created a Jakarta Instance and have been making my way through the tutorials. However, I have been consistently running into problems where I am missing configuration options when creating application files. I can't properly set up UI Policies, Events, Notifications, etc. because I'm missing specific options like being able to write scripts and more. I have switched to the "Advanced View" in the "Related Links" but to no avail. The account is an Administrator account and has not been modified at all since the creation of the Instance. Is there something I am missing? Other developers following this track with me currently do not have the same problems so I'm wondering if its account specific or something with configurations. I've attached my Notification file; even in Advanced View, it is missing "Send When" and "Advanced Condition" script.
An example of options not loading: Notification Application File Example
Double check that you are under the Advanced view for these sections.
These should be there for you, Send when and Advanced condition are under the When to send tab within the Advanced view.
If you don't see these under the Advanced view, you should be able to manually add the fields using the Form Designer.
Take a look at the documentation at Form design.
In short
Go to your instance and go to Settings Gear > Developer and change Application to Global
Right click the header and go to Configure > Form Design.
Verify you've selected the Advanced view
Drag the missing fields to the form.
Click Save
Change the Application back to the one you are working with

SQL Server 2008 R2:

I need to show some reports to my manager in 3 days time, but am not able to.
Every time I try to deploy reports in SSRS, I am unable to, as I am getting the following error:
the permission granted to the user /report is not sufficient for performing this operation
I have found several solutions online, however the steps mentioned are not helping me.
Please find the screen shot below, from after trying to resolve with many approaches.
This can only be fixed with permission sets. Your user probably doesn't have the publish permission. Once you get the publish permission you can create and put reports on the website.
Steps:
First:
You need to navigate to the Reporting Server and click on the arrow to the right
of the folder you need access to when you hover your mouse over it.
Second:
Click on security
Third:
At the top click on new role assignment
Fourth:
Enter you user name or group in the box labeled "Group or user name:" be sure to
include your domain with it as well
Fifth:
Check Publisher, Browser, Reader, and Report Builder
Sixth:
Click Ok
After this you should be set to make and publish reports.

SSRS 2008: User Does Not Have Required Permissions

I have already researched the following existing SO questions and the links that they reference:
User '' does not have required permissions, SSRS 2008 on Windows 8
Reporting Services permissions on SQL Server R2 SSRS
SQL Server Reporting Service - Service Manager Error - User Does not have required permission
I've taken the steps already outlined by these suggested solutions, but even after all that and also logging out and back in, nothing has changed. In fact my user name was already listed as a System Administrator before I started any of this.
One of the solutions (http://thecodeattic.wordpress.com/category/ssrs/) also mentions a "Folder Settings" area where you can specify roles for a user - "Content Manager," "Publisher," "Browser," "Report Builder," and "My Reports" - but I don't see a way to navigate to this section anywhere.
Any ideas? Thanks!
SSRS has 2 security/role sections available in the web GUI: Folder Settings and Site Settings. The navigation path to get to each is kind of weird.
For Folder Settings, login to the report server (/Reports by default). In SSRS 2012, there's a button in the top toolbar called 'Folder Settings'. I believe the link is the same in 2008, but it's been a while since we migrated.
Adding user permissions here allows the named users to run reports. Here you should add your own user account, plus the account used to run reports. In my case (web app), this is my IIS Application Pool identity (IIS AppPool\DefaultAppPool).
Site Settings controls who can login to the Report server and access more report metadata. You'll see the 2 roles are System Administrator and System User, so these are all really trusted users. Beyond giving yourself admin, you'll only need to grant permissions to user accounts that do "adminy things", like deploying reports. In my case I've got a local user account that my web application impersonates in order to deploy or delete reports. Users (ReportViewer) don't need this access.
I suspect all you're missing is the Folder Settings (e.g. "permission to run reports") settings, which are accessible from the first page when you login to the report server.
If you don't see that link, try the direct URL:
http://MYREPORTSERVER.COM/Reports/Pages/Folder.aspx?ItemPath=%2f&SelectedTabId=PropertiesTab
(Tested on 2012 only)
It is important to run your browser (IE) "As Administrator".
Another important bit is to go to http://localhost/reports, not http://SERVERNAME/reports !
Than click that "Folder Settings" link. Than follow instructions in that postings above.
I ran into the same pickle myself with the SSRS 2014 user access settings.
In my situation I have a folder for each of the company's departments - which are a lot!!
After some digging (well, digging and actually giving/revoking myself the user rights) I realised that:
1) I have to add each user in the root HOME Folder Settings (just with "browser" role)
2) Doing this will grant that user access to every report in every folder!! What the hell's with that, MicroSoft?!?
3) I have to edit each of the folders for which that user SHOULDN'T have permissions and remove each of these users manually so that, that particular user(s) will eventually have rights just for the one folder(aka dept) they belong to.
Has someone found a better/faster way of achieving this w/o all the extra, huge, painfull, frustrating manual work of removing an user from all the other folders, except the only one that user should only have access in?
If I add an user just to that folder - w/o adding it in the the HOME folder security - then that user will get the same error message as in the OP's description.
And I think I remember, back in the days of SSRS 2005, a SSRS ReportManager admin user was able to edit/modify this so called profiles. I couldn't find that anywhere in SSRS 2014 Report Manager
One trick is to run internet explorer 11 in administrator mode.
Then you can add your windows user.
Also, accessing the URLs in an InPrivate IE tab will raise the permission error.
This worked for me to add my domain account to the local instance:
Create a local admin user within Computer Management
Download and Launch Edge-Chrome as an administrator (https://www.microsoftedgeinsider.com/en-us/)
Ensure you're browsing as a guest by clicking the profile pic to the right of the address bar
Launch the reports site e.g. http://yourpc/reports
Click on the cog in the top right of the web page, select "site settings"
Click "Security" on the left menu and add the user account to Administrator
Reboot for luck
This may work in another browser, but haven't tried it.
EDIT: You'll need to add the domain user to the default folders too.

SSRS Authentication Issues on a fresh install

Once again the SSRS security wall has hit me.
I did a fresh SSRS 2008R2 install.
I created a separate account (ssrs) on my box to access SSRS-related services.
Upon navigating to localhost/reportserver, I was confronted with a windows authentication popup. I entered the ssrs username and pw and after some time was presented with the following error message:
The permissions granted to user 'mybox\ssrs' are insufficient for performing this operation. (rsAccessDenied)
Navigating to localhost/reports/pages/folder.aspx renders the same SQL Server Reporting Services error.
I've setup reportserver.config as follows:
<Authentication>
<AuthenticationTypes>
<RSWindowsBasic>
<LogonMethod>3</LogonMethod>
<Realm></Realm>
<DefaultDomain></DefaultDomain>
</RSWindowsBasic>
</AuthenticationTypes>
<EnableAuthPersistence>true</EnableAuthPersistence>
</Authentication>
Ultimately, what I would like to do, is access the reports through my C# code, which I'm assuming I will use the authenticated user that I've setup on the box.
One post indicates to add the name or group to the ssrs group, which once done, doesn't work with SQLServerReportServerUser$MyBox$MSRS10_50.SQLSERVER2008R2.
Keep in mind, I am not yet able to even view any of the report services menus, as some people have had issues with. I'm at step 1, just trying to see the services.
I've even tried logging in with my admin account on this box - no go - still a permissions issue.
Some step-by-step guidance on this would be helpful.
Thank you.
After several different combinations of trying, the solution has presented itself.
To recap - this is auth issue was right when trying to access localhost/reports and localhost/reportserver - couldn't even get to the Reporting Services homepage.
I had tried setting Full Control permissions for my ssrs user and Everyone on C:\Program Files\Microsoft SQL Server\MSRS10_50.SQLSERVER2008R2\Reporting Services (and all subdirectories) which did NOT work.
Ultimately, I started IE in Administrator mode (right-click on IE, select Run as Administrator), and was able to navigate to localhost/reports which goes to http://localhost/Reports/Pages/Folder.aspx.
Select Folder Settings / New Role Assignment. The New Role Assignment page will allow you to setup specific users you have setup on the box.
In my case, for now and just testing, I just have one user to access all SSRS-related items.
Incidentally, I am accessing /reports through a different browser, so the fact that I'm in IE as Admin, doesn't affect the other separate vendor instance.