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Migrate Role Functional Security

Use the information in the Role Security Reports to migrate role functional security manually.

Follow these steps:

  1. For role functional security permissions, on the Functional Security Report for the object, locate a function and the role permission for the function.

    Create and name a local configuration for the object function. Functional security configurations can be one of many functions, for example, allow users to change the asset model. Functional security configurations have a permission of Granted Permission or Denied Permission.

    Note: For information about configuring the user interface, see the Administration Guide.

  2. Save the object configuration.
  3. Click Administration, User/Role Management.
  4. On the left, expand the Role Management area.
  5. Click Role Search.
  6. Search for the role indicated on the Security Report.
  7. Click the role name link in the Search Return area.

    The Basic Information area opens.

  8. On the left, click Role Configuration.

    The Role Configuration area appears.

  9. Click Select New.

    The list of saved configurations appears.

  10. Select the object configuration that you want to assign to the role.
  11. Click OK.

    The object configuration is assigned to the role.