Page Comparison

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1. Determine what user you want to create first.
   This may be the Agrisoft account, or the Admin user, or the Customer's primary username.
   
   
2. Determine the UserProfileID from the ERP database:
   SELECT UserProfileID, userid From ERP.dbo.UserProfile where userid like '%admin%' or userid like '%agrisoft%' 
   
   
3. Insert a new record into the Vision database.
   INSERT INTO dbo.VisionUser (IsActive, IsAdmin, CanEditSecurity, ExternalUserKeyID, UserName) VALUES (1, 1, 1, XXXX, 'admin') 
   Replace the blue/green values with the actual values from the ERP query. 
   
   
4. Now, when accessing Vision, you should be able to see all existing Queries/Reports/Dashboards/Financials and then use the Manage Security options to setup other users. 
   
   

5.  Another option is to give ALL users access into Vision... this will be the LEAST restrictive, but is the same way it was before Vision Security was enabled.

   This command will get all users in ERP and create records in the VisionUser table that gives them access to Create Reports/Queries/Dashboards/Financials by default.

   INSERT

   INTO

   VisionUser

   (IsActive,

   UserName,

   ExternalUserKeyID,

   CanCreateQuery,

   CanCreateReport,

   CanCreateDashboard,

   CanCreateFinancialsLineGroup,

   CanCreateFinancialsColumnGroup,

   CanCreateFinancialsReportGroup,

   CanEditDataModels,

   CanEditConnections,

   CanEditCategories,

   CanMigrateFromReporter,

   CanAccessRepository,

   CanPublishToAerosERP,

   CanEditSecurity,

   IsAdmin,

   IsForceResetPassword)
   SELECT

   1,

   UserId,

   UserProfileID,

   1,

   1,

   1,

   1,

   1,

   1,

   0,

   0,

   0,

   0,

   0,

   0,

   0,

   0,

   0

   FROM

   ERP_3_5_Dev.dbo.UserProfile

   WHERE

   UserId

   NOT

   IN

   (SELECT

   UserName

   FROM

   VisionUser)

   AND

   status

   =

   'A'

    

Upgrade Step 3 - Application Install

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