GDPR tool for Microsoft Dynamics AX 2012

The European Union has introduced strict data protection rules last month, for which companies had to become legally compliant to avoid fines. We have a set of patches to apply to get a GDPR tool for Microsoft Dynamics AX 2012, which has been released to assist us:

  • KB4056903 Privacy Policy update
  • KB4074643 DAPIA Security tool
  • KB4057507 SQM Data collection

The part relevant for us is the tool, which allows capturing which interactive users have logged on to AX, who are using a security role that may access sensitive information.

GDPR tool for Microsoft Dynamics AX 2012

User log for roles with sensitive information access

GDPR tool for Microsoft Dynamics AX 2012

Setup of roles with sensitive data access

Unfortunately Microsoft only provides a high-level guideline on what shall be included and provides very little tangible assistance. Due to this I have felt we needed some way to identify what security roles could really be accessing sensitive data, so I came up with an X++ job that does exactly this. You may pass in menu items for forms, reports and also tables that may access details such as Customers, Global Address Book, Vendors, Address and Contact details. The tool is using the Security framework to determine which roles can edit such data, but you may change filter criteria to also include View access.

The XPO could be downloaded from GitHub.

DAXRunBase / 2018-06-29 / AX 2012 / 4 Comments

Investigating Workflow security issues

Many of us might have encountered the below error messages when trying to run a newly created workflow. I would like to provide this neat troubleshooting tip with the below code snippet for investigating workflow security issues.

In most of the cases it is due to the lack of security access for the execution account on a menu item, for which we could add a couple of lines of code to resolve the problem.

Change \AOT\Classes\SysWorfklowDocument\assertAsUser method and for each fork of menu item type you may add the entry point in a security privilege or role, for which you need to provide access for on the user account you have been using. That means for each section of workflowPermission you need to add the appropriate menu item in the error log.

Also you need to add the following pieces to \AOT\Classes\SysWorkflowEventDispatcher\onWorkItemCreate() method:

Using the above changes you will be able to set up the missing security pieces easily by taking a look at the workflow execution history, where the infolog in the tracking history will contain the entry points causing the issues.

External references for the same issue:

DAXRunBase / 2017-05-18 / AX 2012 / 0 Comments