InstallationInstall Sana Commerce on NAV EnvironmentConfigure the Additional Roles in NAV (Optional)

Install Sana Commerce on NAV Environment

Open 'Install Sana Commerce on NAV Environment' wizard, choose you NAV version and service to see more information.

Configure the Additional Roles in NAV (Optional)

Sana Commerce provides three additional roles: web application user, e-Commerce Manager and e-Commerce System Administrator. These roles and their object-level permissions can be imported to solution using SC - Import Roles data port.

To import the roles:

Step 1: Open the Microsoft Dynamics NAV Classic client with a 'Super' role user.

Step 2: Navigate to Object Designer.

Step 3: Run dataport 11123302 SC - Import Roles.

Step 4: Select the 'Import' option and in the file dialog navigate to file SC - Roles.txt.

Step 5: Press 'OK' to start import.

After the import process is completed you should manually assign windows or database logins to the imported roles and synchronize logins with the SQL database. Synchronization gives opportunity to create correct permissions on the SQL database level (afterwards the NAV client creates users on the SQL database and automatically assigns them to the generated application roles).

It can be done within the Microsoft Dynamics NAV Classic client:

Step 1: Go to 'Tools -> Security -> Windows Logins'.

Step 2: Select the login you want to synchronize and go to 'Tools -> Security -> Synchronize Single Login'.

Step 3: Or you can just select 'Synchronize All Logins' to synchronize all users in Microsoft Dynamics NAV.

Sana Commerce also provides separate role centers for e-Commerce Manager and e-Commerce System Administrator roles. Role centers are available only in Microsoft Dynamics NAV 2009 RoleTailored Client. The users must be assigned to appropriate user profiles:

Step 1: Open the Role Tailored client with a 'Super' role user.

Step 2: Go to 'Departments' menu item, then click on 'Administration -> Application Setup -> RoleTailored Client -> User Personalization'.

Step 3: Click edit on the user who must have the 'e-Commerce Manager' role.

Step 4: In the 'User Personalization' card set 'Profile ID' to E-COMMERCE MANAGER.

The same actions can be done with the 'e-System Administrator' role.