Practice Lab 2.1 - Security roles

Scenario

You are a Power Platform functional consultant and have been assigned to the Fabrikam project for the next stage of the project.

In this practice lab, you will be modifying security roles.

There are three security roles in the solution:

Environmental administrator
Environmental manager
Environmental user

You need to add privileges for the new Project Outcome table.

You need to adjust the Write privileges for the Milestone and Outcome tables on the Environmental user role. Currently, users can edit all records on these tables. Users should only be able to edit the records in their business unit.

You need to remove privileges for importing and exporting of data, deleting account and contacts, and add privileges for connection roles and audit history.

Exercise 1 – Modify the Environmental user security role

Task 1.1 – Evaluate security role

Navigate to the Power Apps Maker portal https://make.powerapps.com.
Make sure you are in the Dev One environment.
Select Solutions.
Open the Fabrikam Environmental solution.
In the Objects pane on the left, select Security roles.
Select the Environmental user role and click Edit.
Select the Core Records tab.
Scroll down and review the privileges the security role has for the Core Records.
Select the Custom Entities tab.
Scroll down and review the privileges the security role has for the tables in the Fabrikam solution. Do not navigate away from this page.

Task 1.2 – Modify Milestone and Outcome privileges

In the Custom Entities tab for the Environmental user role, locate the Milestone table privileges.
Select the Write privilege (third circle from the left) three times to change the access level circle to Business Unit.
Locate the Outcome table privileges.
Select the Write privilege three times to change the access level circle to Business Unit.
Select Save.

Task 1.3 – Add privileges for Project Outcome

In the Custom Entities tab for the Environmental user role, locate the Project Outcome table privileges.
Select the Project Outcome name four times to change all privilege access levels to Organization.
Select the Delete privilege (fourth circle from the left) once to change the access level circle to None Selected.
Select Save.

Task 1.4 – Modify miscellaneous privileges

Select the Core Records tab.
Select the Data Import name four times to change all privilege access levels to None Selected.
Select the Data Map name three times to change all privilege access levels to None Selected.
Select the Import Source File name four times to change all privilege access levels to None Selected.
Locate the Connection table privileges.
Verify that the Append privilege access level is set to Organization.
Verify that the Append To privilege access level is set to Organization.
Locate the Account table privileges.
Select the Delete privilege four times to change the access level circle to None Selected.
Locate the Contact table privileges.
Select the Delete privilege four times to change the access level circle to None Selected.
Scroll down to Miscellaneous Privileges.
Select the View Audit History privilege to change the access level circle to Organization.
Select the Business Management tab.
Scroll down to Privacy Related Privileges.
Select the Export to Excel privilege to change the access level circle to None Selected.
Select the Print privilege to change the access level circle to None Selected.
Scroll down to Miscellaneous Privileges.
Select the Bulk Edit privilege to change the access level circle to None Selected.
Select the Merge privilege to change the access level circle to None Selected.
Select Save and Close.
Select Done.

Exercise 2 – Solutions

In this exercise, you will export the solution from the Development environment and import it into the Production environment.

Task 2.1 – Export managed solution

Navigate to the Power Apps Maker portal https://make.powerapps.com.
Make sure you are in the Dev One environment.
Select Solutions.
Select the Fabrikam Environmental solution but do not open it.
Select Export solution.
Select Publish to publish all of your recent changes.
Select Next.
Change the version number to 1.1.11.8.
Select Managed for Export As.
Select Export.
The export will be prepared in the background, when the solution is ready select the Download button.

Task 2.2 – Export unmanaged solution

Select the Fabrikam Environmental solution.
Select Export solution.
Select Next.
Change the version number to 1.1.11.8.
Select Unmanaged for Export As.
Select Export.
The export will be prepared in the background, when the solution is ready select the Download button.

Task 2.3 – Import managed solution

Switch environments by using the Environment Selector in the upper right corner of the Maker portal.
Select the Production environment from the list.
Select Solutions.
Select Import solution.
Select Browse, change to the Downloads folder and select FabrikamEnvironmental_1_1_11_8_managed.zip and select Open.
Select Next.

Note: You should see a notification that the solution package contains an update for a solution that is already installed.
Expand Advanced settings.
Select Upgrade for Solution action.
Select Import. The solution will import in the background.