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Wednesday, July 30, 2008

The Minimum Access Needed for Project Migration and Project Build

The Minimum Access Needed for Project Migration and Project Build

With the following Security setup, the User will be able to successfully migrate
Projects between two environments:


1-Create a new Permission List called TEST.
2-Go to 'Definition Permissions', change 'Project ' to 'Read only', save it, then change it back to 'Full Access'.
3-Go to 'Tools Permission' and change ' Upgrade' to 'Full Access'
4-Save and close out of the Permission List
Create a new Role named TEST and assign the TEST Permission List to this new Role.
1-Save and close out of the Role
2-Create a new User called TEST and assign the TEST Role to this User.
3-Add the PeopleSoft User Role to the TEST User
4-Save and close out of the User Profile


With the following Security setup, the User will be able to successfully build a Project:

1-Create a new Permission List called TEST1
2-Go to 'Definition Permissions', change 'Project ' to 'Read only’. save it then change it back to 'Full Access'
3-Go to 'Tools Permission' and change ' Build / Data Admin' to 'Full Access'
Save and close out of the Permission List
4-Create a new Role named TEST1 and assign the TEST1 Permission List to this new Role.
5-Save and close out of the Role
6-Create a new User called TEST1 and assign the TEST1 Role to this User.
7-Add the PeopleSoft User Role to the TEST User
8-Save and close out of the User Profile