Integrating Visma User Directory with Visma Business

How to enable the Visma User Directory integration with Visma Business.

Før du begynner

Om denne oppgaven

Visma User Directory is used for administrating users, roles and companies for Visma Business. After enabling Visma User Directory for authentication of Visma Business users, Visma User Directory will become master of certain information, which is stored in the Visma User Directory and Visma Business databases. The following fields will not be editable in Visma Business anymore.
Tabell 1. Tables and fields which are now owned by Visma User Directory
Table name Field name
Bedriftsopplysninger Org.nr read only in Visma Business
  Adresselinje 1 read only in Visma Business
  Poststed read only in Visma Business
  Postnr read only in Visma Business
  Landnr read only in Visma Business
   
Bedriftsgruppe The whole table is now read only in Visma Business; all changes will be done in Visma User Directory
   
Bedriftsgruppe-medlem The whole table is now read only in Visma Business; all changes will be done in Visma User Directory
   
Adgangsgruppe The table is now read only in Visma Business; all changes will be done in Visma User Directory
   
Bruker Adgangsgruppenr; this field is not visible in Visma Business anymore; the standard role assignment in Visma User Directory is building the connections between users, access groups and companies or company groups instead.
  E-postadresse read only in Visma Business
The following fields in the Bedriftsopplysninger table will not be editable in Visma Business anymore.
  • Org.nr,
  • Adresselinje 1,
  • Poststed,
  • Postnr,
  • Landnr
Changes to these field have to be done in Visma User Directory. Changes will be sychronized back to the corresponding fields in the Bedriftsopplysninger table in Visma Business.
Merk: When Visma Business is integrated with Visma User Directory, or Visma User Directory is connected with Visma.net, the layout groups are only added/edited in Visma Business. The Oppsettsgruppenr. and Navn fields from the Oppsettsgruppe table will be visible in the Visma User Directory management console as Serverroller, and will be covered by the Sikkerhetslogg.

Prosedyre

  1. Alternative 1: From within Visma Business
    1. Run the Angi Visma User Directory parametre processing from the Systemopplysninger table
    2. Run the Eksporter til Visma User Directory processing from the Systemopplysninger table in order to start the export of data into Visma User Directory
  2. Alternative 2: From Visma Business produktlinjen setup
    1. After the installation has finished, select Innstillings- og integrasjonsveiviser
    2. Select Export wizard

Resultater

This will register your companies, company groups, users and roles from Visma Business in Visma User Directory by creating the corresponding entities in Visma User Directory or linking them with already existing entities.

After the Visma User Directory integration is successfully enabled, you do the role assignment in Visma User Directory.

How Visma Business get VUD changes

There are 2 ways to get VUD changes in Visma Business:
  1. When logging in to Visma Business. We check each company to identify if there are VUD changes in Bruker, Brukeradgang, Bedrift, Bedriftsopplysninger, Adgangsgruppe, Bedriftsgruppe, Bedriftsgruppe-medlem, Oppsettsgruppe or Oppsettsgruppe-medlem tables. When there are changes in these tables then they will be updated. This process will go on for each company before you can start using it.
  2. When using refresh in the VUD related tables. If there are any changes done in VUD, the table will get the latest changes.
Merk: We recommend to use Visma Business Jobbplanlegger to get VUD changes when there is a large number of companies or users.

Using Visma Business Jobbplanlegger to get VUD changes

When logging in to Visma Business we check if there is a scheduled job in the Jobb table for getting updates from VUD (a job with Behandlingsnr = 1048 [Get VUD changes]). If there is a job, then only the Visma Business Jobbplanlegger will get changes from VUD (i.e. changes will not be refreshed when opening the VUD controlled tables from the Visma Business user interface, they will only be refreshed by the job scheduler). Note that the Bedriftsopplysninger table will always be refreshed.

Merk: Creating the scheduled job to get VUD changes can be done from the Systemopplysninger table. Choose Jobbtype = 1 - Behandling and Behandlingsnr = 1048 [Get VUD changes]. You may fill the rest of the information according to the job. See also Visma Business Jobbplanlegger guide


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