Retrieve and Index Access Control Lists

To configure the Dynamics Connector to retrieve and index Access Control Lists (ACLs), follow these steps.

To retrieve and index Access Control Lists

  1. If the connector is running, stop the connector.
  2. Open the connector’s configuration file.
  3. Set the MappedSecurity parameter to true.

    • To index ACLs for all fetch tasks, set this parameter in the [FetchTasks] section.
    • To index ACLs for a single fetch task, set this parameter in the [TaskName] section for the task.

    For example:

    [FetchTasks]
    Number=1
    0=MyTask
    MappedSecurity=True
    
    [MyTask]
    DynamicsOnline=FALSE
    UseDomainLogin=TRUE
    EndpointUrl=http://10.11.12.13/DynamicsCRM/api/data/v8.1
    NtlmUsername=CONNECTOR\Administrator
    NtlmPassword=
    RetrievalSpecification=retrieval.xml
    IndexDatabase=Dynamics

    TIP: The UseDomainLogin configuration parameter determines whether the connector constructs ACLs that contain domain names or e-mail addresses. The default value is the opposite of the parameter DynamicsOnline – email addresses are commonly used for Dynamics Online, and domain names for on-premise installations. For more information about configuring fetch tasks to retrieve information from Dynamics, see Use the Connector.

  4. Add a field to each document to specify the security type. To do this, create an ingest action or run a Lua script. For example:

    [Ingestion]
    IngestActions=META:SECURITYTYPE=DYNAMICS

    NOTE: The field name and value that you specify must match the name and value you use to identify the security type in your IDOL Content component configuration file (for more information about configuring Content, see Configure IDOL Server).

  5. Save and close the configuration file.