Dynamics Connector 26.1
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# Mapped Security Tutorial

The following tutorial demonstrates mapped security and shows how to check whether documents are returned successfully when a user submits a query with a valid security token.

Before starting ensure that you have completed the following steps:

- Configure the connector, CFS, OmniGroupServer, and the Content and Community components, as described in Set up Mapped Security.
- Start all of the Knowledge Discovery components or services.
- Ensure that the Dynamics repository contains suitable data. Microsoft provide a set of sample data for the Dynamics CRM system that you can use for training purposes. For information about how to add or remove sample data from Dynamics, refer to the Microsoft documentation at https://www.microsoft.com/en-us/dynamics/crm-customer-center/add-or-remove-sample-data.aspx.

NOTE: The following steps include example action commands. These use the standard ports for the relevant components. If you have configured the components to use different ports, change the following examples accordingly. Some action commands are split over several lines for readability.

To confirm that Mapped Security is configured successfully

1. Instruct the connector to start retrieving documents by running the `fetch` action:

       http://connector:7130/action=fetch&fetchaction=synchronize&tasksections=MyTask

   where `MyTask` is the name of the fetch task that you configured in the connector's configuration file.

2. To check that the documents were indexed successfully, run the following actions:

   - Check the status of the `fetch` action by sending the `QueueInfo` action to the connector:

         http://connector:7130/action=queueinfo&queueaction=getstatus
                                               &queuename=fetch
                                               &token=token

     where `token` is the token returned by the `fetch` action you sent in the previous step.

     The connector returns a response that shows new documents were ingested:

         <action>
            <status>Finished</status>
            <queued_time>2017-Apr-06 05:52:31</queued_time>
            <time_in_queue>0</time_in_queue>
            <process_start_time>2017-Apr-06 05:52:31</process_start_time>
            <time_processing>3</time_processing>
            <process_end_time>2017-Apr-06 05:52:34</process_end_time>
            <documentcounts>
              <documentcount task="MYTASK" errors="0" ingestadded="15" added="15"/>
            </documentcounts>
            <fetchaction>SYNCHRONIZE</fetchaction>
            <tasks>
              <success>MYTASK</success>
            </tasks>
            <tasksection>MyTask</tasksection>
            <token>...</token>
         </action>

   - Check whether the documents were indexed:

         http://content:9100/action=list

     The Content component returns a list of documents. Notice the `AUTONOMYMETADATA` and `SECURITYTYPE` fields that were added by the connector.

         <autn:hit>
          <autn:content>
           <DOCUMENT>
             <DREREFERENCE>http://10.11.12.13/DynamicsCRM/api/...</DREREFERENCE>
             <UUID>d49a97506694b06fa712fb4f00a448ef</UUID>
             <ACCOUNTNUMBER>AFFSE9IK</ACCOUNTNUMBER>
             <AUTN_GROUP>Connector</AUTN_GROUP>
             <AUTN_IDENTIFIER>...</AUTN_IDENTIFIER>
             <AUTN_TASK_BATCH_ID>MYTASK_bcf2c173384f881006b0ed...</AUTN_TASK_BATCH_ID>
             <AUTONOMYMETADATA>U:9u7i4+Po7vni...</AUTONOMYMETADATA>
             <DESCRIPTION>NULL</DESCRIPTION>
             <DOCUMENT_METADATA_STANDARDIZED>1</DOCUMENT_METADATA_STANDARDIZED>
             <DREDBNAME>Dynamics</DREDBNAME>
             <IMPORTVERSION>1287656</IMPORTVERSION>
             <NAME>Fabrikam, Inc. (sample)</NAME>
             <SECURITYTYPE>DYNAMICS</SECURITYTYPE>
             <WEBSITEURL>http://www.fabrikam.com/</WEBSITEURL>
           </DOCUMENT>
          </autn:content>
         </autn:hit>

     If the Content component does not return any documents, check that the documents reached CFS and then Content. If you run `action=grl` to see the CFS request log you should see an `ingest` action from the connector. You can check that CFS issued a `DREADD` index command to the Content component by looking for the `DREADD` command in the Content component index log.

3. Instruct OmniGroupServer to retrieve user and group information for the Dynamics repository:

       http://ogs:3057/a=StartJob&Repository=Dynamics

   where `Dynamics` is the name of the job (repository) that you configured in the OmniGroupServer configuration file.

4. Check that OmniGroupServer has successfully retrieved the user information by running the `GetAllUsers` action:

   `http://ogs:3057/a=GetAllUsers&Repository=Dynamics`

   OmniGroupServer returns the users:

       <action>GETALLUSERS</action>
       <response>SUCCESS</response>
       <responsedata>
         <Users>CONNECTOR\ADMINISTRATOR</Users>
         <Users>CONNECTOR\DYNAMICSCRMUSER</Users>
         <UserCount>2</UserCount>
       </responsedata>

5. Check that OmniGroupServer has successfully retrieved the group information. Run the `GetGroups` action with a user name that was returned by the `GetAllUsers` action in the previous step.

       http://ogs:3057/a=GetGroups&Username=CONNECTOR%5CDYNAMICSCRMUSER

   OmniGroupServer returns a response similar to:

       <action>GETGROUPS</action>
       <response>SUCCESS</response>
       <responsedata>
         <Groups>ENT>ACCOUNT>GLOBAL>61620DEE-BF64-4F06-A5E1-A3D5C1DF09DE</Groups>
         <Groups>ENT>ACTIVITY>GLOBAL>61620DEE-BF64-4F06-A5E1-A3D5C1DF09DE</Groups>
         ...
         ...
         <Groups>T>56190777-3B32-E611-80C4-0050569248A7</Groups>
         <GroupCount>164</GroupCount>
         <UserName>CONNECTOR\DYNAMICSCRMUSER</UserName>
       </responsedata>

   NOTE: Groups that begin with "ENT>" are used to determine access to entities, and groups that begin with "T>" correspond to teams in your Dynamics instance. In "ENT>" groups, "Global", "Deep" and "Local" correspond to the privilege depth in the Dynamics CRM system and the trailing GUID corresponds to the business unit to which the group access applies.

6. Add your users (as returned by OmniGroupServer in step 4) to the Community component by using the `UserAdd` action, for example:

       http://community:9030/a=UserAdd
                   &Username=CONNECTOR%5CDYNAMICSCRMUSER
                   &Password=password
                   &SecurityDynamicsUsername=CONNECTOR%5CDYNAMICSCRMUSER

7. Obtain a `SecurityInfo` string for a user, by sending the `UserRead` action to the Community component. The `SecurityInfo` string contains security information for a user, for example a list of group memberships.

       http://community:9030/a=UserRead&SecurityInfo=true
                                       &Username=CONNECTOR%5CDYNAMICSCRMUSER

8. Run the `Query` action to obtain documents from the Content component. Your request must include the `SecurityInfo` string that you obtained in the previous step.

       http://content:9100/a=query&text=*
                                  &maxresults=100
                                  &PrintFields=WEBSITEURL,Name
                                  &securityinfo=securityinfo

   where `securityinfo` is the `SecurityInfo` string that you obtained from the Community component.

   NOTE: The SecurityInfo string can contain a significant amount of information, especially when a user is a member of a large number of groups. If you try to send this request from a web browser the request might be truncated. You must also URL-encode the SecurityInfo string. For this reason you might find it easier to send this request as an HTTP POST request using a tool such as cURL.

   Using cURL the same request looks like this:

   `curl --data "text=*&maxresults=100&PrintFields=WEBSITEURL,Name"
   --data-urlencode "securityinfo=securityinfo"
   http://content:9100/a=query`

   The Content component returns documents that the user is permitted to view:

       <action>QUERY</action>
       <response>SUCCESS</response>
       <responsedata>
         <autn:numhits>15</autn:numhits>
         <autn:hit>
           <autn:reference>http://10.11.12.13/DynamicsCRM/api/...</autn:reference>
           <autn:id>9</autn:id>
           <autn:section>0</autn:section>
           <autn:weight>85.35</autn:weight>
           <autn:database>Dynamics</autn:database>
           <autn:content>
             <DOCUMENT>
               <NAME>A. Datum Corporation (sample)</NAME>
               <WEBSITEURL>http://www.adatum.com/</WEBSITEURL>
             </DOCUMENT>
           </autn:content>
         </autn:hit>
         ...
       </responsedata>

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Version 26.1 | Last updated January 2026

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Product: Knowledge Discovery Dynamics Connector 26.1

Topic Title: Mapped Security Tutorial