Unlock Regression Suite Automation Tool for Non-Admin Users: A Step-by-Step Guide to Microsoft Dynamics Finance and Operations
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Unlock Regression Suite Automation Tool for Non-Admin Users: A Step-by-Step Guide to Microsoft Dynamics Finance and Operations

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Are you tired of being held back by limited access to Regression Suite Automation Tool (RSAT) in Microsoft Dynamics Finance and Operations? Do you want to empower your non-admin users to automate testing and streamline their workflow? Look no further! In this comprehensive guide, we’ll walk you through the process of setting up RSAT for non-admin users, ensuring seamless collaboration and increased productivity.

Table of Contents
  1. Prerequisites and System Requirements
  2. Understanding RSAT Security and Permissions
    1. RSAT Security Roles
    2. Assigning RSAT Permissions to Non-Admin Users
  3. Configuring RSAT for Non-Admin Users
    1. Enabling RSAT for Non-Admin Users
    2. Configuring RSAT Licensing
    3. Granting Access to RSAT Environments
  4. Setting Up RSAT for Automation
    1. Creating an RSAT Automation Account
    2. Configuring RSAT Automation Settings
  5. Testing and Troubleshooting
    1. Testing RSAT with Non-Admin Users
    2. Troubleshooting Common Issues
    3. Conclusion

Prerequisites and System Requirements

Before we dive into the setup process, make sure you meet the following prerequisites and system requirements:

  • Microsoft Dynamics Finance and Operations (Version 10.0.13 or higher)
  • Regression Suite Automation Tool (RSAT) installed and configured
  • Azure Active Directory (AAD) or Active Directory Federation Services (ADFS) authentication setup
  • Non-admin users with basic permissions (see section 3.1)

Understanding RSAT Security and Permissions

RSAT security is crucial to ensure that non-admin users can access and use the tool without compromising system integrity. By default, RSAT requires administrative permissions to function. To grant access to non-admin users, we’ll need to configure the security settings and assign the necessary permissions.

RSAT Security Roles

Microsoft Dynamics Finance and Operations comes with two built-in security roles for RSAT:

  • RSAT_Administrator:Has full administrative control over RSAT
  • RSAT_User:Has limited access to RSAT, suitable for non-admin users

Assigning RSAT Permissions to Non-Admin Users

To assign the RSAT_User role to non-admin users, follow these steps:

  1. Go to System administration > Security > Security roles
  2. Search for RSAT_User and click on the role
  3. Click the Assign users button
  4. Select the non-admin users you want to assign the role to
  5. Click OK to save the changes

Configuring RSAT for Non-Admin Users

Now that we’ve assigned the necessary permissions, let’s configure RSAT to work with non-admin users:

Enabling RSAT for Non-Admin Users

To enable RSAT for non-admin users, follow these steps:

  1. Go to Regression Suite Automation Tool > Settings > Configuration
  2. Check the Enable RSAT for non-admin users checkbox
  3. Click Save to save the changes

Configuring RSAT Licensing

RSAT licensing is crucial to ensure that non-admin users can access the tool. To configure RSAT licensing, follow these steps:

  1. Go to Regression Suite Automation Tool > Settings > Licensing
  2. Check the Enable licensing for non-admin users checkbox
  3. Set the Licenses per user value to the desired number
  4. Click Save to save the changes

Granting Access to RSAT Environments

To grant access to RSAT environments, follow these steps:

  1. Go to Regression Suite Automation Tool > Environments
  2. Click the Share button next to the environment you want to share
  3. Select the non-admin users you want to grant access to
  4. Click OK to save the changes

Setting Up RSAT for Automation

Now that we’ve configured RSAT for non-admin users, let’s set up the tool for automation:

Creating an RSAT Automation Account

To create an RSAT automation account, follow these steps:

  1. Go to Regression Suite Automation Tool > Automation > Accounts
  2. Click the New button
  3. Enter a name and description for the automation account
  4. Set the Authentication type to Azure Active Directory or Active Directory Federation Services
  5. Enter the necessary credentials and domain information
  6. Click Save to save the changes

Configuring RSAT Automation Settings

To configure RSAT automation settings, follow these steps:

  1. Go to Regression Suite Automation Tool > Automation > Settings
  2. Set the Automation account to the one created earlier
  3. Configure the Execution mode and Timeout settings as desired
  4. Click Save to save the changes

Testing and Troubleshooting

It’s essential to test and troubleshoot RSAT to ensure that non-admin users can access and use the tool without issues:

Testing RSAT with Non-Admin Users

To test RSAT with non-admin users, follow these steps:

  1. Log in as a non-admin user
  2. Go to Regression Suite Automation Tool > Environments
  3. Verify that the user has access to the shared environment
  4. Run a test scenario to ensure that RSAT is functioning correctly

Troubleshooting Common Issues

If you encounter any issues during testing, refer to the following troubleshooting tips:

Issue Solution
Non-admin user cannot access RSAT Verify that the user has the RSAT_User role assigned and that RSAT is enabled for non-admin users
RSAT licensing issues Verify that licensing is enabled for non-admin users and that the correct number of licenses is set
RSAT automation account issues Verify that the automation account is correctly configured and that the necessary credentials and domain information are entered

By following this comprehensive guide, you’ve successfully set up Regression Suite Automation Tool for non-admin users in Microsoft Dynamics Finance and Operations. Empower your users to automate testing and streamline their workflow, ensuring increased productivity and efficiency.

Remember to regularly review and update your RSAT configuration to ensure that it aligns with your organization's evolving needs and security requirements.

For further assistance or guidance, please refer to the Microsoft Dynamics Finance and Operations documentation or contact your system administrator.

Conclusion

In conclusion, setting up Regression Suite Automation Tool for non-admin users in Microsoft Dynamics Finance and Operations requires careful planning and configuration. By following this step-by-step guide, you can empower your non-admin users to automate testing and streamline their workflow, ensuring increased productivity and efficiency. Don’t hesitate to reach out if you have any further questions or concerns!

Frequently Asked Questions

Get ready to unleash the power of Regression Suite Automation Tool (RSAT) for non-admin users in Microsoft Dynamics Finance and Operations!

Q1: What are the prerequisites for setting up RSAT for non-admin users in Microsoft Dynamics Finance and Operations?

To set up RSAT for non-admin users, you’ll need to ensure that they have the necessary permissions and licenses. This includes the Microsoft Dynamics Finance and Operations application, the Regression Suite Automation Tool add-in, and the required security roles.

Q2: How do I configure the RSAT for non-admin users to access specific modules or features in Microsoft Dynamics Finance and Operations?

To configure RSAT for non-admin users, you’ll need to set up the appropriate security roles and permissions. This can be done by creating a new security role or modifying an existing one to grant access to the specific modules or features required for RSAT. Additionally, you’ll need to configure the RSAT settings to point to the correct environment and company.

Q3: Can I use RSAT with Azure Active Directory (AAD) authentication for non-admin users in Microsoft Dynamics Finance and Operations?

Yes, you can use RSAT with AAD authentication for non-admin users in Microsoft Dynamics Finance and Operations. This allows you to leverage the security and convenience of AAD authentication for RSAT users. Simply configure the RSAT settings to use AAD authentication and ensure that the non-admin users have the necessary AAD credentials.

Q4: How do I troubleshoot common issues that may arise when setting up RSAT for non-admin users in Microsoft Dynamics Finance and Operations?

When troubleshooting RSAT issues for non-admin users, start by checking the RSAT logs for error messages. Verify that the user has the necessary permissions and licenses, and that the RSAT settings are correct. Additionally, check the Microsoft Dynamics Finance and Operations environment and company settings to ensure they are configured correctly. If issues persist, consider reaching out to Microsoft support or a certified partner for assistance.

Q5: Are there any best practices or recommendations for maintaining and updating RSAT for non-admin users in Microsoft Dynamics Finance and Operations?

Yes, there are several best practices to follow when maintaining and updating RSAT for non-admin users in Microsoft Dynamics Finance and Operations. Regularly review and update the RSAT settings and security roles to ensure they remain aligned with changing business needs. Additionally, consider establishing a governance model to manage RSAT access and usage, and schedule regular RSAT maintenance tasks to ensure optimal performance.

I hope this helps you get started with setting up Regression Suite Automation Tool for non-admin users in Microsoft Dynamics Finance and Operations!

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