Configure

Once a connection is established, select Configure to choose which security files (Profiles and/or Permission Sets) and which entities (Objects, Fields, Record Types, etc) you want to retrieve.

Select...

You must select at least one security file and at least one entity in order to retrieve security.

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Select the security files (Profiles and Permission Sets) and Entities (Classes, Pages, Tabs, Objects, Fields and Record Types). *

* Security Files are limited to a total of 5 for non Security Zen Masters.  No limit on Security Files for Security Zen Masters.

Select By User

The "Select By User" button enables you to select security files (a Profile and Permission Sets) by selecting a user.

* "Select By User" feature is only available for Security Zen Masters.

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Select User

Enter a user's name (or part of a user's name) and "Enter" to retrieve a list of user's.  A maximum of 30 users will be returned.  Selecting a particular user from the list will add that user's corresponding Profile and Permission Sets to the Security Files tree.


If a filter is applied, the user's Profile and Permission Sets will be selected, however, depending on the filter criteria you might not see the selection until the filter is removed.


If Security Files have already been selected in the Security Files tree, you will be prompted to either clear out or add to the existing selections.


* "Select User" feature is only available for Security Zen Masters.

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Object Selection

Selecting an Object normally auto-selects the Fields and Record Types associated with that Object.


If you want to retrieve an Object's permissions without Field or Record Type information, select the "No object children auto selection" checkbox.  This is particularly useful if you want to retrieve/analyze/deploy a large amount of permissions at the object level.

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Filtering

* "Filtering" feature is only available for Security Zen Masters.  You may choose to either show or hide selections based on the filter text.  Filter criteria is case insensitive.  The wild card character "*" is supported.


Hiding a node does not modify it's selection.  Hidden selected nodes are still selected and will be included during a retrieve operation.  It is recommended you remove filter criteria in order to see all selections prior to performing a retrieve operation.


Selecting (or unselecting) a top level node in the tree (such as "Objects") will auto-select (or unselect) all of the displayed child nodes based on the filter criteria.  Nodes hidden by the filter criteria will not be modified.


Fields and Record Types may be selected as children under the appropriate Object.  Filter criteria is applied to Object names, not Field or Record Type names.  If an Object name meets the filter criteria, all of the Object's Fields and Record Types will be displayed under that Object regardless of the filter criteria.


Examples:

  • In order to display all custom objects, you can enter "__c" and setting the filter criteria to Show.
  • In order to hide all managed package objects, you can enter "__*__" and setting the filter criteria to Hide.

* "Filtering" feature is only available for Security Zen Masters.

Only Show Selections

The "Only Show Selections" checkbox filters the tree down to selected items.  This is useful after you have made your selections to verify selections are complete.

Import Package File...

Importing allows you to load a previously saved set of selections that have been exported to an XML file.


Note that starting with Version 2.6, importing a package file imports all items listed in the package file.  Previous versions used the package file to emulate mouse clicks in the configure tree of the entities listed in the package file.  The previous version could be confusing if both objects and fields or record types of the object were specified in the package file.

Export Package File...

Exporting allows you to save a set of selections to an XML file for re-use later on.



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