Once you have retrieved security settings, the workspace will show the results. Now you can analyze, compare and contrast the security settings!
Want to compare security settings between environments? Connect to a different environment and retrieve more settings. When retrieving data, if the workspace already has data, you will be prompted to "clear the workspace". Select "No" to keep the existing data and add the new data from another environment to the workspace.
Cells will be automatically colored as follows:
Hover over the Type or Name cell to see tooltips with the valid choices for that type of entity. Note that for some entities, the available options vary between Profiles and Permission Sets.
Tab (Permission Sets):
Object: Object permissions are different in that security settings are specified using multiple letters. The permissions granted for Objects are based on the combination of letters specified. The highest level of access for Objects would be specified as: CREDVM
Custom Options (Profiles): DO NOT MODIFY
User License (Profiles): DO NOT MODIFY
Select an individual cell to edit values one at a time.
Select multiple cells and enter a single letter value to apply that value to all of the selected cells.
Select multiple cells and select Ctrl+C to copy multiple values.
Select a single cell and select Ctrl+V to paste the copied cell(s). If multiple cells were copied, the copied cells will be pasted using the single cell as the top left corner of the copied cells.
Provides options for sorting the rows containing entities. Options include:
Provides options for sorting the columns containing Profiles and Permission Sets. There are three parameters used to sort security files:
Columns can be sorted by any combination of the above in either ascending or descending order.
Determines which rows to show. Options Include:
Determines which columns to show. Options Include:
* "Show Columns->By User" feature is only available for Security Zen Masters.
Freezes or Unfreezes the Type and Name columns. Freezing these columns applies when there are many security files. When scrolling to the right, the Type and Name columns would normally scroll off to the left. Freezing the columns prevents them from scrolling off to the left.
For some entities such as System Permissions and Object permissions, when security is not granted, no security settings are retrieved which results in a blank cell. However, deploying an empty cell does not alter or remove security in the target environment.
The "Fill Blanks with False" option provides a convenient way to populate blank cells with False values. Deploying False values removes security settings in the target environment.
Frequently, there are differences in entities between environments. Security for an entity cannot be deployed to an environment if the entity does not exist in the target environment.
If you do not use this option prior to deployment, and there are entities in the workspace that do not exist in the target environment, you will get an error upon deployment. The problem is the Salesforce error only specifies the first missing entity which results in a tedious process of deleting one row at a time. This feature was developed to avoid this tedious process.
IMPORTANT! It is recommended that you back up the workspace using the Export CSV File function prior to using this function because this feature deletes rows from the Workspace.
Once the workspace is configured and ready for deployment, connect to the target environment. Select this option to delete rows in the workspace that do not exist in the target environment.
When a Profile is inserted into an environment, the Salesforce profile creation process starts by cloning the "Standard" profile. The permissions you specify in Security Zen for your new profile are then applied on top of the cloned "Standard" profile. This can lead to some unexpected results!
This function addresses this issue by adding a row in the workspace for each Object in the connected Target environment not already listed in the workspace. For Profiles that do not exist in the Target environment, Objects added will have the N value to indicate no access. For Profiles that already exist in the Target Environment and for Permission Sets, Objects added will have a Blank value to not change the permission in the target environment.
IMPORTANT! Not all objects are listed in the Configure window and therefore not all objects may be added using this function. Work.com objects are known to not be included, but there may be others depending on your particular environment. Always check the final permissions in Salesforce to ensure the desired permissions have been assigned.
Once the workspace is configured and ready for deployment, connect to the target environment. Select this option to add Object rows in the workspace that exist in the target environment, but are not yet specified in the workspace.
If you have retrieved the same Profiles or Permission Sets from different environments, this feature highlights the differences. Select this option to highlight the differences and then select this feature again to remove highlighting. This only highlights differences between Profiles or Permission Sets that have identical names.
Note that highlighting is based on the cell values at the time this function is selected. Highlighting is not modified by subsequent changes to cell values. If you modify cell values, you will need to de-select and then re-select this option.
Hint: Use this feature in conjunction with the Workspace Actions -> Sort Columns -> Name->Conn->Type feature to provide a side by side comparison of Profiles and Permission Sets by environment.
This resets cells to the values that were last retrieved or imported.
This clears out the workspace of all data.
This imports a CSV file into the workspace. The CSV file must be formatted appropriately with Types, Names, Security Files Names and Cell Values. Try Exporting a CSV file to see the appropriate formatting.
This exports a CSV file from the workspace.
Imports Metadata XML files into the workspace by selecting a folder which must contain subfolders named "profiles" and/or "permssionsets". Profiles and Permission Sets must be contained in the appropriate named subfolders. The XML files must be formatted properly.
After selecting a folder, you may select which types of entities to import. Only security features supported by Security Zen will be imported.
Try exporting Metadata files to see the appropriate formatting.
* Import Metadata feature is only available for Security Zen Masters.
This exports Metadata XML files from the workspace.
* Export Metadata feature is only available for Security Zen Masters.
Select multiple cells and right click on the selected area to access the Workspace Context Menu
Hides the selected rows.
Hides the selected columns.
Deletes the selected rows.
Deletes the selected columns.
Freezes the selected columns and all columns to the left of the selected columns.
This option is only available when right clicking on a column header. Provides list of users with selected profile or permission set.
* "List Users" feature is only available for Security Zen Masters.