This blog I will explain how can we configure Person search report. This report help you to discover personal data that is subject to a DSR request as per GDPR (General Data Protection Regulation), for more information look at Microsoft documentation
But when we are running this report for first time then we might end up with below error as there are few configuration steps we need to execute before we run this report.
"You are not authorized to access table 'PersonSearchResultDriverView' (PersonSearchResultDriverView). Contact your system administrator.
The menu item with name personsearch could not be opened."
The menu item with name personsearch could not be opened."
Make sure following steps are executed before you run "Person search report".
1) Enable license configuration Key "Warehouse and Transport Management"
2) Load the "Person report template" in Data management framework
1) Enable license configuration Key "Warehouse and Transport Management"
First we need to enable the license configuration Key of Warehouse and Transport Management in order to be able to use the GDPR "Person search report".
Steps to Enable:-
a. Go To System Administration -> Setup -> License configuration
b. Navigate to Trade and Enable "Warehouse and Transportation management"
P.S: we can't modify this License configuration key until we set maintenance mode on the Environment/VM. If you don't know how to do the same, then you can find steps in Ms doc.
Documentation available for following environments types and choose the one which suits you.
1. Environments like Sandbox and production environments through Lifecycle Services
2. Dev/Test/Demo environments hosted in a Microsoft subscription or cloud hosted
3. Dev/Test/Demo environments and VHD-based environments hosted in customers' subscription
2) Load the "Person report template" in Data management framework:-
How to configure:-
A. Load the "Person report template" as follows:
1. Open the Data management workspace.
2. If this is the first time that the workspace has been opened, it will load all of the data entities. You must load all the data entities before you load the template.
3. Click the Templates tile.
4. Select the Load default templates button.
5. Select Person search.
6. Click Load selected
How to test the report:-
1. System administration menu, open the Person search list page, and create a new search.
2. Process the report
For more information check Microsoft Docs
Hope this helps and I will come up with another interesting blog post soon.
Tags
#GDPR, #D365FO, #PersonSearchReport, #DataManagment, #Dynamics365
