Authentication Setup

The Authentication Method defined in the Graphical Extension Setup page determines how users are able to access the GX data. There are different setup processes for each method and whether you're using the On-Premises or SaaS environment of Microsoft Dynamics 365 Business Central.

Prerequisite – Data Encryption

Depending on the authentication method, Graphical Extension Setup stores keys (web service access key) or IDs and secrets (OAuth Client ID and Secret) in the isolated storage. To securely store them, Data Encryption must be enabled. This is automatically enabled in the SaaS environment when the Authentication Method is OAuth 2.0. We recommend that you enable it in the On-Premises environment if the Authentication Method is Basic Auth. To enable it manually, choose Actions > Data Encryption Management in the Graphical Extension Setup page.

Note

Data Encryption is not necessary when the Authentication Method is None or NTLM.

Authentication Method = None

There is no special setup needed if the Authentication Method is set to None.

This method is used in the On-Premises version only.

Authentication Method = NTLM

There is no special setup needed if the Authentication Method is set to NTLM. However, Firefox users might experience some problems with authentication because Firefox authentication negotiation works differently. If you enable this option, Firefox users might need to enable the browser option “network.automatic-ntlm-auth.allow-non-fqdn”.

This method is used in the On-Premises version only.

Authentication Method = Basic Auth

If the Authentication Method is set to Basic Auth then you must generate an access key for each user.

This method is typically used in development, demo or Docker environments that don't require full authentication setup.

Note

The service tier must be configured for NAV Server user authentication before starting this process.

To generate an access key for a user

  1. In the Graphical Extension Setup page, choose Actions > Users.
  2. Select the user and then choose the Edit action.
  3. In the General FastTab, choose the ellipsis button in the Web Service Access Key field, and then choose the Yes button to open the access key page.
  4. If the key expires, turn on the toggle and then enter the expiration date. Otherwise, choose the OK button to generate the key.
  5. The Web Service Access Key field is updated with the key.
  6. Copy the key (Ctrl+C) and then choose Actions > Authentication > Set GX Access Key.
  7. In the dialog box, paste the access key and then choose the OK button.

Authentication Method = OAuth 2.0

The process for setting up the OAuth 2.0 authentication method is complex and requires additional detail for successful setup (see Set Up Authentication Method = OAuth 2.0).

This method is used for production environments in SaaS but can be used in On-Premises as well.

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