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| 1 | C:\Araxis_Merge_Comprasion\Pub_un\BTSSS_CIF_122016.zip\BTSSS_CIF_12_20_16\clean\CRM\trunk\SDK\SampleCode\CS\GeneralProgramming\EarlyBound | CreateAndShareAccessTeam.cs | Tue Dec 20 19:51:45 2016 UTC |
| 2 | Wed Feb 1 19:56:33 2017 UTC |
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| 1 | // ======= ========== ========== ========== ========== ========== ========== == | |||||
| 2 | // This f ile is par t of the M icrosoft D ynamics CR M SDK code samples. | |||||
| 3 | // | |||||
| 4 | // Copyri ght (C) Mi crosoft Co rporation. All righ ts reserve d. | |||||
| 5 | // | |||||
| 6 | // This s ource code is intend ed only as a supplem ent to Mic rosoft | |||||
| 7 | // Develo pment Tool s and/or o n-line doc umentation . See the se other | |||||
| 8 | // materi als for de tailed inf ormation r egarding M icrosoft c ode sample s. | |||||
| 9 | // | |||||
| 10 | // THIS C ODE AND IN FORMATION ARE PROVID ED "AS IS" WITHOUT W ARRANTY OF ANY | |||||
| 11 | // KIND, EITHER EXP RESSED OR IMPLIED, I NCLUDING B UT NOT LIM ITED TO TH E | |||||
| 12 | // IMPLIE D WARRANTI ES OF MERC HANTABILIT Y AND/OR F ITNESS FOR A | |||||
| 13 | // PARTIC ULAR PURPO SE. | |||||
| 14 | // ======= ========== ========== ========== ========== ========== ========== == | |||||
| 15 | ||||||
| 16 | //<snippet CreateAndS hareAccess Team> | |||||
| 17 | using Syst em; | |||||
| 18 | using Syst em.Collect ions.Gener ic; | |||||
| 19 | using Syst em.Service Model; | |||||
| 20 | ||||||
| 21 | // These n amespaces are found in the Mic rosoft.Xrm .Sdk.dll a ssembly. | |||||
| 22 | using Micr osoft.Crm. Sdk.Messag es; | |||||
| 23 | using Micr osoft.Xrm. Sdk; | |||||
| 24 | using Micr osoft.Xrm. Sdk.Client ; | |||||
| 25 | ||||||
| 26 | namespace Microsoft. Crm.Sdk.Sa mples | |||||
| 27 | { | |||||
| 28 | /// <s ummary> | |||||
| 29 | /// De monstrates creating an access team and g ranting th at team pr ivileges t o | |||||
| 30 | /// ac cess an ac count reco rd. All me mbers of t hat team r eceive acc ess to tha t record. | |||||
| 31 | /// | |||||
| 32 | /// At run-time, you will be given t he option to delete all the | |||||
| 33 | /// da tabase rec ords creat ed by this program. | |||||
| 34 | /// </ summary> | |||||
| 35 | /// <r emarks>Imp ortant mes sages used in this s ample: | |||||
| 36 | /// Ad dMembersTe am, Remove MembersTea m, GrantAc cessReques t.</remark s> | |||||
| 37 | public class Cre ateAndShar eAccessTea m | |||||
| 38 | { | |||||
| 39 | #r egion Clas s Level Me mbers | |||||
| 40 | // / <summary > | |||||
| 41 | // / Stores t he organiz ation serv ice interf ace. | |||||
| 42 | // / </summar y> | |||||
| 43 | pr ivate Orga nizationSe rviceProxy _serviceP roxy; | |||||
| 44 | ||||||
| 45 | // Define th e IDs need ed for thi s sample. | |||||
| 46 | pr ivate Guid _accountI d; | |||||
| 47 | pr ivate Guid _teamId; | |||||
| 48 | pr ivate Guid _currentU serId; | |||||
| 49 | ||||||
| 50 | // System us ers in the team. | |||||
| 51 | pu blic List< Guid> sale sPersons; | |||||
| 52 | #e ndregion C lass Level Members | |||||
| 53 | ||||||
| 54 | #r egion How To Sample Code | |||||
| 55 | pu blic void Run(Server Connection .Configura tion serve rConfig, b ool prompt ForDelete) | |||||
| 56 | { | |||||
| 57 | try | |||||
| 58 | { | |||||
| 59 | // C onnect to the Organi zation ser vice. | |||||
| 60 | // T he using s tatement a ssures tha t the serv ice proxy will be pr operly dis posed. | |||||
| 61 | usin g (_servic eProxy = n ew Organiz ationServi ceProxy(se rverConfig .Organizat ionUri, se rverConfig .HomeRealm Uri, | |||||
| 62 | s erverConfi g.Credenti als, serve rConfig.De viceCreden tials)) | |||||
| 63 | { | |||||
| 64 | String lda pPath = St ring.Empty ; | |||||
| 65 | Guid busin essUnitId; | |||||
| 66 | ||||||
| 67 | // This st atement is required to enable early-boun d type sup port. | |||||
| 68 | _servicePr oxy.Enable ProxyTypes (); | |||||
| 69 | ||||||
| 70 | // Call th is method to create any data t hat this s ample requ ires. | |||||
| 71 | CreateRequ iredRecord s(); | |||||
| 72 | ||||||
| 73 | // Retriev e the sale s people t hat will b e added to the team. | |||||
| 74 | salesPerso ns = Syste mUserProvi der.Retrie veSalesper sons(_serv iceProxy, ref ldapPa th); | |||||
| 75 | ||||||
| 76 | // Get the ID's of t he current user and business u nit. | |||||
| 77 | var who = new WhoAmI Request(); | |||||
| 78 | var whoRes ponse = (W hoAmIRespo nse)_servi ceProxy.Ex ecute(who) ; | |||||
| 79 | _currentUs erId = who Response.U serId; | |||||
| 80 | businessUn itId = who Response.B usinessUni tId; | |||||
| 81 | ||||||
| 82 | //<snippet CreateAndS hareAccess Team1> | |||||
| 83 | // Create a access t eam. | |||||
| 84 | var team = new Team | |||||
| 85 | { | |||||
| 86 | Admini stratorId = new Enti tyReferenc e( | |||||
| 87 | "s ystemuser" , _current UserId), | |||||
| 88 | Name = "UserAcce ss Test Te am", | |||||
| 89 | Busine ssUnitId = new Entit yReference ( | |||||
| 90 | "b usinessuni t", busine ssUnitId), | |||||
| 91 | TeamTy pe = new O ptionSetVa lue((int)T eamTeamTyp e.Access), | |||||
| 92 | }; | |||||
| 93 | ||||||
| 94 | _teamId = _servicePr oxy.Create (team); | |||||
| 95 | Console.Wr iteLine("C reated an access tea m named '{ 0}'.", tea m.Name); | |||||
| 96 | ||||||
| 97 | // Add two sales peo ple to the access te am. | |||||
| 98 | var addToT eamRequest = new Add MembersTea mRequest | |||||
| 99 | { | |||||
| 100 | TeamId = _teamId , | |||||
| 101 | Member Ids = new[ ] { salesP ersons[0], salesPers ons[1] } | |||||
| 102 | }; | |||||
| 103 | _servicePr oxy.Execut e(addToTea mRequest); | |||||
| 104 | Console.Wr iteLine("A dded two s ales peopl e to the t eam."); | |||||
| 105 | ||||||
| 106 | // Grant t he team re ad/write a ccess to a n account. | |||||
| 107 | var accoun tReference = new Ent ityReferen ce(Account .EntityLog icalName, _accountId ); | |||||
| 108 | var teamRe ference = new Entity Reference( Team.Entit yLogicalNa me, _teamI d); | |||||
| 109 | var grantA ccessReque st = new G rantAccess Request | |||||
| 110 | { | |||||
| 111 | Princi palAccess = new Prin cipalAcces s | |||||
| 112 | { | |||||
| 113 | Ac cessMask = AccessRig hts.ReadAc cess | Acc essRights. WriteAcces s, | |||||
| 114 | Pr incipal = teamRefere nce | |||||
| 115 | }, | |||||
| 116 | Target = account Reference | |||||
| 117 | }; | |||||
| 118 | _servicePr oxy.Execut e(grantAcc essRequest ); | |||||
| 119 | Console.Wr iteLine("G ranted rea d/write ac cess on th e account record to the team." ); | |||||
| 120 | //</snippe tCreateAnd ShareAcces sTeam1> | |||||
| 121 | ||||||
| 122 | // Retriev e and disp lay access informati on for the account. | |||||
| 123 | RetrieveAn dDisplayEn tityAccess (accountRe ference); | |||||
| 124 | ||||||
| 125 | // Display the accou nt access for the te am and its members. | |||||
| 126 | var curren tUserRefer ence = new EntityRef erence( | |||||
| 127 | System User.Entit yLogicalNa me, _curre ntUserId); | |||||
| 128 | RetrieveAn dDisplayPr incipalAcc ess(accoun tReference , currentU serReferen ce, | |||||
| 129 | "Curre nt User"); | |||||
| 130 | var firstS alesPerson Reference = new Enti tyReferenc e( | |||||
| 131 | System User.Entit yLogicalNa me, salesP ersons[0]) ; | |||||
| 132 | RetrieveAn dDisplayPr incipalAcc ess(accoun tReference , firstSal esPersonRe ference, | |||||
| 133 | "Sales Person"); | |||||
| 134 | var second SalesPerso nReference = new Ent ityReferen ce( | |||||
| 135 | System User.Entit yLogicalNa me, salesP ersons[1]) ; | |||||
| 136 | RetrieveAn dDisplayPr incipalAcc ess(accoun tReference , secondSa lesPersonR eference, | |||||
| 137 | "Sales Person"); | |||||
| 138 | ||||||
| 139 | // Delete all record s created by this sa mple. | |||||
| 140 | DeleteRequ iredRecord s(promptFo rDelete); | |||||
| 141 | } | |||||
| 142 | } | |||||
| 143 | ||||||
| 144 | // Catch any servi ce fault e xceptions that Micro soft Dynam ics CRM th rows. | |||||
| 145 | catch (F aultExcept ion<Micros oft.Xrm.Sd k.Organiza tionServic eFault>) | |||||
| 146 | { | |||||
| 147 | // Y ou can han dle an exc eption her e or pass it back to the calli ng method. | |||||
| 148 | thro w; | |||||
| 149 | } | |||||
| 150 | } | |||||
| 151 | ||||||
| 152 | // / <summary > | |||||
| 153 | // / Retrieve and displ ay entity access inf ormation. | |||||
| 154 | // / </summar y> | |||||
| 155 | // / <param n ame="entit yReference "></param> | |||||
| 156 | pr ivate void RetrieveA ndDisplayE ntityAcces s(EntityRe ference en tityRefere nce) | |||||
| 157 | { | |||||
| 158 | var acce ssRequest = new Retr ieveShared Principals AndAccessR equest | |||||
| 159 | { | |||||
| 160 | Targ et = entit yReference | |||||
| 161 | }; | |||||
| 162 | ||||||
| 163 | // The R etrieveSha redPrincip alsAndAcce ssResponse returns a n entity r eference | |||||
| 164 | // that has a Logi calName of "user" wh en returni ng access informatio n for a | |||||
| 165 | // team. | |||||
| 166 | var acce ssResponse = (Retrie veSharedPr incipalsAn dAccessRes ponse) | |||||
| 167 | _ser viceProxy. Execute(ac cessReques t); | |||||
| 168 | ||||||
| 169 | Console. WriteLine( "The follo wing have the specif ied grante d access t o the enti ty."); | |||||
| 170 | ||||||
| 171 | foreach (var princ ipalAccess in access Response.P rincipalAc cesses) | |||||
| 172 | { | |||||
| 173 | Cons ole.WriteL ine("\t{0} :\r\n\t\t{ 1}", | |||||
| 174 | String.For mat("{0} w ith GUID { 1}", princ ipalAccess .Principal .LogicalNa me, | |||||
| 175 | prin cipalAcces s.Principa l.Id), pri ncipalAcce ss.AccessM ask); | |||||
| 176 | } | |||||
| 177 | Console. WriteLine( ); | |||||
| 178 | } | |||||
| 179 | ||||||
| 180 | // / <summary > | |||||
| 181 | // / Retrives and displ ay princip al access informatio n. | |||||
| 182 | // / </summar y> | |||||
| 183 | // / <param n ame="entit yReference "></param> | |||||
| 184 | // / <param n ame="princ ipal"></pa ram> | |||||
| 185 | // / <param n ame="addit ionalIdent ifier"></p aram> | |||||
| 186 | pr ivate void RetrieveA ndDisplayP rincipalAc cess(Entit yReference entityRef erence, | |||||
| 187 | EntityRe ference pr incipal, S tring addi tionalIden tifier) | |||||
| 188 | { | |||||
| 189 | var prin cipalAcces sReq = new RetrieveP rincipalAc cessReques t | |||||
| 190 | { | |||||
| 191 | Prin cipal = pr incipal, | |||||
| 192 | Targ et = entit yReference | |||||
| 193 | }; | |||||
| 194 | var prin cipalAcces sRes = (Re trievePrin cipalAcces sResponse) | |||||
| 195 | _ser viceProxy. Execute(pr incipalAcc essReq); | |||||
| 196 | ||||||
| 197 | Console. WriteLine( "Access ri ghts of {0 } ({1}) on the entit y: {2}\r\n ", | |||||
| 198 | Stri ng.Format( "{0} with GUID {1}", principal .LogicalNa me, | |||||
| 199 | prin cipal.Id), additiona lIdentifie r, | |||||
| 200 | prin cipalAcces sRes.Acces sRights); | |||||
| 201 | } | |||||
| 202 | ||||||
| 203 | // / <summary > | |||||
| 204 | // / Create a ny entity records th at this sa mple requi res. | |||||
| 205 | // / </summar y> | |||||
| 206 | pu blic void CreateRequ iredRecord s() | |||||
| 207 | { | |||||
| 208 | // Creat e an accou nt named F ourth Coff ee. | |||||
| 209 | Account testAccoun t = new Ac count | |||||
| 210 | { | |||||
| 211 | Name = "Fourth Coffee" | |||||
| 212 | }; | |||||
| 213 | ||||||
| 214 | _account Id = _serv iceProxy.C reate(test Account); | |||||
| 215 | ||||||
| 216 | Console. WriteLine( "Created a n account named '{0} '.", testA ccount.Nam e); | |||||
| 217 | return; | |||||
| 218 | } | |||||
| 219 | ||||||
| 220 | // / <summary > | |||||
| 221 | // / Deletes any entity records t hat were c reated for this samp le. | |||||
| 222 | // / <param n ame="promp t">Indicat es whether to prompt the user | |||||
| 223 | // / to delet e the reco rds create d in this sample.</p aram> | |||||
| 224 | // / </summar y> | |||||
| 225 | pu blic void DeleteRequ iredRecord s(bool pro mpt) | |||||
| 226 | { | |||||
| 227 | bool toB eDeleted = true; | |||||
| 228 | ||||||
| 229 | if (prom pt) | |||||
| 230 | { | |||||
| 231 | // A sk the use r if the c reated ent ities shou ld be dele ted. | |||||
| 232 | Cons ole.Write( "\nDo you want these entity re cords dele ted? (y/n) [y]: "); | |||||
| 233 | Stri ng answer = Console. ReadLine() ; | |||||
| 234 | if ( answer.Sta rtsWith("y ") || | |||||
| 235 | answer.Sta rtsWith("Y ") || | |||||
| 236 | answer == String.Emp ty) | |||||
| 237 | { | |||||
| 238 | toBeDelete d = true; | |||||
| 239 | } | |||||
| 240 | else | |||||
| 241 | { | |||||
| 242 | toBeDelete d = false; | |||||
| 243 | } | |||||
| 244 | } | |||||
| 245 | ||||||
| 246 | if (toBe Deleted) | |||||
| 247 | { | |||||
| 248 | // R emove all the users from the t eam before deleting the team. | |||||
| 249 | var deleteFrom TeamReques t = new Re moveMember sTeamReque st | |||||
| 250 | { | |||||
| 251 | TeamId = _ teamId, | |||||
| 252 | MemberIds = new[] { _currentUs erId, sale sPersons[0 ], salesPe rsons[1] } | |||||
| 253 | }; | |||||
| 254 | _ser viceProxy. Execute(de leteFromTe amRequest) ; | |||||
| 255 | ||||||
| 256 | // D elete reco rds create d in this sample. | |||||
| 257 | _ser viceProxy. Delete(Acc ount.Entit yLogicalNa me, _accou ntId); | |||||
| 258 | _ser viceProxy. Delete(Tea m.EntityLo gicalName, _teamId); | |||||
| 259 | ||||||
| 260 | Cons ole.WriteL ine("Entit y record(s ) have bee n deleted. "); | |||||
| 261 | } | |||||
| 262 | } | |||||
| 263 | ||||||
| 264 | #e ndregion H ow To Samp le Code | |||||
| 265 | ||||||
| 266 | #r egion Main | |||||
| 267 | // / <summary > | |||||
| 268 | // / Main. Ru ns the sam ple and pr ovides err or output. | |||||
| 269 | // / <param n ame="args" >Array of arguments to Main me thod.</par am> | |||||
| 270 | // / </summar y> | |||||
| 271 | st atic publi c void Mai n(string[] args) | |||||
| 272 | { | |||||
| 273 | ||||||
| 274 | try | |||||
| 275 | { | |||||
| 276 | // O btain the target org anization' s Web addr ess and cl ient logon | |||||
| 277 | // c redentials from the user. | |||||
| 278 | Serv erConnecti on serverC onnect = n ew ServerC onnection( ); | |||||
| 279 | Serv erConnecti on.Configu ration con fig = serv erConnect. GetServerC onfigurati on(); | |||||
| 280 | ||||||
| 281 | Crea teAndShare AccessTeam app = new CreateAnd ShareAcces sTeam(); | |||||
| 282 | app. Run(config , true); | |||||
| 283 | } | |||||
| 284 | catch (F aultExcept ion<Micros oft.Xrm.Sd k.Organiza tionServic eFault> ex ) | |||||
| 285 | { | |||||
| 286 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 287 | Cons ole.WriteL ine("Times tamp: {0}" , ex.Detai l.Timestam p); | |||||
| 288 | Cons ole.WriteL ine("Code: {0}", ex. Detail.Err orCode); | |||||
| 289 | Cons ole.WriteL ine("Messa ge: {0}", ex.Detail. Message); | |||||
| 290 | Cons ole.WriteL ine("Plugi n Trace: { 0}", ex.De tail.Trace Text); | |||||
| 291 | Cons ole.WriteL ine("Inner Fault: {0 }", | |||||
| 292 | null == ex .Detail.In nerFault ? "No Inner Fault" : "Has Inner Fault"); | |||||
| 293 | } | |||||
| 294 | catch (S ystem.Time outExcepti on ex) | |||||
| 295 | { | |||||
| 296 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 297 | Cons ole.WriteL ine("Messa ge: {0}", ex.Message ); | |||||
| 298 | Cons ole.WriteL ine("Stack Trace: {0 }", ex.Sta ckTrace); | |||||
| 299 | Cons ole.WriteL ine("Inner Fault: {0 }", | |||||
| 300 | null == ex .InnerExce ption.Mess age ? "No Inner Faul t" : ex.In nerExcepti on.Message ); | |||||
| 301 | } | |||||
| 302 | catch (S ystem.Exce ption ex) | |||||
| 303 | { | |||||
| 304 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 305 | Cons ole.WriteL ine(ex.Mes sage); | |||||
| 306 | ||||||
| 307 | // D isplay the details o f the inne r exceptio n. | |||||
| 308 | if ( ex.InnerEx ception != null) | |||||
| 309 | { | |||||
| 310 | Console.Wr iteLine(ex .InnerExce ption.Mess age); | |||||
| 311 | ||||||
| 312 | FaultExcep tion<Micro soft.Xrm.S dk.Organiz ationServi ceFault> f e = | |||||
| 313 | ex.Inn erExceptio n | |||||
| 314 | as Fau ltExceptio n<Microsof t.Xrm.Sdk. Organizati onServiceF ault>; | |||||
| 315 | if (fe != null) | |||||
| 316 | { | |||||
| 317 | Consol e.WriteLin e("Timesta mp: {0}", fe.Detail. Timestamp) ; | |||||
| 318 | Consol e.WriteLin e("Code: { 0}", fe.De tail.Error Code); | |||||
| 319 | Consol e.WriteLin e("Message : {0}", fe .Detail.Me ssage); | |||||
| 320 | Consol e.WriteLin e("Plugin Trace: {0} ", fe.Deta il.TraceTe xt); | |||||
| 321 | Consol e.WriteLin e("Inner F ault: {0}" , | |||||
| 322 | nu ll == fe.D etail.Inne rFault ? " No Inner F ault" : "H as Inner F ault"); | |||||
| 323 | } | |||||
| 324 | } | |||||
| 325 | } | |||||
| 326 | finally | |||||
| 327 | { | |||||
| 328 | Cons ole.WriteL ine("Press <Enter> t o exit."); | |||||
| 329 | Cons ole.ReadLi ne(); | |||||
| 330 | } | |||||
| 331 | ||||||
| 332 | } | |||||
| 333 | #e ndregion M ain | |||||
| 334 | ||||||
| 335 | } | |||||
| 336 | } | |||||
| 337 | //</snippe tCreateAnd ShareAcces sTeam> |
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