670. Araxis Merge File Comparison Report

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670.1 Files compared

#	Location	File	Last Modified
1	C:\Araxis_Merge_Comprasion\Pub_un\BTSSS_CIF_122016.zip\BTSSS_CIF_12_20_16\clean\CRM\trunk\SDK\SampleCode\CS\VisualizationsAndDashboards	CRUDVisualizations.cs	Tue Dec 20 19:51:43 2016 UTC
2			Wed Feb 1 19:56:55 2017 UTC

670.2 Comparison summary

Description	Between Files 1 and 2
Description	Text Blocks	Lines
Unchanged	0	0
Changed	0	0
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Removed	1	454

670.3 Comparison options

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Character case	Differences in character case are significant
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670.4 Active regular expressions

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670.5 Comparison detail

1		// ======= ========== ========== ========== ========== ========== ========== ==
2		//
3		// This f ile is par t of the M icrosoft D ynamics CR M SDK code samples.
4		//
5		// Copyri ght (C) Mi crosoft Co rporation. All righ ts reserve d.
6		//
7		// This s ource code is intend ed only as a supplem ent to Mic rosoft
8		// Develo pment Tool s and/or o n-line doc umentation . See the se other
9		// materi als for de tailed inf ormation r egarding M icrosoft c ode sample s.
10		//
11		// THIS C ODE AND IN FORMATION ARE PROVID ED "AS IS" WITHOUT W ARRANTY OF ANY
12		// KIND, EITHER EXP RESSED OR IMPLIED, I NCLUDING B UT NOT LIM ITED TO TH E
13		// IMPLIE D WARRANTI ES OF MERC HANTABILIT Y AND/OR F ITNESS FOR A
14		// PARTIC ULAR PURPO SE.
15		//
16		// ======= ========== ========== ========== ========== ========== ========== ==
17		//<snippet CRUDVisual ization>
18		using Syst em;
19		using Syst em.Linq;
20		using Syst em.Service Model;
21		using Syst em.Service Model.Desc ription;
22
23		// These n amespaces are found in the Mic rosoft.Xrm .Sdk.dll a ssembly
24		// found i n the SDK\ bin folder .
25		using Micr osoft.Xrm. Sdk;
26		using Micr osoft.Xrm. Sdk.Client ;
27		using Micr osoft.Xrm. Sdk.Query;
28		using Micr osoft.Xrm. Sdk.Discov ery;
29		using Micr osoft.Xrm. Sdk.Messag es;
30
31		// This na mespace is found in Microsoft. Crm.Sdk.Pr oxy.dll as sembly
32		// found i n the SDK\ bin folder .
33		using Micr osoft.Crm. Sdk.Messag es;
34
35		namespace Microsoft. Crm.Sdk.Sa mples
36		{
37		/// <s ummary>
38		/// Th is sample shows how to create retrieve, update, an d delete a n
39		/// or ganization -owned vis ualization . The visu alization will be at tached
40		/// to the 'Oppo rtunity' e ntity. As part of up dating the visualiza tion,
41		/// we will also set it to be the de fault visu alization for the Op portunity
42		/// en tity.
43		/// </ summary>
44		public class CRU DVisualiza tion
45		{
46		#r egion Clas s Level Me mbers
47
48
49		// / <summary >
50		// / Stores t he organiz ation serv ice proxy.
51		// / </summar y>
52		pr ivate Orga nizationSe rviceProxy _serviceP roxy;
53
54		// Define th e IDs need ed for thi s sample.
55		pr ivate Guid _orgOwned Visualizat ionId;
56		pr ivate Guid _accountI d;
57		pr ivate Guid [] _opport unitiyIds;
58
59		#e ndregion C lass Level Members
60
61		#r egion How To Sample Code
62		// / <summary >
63		// / Create a nd configu re the org anization service pr oxy.
64		// / Initiate the metho d to creat e any data that this sample re quires.
65		// / Create a n organiza tion-owned visualiza tion.
66		// / Retrieve the visua lization.
67		// / Update t he visuali zation; up date the n ame and se t it as th e default
68		// / visualiz ation for the Opport unity enti ty.
69		// / Optional ly delete any entity records t hat were c reated for this samp le.
70		// / </summar y>
71		// / <param n ame="serve rConfig">C ontains se rver conne ction info rmation.</ param>
72		// / <param n ame="promp tforDelete ">When Tru e, the use r will be prompted t o delete a ll
73		// / created entities.< /param>
74
75		pub lic void R un(ServerC onnection. Configurat ion server Config, bo ol promptF orDelete)
76		{
77		try
78		{
79		// C onnect to the Organi zation ser vice.
80		// T he using s tatement a ssures tha t the serv ice proxy will be pr operly dis posed.
81		usin g (_servic eProxy = n ew Organiz ationServi ceProxy(se rverConfig .Organizat ionUri, se rverConfig .HomeRealm Uri,server Config.Cre dentials, serverConf ig.DeviceC redentials ))
82		{
83		// This st atement is required to enable early-boun d type sup port.
84		_servicePr oxy.Enable ProxyTypes ();
85
86
87		// Call th e method t o create a ny data th at this sa mple requi res.
88		CreateRequ iredRecord s();
89
90		//<snippet CRUDVisual ization1>
91		// Create a visualiz ation
92
93		// Set The presentat ion XML st ring.
94		string pre sentationX ml = @"
95		<Chart Pal ette='Brig htPastel'>
96		<Serie s>
97		<S eries _Tem plate_='Al l' ShadowO ffset='2'
98		BorderCo lor='64, 6 4, 64' Bor derDashSty le='Solid'
99		BorderWi dth='1' Is ValueShown AsLabel='t rue'
100		Font='Ta homa, 6.75 pt, GdiCha rSet=0'
101		LabelFor eColor='10 0, 100, 10 0'
102		CustomPr operties=' FunnelLabe lStyle=Out side'
103		ChartTyp e='Funnel' >
104		<SmartLa belStyle E nabled='Tr ue' />
105		<Points />
106		</ Series>
107		</Ser ies>
108		<Chart Areas>
109		<C hartArea _ Template_= 'All' Back Color='Tra nsparent'
110		BorderCo lor='Trans parent'
111		BorderDa shStyle='S olid'>
112		<Area3DS tyle Enabl e3D='True'
113		IsCl ustered='T rue'/>
114		</ ChartArea>
115		</Char tAreas>
116		<Legen ds>
117		<L egend _Tem plate_='Al l' Alignme nt='Center '
118		LegendSt yle='Table ' Docking= 'Bottom'
119		IsEquall ySpacedIte ms='True' BackColor= 'White'
120		BorderCo lor='228, 228, 228' BorderWidt h='0'
121		Font='Ta homa, 8pt, GdiCharSe t=0'
122		ShadowCo lor='0, 0, 0, 0'
123		ForeColo r='100, 10 0, 100'>
124		</ Legend>
125		</Lege nds>
126		<Title s>
127		<T itle _Temp late_='All '
128		Font='Ta homa, 9pt, style=Bol d, GdiChar Set=0'
129		ForeColo r='102, 10 2, 102'>
130		</ Title>
131		</Titl es>
132		<Borde rSkin Page Color='Con trol'
133		Ba ckColor='C ornflowerB lue'
134		Ba ckSecondar yColor='Co rnflowerBl ue' />
135		</Chart>
136		";
137
138		// Set the data XML string.
139		string dat aXml = @"
140		<datadefin ition>
141		<fetch collection >
142		<f etch mappi ng='logica l' count=' 10'
143		aggregat e='true'>
144		<entity name='oppo rtunity'>
145		<att ribute nam e='actualv alue_base'
146		aggregate= 'sum'
147		alias='sum _actualval ue_base' / >
148		<att ribute nam e='stepnam e' groupby ='true'
149		alias='ste pname' />
150		<ord er alias=' stepname' descending ='false'/>
151		</entity >
152		</ fetch>
153		</fetc hcollectio n>
154		<categ orycollect ion>
155		<c ategory>
156		<measure collection >
157		<mea sure alias ='sum_actu alvalue_ba se'/>
158		</measur ecollectio n>
159		</ category>
160		</cate gorycollec tion>
161		</datadefi nition>
162		";
163		//<snippet CRUDVisual ization2>
164		// Create the visual ization en tity insta nce.
165		SavedQuery Visualizat ion newOrg OwnedVisua lization = new Saved QueryVisua lization
166		{
167		Name = "Sample V isualizati on",
168		Descri ption = "S ample orga nization-o wned visua lization." ,
169		Presen tationDesc ription = presentati onXml,
170		DataDe scription = dataXml,
171		Primar yEntityTyp eCode = Op portunity. EntityLogi calName,
172		IsDefa ult = fals e
173		};
174		_orgOwnedV isualizati onId = _se rviceProxy .Create(ne wOrgOwnedV isualizati on);
175		//</snippe tCRUDVisua lization2>
176		Console.Wr iteLine("C reated {0} .", newOrg OwnedVisua lization.N ame);
177		//</snippe tCRUDVisua lization1>
178
179		// Retriev e the visu alization
180		SavedQuery Visualizat ion retrie vedOrgOwne dVisualiza tion = (Sa vedQueryVi sualizatio n)_service Proxy.Retr ieve(Saved QueryVisua lization.E ntityLogic alName, _o rgOwnedVis ualization Id, new Co lumnSet(tr ue));
181		Console.Wr iteLine("R etrieved t he visuali zation.");
182
183		// Update the retrie ved visual ization
184		// 1. Upd ate the na me.
185		// 2. Upd ate the da ta descrip tion strin g.
186
187		string new DataXml = @"<datadef inition>
188		<fetchcoll ection>
189		<fetch mapping=' logical' c ount='10'
190		ag gregate='t rue'>
191		<e ntity name ='opportun ity'>
192		<attribu te name='e stimatedva lue_base'
193		aggr egate='sum '
194		alia s='sum_est imatedvalu e_base' />
195		<attribu te name='n ame'
196		grou pby='true'
197		alia s='name' / >
198		<order a lias='name '
199		desc ending='fa lse'/>
200		</ entity>
201		</fetc h>
202		</fetchcol lection>
203		<categoryc ollection>
204		<categ ory>
205		<m easurecoll ection>
206		<measure alias='su m_estimate dvalue_bas e'/>
207		</ measurecol lection>
208		</cate gory>
209		</category collection >
210		</da tadefiniti on>";
211
212		retrievedO rgOwnedVis ualization .Name = "U pdated Sam ple Visual ization";
213		retrievedO rgOwnedVis ualization .DataDescr iption = n ewDataXml;
214
215		_servicePr oxy.Update (retrieved OrgOwnedVi sualizatio n);
216
217		// Publish the chang es to the solution. This step is only re quired
218		// for org anization- owned visu alizations .
219		PublishAll XmlRequest updateReq uest = new PublishAl lXmlReques t();
220		_servicePr oxy.Execut e(updateRe quest);
221
222		Console.Wr iteLine("U pdated the visualiza tion.");
223
224		DeleteRequ iredRecord s(promptFo rDelete);
225
226		}
227		}
228		// Catch any servi ce fault e xceptions that Micro soft Dynam ics CRM th rows.
229		catch (F aultExcept ion<Micros oft.Xrm.Sd k.Organiza tionServic eFault>)
230		{
231		// Y ou can han dle an exc eption her e or pass it back to the calli ng method.
232		thro w;
233		}
234		}
235
236		// / <summary >
237		// / This met hod create s any enti ty records that this sample re quires.
238		// / Create a n account and few op portuntiy records fo r sample d ata
239		// / for the chart.
240		// / </summar y>
241		pu blic void CreateRequ iredRecord s()
242		{
243		// Creat e a sample account
244		Account setupAccou nt = new A ccount { N ame = "Sam ple Accoun t" };
245		_account Id = _serv iceProxy.C reate(setu pAccount);
246		Console. WriteLine( "Created { 0}.", setu pAccount.N ame);
247
248		// Creat e some opp otunity re cords for the visual ization
249		Opportun ity[] setu pOpportuni ties = new Opportuni ty[]
250		{
251		new Opport unity
252		{
253		Name = "Sample O pp 01",
254		Estima tedValue = new Money (120000.00 m),
255		Actual Value = ne w Money(10 0000.00m),
256		Custom erId = new EntityRef erence(Acc ount.Entit yLogicalNa me,
257		_a ccountId),
258		StepNa me = "Open "
259		},
260		new Opport unity
261		{
262		Name = "Sample O pp 02",
263		Estima tedValue = new Money (240000.00 m),
264		Actual Value = ne w Money(20 0000.00m),
265		Custom erId = new EntityRef erence(Acc ount.Entit yLogicalNa me,
266		_a ccountId),
267		StepNa me = "Open "
268		},
269		new Opport unity
270		{
271		Name = "Sample O pp 03",
272		Estima tedValue = new Money (360000.00 m),
273		Actual Value = ne w Money(30 0000.00m),
274		Custom erId = new EntityRef erence(Acc ount.Entit yLogicalNa me,
275		_a ccountId),
276		StepNa me = "Open "
277		},
278		new Opport unity
279		{
280		Name = "Sample O pp 04",
281		Estima tedValue = new Money (500000.00 m),
282		Actual Value = ne w Money(50 0000.00m),
283		Custom erId = new EntityRef erence(Acc ount.Entit yLogicalNa me,
284		_a ccountId),
285		StepNa me = "Open "
286		},
287		new Opport unity
288		{
289		Name = "Sample O pp 05",
290		Estima tedValue = new Money (110000.00 m),
291		Actual Value = ne w Money(60 000.00m),
292		Custom erId = new EntityRef erence(Acc ount.Entit yLogicalNa me,
293		_a ccountId),
294		StepNa me = "Open "
295		},
296		new Opport unity
297		{
298		Name = "Sample O pp 06",
299		Estima tedValue = new Money (90000.00m ),
300		Actual Value = ne w Money(70 000.00m),
301		Custom erId = new EntityRef erence(Acc ount.Entit yLogicalNa me,
302		_a ccountId),
303		StepNa me = "Open "
304		},
305		new Opport unity
306		{
307		Name = "Sample O pp 07",
308		Estima tedValue = new Money (620000.00 m),
309		Actual Value = ne w Money(48 0000.00m),
310		Custom erId = new EntityRef erence(Acc ount.Entit yLogicalNa me,
311		_a ccountId),
312		StepNa me = "Open "
313		},
314		new Opport unity
315		{
316		Name = "Sample O pp 08",
317		Estima tedValue = new Money (440000.00 m),
318		Actual Value = ne w Money(40 0000.00m),
319		Custom erId = new EntityRef erence(Acc ount.Entit yLogicalNa me,
320		_a ccountId),
321		StepNa me = "Open "
322		},
323		new Opport unity
324		{
325		Name = "Sample O pp 09",
326		Estima tedValue = new Money (410000.00 m),
327		Actual Value = ne w Money(40 0000.00m),
328		Custom erId = new EntityRef erence(Acc ount.Entit yLogicalNa me,
329		_a ccountId),
330		StepNa me = "Open "
331		},
332		new Opport unity
333		{
334		Name = "Sample O pp 10",
335		Estima tedValue = new Money (650000.00 m),
336		Actual Value = ne w Money(65 0000.00m),
337		Custom erId = new EntityRef erence(Acc ount.Entit yLogicalNa me,
338		_a ccountId),
339		StepNa me = "Open "
340		}
341		};
342
343		_opportu nitiyIds = (from opp in setupO pportuniti es
344		select _ servicePro xy.Create( opp)).ToAr ray();
345
346		Console. WriteLine( "Created f ew opportu nity recor ds for {0} .", setupA ccount.Nam e);
347
348		return;
349		}
350
351		// / <summary >
352		// / Deletes any entity records t hat were c reated for this samp le.
353		// / <param n ame="promp t">Indicat es whether to prompt the user
354		// / to delet e the reco rds create d in this sample.</p aram>
355		// / </summar y>
356		pu blic void DeleteRequ iredRecord s(bool pro mpt)
357		{
358		bool del eteRecords = true;
359
360		if (prom pt)
361		{
362		Cons ole.WriteL ine("\nDo you want t hese entit y records deleted? ( y/n) [y]: ");
363		Stri ng answer = Console. ReadLine() ;
364
365		dele teRecords = (answer. StartsWith ("y") \|\| a nswer.Star tsWith("Y" ) \|\| answe r == Strin g.Empty);
366		}
367
368		if (dele teRecords)
369		{
370		_ser viceProxy. Delete(Sav edQueryVis ualization .EntityLog icalName,
371		_orgOwnedV isualizati onId);
372		_ser viceProxy. Delete("ac count", _a ccountId);
373		Cons ole.WriteL ine("Entit y records have been deleted.") ;
374		}
375		}
376
377
378		#e ndregion H ow To Samp le Code
379
380		#r egion Main
381		// / <summary >
382		// / Main. Ru ns the sam ple and pr ovides err or output.
383		// / <param n ame="args" >Array of arguments to Main me thod.</par am>
384		// / </summar y>
385		st atic publi c void Mai n(string[] args)
386		{
387		try
388		{
389		// O btain the target org anization' s Web addr ess and cl ient logon
390		// c redentials from the user.
391		Serv erConnecti on serverC onnect = n ew ServerC onnection( );
392		Serv erConnecti on.Configu ration con fig = serv erConnect. GetServerC onfigurati on();
393
394		CRUD Visualizat ion app = new CRUDVi sualizatio n();
395		app. Run(config , true);
396
397
398		}
399		catch (F aultExcept ion<Micros oft.Xrm.Sd k.Organiza tionServic eFault> ex )
400		{
401		Cons ole.WriteL ine("The a pplication terminate d with an error.");
402		Cons ole.WriteL ine("Times tamp: {0}" , ex.Detai l.Timestam p);
403		Cons ole.WriteL ine("Code: {0}", ex. Detail.Err orCode);
404		Cons ole.WriteL ine("Messa ge: {0}", ex.Detail. Message);
405		Cons ole.WriteL ine("Plugi n Trace: { 0}", ex.De tail.Trace Text);
406		Cons ole.WriteL ine("Inner Fault: {0 }",
407		null == ex .Detail.In nerFault ? "No Inner Fault" : "Has Inner Fault");
408		}
409		catch (S ystem.Time outExcepti on ex)
410		{
411		Cons ole.WriteL ine("The a pplication terminate d with an error.");
412		Cons ole.WriteL ine("Messa ge: {0}", ex.Message );
413		Cons ole.WriteL ine("Stack Trace: {0 }", ex.Sta ckTrace);
414		Cons ole.WriteL ine("Inner Fault: {0 }",
415		null == ex .InnerExce ption.Mess age ? "No Inner Faul t" : ex.In nerExcepti on.Message );
416		}
417		catch (S ystem.Exce ption ex)
418		{
419		Cons ole.WriteL ine("The a pplication terminate d with an error.");
420		Cons ole.WriteL ine(ex.Mes sage);
421
422		// D isplay the details o f the inne r exceptio n.
423		if ( ex.InnerEx ception != null)
424		{
425		Console.Wr iteLine(ex .InnerExce ption.Mess age);
426
427		FaultExcep tion<Micro soft.Xrm.S dk.Organiz ationServi ceFault> f e
428		= ex.I nnerExcept ion
429		as Fau ltExceptio n<Microsof t.Xrm.Sdk. Organizati onServiceF ault>;
430		if (fe != null)
431		{
432		Consol e.WriteLin e("Timesta mp: {0}", fe.Detail. Timestamp) ;
433		Consol e.WriteLin e("Code: { 0}", fe.De tail.Error Code);
434		Consol e.WriteLin e("Message : {0}", fe .Detail.Me ssage);
435		Consol e.WriteLin e("Plugin Trace: {0} ", fe.Deta il.TraceTe xt);
436		Consol e.WriteLin e("Inner F ault: {0}" ,
437		nu ll == fe.D etail.Inne rFault ? " No Inner F ault" : "H as Inner F ault");
438		}
439		}
440		}
441		// Addit ional exce ptions to catch: Sec urityToken Validation Exception, ExpiredSe curityToke nException ,
442		// Secur ityAccessD eniedExcep tion, Mess ageSecurit yException , and Secu rityNegoti ationExcep tion.
443
444		finally
445		{
446		Cons ole.WriteL ine("Press <Enter> t o exit.");
447		Cons ole.ReadLi ne();
448		}
449
450		}
451		#e ndregion M ain
452		}
453		}
454		//</snippe tCRUDVisua lization>