//Guid _reportLinkId;
#endregion Class Level Members
#region How To Sample Code
/// <summary>
/// Create and configure the organization service proxy.
/// Retrieve the history limit of a report.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
//<snippetPublishReport1>
// Define an anonymous type to define the possible values for
// report type.
var ReportTypeCode = new
{
ReportingServicesReport = 1,
OtherReport = 2,
LinkedReport = 3
};
// Define an anonymous type to define the possible values for
// report category.
var ReportCategoryCode = new
{
SalesReports = 1,
ServiceReports = 2,
MarketingReports = 3,
AdministrativeReports = 4
};
// Define an anonymous type to define the possible values for
// report visibility
var ReportVisibilityCode = new
{
ReportsGrid = 1,
Form = 2,
Grid = 3,
};
// Instantiate a report object.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
Report sampleReport = new Report
{
Name = "Sample Report",
BodyText = File.ReadAllText("SampleReport.rdl"),
FileName = "SampleReport.rdl",
LanguageCode = 1033, // US English
ReportTypeCode = new OptionSetValue(ReportTypeCode.ReportingServicesReport)
};
// Create a report record named Sample Report.
_reportId = _serviceProxy.Create(sampleReport);
// Set the report category.
ReportCategory sampleReportCategory = new ReportCategory
{
ReportId = new EntityReference(Report.EntityLogicalName, _reportId),
CategoryCode = new OptionSetValue(ReportCategoryCode.AdministrativeReports)
};
_reportCategoryId = _serviceProxy.Create(sampleReportCategory);
// Define which entity this report uses.
ReportEntity reportEntity = new ReportEntity
{
ReportId = new EntityReference(Report.EntityLogicalName, _reportId),
ObjectTypeCode = Account.EntityLogicalName
};
_reportEntityId = _serviceProxy.Create(reportEntity);
// Set the report visibility.
ReportVisibility rv = new ReportVisibility
{
ReportId = new EntityReference(Report.EntityLogicalName, _reportId),
VisibilityCode = new OptionSetValue(ReportVisibilityCode.Form)
};
_reportVisibilityId1 = _serviceProxy.Create(rv);
rv = new ReportVisibility
{
ReportId = new EntityReference(Report.EntityLogicalName, _reportId),
VisibilityCode = new OptionSetValue(ReportVisibilityCode.Grid)
};
_reportVisibilityId2 = _serviceProxy.Create(rv);
rv = new ReportVisibility
{
ReportId = new EntityReference(Report.EntityLogicalName, _reportId),
VisibilityCode = new OptionSetValue(ReportVisibilityCode.ReportsGrid)
};
_reportVisibilityId3 = _serviceProxy.Create(rv);
Console.WriteLine("{0} published in Microsoft Dynamics CRM.", sampleReport.Name);
//</snippetPublishReport1>
DeleteRequiredRecords(promptForDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
//Guid _reportLinkId;
#endregion Class Level Members
#region How To Sample Code
/// <summary>
/// Create and configure the organization service proxy.
/// Retrieve the history limit of a report.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
//<snippetPublishReport1>
// Define an anonymous type to define the possible values for
// report type.
var ReportTypeCode = new
{
ReportingServicesReport = 1,
OtherReport = 2,
LinkedReport = 3
};
// Define an anonymous type to define the possible values for
// report category.
var ReportCategoryCode = new
{
SalesReports = 1,
ServiceReports = 2,
MarketingReports = 3,
AdministrativeReports = 4
};
// Define an anonymous type to define the possible values for
// report visibility
var ReportVisibilityCode = new
{
ReportsGrid = 1,
Form = 2,
Grid = 3,
};
// Instantiate a report object.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
Report sampleReport = new Report
{
Name = "Sample Report",
BodyText = File.ReadAllText("SampleReport.rdl"),
FileName = "SampleReport.rdl",
LanguageCode = 1033, // US English
ReportTypeCode = new OptionSetValue(ReportTypeCode.ReportingServicesReport)
};
// Create a report record named Sample Report.
_reportId = _serviceProxy.Create(sampleReport);
// Set the report category.
ReportCategory sampleReportCategory = new ReportCategory
{
ReportId = new EntityReference(Report.EntityLogicalName, _reportId),
CategoryCode = new OptionSetValue(ReportCategoryCode.AdministrativeReports)
};
_reportCategoryId = _serviceProxy.Create(sampleReportCategory);
// Define which entity this report uses.
ReportEntity reportEntity = new ReportEntity
{
ReportId = new EntityReference(Report.EntityLogicalName, _reportId),
ObjectTypeCode = Account.EntityLogicalName
};
_reportEntityId = _serviceProxy.Create(reportEntity);
// Set the report visibility.
ReportVisibility rv = new ReportVisibility
{
ReportId = new EntityReference(Report.EntityLogicalName, _reportId),
VisibilityCode = new OptionSetValue(ReportVisibilityCode.Form)
};
_reportVisibilityId1 = _serviceProxy.Create(rv);
rv = new ReportVisibility
{
ReportId = new EntityReference(Report.EntityLogicalName, _reportId),
VisibilityCode = new OptionSetValue(ReportVisibilityCode.Grid)
};
_reportVisibilityId2 = _serviceProxy.Create(rv);
rv = new ReportVisibility
{
ReportId = new EntityReference(Report.EntityLogicalName, _reportId),
VisibilityCode = new OptionSetValue(ReportVisibilityCode.ReportsGrid)
};
_reportVisibilityId3 = _serviceProxy.Create(rv);
Console.WriteLine("{0} published in Microsoft Dynamics CRM.", sampleReport.Name);
//</snippetPublishReport1>
DeleteRequiredRecords(promptForDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
// Define an anonymous type to define the possible values for
// report type.
var ReportTypeCode = new
{
ReportingServicesReport = 1,
OtherReport = 2,
LinkedReport = 3
};
// Define an anonymous type to define the possible values for
// report category.
var ReportCategoryCode = new
{
SalesReports = 1,
ServiceReports = 2,
MarketingReports = 3,
AdministrativeReports = 4
};
// Define an anonymous type to define the possible values for
// report visibility
var ReportVisibilityCode = new
{
ReportsGrid = 1,
Form = 2,
Grid = 3,
};
// Instantiate a report object.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
var sampleReport = new Report
{
Name = "Sample Report",
BodyText = File.ReadAllText("SampleReport.rdl"),
FileName = "SampleReport.rdl",
LanguageCode = 1033, // US English
ReportTypeCode = new OptionSetValue(ReportTypeCode.ReportingServicesReport)
};
// Create a report record named Sample Report.
_reportId = service.Create(sampleReport);
// Set the report category.
var sampleReportCategory = new ReportCategory
{
ReportId = new EntityReference(Report.EntityLogicalName, _reportId),
CategoryCode = new OptionSetValue(ReportCategoryCode.AdministrativeReports)
};
_reportCategoryId = service.Create(sampleReportCategory);
// Define which entity this report uses.
var reportEntity = new ReportEntity
{
ReportId = new EntityReference(Report.EntityLogicalName, _reportId),
ObjectTypeCode = Account.EntityLogicalName
};
_reportEntityId = service.Create(reportEntity);
// Set the report visibility.
var rv = new ReportVisibility
{
ReportId = new EntityReference(Report.EntityLogicalName, _reportId),
VisibilityCode = new OptionSetValue(ReportVisibilityCode.Form)
};
_reportVisibilityId1 = service.Create(rv);
rv = new ReportVisibility
{
ReportId = new EntityReference(Report.EntityLogicalName, _reportId),
VisibilityCode = new OptionSetValue(ReportVisibilityCode.Grid)
};
_reportVisibilityId2 = service.Create(rv);
rv = new ReportVisibility
{
ReportId = new EntityReference(Report.EntityLogicalName, _reportId),
VisibilityCode = new OptionSetValue(ReportVisibilityCode.ReportsGrid)
};
_reportVisibilityId3 = service.Create(rv);
Console.WriteLine("{0} published in Common Data Service.", sampleReport.Name);
#endregion Demonstrate
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
/// <summary>
/// Initializes a new instance of the <see cref="CustomReportDefinition"/> class.
/// </summary>
/// <param name="title">The title.</param>
/// <param name="description">The description.</param>
/// <param name="fileName">Name of the file.</param>
/// <param name="visibility">The visibility.</param>
/// <param name="securityConfigurations">The security configurations.</param>
public CustomReportDefinition(
string title,
string description,
string fileName,
ReportVisibility visibility,
IEnumerable<CustomReportSecurityConfiguration> securityConfigurations)
{
_title = title;
_description = description;
_fileName = fileName;
_visibility = visibility;
_securityConfigurations.AddRange(securityConfigurations);
}
