예제 #1
0
        //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;
            }
        }
예제 #2
0
        //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;
            }
        }
예제 #3
0
        [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();
            }
        }
예제 #4
0
 /// <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);
 }