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Tuesday, December 25, 2012

MS CRM Using CrmDiscoveryService

Type Value Description
AD 0 Specifies Active Directory authentication.
Passport 1 Specifies Windows Live ID authentication.
Spla 2 Specifies Internet-Facing Deployment authentication

1. Active Directory authentication.Sample code
try{

String username = "domain\\user";
String password = "password";
String authType = "AD";
String OrganizationName = "orgName";
String hostBame = "http://xxx.xxx.x.xxx";
String CrmDiscoveryURL = hostBame + "/MSCRMServices/2007/"+ authType + "/CrmDiscoveryService.asmx";


CrmDiscoveryURL = CrmDiscoveryURL.toLowerCase();

CrmDiscoveryServiceLocator discoveryServiceLoc = new CrmDiscoveryServiceLocator();
discoveryServiceLoc.setCrmDiscoveryServiceSoapEndpointAddress(CrmDiscoveryURL);
CrmDiscoveryService discoveryService = (CrmDiscoveryService) discoveryServiceLoc;
CrmDiscoveryServiceSoapStub discoveryServiceSoap = (CrmDiscoveryServiceSoapStub) discoveryService.getCrmDiscoveryServiceSoap();


discoveryServiceSoap.setUsername(username);
discoveryServiceSoap.setPassword(password);

RetrieveOrganizationsRequest orgRequest = new RetrieveOrganizationsRequest();
orgRequest.setUserId(username);
orgRequest.setPassword(password);
RetrieveOrganizationsResponse orgResp = (RetrieveOrganizationsResponse) discoveryServiceSoap.execute(orgRequest);

OrganizationDetail orgInfo = null;
com.microsoft.schemas.crm._2007.CrmDiscoveryService.ArrayOfOrganizationDetail arrayOfDetail= orgResp.getOrganizationDetails();
OrganizationDetail[] orgdetails = arrayOfDetail.getOrganizationDetail();


for (int i = 0; i < orgdetails.length; i++) {


System.out.println("orgdetails[i].getOrganizationName() = "+ orgdetails[i].getOrganizationName());
if (orgdetails[i].getOrganizationName().equalsIgnoreCase(OrganizationName)) {

orgInfo = orgdetails[i];
break;
}
}

int AD = 0;
CrmAuthenticationToken token = new CrmAuthenticationToken();
token.setAuthenticationType(AD);
token.setOrganizationName(OrganizationName);


String CrmServiceUrl = orgInfo.getCrmServiceUrl();




CrmServiceSoapStub adminBinding = (CrmServiceSoapStub) new CrmServiceLocator().getCrmServiceSoap(new URL(CrmServiceUrl));

adminBinding.setHeader("http://schemas.microsoft.com/crm/2007/WebServices","CrmAuthenticationToken", token);

adminBinding.setUsername(username);
adminBinding.setPassword(password);

WhoAmIRequest whoRequest = new WhoAmIRequest();
WhoAmIResponse whoResp = (WhoAmIResponse) adminBinding.execute(whoRequest);

String UserId = whoResp.getUserId();

System.out.println("userid = "+ UserId);

}catch(Exception e){
e.printStackTrace();
}

2. Passport Authentication
Sample code

String authType = "Passport";
CrmDiscoveryServiceLocator discoveryServiceLoc = new CrmDiscoveryServiceLocator();
discoveryServiceLoc.setCrmDiscoveryServiceSoapEndpointAddress("http://" + hostName + "/MSCRMServices/2007/" + authType + "/CrmDiscoveryService.asmx");

CrmDiscoveryService discoveryService = (CrmDiscoveryService) discoveryServiceLoc;
CrmDiscoveryServiceSoapStub discoveryServiceSoap = (CrmDiscoveryServiceSoapStub) discoveryService.getCrmDiscoveryServiceSoap();

// Retrieve Policy Request
RetrievePolicyRequest policyRequest = new RetrievePolicyRequest();
RetrievePolicyResponse policyResponse = (RetrievePolicyResponse) discoveryServiceSoap.execute(policyRequest);

String passportTicket = getPassportTicket(policyResponse.getPolicy(),userName, password);

RetrieveCrmTicketRequest crmTicketRequest = new RetrieveCrmTicketRequest();
crmTicketRequest.setOrganizationName(organization);
crmTicketRequest.setPassportTicket(passportTicket);
crmTicketResponse = (RetrieveCrmTicketResponse) discoveryServiceSoap.execute(crmTicketRequest);

if (crmTicketResponse != null) {

CrmAuthenticationToken token = new CrmAuthenticationToken();

int PASSPORT = 1;
token.setAuthenticationType(PASSPORT);
token.setCallerId("00000000-0000-0000-0000-000000000000");
token.setOrganizationName(crmTicketResponse.getOrganizationDetail().getOrganizationName());
token.setCrmTicket(crmTicketResponse.getCrmTicket());
String crmServiceUrl = crmTicketResponse.getOrganizationDetail().getCrmServiceUrl();// we can store it in db w.r.t user,pass,org and retrieve
CrmServiceSoapStub crmServiceSoapStub = (CrmServiceSoapStub) new CrmServiceLocator().getCrmServiceSoap(new URL(crmServiceUrl));


crmServiceSoapStub.setHeader("http://schemas.microsoft.com/crm/2007/WebServices","CrmAuthenticationToken", token);

WhoAmIRequest whoRequest = new WhoAmIRequest();
whoRequest.setOptionalParameters(new OptionalParameter[] {});

WhoAmIResponse whoResp = (WhoAmIResponse) crmServiceSoapStub.execute(whoRequest);
System.out.println("----------getUserId()----------------->"+ whoResp.getOrganizationId());
}

private String getPassportTicket(String policy, String userName, String password) {

String ticket= null;


try{

String passportDomain = "crm.dynamics.com";//partner
String environment = "Production";
ticket = new MSLogonManager().logon(userName, password, passportDomain, policy, environment);
System.out.println("ticket = "+ticket);

}catch(Exception e){

e.printStackTrace();
}
return ticket;
}


3. IFD Authentication

String hostBame = "https://xx.xxxx.xxx";
String OrganizationName = "orgName";
String username = "usernam";
String password = "password";

String CrmDiscoveryURL = hostBame+"/mscrmservices/2007/spla/crmdiscoveryservice.asmx";

CrmDiscoveryServiceLocator discoveryServiceLoc = new CrmDiscoveryServiceLocator();
discoveryServiceLoc.setCrmDiscoveryServiceSoapEndpointAddress(CrmDiscoveryURL);
CrmDiscoveryService discoveryService = (CrmDiscoveryService) discoveryServiceLoc;
CrmDiscoveryServiceSoapStub discoveryServiceSoap = (CrmDiscoveryServiceSoapStub) discoveryService.getCrmDiscoveryServiceSoap();

discoveryServiceSoap.setUsername(username);
discoveryServiceSoap.setPassword(password);

RetrieveOrganizationsRequest orgRequest = new RetrieveOrganizationsRequest();
orgRequest.setUserId(username);
orgRequest.setPassword(password);
RetrieveOrganizationsResponse orgResp = (RetrieveOrganizationsResponse) discoveryServiceSoap.execute(orgRequest);

OrganizationDetail orgInfo = null;
com.microsoft.schemas.crm._2007.CrmDiscoveryService.ArrayOfOrganizationDetail arrayOfDetail = orgResp.getOrganizationDetails();
OrganizationDetail[] orgdetails = arrayOfDetail.getOrganizationDetail();


for (int i = 0; i < orgdetails.length; i++) {

System.out.println(" getIFDBindingToCrm orgdetails[i].getOrganizationName() "+ orgdetails[i].getOrganizationName());

if (orgdetails[i].getOrganizationName().equalsIgnoreCase(OrganizationName)) {

orgInfo = orgdetails[i];
break;
}
}

RetrieveCrmTicketRequest crmTicketRequest = new RetrieveCrmTicketRequest();
crmTicketRequest.setOrganizationName(OrganizationName);//orgInfo.getOrganizationName());
crmTicketRequest.setUserId(username);
crmTicketRequest.setPassword(password);
RetrieveCrmTicketResponse crmTicketResponse = (RetrieveCrmTicketResponse) discoveryServiceSoap.execute(crmTicketRequest);

if (crmTicketResponse != null) {//

int IFD = 2;
CrmAuthenticationToken token = new CrmAuthenticationToken();
token.setAuthenticationType(IFD);
token.setOrganizationName(orgInfo.getOrganizationName());
token.setCrmTicket(crmTicketResponse.getCrmTicket());

String CrmServiceUrl = orgInfo.getCrmServiceUrl();
System.out.println("CrmServiceUrl-" + CrmServiceUrl);

CrmServiceSoapStub adminBinding = (CrmServiceSoapStub) new CrmServiceLocator().getCrmServiceSoap(new URL(CrmServiceUrl));

adminBinding.setHeader("http://schemas.microsoft.com/crm/2007/WebServices","CrmAuthenticationToken", token);

adminBinding.setUsername(username);
adminBinding.setPassword(password);

WhoAmIRequest whoRequest = new WhoAmIRequest();
WhoAmIResponse whoResp = (WhoAmIResponse) adminBinding.execute(whoRequest);
String UserId = whoResp.getUserId();

System.out.println("UserId="+UserId);
}

Show Picklist item in CRM 4.0

 
/* Jscript */

function ShowPickListItem(listID, value)
{
var objList = document.getElementById(listID);

if (objList.SavedList != null)
{
var selValue = null;
var indexInsertion = 0;

for (var i=0; i if (objList.SavedList[i].value == value)
objList.SavedList[i].Visible = true;

// Keep the selected value so we can reselect it after
if (objList.selectedIndex > -1)
selValue = objList.options[objList.selectedIndex].value;
// Remove all the items in the list
for (var i=objList.options.length - 1; i>=0; i--)
objList.options.remove(i);

// Add the items that must be visible
for (var i=0; i {
if (objList.SavedList[i].Visible)
{
var oOption = document.createElement('option');

oOption.text = objList.SavedList[i].Libelle;
oOption.value = objList.SavedList[i].value;

objList.options.add(oOption);
}
}

// Reselect the item that was selected
for (var i=0; i if (objList.options[i].value == selValue)
objList.selectedIndex = i;
}
}

Hide picklist item in CRM 4.0

 
/* Jscript */

function HidePickListItem(listID, value)
{
var objList = document.getElementById(listID);

// If the list has never been saved, save it now
if (objList.SavedList == null)
{
var arrListe = new Array();

for (var i=0; i {
arrListe[i] = new Object();
arrListe[i].value = objList.options[i].value;
arrListe[i].Libelle = objList.options[i].text;
arrListe[i].Visible = true;
}

objList.SavedList = arrListe;
}

for (var i=0; i if (objList.SavedList[i].value == value)
objList.SavedList[i].Visible = false;

for (var i=objList.options.length - 1; i>=0; i--)
if (objList.options[i].value == value)
objList.options.remove(i);
}