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help understanding pluging and what is possible RRS feed

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    CRM 2011 on premisis & SQL2008R2

    We currently import about 100 xml files from a third party into our CRM system on a daily basis into a custom entity. I have written a SSRS report that currently is manually executed for each new entry and the report is saved as a PDF and emailed out to our customers. I have been trying to write a plugin that would auto create the PDF files, but can not get it to work.

    When a record is imported into the entity, I have a process that extracts parts of the data and creates a record in a monitoring entity

    Question.

    1. If a plugin is registered on 'create', will it be fired if the entity record is imported?

    2. does anyone know of a step by step tutorial that i can follow.

    The code below for my attempt at a plugin, causes the import to fail. The report is a simple report for testing and does not take any parameters ( well i need to walk before I run ) . Any help or suggestions would be appreciated

    attempt at plugin

    Imports System
Imports System.Collections.Generic
Imports System.Linq
Imports System.Text
Imports System.IO
Imports System.Web
Imports System.Web.Services
Imports System.Xml
Imports System.Xml.Serialization
Imports Crm2011_Plugins.ReportingService
Imports System.Web.Services.Protocols
Imports System.Diagnostics
Imports Microsoft.Xrm.Sdk


Namespace ARUDDPDFGenerator
    Public Class pluginAruddReports
        Implements IPlugin


        Public Sub Execute(serviceProvider As System.IServiceProvider) Implements Microsoft.Xrm.Sdk.IPlugin.Execute
            Dim context As IPluginExecutionContext = DirectCast(serviceProvider.GetService(GetType(IPluginExecutionContext)), IPluginExecutionContext)
            If context.InputParameters.Contains("Target") AndAlso TypeOf context.InputParameters("Target") Is Entity Then
                Dim entity As Entity = DirectCast(context.InputParameters("Target"), Entity)
                'new_licence()
                'new_addacsreportsid()
                ' 290c9065-5742-e311-8565-00155d01d303}

                Dim rs As New ReportExecutionService()
                rs.Credentials = System.Net.CredentialCache.DefaultCredentials
                rs.Url = "http://xxxxxxxxx/reportserver/ReportExecution2005.asmx"

                ' Render arguments
                Dim result As Byte() = Nothing
                Dim reportPath As String = "/xxxxCRM_MSCRM/{290c9065-5742-e311-8565-00155d01d303}"
                Dim format As String = "PDF"
                Dim historyID As String = Nothing
                Dim devInfo As String = "<DeviceInfo><Toolbar>False</Toolbar></DeviceInfo>"


                ' Prepare report parameter.
                'Dim parameters(2) As ParameterValue

                'parameters(0) = New ParameterValue()
                'parameters(0).Name = "EmpID"
                'parameters(0).Value = "288"
                'parameters(1) = New ParameterValue()
                'parameters(1).Name = "ReportMonth"
                'parameters(1).Value = "6" ' June
                'parameters(2) = New ParameterValue()
                'parameters(2).Name = "ReportYear"
                'parameters(2).Value = "2004"

                Dim credentials As DataSourceCredentials() = Nothing
                Dim showHideToggle As String = Nothing
                Dim encoding As String = ""
                Dim mimeType As String = ""
                Dim warnings As Warning() = Nothing
                Dim reportHistoryParameters As ParameterValue() = Nothing
                Dim streamIDs As String() = Nothing

                Dim execInfo As New ExecutionInfo
                Dim execHeader As New ExecutionHeader()
                ' Dim SessionId As String
                Dim extension As String = ""

                rs.ExecutionHeaderValue = execHeader

                execInfo = rs.LoadReport(reportPath, historyID)


                Try
                    result = rs.Render(format, devInfo, extension, _
                       encoding, mimeType, warnings, streamIDs)

                    execInfo = rs.GetExecutionInfo()



                Catch e As SoapException
                    Throw New InvalidPluginExecutionException("Error generating ARUDD Report - " & e.Message.ToString)
                End Try

                ' Write the contents of the report to an MHTML file.
                Try
                    Dim stream As FileStream = File.Create("C:\REPORT TEST IGNORE\report.PDF", result.Length)
                    stream.Write(result, 0, result.Length)
                    stream.Close()
                Catch e As Exception
                    Throw New InvalidPluginExecutionException("Error generating ARUDD Report - " & e.Message.ToString)
                End Try




            End If
        End Sub
    End Class
End Namespace

     

     

    Dont ask me .. i dont know

    Tuesday, November 12, 2013 12:32 AM

Answers

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    HI,

    I have tried following those two links but am getting nowhere

    Plugin code

    Imports System
Imports System.Diagnostics
Imports System.Linq
Imports Microsoft.Xrm.Sdk
Imports Microsoft.Xrm.Client
Imports CRM2011Plugins.SSRSReportConnection
Imports System.Net
Imports System.IO
Imports System.ServiceModel
Imports Microsoft.Crm.Sdk.Messages
Imports System.Globalization

Public Class ClsArudd

    Implements IPlugin



    Public Sub Execute(serviceProvider As System.IServiceProvider) Implements Microsoft.Xrm.Sdk.IPlugin.Execute
        Dim context As IPluginExecutionContext = DirectCast(serviceProvider.GetService(GetType(IPluginExecutionContext)), IPluginExecutionContext)
        Try
            Dim parameters As ParameterValue() = Nothing
            Dim service As IOrganizationService
            Dim datasourceCredentials As DataSourceCredentials() = GetDataSourceCredentials(service)
            Dim networkCredentials As New NetworkCredential("xxx", "xxxxxx", "xxxxx")
            Dim reportPath As String = "/xxxxxx_MSCRM/CustomReports/{290c9065-5742-e311-8565-00155d01d303}" 
            Dim bytes As [Byte]() = RenderReport(networkCredentials, datasourceCredentials, reportPath, parameters, "PDF")
            'do something with your bytes like write to pdf file or attach to email etc:
            'simple example to write to pdf file:
            Using fs As New FileStreamC:\temp\REPORT TEST IGNORE\Test1.pdf", FileMode.Create)
                Using bw As New BinaryWriter(fs)
                    bw.Write(bytes)
                End Using
            End Using
        Catch ex As Exception
            Throw New InvalidPluginExecutionException("Error generating ARUDD File - " & ex.Message.ToString)
        End Try


    End Sub


    

    Private Function GetDataSourceCredentials(service As IOrganizationService) As DataSourceCredentials()

        Dim request As New WhoAmIRequest()
        Dim whoami = TryCast(service.Execute(request), WhoAmIResponse)
        Dim userName As String = whoami.UserId.ToString()
        Dim password As String = whoami.OrganizationId.ToString()
        'Create DataSourceCredentials for SRS
        Dim dsc As New DataSourceCredentials()
        dsc.DataSourceName = "CRM"
        'this is DataSource name in the actual Report.
        dsc.Password = password
        'orgId
        dsc.UserName = userName
        'userId
        Dim dsCredentials As DataSourceCredentials() = New DataSourceCredentials() {dsc}
        Return dsCredentials
    End Function

    Private Function RenderReport(clientCredentials As NetworkCredential, dataSourceCredentials As DataSourceCredentials(), reportPath As String, parameters As ParameterValue(), renderFormat As String) As [Byte]()
        Dim resultBytes As Byte() = Nothing
        Dim encoding As String = String.Empty
        Dim mimeType As String = String.Empty
        Dim warnings As Warning() = Nothing
        Dim streamids As String() = Nothing
        Dim extension As String = String.Empty

        Dim binding As BasicHttpBinding = GetBinding()
        'some use Basic
        Dim deviceInfo As String = "<DeviceInfo><Toolbar>False</Toolbar></DeviceInfo>"
        Dim endpoint As New EndpointAddress("http://xxxx.xxxxxxxx.xxxx/reportserver/ReportServer/ReportExecution2005.asmx")

        Dim client As New ReportExecutionServiceSoapClient(binding, endpoint)
        client.ClientCredentials.Windows.AllowedImpersonationLevel = System.Security.Principal.TokenImpersonationLevel.Impersonation
        client.ClientCredentials.Windows.ClientCredential = clientCredentials

        Dim executionInfo As ExecutionInfo = Nothing
        Dim executionHeader As ExecutionHeader = Nothing
        Dim serverInfoHeader As ServerInfoHeader = Nothing
        Dim trustedUserHeader As TrustedUserHeader = Nothing

        'load the report
        executionHeader = client.LoadReport(trustedUserHeader, reportPath, Nothing, serverInfoHeader, executionInfo)
        executionHeader.ExecutionID = executionInfo.ExecutionID

        'add the data source credentials
        client.SetExecutionCredentials(executionHeader, trustedUserHeader, dataSourceCredentials, executionInfo)

        'add any report parameters
        If parameters IsNot Nothing Then
            client.SetExecutionParameters(executionHeader, trustedUserHeader, parameters, CultureInfo.CurrentCulture.Name, executionInfo)
        End If

        'render the report to the selectef format ie PDF
        Dim Info As ServerInfoHeader = client.Render(executionHeader, trustedUserHeader, renderFormat, deviceInfo, resultBytes, extension, _
         mimeType, encoding, warnings, streamids)

        Return resultBytes
    End Function
    Private Function GetBinding() As BasicHttpBinding
        Dim binding As New BasicHttpBinding(BasicHttpSecurityMode.TransportCredentialOnly)
        binding.Security.Message.ClientCredentialType = BasicHttpMessageCredentialType.UserName
        binding.Security.Mode = BasicHttpSecurityMode.TransportCredentialOnly
        binding.Security.Transport.ClientCredentialType = HttpClientCredentialType.Windows
        binding.Security.Transport.ProxyCredentialType = HttpProxyCredentialType.None
        binding.Security.Transport.Realm = String.Empty
        binding.MaxReceivedMessageSize = 2147483647
        Return binding
    End Function


  
End Class

    Error 

    Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Error generating ARUDD File - Unable to cast object of type 'Microsoft.Crm.Extensibility.PipelineExecutionContext' to type 'Microsoft.Xrm.Sdk.IOrganizationService'.Detail: 
<OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">
  <ErrorCode>-2147220891</ErrorCode>
  <ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic">
    <KeyValuePairOfstringanyType>
      <d2p1:key>OperationStatus</d2p1:key>
      <d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">0</d2p1:value>
    </KeyValuePairOfstringanyType>
  </ErrorDetails>
  <Message>Error generating ARUDD File - Unable to cast object of type 'Microsoft.Crm.Extensibility.PipelineExecutionContext' to type 'Microsoft.Xrm.Sdk.IOrganizationService'.</Message>
  <Timestamp>2013-11-14T17:27:54.8336558Z</Timestamp>
  <InnerFault i:nil="true" />
  <TraceText>

[CRM2011Plugins: CRM2011Plugins.ClsArudd]
[b1d2fe7f-804c-e311-b2ea-00155d01d303: CRM2011Plugins.ClsArudd: Create of new_aatest]


</TraceText>
</OrganizationServiceFault>

    Dont ask me .. i dont know

    • Marked as answer by Pete Newman Monday, November 25, 2013 2:28 PM
    Thursday, November 14, 2013 5:34 PM

All replies

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    The answer to your first question is yes, if you register a Create plugin on an entity it will fire when a record is created as part of a data import. I recommend making it an Asynchronous plug-in so that execution does not impact the data import process, causing a possible time-out error.

    Rendering a report in a plug-in is something I have less experience with and is something I intentionally try to avoid. That said, these are the best references I know on making it successfully work:

    http://www.dowawado.com/2012/10/19/crm-2011-render-ssrs-report-from-plugin/

    http://icircusmonkey.wordpress.com/2012/12/24/rendering-crm-2011-report-programmatically/

    I would look at ways to eliminate having to run the report, if possible. For example, could you generate and format the e-mail in code - instead of creating a PDF? I can think of lots of ways to approach this requirement - depending on the details, without having to call SSRS.

    In addition, I would test it outside of the import process - manually creating the record created by the import process - until you work out all the bugs. This will make it a bit easier to attach the debugger and see what is happening.

    Nicolas Nowinski (nicknow.net) Dynamics CRM...if it can't be done with Dynamics CRM, SharePoint, SQL, and C# you don't need to be doing it!


    Tuesday, November 12, 2013 4:58 AM
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    HI,

    I have tried following those two links but am getting nowhere

    Plugin code

    Imports System
Imports System.Diagnostics
Imports System.Linq
Imports Microsoft.Xrm.Sdk
Imports Microsoft.Xrm.Client
Imports CRM2011Plugins.SSRSReportConnection
Imports System.Net
Imports System.IO
Imports System.ServiceModel
Imports Microsoft.Crm.Sdk.Messages
Imports System.Globalization

Public Class ClsArudd

    Implements IPlugin



    Public Sub Execute(serviceProvider As System.IServiceProvider) Implements Microsoft.Xrm.Sdk.IPlugin.Execute
        Dim context As IPluginExecutionContext = DirectCast(serviceProvider.GetService(GetType(IPluginExecutionContext)), IPluginExecutionContext)
        Try
            Dim parameters As ParameterValue() = Nothing
            Dim service As IOrganizationService
            Dim datasourceCredentials As DataSourceCredentials() = GetDataSourceCredentials(service)
            Dim networkCredentials As New NetworkCredential("xxx", "xxxxxx", "xxxxx")
            Dim reportPath As String = "/xxxxxx_MSCRM/CustomReports/{290c9065-5742-e311-8565-00155d01d303}" 
            Dim bytes As [Byte]() = RenderReport(networkCredentials, datasourceCredentials, reportPath, parameters, "PDF")
            'do something with your bytes like write to pdf file or attach to email etc:
            'simple example to write to pdf file:
            Using fs As New FileStreamC:\temp\REPORT TEST IGNORE\Test1.pdf", FileMode.Create)
                Using bw As New BinaryWriter(fs)
                    bw.Write(bytes)
                End Using
            End Using
        Catch ex As Exception
            Throw New InvalidPluginExecutionException("Error generating ARUDD File - " & ex.Message.ToString)
        End Try


    End Sub


    

    Private Function GetDataSourceCredentials(service As IOrganizationService) As DataSourceCredentials()

        Dim request As New WhoAmIRequest()
        Dim whoami = TryCast(service.Execute(request), WhoAmIResponse)
        Dim userName As String = whoami.UserId.ToString()
        Dim password As String = whoami.OrganizationId.ToString()
        'Create DataSourceCredentials for SRS
        Dim dsc As New DataSourceCredentials()
        dsc.DataSourceName = "CRM"
        'this is DataSource name in the actual Report.
        dsc.Password = password
        'orgId
        dsc.UserName = userName
        'userId
        Dim dsCredentials As DataSourceCredentials() = New DataSourceCredentials() {dsc}
        Return dsCredentials
    End Function

    Private Function RenderReport(clientCredentials As NetworkCredential, dataSourceCredentials As DataSourceCredentials(), reportPath As String, parameters As ParameterValue(), renderFormat As String) As [Byte]()
        Dim resultBytes As Byte() = Nothing
        Dim encoding As String = String.Empty
        Dim mimeType As String = String.Empty
        Dim warnings As Warning() = Nothing
        Dim streamids As String() = Nothing
        Dim extension As String = String.Empty

        Dim binding As BasicHttpBinding = GetBinding()
        'some use Basic
        Dim deviceInfo As String = "<DeviceInfo><Toolbar>False</Toolbar></DeviceInfo>"
        Dim endpoint As New EndpointAddress("http://xxxx.xxxxxxxx.xxxx/reportserver/ReportServer/ReportExecution2005.asmx")

        Dim client As New ReportExecutionServiceSoapClient(binding, endpoint)
        client.ClientCredentials.Windows.AllowedImpersonationLevel = System.Security.Principal.TokenImpersonationLevel.Impersonation
        client.ClientCredentials.Windows.ClientCredential = clientCredentials

        Dim executionInfo As ExecutionInfo = Nothing
        Dim executionHeader As ExecutionHeader = Nothing
        Dim serverInfoHeader As ServerInfoHeader = Nothing
        Dim trustedUserHeader As TrustedUserHeader = Nothing

        'load the report
        executionHeader = client.LoadReport(trustedUserHeader, reportPath, Nothing, serverInfoHeader, executionInfo)
        executionHeader.ExecutionID = executionInfo.ExecutionID

        'add the data source credentials
        client.SetExecutionCredentials(executionHeader, trustedUserHeader, dataSourceCredentials, executionInfo)

        'add any report parameters
        If parameters IsNot Nothing Then
            client.SetExecutionParameters(executionHeader, trustedUserHeader, parameters, CultureInfo.CurrentCulture.Name, executionInfo)
        End If

        'render the report to the selectef format ie PDF
        Dim Info As ServerInfoHeader = client.Render(executionHeader, trustedUserHeader, renderFormat, deviceInfo, resultBytes, extension, _
         mimeType, encoding, warnings, streamids)

        Return resultBytes
    End Function
    Private Function GetBinding() As BasicHttpBinding
        Dim binding As New BasicHttpBinding(BasicHttpSecurityMode.TransportCredentialOnly)
        binding.Security.Message.ClientCredentialType = BasicHttpMessageCredentialType.UserName
        binding.Security.Mode = BasicHttpSecurityMode.TransportCredentialOnly
        binding.Security.Transport.ClientCredentialType = HttpClientCredentialType.Windows
        binding.Security.Transport.ProxyCredentialType = HttpProxyCredentialType.None
        binding.Security.Transport.Realm = String.Empty
        binding.MaxReceivedMessageSize = 2147483647
        Return binding
    End Function


  
End Class

    Error 

    Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Error generating ARUDD File - Unable to cast object of type 'Microsoft.Crm.Extensibility.PipelineExecutionContext' to type 'Microsoft.Xrm.Sdk.IOrganizationService'.Detail: 
<OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">
  <ErrorCode>-2147220891</ErrorCode>
  <ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic">
    <KeyValuePairOfstringanyType>
      <d2p1:key>OperationStatus</d2p1:key>
      <d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">0</d2p1:value>
    </KeyValuePairOfstringanyType>
  </ErrorDetails>
  <Message>Error generating ARUDD File - Unable to cast object of type 'Microsoft.Crm.Extensibility.PipelineExecutionContext' to type 'Microsoft.Xrm.Sdk.IOrganizationService'.</Message>
  <Timestamp>2013-11-14T17:27:54.8336558Z</Timestamp>
  <InnerFault i:nil="true" />
  <TraceText>

[CRM2011Plugins: CRM2011Plugins.ClsArudd]
[b1d2fe7f-804c-e311-b2ea-00155d01d303: CRM2011Plugins.ClsArudd: Create of new_aatest]


</TraceText>
</OrganizationServiceFault>

    Dont ask me .. i dont know

    • Marked as answer by Pete Newman Monday, November 25, 2013 2:28 PM
    Thursday, November 14, 2013 5:34 PM