Monday, September 21, 2009

File Repository for Microsoft Dynamics CRM 4.0

I've read this question and decided to develop this functionality.



Steps:
1. Share some folder.
2. Create custom aspx page with IFrame in it which creates folder for some record and then shows it.
3. ISV customization which adds new element in navigation bar.

1. Sharing a folder:




2. Custom aspx page:

Browser.aspx

<%@ Page Language="C#" AutoEventWireup="true" CodeFile="Browser.aspx.cs" Inherits="Browser" %>

<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">

<html xmlns="http://www.w3.org/1999/xhtml">
<head runat="server">
    <title>Document Browser</title>
</head>
<body bgcolor="#d6ebff" onload="OnResizeComplete();"  onresize="OnResizeComplete();">
<iframe id="DocumentShare" src="" frameborder="0" runat="server" />
<script type="text/javascript">
     function OnResizeComplete()
     {
          var fr = window.document.getElementById('DocumentShare');
          if (fr != null)
          {
               var wwidth=(window.innerWidth)?window.innerWidth:
                   ((document.all)?document.body.offsetWidth:null);
               fr.style.width = wwidth + 'px';     
               
               var wheight=get_wh(); 
               fr.style.height = wheight;     
          }
     }     
     
     function get_wh()
     {
          var frameHeight = window.screen.height;
          if (self.innerHeight)
              frameHeight = self.innerHeight;
          else if (document.documentElement && document.documentElement.clientHeight)
              frameHeight = document.documentElement.clientHeight;
          else if (document.body)
              frameHeight = document.body.clientHeight;
          return frameHeight - 30;
     } 
</script>

</body>
</html>


Browser.aspx.cs:

using System;
using System.Collections;
using System.Configuration;
using System.Data;
using System.Web;
using System.Web.Security;
using System.Web.UI;
using System.Web.UI.HtmlControls;
using System.Web.UI.WebControls;
using System.Web.UI.WebControls.WebParts;
using System.IO;

public partial class Browser : System.Web.UI.Page
{
    protected void Page_Load(object sender, EventArgs e)
    {
        try
        {
            string RealDirectory = ConfigurationSettings.AppSettings["Directory"];
            string EntityTypeCode = Request.QueryString["type"];
            string EntityId = Request.QueryString["id"].Replace("{", "").Replace("}", "");

            RealDirectory = Path.Combine(RealDirectory, EntityTypeCode);

            if (!Directory.Exists(RealDirectory))
                Directory.CreateDirectory(RealDirectory);

            RealDirectory = Path.Combine(RealDirectory, EntityId);

            if (!Directory.Exists(RealDirectory))
                Directory.CreateDirectory(RealDirectory);

            string BaseDirectory = ConfigurationSettings.AppSettings["BaseDirectory"];
            DocumentShare.Attributes["src"] = string.Format("{0}/{1}/{2}",BaseDirectory, EntityTypeCode, EntityId);
        }
        catch { }

    }
}


Web.config:

<?xml version="1.0"?>
<configuration>
  <appSettings>
    <add key="Directory" value="E:\DocumentShare"/>
    <add key="BaseDirectory" value="\\YourServer\DocumentShare"/>
  </appSettings>
    <connectionStrings/>
    <system.web>
    <httpModules>
      <add name="MapOrg" type="Microsoft.Crm.MapOrgEngine, Microsoft.Crm, Version=4.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"/>
      <add name="CrmAuthentication" type="Microsoft.Crm.Authentication.AuthenticationEngine, Microsoft.Crm, Version=4.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"/>
    </httpModules>
    <identity impersonate="true"/>
    <compilation debug="true">
    </compilation>
  </system.web>
</configuration>


3. ISV Config (for account):

<ImportExportXml version="4.0.0.0" languagecode="1033" generatedBy="OnPremise">
  <Entities>
  </Entities>
  <Roles>
  </Roles>
  <Workflows>
  </Workflows>
  <IsvConfig>
    <configuration version="3.0.0000.0">
      <Root />
      <Entities>
        <Entity name="account">
        <NavBar ValidForCreate="0" ValidForUpdate="1">
            <NavBarItem Icon="/_imgs/ico_18_debug.gif" Url="/ISV/DocumentShare/Browser.aspx" Id="navItem" PassParams="1">
                <Titles>
                    <Title LCID="1033" Text="File Share" />
                </Titles>
            </NavBarItem>
        </NavBar>
    </Entity>
        <Entity name="contact" />
        <Entity name="lead" />
        <Entity name="opportunity" />
        <Entity name="list" />
        <Entity name="campaign" />
        <Entity name="campaignactivity" />
        <Entity name="campaignresponse" />
        <Entity name="incident" />
        <Entity name="quote" />
        <Entity name="salesorder" />
        <Entity name="invoice" />
      </Entities>
      <!-- Microsoft Customer Relationship Management Service Management Customization -->
      <ServiceManagement>
        <AppointmentBook>
          <SmoothScrollLimit>2000</SmoothScrollLimit>
          <TimeBlocks>
            <!-- All CSS Class mapping for Service activities -->
            <TimeBlock EntityType="4214" StatusCode="1" CssClass="ganttBlockServiceActivityStatus1" />
            <TimeBlock EntityType="4214" StatusCode="2" CssClass="ganttBlockServiceActivityStatus2" />
            <TimeBlock EntityType="4214" StatusCode="3" CssClass="ganttBlockServiceActivityStatus3" />
            <TimeBlock EntityType="4214" StatusCode="4" CssClass="ganttBlockServiceActivityStatus4" />
            <TimeBlock EntityType="4214" StatusCode="6" CssClass="ganttBlockServiceActivityStatus6" />
            <TimeBlock EntityType="4214" StatusCode="7" CssClass="ganttBlockServiceActivityStatus7" />
            <TimeBlock EntityType="4214" StatusCode="8" CssClass="ganttBlockServiceActivityStatus8" />
            <TimeBlock EntityType="4214" StatusCode="9" CssClass="ganttBlockServiceActivityStatus9" />
            <TimeBlock EntityType="4214" StatusCode="10" CssClass="ganttBlockServiceActivityStatus10" />
            <!-- All CSS Class mapping for Appointments -->
            <TimeBlock EntityType="4201" StatusCode="1" CssClass="ganttBlockAppointmentStatus1" />
            <TimeBlock EntityType="4201" StatusCode="2" CssClass="ganttBlockAppointmentStatus2" />
            <TimeBlock EntityType="4201" StatusCode="3" CssClass="ganttBlockAppointmentStatus3" />
            <TimeBlock EntityType="4201" StatusCode="4" CssClass="ganttBlockAppointmentStatus4" />
            <TimeBlock EntityType="4201" StatusCode="5" CssClass="ganttBlockAppointmentStatus5" />
            <TimeBlock EntityType="4201" StatusCode="6" CssClass="ganttBlockAppointmentStatus6" />
          </TimeBlocks>
        </AppointmentBook>
      </ServiceManagement>
    </configuration>
  </IsvConfig>
  <EntityMaps />
  <EntityRelationships />
  <Languages>
    <Language>1033</Language>
  </Languages>
</ImportExportXml>


And the result:

Posted by Unknown at 16:27
Labels: , , ,

13 comments:

  1. Kostya Afendikov21 September 2009 at 16:50

    Папка расшаривается только на определенного пользователя? Или должны ли пересекаться права с MS CRM?

    ReplyDelete
  2. Unknown21 September 2009 at 17:02

    Это действительно узкое место. Папка шарится всем пользователям домена...

    ReplyDelete
  3. Kostya Afendikov21 September 2009 at 17:48

    В общем еще раз показал, что все возможно было бы желание и с руками порядок :) Придумывай свой аддон, если этот аналог стоит 2 тыщ евро, так почему бы и нет ))

    ReplyDelete
  4. Unknown26 February 2010 at 22:02

    looks excellent

    ReplyDelete
  5. Unknown4 August 2010 at 13:29

    Hello Andriy,
    I have a problem when the integration because when I do a frame, I see the javascript code and just a blank page.

    ReplyDelete
  6. Unknown4 August 2010 at 15:03

    What do you pass to URL of IFrame?

    ReplyDelete
  7. Unknown4 August 2010 at 15:34

    Good! The problem now is that I have a blank page! Nothing is displayed! How do I complete the file "web.config"?
    Especially for lines:

    ReplyDelete
  8. Unknown4 August 2010 at 15:36

    excuse me :
    For value : "E:\DocumentShare"?

    ReplyDelete
  9. Unknown4 August 2010 at 16:22

    <add key="Directory" value="E:\DocumentShare"/>
    This key means directory which is used as a Fil Share Root Directory on your server.

    <add key="BaseDirectory" value="\\YourServer\DocumentShare"/>
    This key means how this directory can be accessed from the network.

    ReplyDelete
  10. Unknown4 August 2010 at 16:41

    I still have a blank page but I think the problem is browser.aspx.cs code.
    At the line:
    string = BaseDirectory ConfigurationSettings.AppSettings ["BaseDirectory"]; DocumentShare.Attributes ["src"] = String.Format ("(0) / (1) / (2)", BaseDirectory, EntityTypeCode, EntityID);

    What is "DocumentShare" here?
    This variable is not declared.

    ReplyDelete
  11. Unknown4 August 2010 at 16:47

    Because this is not Variable. This is control from ASP.Net page:

    <iframe id="DocumentShare" src="" frameborder="0" runat="server" />

    ReplyDelete
  12. Unknown4 August 2010 at 16:54

    It is normal that when I go on the button "file share", it creates a folder "8" in the shared folder on the server?
    I still have a blank page.

    ReplyDelete
  13. Unknown4 August 2010 at 16:58

    Do you know C#. C# code describes everything what is happening when the page is loading.

    I repeat my question one more time:
    How does your code form URL and how it pass this URL to IFRAME?

    ReplyDelete

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