We had a recent requirement where we needed to assign a specific role to a user on user create using a plugin. The below is the complete source code of the plugin that had been written.
using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Metadata;
using Microsoft.Crm.Sdk;
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Messages;
namespace AssignDefaultRole
{
public class AssignRoleCS : IPlugin
{
Guid systemUserGuid = Guid.Empty;
EntityReference buLookup;
Guid buid = Guid.Empty;
EntityCollection userRolesColl = null;
Entity entitySystemUser;
string securityRole = string.Empty;
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = factory.CreateOrganizationService(context.UserId);
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity primaryEntity = (Entity)context.InputParameters["Target"]; // systemuser
if (primaryEntity.LogicalName != "systemuser" && context.MessageName.ToLower()!="update")
{
return;
}
else if (context.PostEntityImages.Contains("PostUserImage") && context.PostEntityImages["PostUserImage"] is Entity)
{
entitySystemUser = (Entity)context.PostEntityImages["PostUserImage"];
buLookup = (EntityReference)entitySystemUser.Attributes["businessunitid"];
buid = buLookup.Id;
systemUserGuid = new Guid(entitySystemUser.Attributes["systemuserid"].ToString());
//Check if the user already has the Default Role
bool userHasRole = CheckRoleExists(service);
if (!userHasRole)//user does not have the Default role
{
//Get the Default Role
Guid DefaultSecurityRoleId = GetSecurityRoleId(service, buid, securityRole);
//Assign the role to the user.
AssignSecurityRole(systemUserGuid, DefaultSecurityRoleId, service);
}
}
}
}
///
/// Check if the user already has the default role assigned.
///
private bool CheckRoleExists(IOrganizationService service)
{
try
{
//UserGuid = context.InitiatingUserId;
securityRole = "Default Privileges Role";
QueryExpression Query = new QueryExpression()
{
LinkEntities =
{
new LinkEntity
{
LinkFromEntityName = "role",
LinkFromAttributeName = "roleid",
LinkToEntityName = "systemuserroles",
LinkToAttributeName = "roleid",
LinkCriteria = new FilterExpression
{
FilterOperator = LogicalOperator.And,
Conditions =
{
new ConditionExpression
{
AttributeName = "systemuserid",
Operator = ConditionOperator.Equal,
Values = { systemUserGuid }
}
}
}
}
}
};
Query.ColumnSet = new ColumnSet(true);
Query.EntityName = "role";
userRolesColl = service.RetrieveMultiple(Query);
//If the role exists, return true
if (userRolesColl.Entities.Count > 0 && userRolesColl.Entities[0].Attributes["name"].ToString() == securityRole)
{
return true;
}
return false;
}
catch (System.Web.Services.Protocols.SoapException ex)
{
throw new InvalidPluginExecutionException(ex.Detail.InnerText);
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException(ex.Message);
}
}
///
/// Get the Role ID of the Default CRM 2011 role
///
private Guid GetSecurityRoleId(IOrganizationService service,Guid businessUnitID,string roleName)
{
Guid SecurityRoleId = Guid.Empty;
EntityCollection ec = new EntityCollection();
try
{
QueryExpression qe = new QueryExpression("role");
ColumnSet set = new ColumnSet(new string[] { "roleid" });
qe.ColumnSet = set;
ConditionExpression cond = new ConditionExpression("name", ConditionOperator.Equal, roleName);
ConditionExpression cond2 = new ConditionExpression("businessunitid", ConditionOperator.Equal, businessUnitID);
FilterExpression fl = new FilterExpression(LogicalOperator.And);
fl.Conditions.Add(cond);
fl.Conditions.Add(cond2);
qe.Criteria.AddFilter(fl);
ec = service.RetrieveMultiple(qe);
if (ec.Entities.Count > 0)
{
SecurityRoleId = new Guid(ec.Entities[0].Attributes["roleid"].ToString());
}
}
catch (System.Web.Services.Protocols.SoapException soapex)
{
throw new InvalidPluginExecutionException(soapex.Detail.InnerText);
}
catch (Exception ex)
{
throw ex;
}
return SecurityRoleId;
}
///
/// Assign the Default CRM 2011 Role to the user
///
public void AssignSecurityRole(Guid userID, Guid securityRoleID, IOrganizationService service)
{
try
{
service.Associate(
"role",
securityRoleID,
new Relationship("systemuserroles_association"),
new EntityReferenceCollection() { new EntityReference("systemuser", userID) });
}
catch (System.Web.Services.Protocols.SoapException soapex)
{
throw new InvalidPluginExecutionException(soapex.Detail.InnerText);
}
catch (Exception ex)
{
throw ex;
}
}
}
}
The above code first checks if the user has any role assigned. If not, it goes ahead and assigns the Default Security Role to the user.
After building the plugin, I had it registered in the following manner:
Notice that for both "Create" and "Update" events, I have registered just the one step displayed above
I am not exactly sure why, but I noticed that even if I register my plugin for the Create event, the plugin also automatically fires another update event. So, I have just registered my plugin for the update event and this works for both the create and the update.
Another issue I was facing was when I tried to register this plugin in a synchronous manner. I would keep getting the error message "
Error: usersettings With Id = 92bd1403-6ace-e211-a1c4-0800279f0ce3 Does Not Exist" in the trace logs.
In order to rid myself of the error and in order to ensure that the plugin only fires once per transaction, I have registered it ONLY for the "Update" message and in "Asynchronous" execution mode.
Cheers!
4. Choose all the services and wait for approx. 10 mins for the services to get activated.
