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Sage CRM Developers Course Using the Web Services API (1)

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1 Sage CRM Developers Course Using the Web Services API (1)

2 Looking ahead to the classes DP01: Introduction to the Development Partner Program DP02: Entities and the Data Model (Part 1 of 2) DP03: Entities and the Data Model (Part 2 of 2) DP04: Implementing Screen Based Rules (Part 1 of 2) DP05: Implementing Screen Based Rules (Part 2 of 2) DP06: Screen and User Independent Business Rules DP07: Workflow (Part 1 of 2) DP08: Workflow (Part 2 of 2) DP09: Using the API Objects in ASP Pages (Part 1 of 2) DP10 : Using the API Objects in ASP Pages (Part 2 of 2) DP11: Using the Component Manager DP12: Programming for the Advanced Email Manager DP13: Using the Web Services API DP14: Using the Web Services API (Part 2 of 2) DP15: Coding the Web Self Service COM API (Part 1 of 2) DP16: Coding the Web Self Service COM API (Part 2 of 2) DP17: Using the.NET API (Part 1 of 2) DP18: Using the.NET API (Part 2 of 2)

3 Agenda Introduction to the Web Services API Configuration and Setup of Web Services Creating a Session Usage of Objects and Functions

4 Introduction to the SOAP Web Services API

5 Software Requirements To set up Web Services, you will need: CRM installed on a server with a standard license key. –For the SOAP web services –All up-to-date development environments that are compatible with Soap 1.1 are compatible with Sage CRM Web Services. –For the SData Rest web services –Sage CRM Version 7.x

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7 Limitations Does not provide users with a GUI Web Services share business logic, data, and processes Can add the Web Service to a GUI, such as a Web page or an executable program, to provide users with the required functionality Programmer must control error handling and session management Performance Considerations SOAP overheads include: extracting the SOAP envelope; parsing the contained XML information; The XML parser will also have to carry out type checking and conversion, wellformedness checking, or ambiguity resolution, and this all affects speed. The Web Service SOAP messages move much more data than the average HTTP GET or POST call, adversely impacting network performance. Repeated SOAP-client calls to access the server could start to degrade the performance. So you may have to consider the design of the web service client application. To ensure secure transfer of XML data then HTTPS maybe desirable for the Web Service access. Web Services that only use HTTP are vulnerable to eavesdroppers and "man in the middle attacks". HTTPS requests are very slightly slower than HTTP requests. There are a range of factors that will affect performance such as: web server response time and availability; client application execution time; database views and indexes that are implicitly referenced in CRM.

8 Configuration and Set Up of Web Services Preparation for Use

9 WSDL file contents http://server/CRM/eware.dll/webservice/webservice.wsdl

10 Control & Configuration of Web Services Forcing Logons Date Considerations Restriction of Requests to Known Machines Controlling absolute request size Controlling Records Returned

11 Configuring Web Services Maximum Number Of Records To Return The maximum number of records you want Web Services to be able to return at one time. Maximum Size Of RequestThe maximum number of characters you want users to be able to send to Web Services. Make WSDL Available To AllWhen set to Yes, the WSDL file can be viewed by anyone from: http://CRMservername/CRMinstallname/eWare.dll/webservice/webservice.ws dl Users will not need to be logged in to view the file. It is accessible to anyone. Enable Web ServicesSet to Yes to enable the Web Services functionality. Set to No to disable Web Services. Dropdown Fields As Strings In WSDL File Default is Yes. Drop down fields are displayed in the WSDL as enumerated types, for example comp_status as an enumeration with the drop down values in it. When set to Yes, makes the enumerated types "Strings". This is the recommended setting. This means that, for example, within Company the field comp_status now has a type of "String". Send And Return All Dates And Times In Universal Times When this is selected, all dates coming from the server will be set to universal time. Also, all dates coming to the web server will be offset from universal time. This is primarily important for migrations to the hosting service from different time zones. Accept Web Request From IP Address The unique IP address that you want the WSDL file to be accessed from. Force webservice log onWhen logging on if the user id used in Web Service is already logged on then cause existing session to be destroyed.

12 Web Service Requests from Specific Clients Accept web request from IP Address Controls the unique IP address that you want the WSDL file to be accessed from If a single IP address is entered here then only the machine that has this address may make calls to use the WSDL file. Any other machine having a different IP address will be unable to access the WSDL file and will be returned with an "IP Address Mismatch" error. Possible to specify a range of machines that can access the WSDL file by entering a partial IP address. Only numeric characters are allowed and the * (asterisk) wildcard character is not supported. Example usage: If the following is entered into "Accept web request from IP Address": –192.168 Then machines with IP addresses that begin –192.168.1.* –192.168.2.* –192.168.3.* –etc can access the wsdl file. If the following is entered –192.168.2 Then only machines within IP addresses beginning with this will be allowed to access the wsdl file –192.168.2.1 –192.168.2.2 –etc.

13 Enabling the Web Services User Administration -> Users -> Users Allow Web Service Access = True Option for dedicated user or reuse existing user Cannot be a resource user NB: security is applied to the user!

14 Control of SOAP and REST access New Checkboxes to control access in Table Customization screen Can also be set in Advanced Customization wizard New entities and existing tables can then be access either by standard SOAP requests or by SData URLs –E.g. http://myserver/sdata/crm72j/sagecrm/-/project Externally linked tables can also be made available via webservices and the SData provider. Meta Data information may be accessed using SOAP Functions –getmetadata() –getallmetadata(); SData REST –http://myserver/sdata/crm72j/sagecrm/-/$schema –http://myserver/sdata/crm72j/sagecrm/-/company/$schema

15 Adding Web Reference Wide range of methods to allow data manipulation of exposed tables Logon/Logoff, session management Querying Update –Delete Insert/Create NOTE: Rights controlled by user logon used May trigger Table level scripts

16 Creating a Session

17 Session Management Log on and Log off Error Handling Interaction with Security

18 Web Service Session (logon/logoff) Web Services are Session based similar to interactive user logons To initiate a session call the logon method –logon(string username, string password) To end a session call the logoff method –logoff(string sessionId)

19 Usage: logon() Syntax logon ( username As string, password As string ) As logonresult Usage private void buttonLogon_Click(object sender, EventArgs e) { try { logonresult CRMlogon = crm72.logon("Admin", ""); crm72.SessionHeaderValue = new SessionHeader(); crm72.SessionHeaderValue.sessionId = CRMlogon.sessionid; } catch (Exception exc) { MessageBox.Show(exc.Message); } Note Exception handling required/Existing Session Management

20 Usage: logoff() Syntax logoff ( sessionId As string ) As logoffresult Usage private void buttonLogoff_Click(object sender, EventArgs e) { crm72.logoff(crm72.SessionHeaderValue.sessionId); }

21 Using /sysadmin to control sessions during build

22 Interactions Session Usage Web Service usage shows in Activity Reports –Activity table –SysAdmin –Locking Web and Web Service logon –1 instance of each allowed –C.f. Force Web Service Logon Triggering of Tablelevel scripts Information Available –Values() Collection –WhereClause

23 Logging CRM Web Service Logs provide details of Interactions SOAP Requests These are logged when logging level is set to max Tip: Where data is being migrated or a system is being tested then these files could become very large.

24 Log Information

25 Example Task Build a simple 3 button form Logon Display Version Logoff

26 Q&A

27 Looking ahead to the classes DP01: Introduction to the Development Partner Program DP02: Entities and the Data Model (Part 1 of 2) DP03: Entities and the Data Model (Part 2 of 2) DP04: Implementing Screen Based Rules (Part 1 of 2) DP05: Implementing Screen Based Rules (Part 2 of 2) DP06: Screen and User Independent Business Rules DP07: Workflow (Part 1 of 2) DP08: Workflow (Part 2 of 2) DP09: Using the API Objects in ASP Pages (Part 1 of 2) DP10 : Using the API Objects in ASP Pages (Part 2 of 2) DP11: Using the Component Manager DP12: Programming for the Advanced Email Manager DP13: Using the Web Services API DP14: Using the Web Services API (Part 2 of 2) DP15: Coding the Web Self Service COM API (Part 1 of 2) DP16: Coding the Web Self Service COM API (Part 2 of 2) DP17: Using the.NET API (Part 1 of 2) DP18: Using the.NET API (Part 2 of 2)

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