Friday, January 27, 2012

Config-less WCF Service Endpoint Binding for CRM 2011 On-Premise

I previously blogged about how to consume CRM 2011 WCF Services through adding service reference in Visual Studio. Sometimes, there might be a need that you want to initialize the service in your code without the config file.

So here is the method that does this job for CRM 2011 on-premise deployment.

private static CustomBinding GetServiceEndpointBinding(string bindingName)
{
     var endpointBinding = new CustomBinding
                               {
                                   Name = bindingName
                               };

     // Configure security binding
     var securityElement = SecurityBindingElement.CreateSspiNegotiationBindingElement(true);
     securityElement.DefaultAlgorithmSuite = SecurityAlgorithmSuite.Default;
     securityElement.KeyEntropyMode = SecurityKeyEntropyMode.CombinedEntropy;
     securityElement.MessageSecurityVersion = MessageSecurityVersion.WSSecurity11WSTrustFebruary2005WSSecureConversationFebruary2005WSSecurityPolicy11BasicSecurityProfile10;
     securityElement.MessageProtectionOrder = MessageProtectionOrder.SignBeforeEncryptAndEncryptSignature;
     securityElement.SecurityHeaderLayout = SecurityHeaderLayout.Strict;
     securityElement.IncludeTimestamp = true;

     var messageEncoding = new TextMessageEncodingBindingElement();
     messageEncoding.ReaderQuotas.MaxStringContentLength = int.MaxValue;
     messageEncoding.ReaderQuotas.MaxArrayLength = int.MaxValue;
     messageEncoding.ReaderQuotas.MaxBytesPerRead = int.MaxValue;

     var transport = new HttpTransportBindingElement
                              {
                                   MaxBufferSize = int.MaxValue,
                                   MaxReceivedMessageSize = int.MaxValue
                              };

     // Add the SymmetricSecurityBindingElement to the BindingElementCollection.
     endpointBinding.Elements.Add(securityElement);
     endpointBinding.Elements.Add(messageEncoding);
     endpointBinding.Elements.Add(transport);

     return endpointBinding;
}

To use the above method, you can wire it up like this.
 var endpoint = new EndpointAddress("http://CrmServerName/CrmOrgName/XRMServices/2011/Organization.svc");

 var endpointBinding = GetServiceEndpointBinding("CustomBinding_IOrganizationService");

 var organizationService = new OrganizationServiceClient(endpointBinding, endpoint);

 // Provide login credential, you should only need one of the following
 
 // If you are using integrated authentication
 organizationService.ChannelFactory.Credentials.Windows.ClientCredential = CredentialCache.DefaultNetworkCredentials;

 // if you are using named CRM account
 // organizationService.ClientCredentials.Windows.ClientCredential = new NetworkCredential("UserName", "Password", "Domain");

This is a by-product of my SSIS Integration Toolkit development effort. As you may or may not appreciate, I took me quite some hours to get to the point that the code works for CRM on-premise deployment.

It should be noted that the above snippet works only for CRM on-premise deployment. CRM online or CRM federated deployments have vastly different WCF bindings from on-premise, which require quite some extra effort in order to be able to connect successfully.

Considering the majority of CRM installation is on-premise deployment, I hope this post helps some people in the community who have the same needs.

13 comments:

  1. Thanks for the great post, I tried your code, but keep getting the exception below?

    Security Support Provider Interface (SSPI) authentication failed. The server may not be running in an account with identity 'host/dotcrm'. If the server is running in a service account (Network Service for example), specify the account's ServicePrincipalName as the identity in the EndpointAddress for the server. If the server is running in a user account, specify the account's UserPrincipalName as the identity in the EndpointAddress for the server.

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  2. Hi rudgr, I am not sure about the cause of the exception. To verify my code, I have just tried another time, and it has worked for me. By any chance, you have configured IFD on your CRM server? The code snippet won't work for IFD, which I mentioned in the post. Not sure if that's the case.

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  3. @rudgr, I added a bit more code to the second snippet, so that you can specify login credentials for the organization service. Not sure if that's the cause of your problem.

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  4. Hi Daniel,

    Not sure if my problem is related to binding (although it seems so...)

    I have an Umbraco website, stored on Windows Azure, which connects to a CRM 2011 Online, for membership authentication. In the web.config of Umbraco, I just store the url of the CRM organization, username and password (also the device id). Everything seemed to work fine, but after a while, I got errors like:

    "MessageSecurityException
    Exception message: An unsecured or incorrectly secured fault was received from the other party.

    Server stack trace:
    at System.ServiceModel.Channels.SecurityChannelFactory`1.SecurityRequestChannel.ProcessReply(Message reply, SecurityProtocolCorrelationState correlationState, TimeSpan timeout)
    at System.ServiceModel.Channels.SecurityChannelFactory`1.SecurityRequestChannel.Request(Message message, TimeSpan timeout)
    at System.ServiceModel.Channels.ServiceChannel.Call(String action, Boolean oneway, ProxyOperationRuntime operation, Object[] ins, Object[] outs, TimeSpan timeout)
    at System.ServiceModel.Channels.ServiceChannelProxy.InvokeService(IMethodCallMessage methodCall, ProxyOperationRuntime operation)
    at System.ServiceModel.Channels.ServiceChannelProxy.Invoke(IMessage message)

    If I restart the IIS on Windows Azure (by RDC), everything works ok for a while ...

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    Replies
    1. @Mihai, for CRM Onine, there is a ticket token involved, which expires every few hours.

      BTW, your problem doesn't seem to be related to this post. ;-)

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  5. Hi Daniel, thanks for the suggestion, but could you please exemplify ?

    I'm simply creating a new OrganizationServiceProxy(organizationUri, homeRealm, creds, devCreds) (with parameters read from the web.config), after that, the OrganizationService, OrganizationServiceContext, where should I add this ticket token ?

    Thank you.

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    Replies
    1. @Mihai, one simple solution to get around this issue is to not reuse the service proxy object, instead you instantiate a new one every time you make the service call. It adds some small overhead, but it should be OK. The instantiation process should probably include the device credential as well.

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    2. Hi Daniel,

      Thanks for the suggestion, I will do that.

      Delete
  6. Hi Daniel,

    i have developed one .net application which i was already hosted on windows azure.this application performs Create,Delete,Read,Update operation with CRM 2011 online.It is working perfect, but from the same application when i tried to connect to CRM 2011 on-premise.It throws an error like "Metadata contains a reference that cannot be resolved: ".please help me

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    Replies
    1. @shag, it is most likely that your CRM application is not accessible from external network. You can try to access your on-premise CRM from public network to see if it is actually accessible.

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    2. Hey Daniel,

      I have checked my CRM 2011 on-premise is working properly..even if i will put the CRM crud operation code in web role of azure,it works fine but when i tried the same in worker role.It throws the above error..

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    3. @shag, I haven't done the same so I am not sure what the exact problem is. I suspect that there is infrastructure limitation with Azure Worker role, which probably prohibits service calls to external network (from Azure point of view, your on-premise CRM is an external application to them). You can possibly ask in an Azure forum to see if this is a known issue.

      Again, I don't have an environment to verify this, so the information may not help. I would apologize if that's the case.

      Delete
  7. I understand well about configuring my endpoint bindings in code and all. I have an issue now, where I referenced a WCF service into my Custom Workflow activity. All is well until I deploy the workflow and try to run in from CRM. I get the following error ----Type 'Microsoft.Crm.Extensibility.InprocessServiceProxy' cannot be serialized. Consider marking it with the DataContractAttribute attribute, and marking all of its members you want serialized with the DataMemberAttribute attribute. If the type is a collection, consider marking it with the CollectionDataContractAttribute. See the Microsoft .NET Framework documentation for other supported types.--- Any ideas?, it seems to not be able to serialize the objects properly. I have looked everywhere on the web but no luck at all.

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