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Sample: Audit entity data changes

Applies To: CRM 2015 on-prem, CRM Online

This sample code is for Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update. Download the Microsoft Dynamics CRM SDK package. The sample can be found in the following location in the download package:

SampleCode\CS\DataManagement\Auditing\Program.cs

Requirements

For more information about the requirements for running the sample code provided in this SDK, see Use the sample and helper code. This sample requires the logged on user to have the System Administrator role.

Demonstrates

How to enable and disable auditing on an entity and its attributes, retrieve the data change history of the audited entity, and delete the audit records.

Example


using System;
using System.ServiceModel;
using System.Collections.Generic;
using System.Linq;

// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Metadata;

// These namespaces are found in the Microsoft.Crm.Sdk.Proxy.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Crm.Sdk.Messages;

namespace Microsoft.Crm.Sdk.Samples
{
    public class Auditing
    {
        #region Class Level Members

        private OrganizationServiceProxy _serviceProxy;
        private IOrganizationService _service;

        private Guid _newAccountId;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// This method first connects to the organization service. Next, auditing 
        /// is enabled on the organization and an account entity. The account record
        /// is updated and the audit history printed out.
        /// </summary>
        /// <param name="serverConfig">Contains server connection information.</param>
        /// <param name="promptforDelete">When True, the user will be prompted to delete all
        /// created entities.</param>
        public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
        {
            using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
            {
                // Enable early-bound type support.
                _serviceProxy.EnableProxyTypes();

                // You can access the service through the proxy, but this sample uses the interface instead.
                _service = _serviceProxy;

                #region Enable Auditing for an Account
                Console.WriteLine("Enabling auditing on the organization and account entities.");

                // Enable auditing on the organization.
                // First, get the organization's ID from the system user record.
                Guid orgId = ((WhoAmIResponse)_service.Execute(new WhoAmIRequest())).OrganizationId;

                // Next, retrieve the organization's record.
                Organization org = _service.Retrieve(Organization.EntityLogicalName, orgId,
                    new ColumnSet(new string[] { "organizationid", "isauditenabled" })) as Organization;

                // Finally, enable auditing on the organization.
                bool organizationAuditingFlag = org.IsAuditEnabled.Value;
                org.IsAuditEnabled = true;
                _service.Update(org);

                // Enable auditing on account entities.
                bool accountAuditingFlag = EnableEntityAuditing(Account.EntityLogicalName, true);
                #endregion Enable Auditing for an Account

                CreateRequiredRecords();

                #region Retrieve the Record Change History
                Console.WriteLine("Retrieving the account change history.\n");
                // Retrieve the audit history for the account and display it.
                RetrieveRecordChangeHistoryRequest changeRequest = new RetrieveRecordChangeHistoryRequest();
                changeRequest.Target = new EntityReference(Account.EntityLogicalName, _newAccountId);

                RetrieveRecordChangeHistoryResponse changeResponse =
                    (RetrieveRecordChangeHistoryResponse)_service.Execute(changeRequest);

                AuditDetailCollection details = changeResponse.AuditDetailCollection;

                foreach (AttributeAuditDetail detail in details.AuditDetails)
                {
                    // Display some of the detail information in each audit record. 
                    DisplayAuditDetails(detail);
                }
                #endregion Retrieve the Record Change History

                #region Retrieve the Attribute Change History

                // Update the Telephone1 attribute in the Account entity record.
                Account accountToUpdate = new Account();
                accountToUpdate.AccountId = _newAccountId;
                accountToUpdate.Telephone1 = "123-555-5555";
                _serviceProxy.Update(accountToUpdate);
                Console.WriteLine("Updated the Telephone1 field in the Account entity.");

                // Retrieve the attribute change history.
                Console.WriteLine("Retrieving the attribute change history for Telephone1.");

                var attributeChangeHistoryRequest = new RetrieveAttributeChangeHistoryRequest
                {
                    Target = new EntityReference(
                        Account.EntityLogicalName, _newAccountId),
                    AttributeLogicalName = "telephone1"
                };

                var attributeChangeHistoryResponse =
                    (RetrieveAttributeChangeHistoryResponse)_service.Execute(attributeChangeHistoryRequest);

                // Display the attribute change history.
                details = attributeChangeHistoryResponse.AuditDetailCollection;

                foreach (var detail in details.AuditDetails)
                {
                    DisplayAuditDetails(detail);
                }

                // Save an Audit record ID for later use.
                Guid auditSampleId = details.AuditDetails.First().AuditRecord.Id;
                #endregion Retrieve the Attribute Change History

                #region Retrieve the Audit Details
                Console.WriteLine("Retrieving audit details for an audit record.");

                // Retrieve the audit details and display them.
                var auditDetailsRequest = new RetrieveAuditDetailsRequest
                {
                    AuditId = auditSampleId
                };

                var auditDetailsResponse =
                    (RetrieveAuditDetailsResponse)_service.Execute(auditDetailsRequest);
                DisplayAuditDetails(auditDetailsResponse.AuditDetail);

                #endregion Retrieve the Audit Details

                #region Revert Auditing
                // Set the organization and account auditing flags back to the old values
                org.IsAuditEnabled = organizationAuditingFlag;
                _service.Update(org);

                EnableEntityAuditing(Account.EntityLogicalName, accountAuditingFlag);

                #endregion Revert Auditing

                DeleteRequiredRecords(promptforDelete);
            }
        }

        #endregion How To Sample Code

        #region Class methods
        /// <summary>
        /// Displays audit change history details on the console.
        /// </summary>
        /// <param name="detail"></param>
        private static void DisplayAuditDetails(AuditDetail detail)
        {
            // Write out some of the change history information in the audit record. 
            Audit record = (Audit)detail.AuditRecord;

            Console.WriteLine("\nAudit record created on: {0}", record.CreatedOn.Value.ToLocalTime());
            Console.WriteLine("Entity: {0}, Action: {1}, Operation: {2}",
                record.ObjectId.LogicalName, record.FormattedValues["action"],
                record.FormattedValues["operation"]);

            // Show additional details for certain AuditDetail sub-types.
            var detailType = detail.GetType();
            if (detailType == typeof(AttributeAuditDetail))
            {
                var attributeDetail = (AttributeAuditDetail)detail;

                // Display the old and new attribute values.
                foreach (KeyValuePair<String, object> attribute in attributeDetail.NewValue.Attributes)
                {
                    String oldValue = "(no value)", newValue = "(no value)";

                    //TODO Display the lookup values of those attributes that do not contain strings.
                    if (attributeDetail.OldValue.Contains(attribute.Key))
                        oldValue = attributeDetail.OldValue[attribute.Key].ToString();

                    newValue = attributeDetail.NewValue[attribute.Key].ToString();

                    Console.WriteLine("Attribute: {0}, old value: {1}, new value: {2}",
                        attribute.Key, oldValue, newValue);
                }

                foreach (KeyValuePair<String, object> attribute in attributeDetail.OldValue.Attributes)
                {
                    if (!attributeDetail.NewValue.Contains(attribute.Key))
                    {
                        String newValue = "(no value)";

                        //TODO Display the lookup values of those attributes that do not contain strings.
                        String oldValue = attributeDetail.OldValue[attribute.Key].ToString();

                        Console.WriteLine("Attribute: {0}, old value: {1}, new value: {2}",
                            attribute.Key, oldValue, newValue);
                    }
                }
            }
            Console.WriteLine();
        }

        /// <summary>
        /// Enable auditing on an entity.
        /// </summary>
        /// <param name="entityLogicalName">The logical name of the entity.</param>
        /// <param name="flag">True to enable auditing, otherwise false.</param>
        /// <returns>The previous value of the IsAuditEnabled attribute.</returns>
        private bool EnableEntityAuditing(string entityLogicalName, bool flag)
        {
            // Retrieve the entity metadata.
            RetrieveEntityRequest entityRequest = new RetrieveEntityRequest
            {
                LogicalName = entityLogicalName,
                EntityFilters = EntityFilters.Attributes
            };

            RetrieveEntityResponse entityResponse =
                (RetrieveEntityResponse)_service.Execute(entityRequest);

            // Enable auditing on the entity. By default, this also enables auditing
            // on all the entity's attributes.
            EntityMetadata entityMetadata = entityResponse.EntityMetadata;

            bool oldValue = entityMetadata.IsAuditEnabled.Value;
            entityMetadata.IsAuditEnabled = new BooleanManagedProperty(flag);

            UpdateEntityRequest updateEntityRequest = new UpdateEntityRequest { Entity = entityMetadata };

            UpdateEntityResponse updateEntityResponse =
                (UpdateEntityResponse)_service.Execute(updateEntityRequest);

            return oldValue;
        }

        /// <summary>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {
            Console.Write("Creating an account, ");

            // Account entity category codes.
            var Categories = new { PreferredCustomer = 1, Standard = 2 };

            // Create a new account entity. 
            Account newAccount = new Account { Name = "Example Account" };
            _newAccountId = _service.Create(newAccount);

            Console.WriteLine("then updating the account.");

            // Set the values of some other attributes.
            newAccount.AccountId = _newAccountId;
            newAccount.AccountNumber = "1-A";
            newAccount.AccountCategoryCode = new OptionSetValue(Categories.PreferredCustomer);
            newAccount.Telephone1 = "555-555-5555";

            _service.Update(newAccount);
        }

        /// <summary>
        /// Deletes any entity records that were created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user 
        /// to delete the records created in this sample.</param>
        /// </summary>
        public void DeleteRequiredRecords(bool prompt)
        {
            bool deleteRecords = true;

            if (prompt)
            {
                Console.WriteLine("\nDo you want to delete the account record? (y/n) [y]: ");
                String answer = Console.ReadLine();

                deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y") || answer == String.Empty);
            }

            if (deleteRecords)
            {
                _service.Delete(Account.EntityLogicalName, _newAccountId);
                Console.WriteLine("The account record has been deleted.");
            }

            if (prompt)
            {
                Console.WriteLine("\nDo you want to delete ALL audit records? (y/n) [n]: ");
                String answer = Console.ReadLine();

                deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));
            }

            if (deleteRecords)
            {
                // Get the list of audit partitions.
                RetrieveAuditPartitionListResponse partitionRequest =
                    (RetrieveAuditPartitionListResponse)_service.Execute(new RetrieveAuditPartitionListRequest());
                AuditPartitionDetailCollection partitions = partitionRequest.AuditPartitionDetailCollection;

                // Create a delete request with an end date earlier than possible.
                DeleteAuditDataRequest deleteRequest = new DeleteAuditDataRequest();
                deleteRequest.EndDate = new DateTime(2000, 1, 1);

                // Check if partitions are not supported as is the case with SQL Server Standard edition.
                if (partitions.IsLogicalCollection)
                {
                    // Delete all audit records created up until now.
                    deleteRequest.EndDate = DateTime.Now;
                }

                // Otherwise, delete all partitions that are older than the current partition.
                // Hint: The partitions in the collection are returned in sorted order where the 
                // partition with the oldest end date is at index 0.
                else
                {
                    for (int n = partitions.Count - 1; n >= 0; --n)
                    {
                        if (partitions[n].EndDate <= DateTime.Now && partitions[n].EndDate > deleteRequest.EndDate)
                        {
                            deleteRequest.EndDate = (DateTime)partitions[n].EndDate;
                            break;
                        }
                    }
                }

                // Delete the audit records.
                if (deleteRequest.EndDate != new DateTime(2000, 1, 1))
                {
                    _service.Execute(deleteRequest);
                    Console.WriteLine("Audit records have been deleted.");
                }
                else
                    Console.WriteLine("There were no audit records that could be deleted.");
            }
        }
        #endregion Class methods

        #region Main method

        /// <summary>
        /// Standard Main() method used by most SDK samples.
        /// </summary>
        /// <param name="args"></param>
        static public void Main(string[] args)
        {
            try
            {
                // Obtain the target organization's Web address and client logon 
                // credentials from the user.
                ServerConnection serverConnect = new ServerConnection();
                ServerConnection.Configuration config = serverConnect.GetServerConfiguration();

                Auditing app = new Auditing();
                app.Run(config, true);
            }

            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
                Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
                Console.WriteLine("Message: {0}", ex.Detail.Message);
                Console.WriteLine("Trace: {0}", ex.Detail.TraceText);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
            }
            catch (System.TimeoutException ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Message: {0}", ex.Message);
                Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
            }
            catch (System.Exception ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine(ex.Message);

                // Display the details of the inner exception.
                if (ex.InnerException != null)
                {
                    Console.WriteLine(ex.InnerException.Message);

                    FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe = ex.InnerException
                        as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
                    if (fe != null)
                    {
                        Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
                        Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
                        Console.WriteLine("Message: {0}", fe.Detail.Message);
                        Console.WriteLine("Trace: {0}", fe.Detail.TraceText);
                        Console.WriteLine("Inner Fault: {0}",
                            null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
                    }
                }
            }
            // Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
            // SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

            finally
            {
                Console.WriteLine("Press <Enter> to exit.");
                Console.ReadLine();
            }
        }
        #endregion Main method
    }
}

See Also

Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online
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