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The CRM Entities Service Instance

 The CRM Entities service instances provides K2 with the ability to interface with CRM entities linked to a specific CRM 2011, 2013 & 2015 server.

CRM service in K2 Workspace

The CRM Services can be located in the Management Console in the SmartObjects > Services section. Once the Service instance has been created the Service Object methods will appear in the K2 Object Browser. 

Option	Description
Add	Adds a new Service Instance. Selecting to add a new Service Instance will open the Service Instance Configuration wizard screen
Edit	Edits the selected Service Instance. Selecting to edit an existing Service Instance will open the Edit Service Instance wizard screen
Credentials	This is disabled. Credentials are cached via Single Sign-On within Workspace > User preferences
Remove	Deletes the selected configured Service Instance
Selected	Selects the SmartObject Service configuration, enabling an administrator to Edit or Delete the configured Service
Display Name	The name of the Configured SmartObject Service
Description	A description of the configured SmartObject Service

 Service Instance Configuration

figure 1 - Service Instance Configuration

 

Service Instance Configuration
CRMServerURL:	Stipulate the CRM Server's URL
OrganizationName:	Provide the Organization Name
Security Provider:	The security provider label is mapped to the security provider created for the service types.
User Name:	User name to access the CRM Server
Password:	User Password
Extra:	No information is actually required in this field for the CRM security providers. We do not use this field during registration, we use the actual URL specified in the instance.
Impersonate	Select this check box to enable impersonation rights. The impersonate option allows the K2HostServer service account to impersonate the user.
Enforce Impersonation	This is a Pass-through Authentication option. If Enforce Impersonation is not checked, and K2 Pass-through Authentication fails for the impersonated user, the service will revert to the K2 Service Account, and retry. If Enforce Impersonation is checked, the service will not revert to the K2 Service Account if it fails with the impersonated user.

When configuring the rights the following applies:

• If the User Name and password is configured and the Impersonate checkbox is selected (set to True) the service will ignore the User Name and password and use Impersonate.
• If the User Name and password is configured and the Impersonate checkbox is not selected (set to False) the service will use SQL Authentication.
• If the User Name and password is not configured and the Impersonate checkbox is not selected (set to False) the service will use the K2 Service Account.
• If only the User Name and password is configured the service will use SQL Authentication.

 After entering all relevant data, clicking Next will show the second Service Instance Configuration screen:

figure 2 - Service Instance Configuration

Service Instance Configuration
System Name	The name given to the Service used by the supporting infrastructure
Display Name	The name displayed for the user, or 'friendly' name
Description	A description provided by the user

Edit SharePoint Service

To edit a Service Instance, select the Service Instance, then click Edit. The Edit Service Instance screen will be loaded with the information as provided previously. Edit the information as required and click Save.

 

 

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