Microsoft InfoPath 2010
The official blog of the Microsoft InfoPath team

Get the User Profile through MOSS Web Services

Get the User Profile through MOSS Web Services

Rate This
  • Comments 37

It is now easier than ever to pre-populate your InfoPath 2007 forms with the user profile information of the current user.

Background:

In Microsoft SharePoint Server 2003, the UserProfileService.GetUserProfileByName(string accountName) web service method required the caller to pass the account name (e.g., domain\alias) associated with the user profile to retrieve.  Though required, this argument was not needed when retrieving the profile of the current user.  After all, the form was running with the network credentials of the current user and those credentials were passed to the web service.

The typical work-around was to deploy a custom WhoAmI web service as a façade for the UserProfileService.  This façade would provide a method (e.g., WhoAmI() ) that would detect the user's identity and effectively forward a call to the UserProfileService, returning the eventual result to the caller.

New for Microsoft Office SharePoint Server 2007 and InfoPath 2007:

In InfoPath 2007, you can get the logon name of the current user by just using a new built-in function; but what if you need to get more data than just the username? Manager name, phone number, office location, and other data are all accessible through the UserProfileService: read on.

A form that uses the UserProfileService of MOSS to retrieve the User Profile of the current user no longer needs to explicitly pass the account information of the current user to the GetUserProfile method of the UserProfileService.  Simply passing a null value to this method will cause the web service to grab the user identity from the request.  The web service will then use that information as the account name and will subsequently return the User Profile of the current user.

Use this technique when you want to pre-populate the fields of an InfoPath 2007 form with user information obtained from the MOSS 2007 User Profile Database. 

The following instructions detail how to build a form to demonstrate this capability.

Assumptions:

  • The default MOSS web application is configured to use Windows Authentication.
  • The MOSS server has an SSP with a User Profile Database that has been loaded from Active Directory
  • The end-user has a profile in the User Profile Database of the MOSS server
  • The end-user is logged into the client machine using his/her domain account.

 

Step 1: Create the form

  1. Open InfoPath and design a new, blank form
  2. Save the form as UserProfileDemo.xsn

Step 2: Design the form

  1. From the Layout Task Pane, add a 2 column x 4 row table to the form
  2. Place labels into the column 1 as follows: Name, Account, Email, and Phone
  3. Using the Controls Task Pane, drag four text box controls to your form, placing one in each row of column 2
  4. Using the Data Source Task Pane, rename the four "fieldX" data elements as follows: userName, userAccount, userEmail, and userPhone

 

Step 3: Set the security level of the form

  1. From the Main Toolbar, select Tools | Form Options
  2. Select Security and Trust from the list box
  3. Clear the checkbox next to Automatically determine security level
  4. Select Full Trust
  5. Hit OK.

Step 4: Add code to the form

  1. From the Main Toolbar, select Tools | Programming | Loading Event
  2. Right-click on UserProfileDemo node of the Project Explorer and choose Add Web Reference
  3. Enter the following for the URL: /_vti_bin/UserProfileService.asmx">http://<yourServerName>/_vti_bin/UserProfileService.asmx
  4. Enter the following for Web reference name: ProfileService
  5. Click Add Reference
  6. Replace the FormEvents_Loading event handler with the following code snippet:
public void FormEvents_Loading(object sender, LoadingEventArgs e) {
    XPathNavigator myRoot = MainDataSource.CreateNavigator();
    ProfileService.UserProfileService profileService = new ProfileService.UserProfileService();
    ProfileService.UseDefaultCredentials = true;
    ProfileService.PropertyData[] userProps = null;
    try {
        // Passing null to this method causes the profile of the current user to be returned.
        userProps = profileService.GetUserProfileByName(null);
    }
    catch { }
    if (userProps == null || userProps.Length == 0) {
        return;
    }
    for (int i = 0; i < userProps.Length; i++) {
        XPathNavigator node = null;
        switch (userProps[i].Name.ToLower())  {
            // these property names can be obtained by reviewing the user profile properties in the MOSS SSP.
            case "preferredname":
                node = myRoot.SelectSingleNode("/my:myFields/my:userName", NamespaceManager);
                break;
            case "accountname":
                node = myRoot.SelectSingleNode("/my:myFields/my:userAccount", NamespaceManager);
                break;
            case "workemail":
                node = myRoot.SelectSingleNode("/my:myFields/my:userEmail", NamespaceManager);
                break;
            case "workphone":
                node = myRoot.SelectSingleNode("/my:myFields/my:userPhone", NamespaceManager);
                break;
            default:
                continue;
        }
        ProfileService.ValueData[] values = userProps[i].Values;
        if (values.Length > 0) {
            if (node != null && string.IsNullOrEmpty(node.Value)) {
                node.SetValue(values[0].Value.ToString());
            }
        }
    }
}

 

Step  5: Build and Preview

  1. Build the project and close VSTA.
  2. From the Main Toolbar, select File | Preview| Form
  3. When the form loads, the text boxes will be populated with your User Profile Information

This example opens the door to simplifying the form submission process for your users by reducing the time they take to complete forms, as well as ensuring the accuracy of the data that they enter.

Ronald Tielke
Microsoft Consulting Services
Desert Mountain District

Leave a Comment
  • Please add 1 and 5 and type the answer here:
  • Post
  • עלתה השאלה איך לטעון לתוך הטופס את פרטי המשתמש office user group במפגש האחרון של ה VSTO דרך שירותי ws

  • I've just read Meron Fridman's post from about a month ago about getting current user details into InfoPath

  • Great article!  

    Let's take it one step further and make it a no-code solution!  How?  Throw out steps 3 and 4.  Instead:

    3)  Create a new data connection to retrieve information from the specified web service (http://<yourServerName>/_vti_bin/UserProfileService.asmx?WSDL), and select the "GetUserProfileByName" web method.

    4)  Use an XPath query on your secondary data source to populate the fields you want.  For instance, use a formula to set the default value for an "email address" field.  You'll be selecting the "dataFields/.../Value" field.  The trick is to ensure you select the correct PropertyData node, as it is a repeating field - you'll have to edit the XPath to do so.  Assuming your secondary data source is called "GetUserProfileByName", the XPath query required to get the current user's email address looks as follows:

    xdXDocument:GetDOM("GetUserProfileByName")/dfs:myFields/dfs:dataFields/s0:GetUserProfileByNameResponse/s0:GetUserProfileByNameResult/s0:PropertyData[s0:Name = "WorkEmail"]/s0:Values/s0:ValueData/s0:Value

    Works beautifully, and without needing to bust out any code!

  • Update:  Note that the track-back above my post by Itay goes over the secondary data source option in more detail, with screenshots and all.  Nice work Itay!

  • You are in-fact my Hero.    I just got through writing this complicated webservice to return information from a the users context and deployed it to a document library and hadn't finished getting all that working when I realized that there really should be an easier way.

    Thank you so much, you made my day!

  • Uno de los retos que se nos ha planteado en el CIIN es como visualizar el directorio de empleados de

  • Hi,

    This is a nice post.  I am an InfoPath newbie and I've been looking for something list this.  I tested your code... it works good.  However, it won't work if I use it thru the SharePoint portal.  I think this has to do with the security/trust option.

    Basically, what I want to do is perform the same thing but under a web browser (SharePoint portal) environment.  If a user login to portal on a "share" PC, it would be wrong to pickup the PC's login credential.  So, what do your recommend?

    Thanks in advance.

    Ultra

  • Planier... I tested your "no code" approach.  What's strange is that it works if I create a brand now form but it won't work if I do this on an existing form.

    This is what I enter...

    "xdXDocument:GetDOM("GetUserProfileByName")/dfs:myFields/dfs:dataFields/s0:GetUserProfileByNameResponse/s0:GetUserProfileByNameResult/s0:PropertyData[s0:Name = "WorkEmail"]/s0:Values/s0:ValueData/s0:Value"

    and I get this error...

    ''"xdXDocument:GetDOM("GetUserProfileByName")/dfs:myFields/dfs:dataFields/s0:GetUserProfileByNameResponse/s0:GetUserProfileByNameResult/s0:PropertyData/s0:Values/s0:ValueData/s0:Value" does not point to a valid location path of a field or group."

    Any idea?

    Thanks

  • I had to modify the GetUserProfileByName data source to initialize the default value with a space.  

  • Got this working perfectly with the codeless method. What I'm wondering is where can I get information about this XPath information. (e.g. how do you come up with the XPath string "xdXDocument:GetDOM("GetUserProfileByName")/dfs:myFields/dfs:dataFields/s0:GetUserProfileByNameResponse/s0:GetUserProfileByNameResult/s0:PropertyData[s0:Name = "WorkEmail"]/s0:Values/s0:ValueData/s0:Value"? Is there a book or a reference that could get me going on understanding how to access this kind of information?

    Thanks,

    Gyan.

  • Hello

    I have refrence to Microsoft.Office.InfoPath and can see the xmlForm class in code but i receive error at "MainDataSource" error is "The name MainDataSource does not exist in the current context " if i use "this." there is no MaindataSource, the same kinf of problem exists with "NamespaceManager".

    I am dealing with these refrence errors from a long time, please help me how to fix above error.

    Thanks

    Needo

  • Hi,

    What if the WSS was configured for Forms Authentication, how can we get the current user's identity or profile in say infopath form to populate some data specific to user's role etc in actions pane.

    Kind Regards

    Satish.

  • i was trying to make a form with a field that contain Employee name i found the best way to do so is

  • In Step 4, when I select Tools | Programming | Loading Event, I see UserProfileDemo open in VSTA, and I find FormEvents_Loading in a FormCode.vb file.  This looks like Visual Basic to me, but the code snippet looks like C.  

    Obviously I'm not much of a programmer, so don't know how to proceed.  Any help appreciated -- thank you.  

  • Hi All,

    I'd like to populate a list of users into infopath form based on a selected profile property. Could anyone give some idea on how to go through.

    Thanks in advance!

Page 1 of 3 (37 items) 123