How do I Create a Project Server User?


This post started with a pretty innocuous email that I thought had an innocuous answer too.  But you know if I’m writing about it here, it got a little challenging. 


 


The question of the day is what is a Project Server User?  A Project Server user is a resource that has rights to login to Project Server… right?  Not quite, you can be a user, but not a resource.  If I’m coming up to Project Server for the first time what can the administrator do for me in the system?
















Type


Capability


Resource


Assigned to tasks


User


Can login in the Project Server, but get no assignments.


Resource & User


I can enter my own time for assignments directly in PWA


 


Setting up a person to interact with Project Server 2007 is pretty straightforward in the user interface.  This shows you were to go for creating the different interactions:




















Type


Destination


Notes


Resource


Project Center->New Resource


Uncheck “Resource Can Login to Project Server”


User


Server Settings->Manage Users -> New User


Uncheck “User Can be assigned as Resource”


Resource & User


Project Center->New Resource ()


Be sure to fill in the User Authentication Area


 


That’s is all fine, but this is a development Blog, not a How-to on the UI J.  Resource creation is intuitive and comes quickly, so let’s start there.


 


Resource Only


First you need a web reference to the Resource Web Service:


http://yourserver/pwa/_vti_bin/psi/resource.asmx


 


Adding a Resource consists of:


·         Creating a ResourceDataSet


o   Don’t forget to create a ResourceRow that is added back to the ResourceDataSet


·         Filling the ResourceDataSet


o   What columns are important here?  RES_UID, RES_NAME, RES_TYPE


o   If this is a people resource the RES_TYPE would be WorkResource, find all the resource types in the Project Server Library assembly.


·         Calling the Resource Web Service method CreateResources


 


Here is the code sample for the above workflow:


resDs = new ResourceWS.ResourceDataSet();


ResourceWS.ResourceDataSet.ResourcesRow resourceRow =


  resDs.Resources.NewResourcesRow();


Guid NewResGuid = Guid.NewGuid();


resourceRow.RES_UID = NewResGuid;


resourceRow.RES_NAME = Name;


resourceRow.RES_INITIALS = Name.Substring(0, 1) +


  (Name.IndexOf(” “) > 0 ?


  Name.Substring(Name.IndexOf(” “) + 1, 1) : “”);


resourceRow.RES_TYPE = (int)PSLibrary.Resource.Type.WorkResource;


resourceRow.RES_GROUP = “Team Members”;


resourceRow.WRES_EMAIL = “test@test.com”;


resDs.Resources.AddResourcesRow(resourceRow);


 


ResSvc.CreateResources(resDs, false, true);


 


Resource & User


I’ve got a resource, now we’ll upgrade them to be a user too.  I’ll be honest that I’ve created 100s of resources for demo purposes, but really never considered how to make them users. 


 


My first try I saw the columns RES_IS_WINDOWS_USER and WRES_ACCOUNT , I figured set them and the resource would now be a user too.  Wrong, they had no effect… in fact they were completely ignored, no error, no exception.  I discovered later those columns are read-only much like the notes field I discussed in an earlier post.


 


From working with some of the other Project custom DataSets I knew that there are “sub” DataSets (tables) that sometime need to be set.  I started looking through there (Rates, Abilities, CustomFields, etc.) with nothing really jumping out.


 


Next I went back to the API.  First looking at the Resource Web Service I see ReadUserList and GetCurrentUserID, both look related this may be promising.  But that’s it… no UpgradeToUser, MakeResourceUser, nada, nothing, zero.  Well there are other web services too.  How about the Admin web service, that could make sense, nope.


 


At this point I got to tell you I’m pretty disappointed that I cannot find a solution.  So I trek down the hall to find someone from the product team to fix my pain.  I encounter three guys that know a ton about the API in the hall heading out the door.  I ask my question, in almost unison they say you have to set the authorization, chuckle, and take off.  I get the feeling they’ve heard this question before and know it wasn’t a readily available answer.


 


Back to the DataSet, I see a ResourceAuthorizationDataSet, but there is no relationship to ResrouceDataSet that I see.  Then I notice in the API SetResourceAthorization.  From that point the heavens opened and the angles sung… and I had a code sample to share with you:


 


private void AddAuthorization(Guid resourceUid, string Account, bool WindowsUser)


{


ResourceWS.ResourceAuthorizationDataSet resourceAuthDs = 


  new ResourceWS.ResourceAuthorizationDataSet();


ResourceWS.ResourceAuthorizationDataSet.ResourcesRow resourceAuthRow =


  resourceAuthDs.Resources.NewResourcesRow();


resourceAuthRow.RES_UID = resourceUid;


resourceAuthRow.RES_IS_WINDOWS_USER = WindowsUser;


resourceAuthRow.WRES_ACCOUNT = Account;


resourceAuthDs.Resources.AddResourcesRow(resourceAuthRow);


ResSvc.SetResourceAuthorization(resourceAuthDs);


}


 


Pairing up creating the resource with adding the authorization… you have a resource that can login.


 


User Only


 


How about a pure user? I’m happy to report that is pretty simple.  Use the same code for resource create and authorization addition, but set the RES_TYPE to PSLibrary.Resource.Type.PureUser.


 


Attached is a sample that does everything described above.  Just change the name of the server to match yours and you’re ready to go.


 

CreateResource.zip


Comments (4)

  1. Ramon Gonzalez says:

    Hi,

    I’m trying to add an enterprise resource to a project with not sucess.

    I always get a RES_UID does not exist message.

    Has anyone has added an enterprise resource throught the PSI web services? Any examples?

    Thanks in advance.

  2. some dude says:

    Awesome info – I just wasted a few hours trying to figure out why WRES_ACCOUNT was being ignored, then I googled a bit and found this link.  I wish I’d found it this morning, it would have saved me mucho headache.  Thanks so much for writing this.

  3. amy says:

    Awesome.. Using your code, the resources gets updated in the Sharepoint Resource tables, but the user information is saved in our aspnet database.  The user doesn’t display in Sharepoint People and Groups.  I have to manually go into Site Settings and add them in.  Is this by design?  or is there something else I need to do programmatically to force the users into Sharepoint.