public void LoadTargetSecurityReferenceData()
{
var targetDataLoader = new DataLoader(OrganizationService);
// load metadata for all
Logger?.Invoke(this, "\r\nLoading Metadata, Business Units and Teams from target systems...");
EntityCollection targetSystemUsers = null;
EntityCollection targetOrgInstanceInfo = null;
EntityCollection targetBUInfo = null;
// load all the system reference data from target
Parallel.Invoke(
() => TargetEntitiesMetaData = targetDataLoader.GetAllEntitiesMetaData(EntityFilters.Entity),
() => targetOrgInstanceInfo = targetDataLoader.GetAllEntity(Constant.Organization.EntityLogicalName,
new[] { Constant.Organization.Name }),
() => targetBUInfo = targetDataLoader.GetAllEntity(Constant.BusinessUnit.EntityLogicalName,
new[] { Constant.BusinessUnit.Name }, LogicalOperator.And,
new[] { new ConditionExpression(Constant.BusinessUnit.ParentBusinessUnitId, ConditionOperator.Null) }),
() => targetSystemUsers = targetDataLoader.GetAllEntity(Constant.User.EntityLogicalName,
new[] { Constant.User.DomainName }, LogicalOperator.And,
new[] { new ConditionExpression(Constant.User.DomainName, ConditionOperator.Equal, CrmParameter.UserName) })
);
Logger?.Invoke(this, "\r\nPreparing data replacement for Target Organization Info...");
_transformData.SetOrganizationId(targetOrgInstanceInfo);
// replace BU constant
_transformData.ReplaceBUConstant(targetBUInfo);
// root BU must be mapped before import can proceed
_transformData.SetSourceAndTargetRootBusinessUnitMapping();
Logger?.Invoke(this, "\r\nPreparing data replacement for System Administrator...");
// Important note: if the SysAdmin is already set for Team.AdministratorId using the transform config then
// this method will NOT override the value set by the Transforms
_transformData.SetSystemAdministrator(targetSystemUsers, CrmParameter.UserName);
Logger?.Invoke(this, "\r\nPreparing FetchXML replacements for Target Organization...");
_transformData.ReplaceFetchXMLEntries(targetDataLoader);
}
private bool AddTransformsForEntity(EntityCollection fetchXmlQueryData)
{
var targetDataLoader = new DataLoader(OrganizationService);
var entityName = fetchXmlQueryData.Entities[0].LogicalName;
switch (entityName)
{
case Constant.BusinessUnit.EntityLogicalName:
Logger?.Invoke(this, "\r\nPreparing data replacement for Business Units...");
var targetBusinessUnits = targetDataLoader.GetAllEntity(Constant.BusinessUnit.EntityLogicalName,
new[] { Constant.BusinessUnit.Name, Constant.BusinessUnit.ParentBusinessUnitId });
_transformData.PopulateBusinessUnitTransforms(fetchXmlQueryData, targetBusinessUnits);
break;
case Constant.Role.EntityLogicalName:
// Note: Alternate key for Security role is "Business Unit Name + Security Role Name"
Logger?.Invoke(this, "\r\nPreparing data replacement for Security Roles...");
var targetSecurityRoles = targetDataLoader.GetAllEntity(Constant.Role.EntityLogicalName,
new[] { Constant.Role.Name, Constant.Role.BusinessUnitId });
_transformData.PopulateSecurityRoleTransforms(fetchXmlQueryData, targetSecurityRoles);
return(false); //security role is imported using D365 solution
case Constant.Team.EntityLogicalName:
// there can more than 1 teams with same name but different business unit - this is similar to security role!!!!!
// Note: Alternate key for Security role is "Business Unit Name + Security Role Name"
Logger?.Invoke(this, "\r\nPreparing data replacement for Team...");
var targetTeams = targetDataLoader.GetAllEntity(Constant.Team.EntityLogicalName,
new[] { Constant.Team.Name, Constant.Team.BusinessUnitId, Constant.Team.IsDefault }, LogicalOperator.And,
new[] { new ConditionExpression(Constant.Team.TeamType, ConditionOperator.Equal, 0) });
_transformData.PopulateTeamTransforms(fetchXmlQueryData, targetTeams);
break;
case Constant.FieldSecurityProfile.EntityLogicalName:
// Note: Alternate key for Security role is "Business Unit Name + Security Role Name"
Logger?.Invoke(this, "\r\nPreparing data replacement for Field Security Profile...");
var targetFieldSecurityProfiles = targetDataLoader.GetAllEntity(Constant.FieldSecurityProfile.EntityLogicalName,
new[] { Constant.FieldSecurityProfile.Name });
_transformData.PopulateFieldSecurityProfileTransforms(fetchXmlQueryData, targetFieldSecurityProfiles);
return(false); //security role is imported using D365 solution
case Constant.TransactionCurrency.EntityLogicalName:
Logger?.Invoke(this, "\r\nPreparing data replacement for Currencies...");
var targetCurrencies = targetDataLoader.GetAllEntity(Constant.TransactionCurrency.EntityLogicalName,
new[] { Constant.TransactionCurrency.CurrencyName, Constant.TransactionCurrency.IsoCurrencyCode });
_transformData.PopulateCurrencyTransforms(fetchXmlQueryData, targetCurrencies);
break;
case Constant.Queue.EntityLogicalName:
Logger?.Invoke(this, "\r\nPreparing data replacement for Queues...");
var targetQueues = targetDataLoader.GetAllEntity(Constant.Queue.EntityLogicalName,
new[] { Constant.Queue.Name, Constant.Queue.TransactionCurrencyId }, LogicalOperator.And,
new[] { new ConditionExpression(Constant.Queue.Name, ConditionOperator.DoesNotBeginWith, "<") });
_transformData.PopulateQueueTransforms(fetchXmlQueryData, targetQueues);
break;
}
return(true);
}