private static void Upload(OrganizationServiceManager osmSource, OrganizationServiceManager osmDestination)
{
var templates = GetTemplates(osmSource);
Console.WriteLine($"\r\nFound {templates.Count} docx templates to upload");
Parallel.ForEach(templates,
new ParallelOptions {
MaxDegreeOfParallelism = 5
},
(template =>
{
string name = template.GetAttributeValue <string>("name");
Console.WriteLine($"Uploading {name}");
try
{
string etc = template.GetAttributeValue <string>("associatedentitytypecode");
int?oldEtc = GetEntityTypeCode(osmSource, etc);
int?newEtc = GetEntityTypeCode(osmDestination, etc);
string fileName = ReRouteEtcViaOpenXML(template, name, etc, oldEtc, newEtc);
template["associatedentitytypecode"] = newEtc;
template["content"] = Convert.ToBase64String(File.ReadAllBytes(fileName));
Guid existingId = TemplateExists(osmDestination, name);
if (existingId != null && existingId != Guid.Empty)
{
template["documenttemplateid"] = existingId;
osmDestination.GetProxy().Update(template);
Console.WriteLine($"Updated {name}");
}
else
{
Guid id = osmDestination.GetProxy().Create(template);
Console.WriteLine($"Created {name}");
}
File.Delete(fileName); // delete the updated file but keep the original
}
catch (FaultException <OrganizationServiceFault> ex)
{
Console.WriteLine($"Failed to upload {name}!");
Console.WriteLine(ex.Message);
Console.WriteLine(ex.Detail != null ? ex.Detail.TraceText : "");
Console.WriteLine(ex.InnerException != null ? ex.InnerException.Message : "");
}
}));
}
public void Execute()
{
var service = ServiceManager.GetProxy();
var query = CreateQuery();
var contactsToUpdate = new List <Entity>();
EntityCollection results;
do
{
results = service.RetrieveMultiple(query);
foreach (Entity contact in results.Entities)
{
var resolver = new LayeredEntityAttributeResolver(contact);
var fullName = FullNameCalculator.Calculate(resolver);
if (fullName != resolver.GetAttributeValue <string>("mspfe_full_name"))
{
var toUpdate = new Entity("contact", contact.Id);
toUpdate["mspfe_full_name"] = fullName;
contactsToUpdate.Add(toUpdate);
}
}
query.PageInfo.PagingCookie = results.PagingCookie;
query.PageInfo.PageNumber++;
} while (results.MoreRecords);
ServiceManager.ParallelProxy.Update(contactsToUpdate);
}
/// <summary>
/// Demonstrates a claims-based, cross-realm connection to Organization.svc using a username, password, and alternate realm
/// </summary>
/// <remarks>
/// Authentication will be handled by federated realm's identity provider. Issued token will be converted to current realm token that CRM will accept.
/// OrganizationServiceManager stores endpoint metadata and security token. Instance can be reused to construct multiple organization service channels (OrganizationServiceProxy)
/// </remarks>
public static void BasicCrossRealmConnectionToCrm()
{
var serverUri = XrmServiceUriFactory.CreateOrganizationServiceUri("https://mycrmserver:5555/myorganization");
var manager = new OrganizationServiceManager(serverUri, "username", "password", homeRealm: new Uri("https://myhomerealm.com"));
using (var proxy = manager.GetProxy())
{
//Do organization requests...
}
}
/// <summary>
/// Demonstrates an online-federated connection to Organization.svc using a userprincipalname and password
/// </summary>
/// <remarks>
/// OrganizationServiceManager stores endpoint metadata and security token. Instance can be reused to construct multiple organization service channels (OrganizationServiceProxy)
/// </remarks>
public static void BasicConnectionToCrmOnline()
{
var serverUri = XrmServiceUriFactory.CreateOnlineOrganizationServiceUri("myorganization", CrmOnlineRegion.NA);
var manager = new OrganizationServiceManager(serverUri, "*****@*****.**", "password");
using (var proxy = manager.GetProxy())
{
//Do organization requests...
}
}
/// <summary>
/// Demonstrates a basic Active Directory connection to Organization.svc using a username, password, and domain
/// </summary>
/// <remarks>
/// OrganizationServiceManager stores endpoint metadata. Instance can be reused to construct multiple organization service channels (OrganizationServiceProxy)
/// </remarks>
public static void BasicADConnectionToCrm()
{
var serverUri = XrmServiceUriFactory.CreateOrganizationServiceUri("http://mycrmserver:5555/myorganization");
var manager = new OrganizationServiceManager(serverUri, "username", "password", "mydomain");
using (var proxy = manager.GetProxy())
{
//Do organization requests...
}
}
/// <summary>
/// Demonstrates a claims-based connection to Organization.svc using a pre-authenticated instance of AuthenticationCredentials
/// </summary>
/// <remarks>
/// OrganizationServiceManager stores endpoint metadata and security token. Instance can be reused to construct multiple organization service channels (OrganizationServiceProxy)
/// </remarks>
public static void BasicPreAuthConnectionToCrm(AuthenticationCredentials preAuthCredentials)
{
var serverUri = XrmServiceUriFactory.CreateOrganizationServiceUri("https://mycrmserver:5555/myorganization");
var manager = new OrganizationServiceManager(serverUri, preAuthCredentials);
using (var proxy = manager.GetProxy())
{
//Do organization requests...
}
}
public static int?GetEntityTypeCode(OrganizationServiceManager osm, string entity)
{
RetrieveEntityRequest request = new RetrieveEntityRequest();
request.LogicalName = entity;
request.EntityFilters = EntityFilters.Entity;
RetrieveEntityResponse response = (RetrieveEntityResponse)osm.GetProxy().Execute(request);
EntityMetadata metadata = response.EntityMetadata;
return(metadata.ObjectTypeCode);
}
private static Task <EntityCollection> TestRetrieveMultiple(OrganizationServiceManager osm, int i)
{
QueryExpression qe = new QueryExpression("account")
{
ColumnSet = new ColumnSet("accountid", "name")
};
qe.PageInfo = new PagingInfo()
{
Count = i * 100, PageNumber = 1
};
// this is the important part - using the OrganizationServiceManager, we'll call GetProxy, this creates a clone of the original connection. this is what allows us to execute stuff in parallel...
Task <EntityCollection> m = osm.GetProxy().RetrieveMultipleAsync(qe); // the *Async methods are defined inside the OptimizedConnectionExtensions.cs
return(m);
}
private static Guid TemplateExists(OrganizationServiceManager osm, string name)
{
Guid result = Guid.Empty;
QueryExpression qe = new QueryExpression("documenttemplate");
qe.Criteria.AddCondition("status", ConditionOperator.Equal, false); // only get active templates
qe.Criteria.AddCondition("name", ConditionOperator.Equal, name);
var results = osm.GetProxy().RetrieveMultiple(qe);
if (results != null && results.Entities != null && results.Entities.Count > 0)
{
result = results[0].Id;
}
return(result);
}
private static void Pfe()
{
try
{
Console.WriteLine("Testing plain pfe");
var manager = new OrganizationServiceManager(serviceUri);
Parallel.ForEach(Enumerable.Range(0, 100000), (index) =>
{
var proxy = manager.GetProxy();
proxy.EnableProxyTypes();
proxy.Execute(new WhoAmIRequest());
});
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
}
private static List <Entity> GetTemplates(OrganizationServiceManager osm)
{
QueryExpression qe = new QueryExpression("documenttemplate")
{
ColumnSet = new ColumnSet("content", "name", "associatedentitytypecode", "documenttype", "clientdata")
};
qe.Criteria.AddCondition("status", ConditionOperator.Equal, false); // only get active templates
qe.Criteria.AddCondition("documenttype", ConditionOperator.Equal, 2); // only word docs
qe.Criteria.AddCondition("createdbyname", ConditionOperator.NotEqual, "SYSTEM");
var results = osm.GetProxy().RetrieveMultiple(qe);
if (results != null && results.Entities != null && results.Entities.Count > 0)
{
return(results.Entities.ToList());
}
return(new List <Entity>());
}
static void Main(string[] args)
{
Console.WriteLine("Connecting, please wait...");
var osmSource = new OrganizationServiceManager(ConfigurationManager.AppSettings["source.org.url"]);
var osmDestination = new OrganizationServiceManager(ConfigurationManager.AppSettings["destination.org.url"]);
var response = osmSource.GetProxy().Execute(new WhoAmIRequest()) as WhoAmIResponse;
Console.WriteLine($"Logged into source crm as: {response.UserId}");
response = osmDestination.GetProxy().Execute(new WhoAmIRequest()) as WhoAmIResponse;
Console.WriteLine($"Logged into destination crm as: {response.UserId}");
Console.WriteLine("\r\nAre you sure you want to upload all templates to the destination? Y/N");
string input = (Console.ReadLine() ?? "").ToLower();
if (input == "y" || input == "yes")
{
Upload(osmSource, osmDestination);
}
}
static void Main(string[] args)
{
Console.WriteLine("Connecting to crm...");
// this example shows how to use existing user auth (no need to explicitly state user/pass). Take a look at the overloaded methods for explicit user/pass auth
var osm = new OrganizationServiceManager(ConfigurationManager.AppSettings["crm.sdkurl.org"]);
// test the connection first
var response = osm.GetProxy().Execute(new WhoAmIRequest()) as WhoAmIResponse;
Console.WriteLine(response.UserId);
// lets look at doing 100 retrieves in parallel properly :)
Console.WriteLine("starting to execute 100 retrives...");
Stopwatch sw = new Stopwatch();
sw.Start();
Task.Run(() =>
{
List <Task> tasks = new List <Task>();
// loop through and create a bunch of things we want to execute asynchornously
for (int i = 0; i < 100; i++)
{
Task <EntityCollection> m = TestRetrieveMultiple(osm, i);
tasks.Add(m); // add the task to our list
}
Task.WaitAll(tasks.ToArray());
}).Wait();
sw.Stop();
Console.WriteLine($"done!, took {sw.ElapsedMilliseconds}ms ({sw.ElapsedMilliseconds / 100m:N2}ms per retrieve)");
}