/// <summary>
/// Create a custom entity.
/// Update the custom entity.
/// Optionally delete the custom entity.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptForDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Create the custom entity.
//<snippetCreateUpdateEntityMetadata1>
CreateEntityRequest createrequest = new CreateEntityRequest
{
//Define the entity
Entity = new EntityMetadata
{
SchemaName = _customEntityName,
DisplayName = new Label("Bank Account", 1033),
DisplayCollectionName = new Label("Bank Accounts", 1033),
Description = new Label("An entity to store information about customer bank accounts", 1033),
OwnershipType = OwnershipTypes.UserOwned,
IsActivity = false,
},
// Define the primary attribute for the entity
PrimaryAttribute = new StringAttributeMetadata
{
SchemaName = "new_accountname",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Text,
DisplayName = new Label("Account Name", 1033),
Description = new Label("The primary attribute for the Bank Account entity.", 1033)
}
};
_serviceProxy.Execute(createrequest);
Console.WriteLine("The bank account entity has been created.");
//</snippetCreateUpdateEntityMetadata1>
// Add some attributes to the Bank Account entity
//<snippetCreateUpdateEntityMetadata2>
CreateAttributeRequest createBankNameAttributeRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new StringAttributeMetadata
{
SchemaName = "new_bankname",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Text,
DisplayName = new Label("Bank Name", 1033),
Description = new Label("The name of the bank.", 1033)
}
};
_serviceProxy.Execute(createBankNameAttributeRequest);
//</snippetCreateUpdateEntityMetadata2>
Console.WriteLine("An bank name attribute has been added to the bank account entity.");
//<snippetCreateUpdateEntityMetadata3>
CreateAttributeRequest createBalanceAttributeRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new MoneyAttributeMetadata
{
SchemaName = "new_balance",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
PrecisionSource = 2,
DisplayName = new Label("Balance", 1033),
Description = new Label("Account Balance at the last known date", 1033),
}
};
_serviceProxy.Execute(createBalanceAttributeRequest);
//</snippetCreateUpdateEntityMetadata3>
Console.WriteLine("An account balance attribute has been added to the bank account entity.");
//<snippetCreateUpdateEntityMetadata4>
CreateAttributeRequest createCheckedDateRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new DateTimeAttributeMetadata
{
SchemaName = "new_checkeddate",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Format = DateTimeFormat.DateOnly,
DisplayName = new Label("Date", 1033),
Description = new Label("The date the account balance was last confirmed", 1033)
}
};
_serviceProxy.Execute(createCheckedDateRequest);
Console.WriteLine("An date attribute has been added to the bank account entity.");
//</snippetCreateUpdateEntityMetadata4>
//Create a lookup attribute to link the bank account with a contact record.
//<snippetCreateUpdateEntityMetadata5>
CreateOneToManyRequest req = new CreateOneToManyRequest()
{
Lookup = new LookupAttributeMetadata()
{
Description = new Label("The owner of the bank account", 1033),
DisplayName = new Label("Account Owner", 1033),
LogicalName = "new_parent_contactid",
SchemaName = "New_Parent_ContactId",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.ApplicationRequired)
},
OneToManyRelationship = new OneToManyRelationshipMetadata()
{
AssociatedMenuConfiguration = new AssociatedMenuConfiguration()
{
Behavior = AssociatedMenuBehavior.UseCollectionName,
Group = AssociatedMenuGroup.Details,
Label = new Label("Bank Accounts", 1033),
Order = 10000
},
CascadeConfiguration = new CascadeConfiguration()
{
Assign = CascadeType.Cascade,
Delete = CascadeType.Cascade,
Merge = CascadeType.Cascade,
Reparent = CascadeType.Cascade,
Share = CascadeType.Cascade,
Unshare = CascadeType.Cascade
},
ReferencedEntity = Contact.EntityLogicalName,
ReferencedAttribute = "contactid",
ReferencingEntity = _customEntityName,
SchemaName = "new_contact_new_bankaccount"
}
};
_serviceProxy.Execute(req);
//</snippetCreateUpdateEntityMetadata5>
Console.WriteLine("A lookup attribute has been added to the bank account entity to link it with the Contact entity.");
//<snippetCreateUpdateEntityMetadata11>
//Create an Image attribute for the custom entity
// Only one Image attribute can be added to an entity that doesn't already have one.
CreateAttributeRequest createEntityImageRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new ImageAttributeMetadata
{
SchemaName = "EntityImage", //The name is always EntityImage
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
DisplayName = new Label("Image", 1033),
Description = new Label("An image to represent the bank account.", 1033)
}
};
_serviceProxy.Execute(createEntityImageRequest);
Console.WriteLine("An image attribute has been added to the bank account entity.");
//</snippetCreateUpdateEntityMetadata11>
//<snippetCreateUpdateEntityMetadata9>
//<snippetCreateUpdateEntityMetadata.RetrieveEntity>
RetrieveEntityRequest retrieveBankAccountEntityRequest = new RetrieveEntityRequest
{
EntityFilters = EntityFilters.Entity,
LogicalName = _customEntityName
};
RetrieveEntityResponse retrieveBankAccountEntityResponse = (RetrieveEntityResponse)_serviceProxy.Execute(retrieveBankAccountEntityRequest);
//</snippetCreateUpdateEntityMetadata.RetrieveEntity>
//<snippetCreateUpdateEntityMetadata8>
EntityMetadata BankAccountEntity = retrieveBankAccountEntityResponse.EntityMetadata;
// Disable Mail merge
BankAccountEntity.IsMailMergeEnabled = new BooleanManagedProperty(false);
// Enable Notes
UpdateEntityRequest updateBankAccountRequest = new UpdateEntityRequest
{
Entity = BankAccountEntity,
HasNotes = true
};
_serviceProxy.Execute(updateBankAccountRequest);
//</snippetCreateUpdateEntityMetadata8>
//</snippetCreateUpdateEntityMetadata9>
Console.WriteLine("The bank account entity has been updated");
//Update the entity form so the new fields are visible
UpdateEntityForm(_customEntityName);
// Customizations must be published after an entity is updated.
//<snippetCreateUpdateEntityMetadata6>
PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(publishRequest);
//</snippetCreateUpdateEntityMetadata6>
Console.WriteLine("Customizations were published.");
//Provides option to view the entity in the default solution
ShowEntityInBrowser(promptForDelete, BankAccountEntity);
//Provides option to view the entity form with the fields added
ShowEntityFormInBrowser(promptForDelete, BankAccountEntity);
DeleteRequiredRecords(promptForDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
private void PublishAll(string deploymentFolderName)
{
WorkAsync(new WorkAsyncInfo
{
Message = "Publishing",
Work = (worker, args) =>
{
var publishRequest = new PublishAllXmlRequest();
args.Result = Service.Execute(publishRequest);
},
PostWorkCallBack = (args) =>
{
if (args.Error != null)
{
MessageBox.Show(args.Error.ToString(), "Error", MessageBoxButtons.OK, MessageBoxIcon.Error);
}
else
{
var result = args.Result as OrganizationResponse;
if (result != null)
{
MessageBox.Show($"Solution {deploymentFolderName} deployed to Dynamics 365 CE");
}
}
}
});
}
private void TsbPublishAllClick(object sender, EventArgs e)
{
tsbPublishEntity.Enabled = false;
tsbPublishAll.Enabled = false;
tsbSaveViews.Enabled = false;
tsbLoadEntities.Enabled = false;
WorkAsync("Publishing all customizations...",
evt =>
{
var pubRequest = new PublishAllXmlRequest();
Service.Execute(pubRequest);
},
evt =>
{
if (evt.Error != null)
{
string errorMessage = CrmExceptionHelper.GetErrorMessage(evt.Error, false);
MessageBox.Show(this, errorMessage, "Error", MessageBoxButtons.OK,
MessageBoxIcon.Error);
}
tsbPublishEntity.Enabled = true;
tsbPublishAll.Enabled = true;
tsbSaveViews.Enabled = true;
tsbLoadEntities.Enabled = true;
});
}
public void ImportSolution(OrganizationServiceProxy _serviceProxy)
{
string hostName = _serviceProxy.ServiceManagement.CurrentServiceEndpoint.ListenUri.Host;
_serviceProxy.Timeout = TimeSpan.MaxValue;
foreach (string solution in this.Settings.SolutionsToBeImport)
{
Console.WriteLine($"importing {solution} into {hostName} at {DateTime.Now.ToLongTimeString()}");
byte[] fileBytes = ReadSolutionFile(solution);
ImportSolutionRequest impSolReq = new ImportSolutionRequest()
{
CustomizationFile = fileBytes,
PublishWorkflows = true
};
_serviceProxy.Execute(impSolReq);
Console.WriteLine($"{solution} has been imported into {hostName} at {DateTime.Now.ToLongTimeString()}");
}
if (this.Settings.PublishAllCustomizationAfterImported)
{
Console.WriteLine("Publishing all customizations " + DateTime.Now.ToLongTimeString());
PublishAllXmlRequest pubReq = new PublishAllXmlRequest();
_serviceProxy.Execute(pubReq);
_serviceProxy.Dispose();
Console.WriteLine("All customizations have been published!");
}
}
/// <summary>
/// Deletes any entity records that were created for this sample.
/// <param name="prompt">Indicates whether to prompt the user to delete
/// the records created in this sample.</param>
/// </summary>
public void DeleteRequiredRecords(bool prompt)
{
bool deleteRecords = true;
if (prompt)
{
Console.WriteLine("\nDo you want these entity records to be deleted? (y/n)");
String answer = Console.ReadLine();
deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));
}
if (deleteRecords)
{
DeleteAttributeRequest delSeriesAttribute = new DeleteAttributeRequest
{
LogicalName = "new_customappseriesattribute",
EntityLogicalName = RecurringAppointmentMaster.EntityLogicalName
};
_serviceProxy.Execute(delSeriesAttribute);
DeleteAttributeRequest delInstanceAttribute = new DeleteAttributeRequest
{
LogicalName = "new_customappinstanceattribute",
EntityLogicalName = Appointment.EntityLogicalName
};
_serviceProxy.Execute(delInstanceAttribute);
// Publish all the changes to the solution.
PublishAllXmlRequest delRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(delRequest);
Console.WriteLine("Entity records have been deleted.");
}
}
public void PublishAll()
{
BaseComponent.LogInfo("Publishing customizations");
PublishAllXmlRequest publishAll = new PublishAllXmlRequest();
Service.Execute(publishAll);
}
public ValidationResults Validate(CRMSolution solution)
{
ValidationResults allValidatorsResult = new ValidationResults();
if (Validators == null || Validators.Count == 0)
{
throw new InvalidOperationException("No Validators exist, please change the validation settings first");
}
//publish all customizations first if the settings allow it
if (MySettings.AlwaysPublish)
{
OnProgressChanged?.Invoke(this, new ProgressEventArgs("Publishing customizations"));
PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
CRMService.Execute(publishRequest);
}
// start the validators
foreach (IValidator validator in Validators)
{
validator.OnValidatorError += (s, e) =>
{
OnError?.Invoke(s, e);
};
validator.OnValidatorProgress += (s, e) =>
{
OnProgressChanged?.Invoke(s, new ProgressEventArgs(e.Message));
};
ValidationResults validatorResult = validator.Validate();
allValidatorsResult.AddResultSet(validatorResult);
}
return(allValidatorsResult);
}
public void publishRequest()
{
if (Service != null)
{
PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
Service.Execute(publishRequest);
}
}
public void Publish()
{
// Obtain an organization service proxy.
// The using statement assures that the service proxy will be properly disposed.
var publishRequest = new PublishAllXmlRequest();
OrganizationService.Execute(publishRequest);
}
protected override void Execute(CodeActivityContext context)
{
CrmConnection connection = CrmConnection.Parse(CrmConnectionString.Get(context));
using (OrganizationService orgService = new OrganizationService(connection))
{
PublishAllXmlRequest req = new PublishAllXmlRequest();
orgService.Execute(req);
}
}
/// <summary>
/// Method publish all the customization
/// </summary>
/// <param name="serviceProxy">organization service proxy</param>
/// <param name="solutionFile">solution file</param>
private void PublishAllCustomizationChanges(OrganizationServiceProxy serviceProxy, SolutionFileInfo solutionFile)
{
PublishAllXmlRequest publishAllXmlRequest = new PublishAllXmlRequest();
serviceProxy.Execute(publishAllXmlRequest);
Singleton.SolutionFileInfoInstance.WebJobsLog.AppendLine("Successfully published solution components." + "<br>");
solutionFile.Solution[Constants.SourceControlQueueAttributeNameForStatus] = Constants.SourceControlQueuePublishSuccessfulStatus;
solutionFile.Solution.Attributes["syed_webjobs"] = Singleton.SolutionFileInfoInstance.WebJobs();
solutionFile.Update();
Singleton.SolutionFileInfoInstance.UploadFiletoDynamics(Singleton.CrmConstantsInstance.ServiceProxy, solutionFile.Solution);
}
public void PublishAll()
{
try
{
var request = new PublishAllXmlRequest();
innerService.Execute(request);
}
catch (FaultException <OrganizationServiceFault> error)
{
throw new Exception("An error while publishing archive: " + error.Message);
}
}
protected override void ProcessRecord()
{
base.ProcessRecord();
base.WriteVerbose(string.Format("Publishing Customizations"));
var publishAllXmlRequest = new PublishAllXmlRequest();
OrganizationService.Execute(publishAllXmlRequest);
base.WriteVerbose(string.Format("Publish Customizations Completed"));
}
private void Publish()
{
var publishAllXmlRequest = new PublishAllXmlRequest();
if (!(CdsClient.Execute(publishAllXmlRequest) is PublishAllXmlResponse))
{
Console.WriteLine("Not Connected");
return;
}
Console.WriteLine("All customizations published successfully");
}
public static void UpdateViewsInCRM(List <View> views, IOrganizationService service)
{
foreach (var i in views)
{
Console.WriteLine($"Processing {i.name}");
service.Update(i.AsEntity());
}
Console.WriteLine("Publishing");
PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
service.Execute(publishRequest);
}
private PublishAllXmlRequest PreparePublishRequest(ConnectionDetail detail)
{
var request = new PublishAllXmlRequest();
progressItems.Add(request, new ProgressItem
{
Type = Enumerations.RequestType.Publish,
Detail = detail,
Request = request
});
return(request);
}
/// <summary>
/// Delete the Custom Activity itself
/// </summary>
public static void DeleteCustomActivity()
{
DeleteEntityRequest request = new DeleteEntityRequest()
{
LogicalName = _customActivityName,
};
service.Execute(request);
// Customizations must be published after an entity is updated.
PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
service.Execute(publishRequest);
Console.WriteLine("The custom entity has been deleted.");
}
public static void PublishSystemForm(IOrganizationService service)
{
var request = new PublishXmlRequest
{
ParameterXml = String.Format("<importexportxml><entities><entity>systemform</entity></entities></importexportxml>")
};
service.Execute(request);
var publishAllRequest = new PublishAllXmlRequest();
service.Execute(publishAllRequest);
}
private static void Publish(IOrganizationService organizationService)
{
PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
try
{
organizationService.Execute(publishRequest);
}
catch (FaultException <OrganizationServiceFault> )
{
ExConsole.WriteLineColor("Could not publish solution", ConsoleColor.Red);
throw;
}
}
private void Publish(bool all)
{
if (lvEntities.SelectedItems.Count == 0)
{
return;
}
ManageWorkingState(true);
var message = all ? "Publishing all customizations" : "Publishing entity...";
informationPanel = InformationPanel.GetInformationPanel(this, message, 340, 120);
var bwPublish = new BackgroundWorker();
bwPublish.DoWork += (sender, e) =>
{
if (string.IsNullOrEmpty(e.Argument.ToString()))
{
var pubRequest = new PublishAllXmlRequest();
targetService.Execute(pubRequest);
}
else
{
var pubRequest = new PublishXmlRequest();
pubRequest.ParameterXml = string.Format(@"<importexportxml>
<entities>
<entity>{0}</entity>
</entities>
<nodes/><securityroles/><settings/><workflows/>
</importexportxml>",
e.Argument.ToString());
targetService.Execute(pubRequest);
}
};
bwPublish.RunWorkerCompleted += (sender, e) =>
{
ManageWorkingState(false);
Controls.Remove(informationPanel);
informationPanel.Dispose();
if (e.Error != null)
{
MessageBox.Show(this, e.Error.Message, "Error", MessageBoxButtons.OK, MessageBoxIcon.Error);
}
};
bwPublish.RunWorkerAsync(all ? "" : ((EntityMetadata)lvEntities.SelectedItems[0].Tag).LogicalName);
}
/// <summary>
/// Executes the operation.
/// </summary>
/// <param name="cancel">The cancellation token.</param>
/// <param name="progress">The progress.</param>
public override void Execute(CancellationToken cancel, IProgress <ExecutionProgress> progress)
{
OnExecuting(new ExecutableEventArgs(this));
progress?.Report(new ExecutionProgress(NotificationType.Information, string.Format(Properties.Resources.Dynamics365PublishAllOperationExecute, Connection.Name)));
PublishAllXmlRequest request = new PublishAllXmlRequest();
using (OrganizationServiceProxy proxy = connection.OrganizationServiceProxy)
{
proxy.Execute(request);
}
//progress?.Report(new ExecutionProgress(NotificationType.Information, string.Format(Properties.Resources.Dynamics365PublishAllOperationExecuteSuccessful, Connection.Name)));
OnExecuted(new ExecutableEventArgs(this));
}
public void ExportSolution(OrganizationServiceProxy _serviceProxy)
{
//if (this.Settings.IsChangeWorkFlowName)
//{
// ChangeWorkflowName(_serviceProxy);
//}
string hostName = _serviceProxy.ServiceManagement.CurrentServiceEndpoint.ListenUri.Host;
_serviceProxy.Timeout = TimeSpan.MaxValue;
_serviceProxy.EnableProxyTypes();
if (Settings.PublishAllCustomizationBeforeExported)
{
Console.WriteLine($"{hostName} Publishing all customizations at " + DateTime.Now.ToLongTimeString());
PublishAllXmlRequest pubReq = new PublishAllXmlRequest();
_serviceProxy.Execute(pubReq);
}
foreach (string solution in this.Settings.SolutionsToBeExport)
{
QueryExpression qe = new QueryExpression("solution");
qe.ColumnSet = new ColumnSet("version");
qe.Criteria.AddCondition("uniquename", ConditionOperator.Equal, solution);
qe.TopCount = 1;
qe.NoLock = true;
Entity entSolution = _serviceProxy.RetrieveMultiple(qe).Entities.FirstOrDefault();
if (entSolution != null)
{
Console.WriteLine($"Export {solution} from {hostName} at {DateTime.Now.ToLongTimeString()}");
string monthDay = DateTime.Today.ToString("MMdd");
string newVersion = entSolution.GetAttributeValue <string>("version") + monthDay;
entSolution.Attributes["version"] = newVersion;
_serviceProxy.Update(entSolution);
ExportSolutionRequest exportSolutionRequest = new ExportSolutionRequest();
exportSolutionRequest.Managed = false;
exportSolutionRequest.SolutionName = solution;
//exportSolutionRequest.TargetVersion = "8.2";
ExportSolutionResponse exportSolutionResponse = (ExportSolutionResponse)_serviceProxy.Execute(exportSolutionRequest);
byte[] exportXml = exportSolutionResponse.ExportSolutionFile;
string filename = string.Format("{0}_{1}.zip", solution, newVersion.Replace('.', '_'));
WriteSolutionFile(exportXml, filename);
}
}
Console.WriteLine("solution has been exported at " + DateTime.Now.ToLongTimeString());
}
protected override void ProcessRecord()
{
base.ProcessRecord();
base.WriteVerbose(string.Format("Publishing Customizations"));
CrmConnection connection = CrmConnection.Parse(connectionString);
using (OrganizationService service = new OrganizationService(connection))
{
PublishAllXmlRequest req = new PublishAllXmlRequest();
service.Execute(req);
base.WriteVerbose(string.Format("Publish Customizations Completed"));
}
}
public static bool PublishAllCustomizations(CrmServiceClient client)
{
try
{
PublishAllXmlRequest request = new PublishAllXmlRequest();
client.Execute(request);
return(true);
}
catch (Exception ex)
{
ExceptionHandler.LogException(Logger, Resource.ErrorMessage_ErrorPublishing, ex);
return(false);
}
}
private void PublishAll()
{
try
{
AddMessage(String.Empty);
AddMessage("Publishing all customizations...");
PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
var response = (PublishAllXmlResponse)_serviceProxy.Execute(publishRequest);
AddMessage("Done.");
}
catch (Exception e)
{
AddMessage("Error publishing: " + e.Message);
}
}
private void btnPublish_Click(object sender, EventArgs e)
{
var isValidForm = ValidateChildren();
if (!isValidForm)
{
return;
}
var selectedSectionProxy = (SectionProxy)cmbSection.SelectedItem;
var selectedSection = selectedSectionProxy.Section;
var sectionXml = GeneratePowerBiSectionXml(selectedSection);
var regexString = $@"<section[^>]+{selectedSection.Id}.*?<\/section>";
Regex regex = new Regex(regexString);
Match match = regex.Match(_fetchXml);
var selectedSectionXml = match.Value;
_fetchXml = _fetchXml.Replace(selectedSectionXml, sectionXml);
var oldformEntity = ((FormProxy)cmbForm.SelectedItem).Entity;
var formEntity = new Entity(oldformEntity.LogicalName, oldformEntity.Id);
formEntity["formxml"] = _fetchXml;
WorkAsync(new WorkAsyncInfo("Publishing report on the form...",
(eventargs) =>
{
Service.Update(formEntity);
PublishAllXmlRequest publishallxmlrequest = new PublishAllXmlRequest();
Service.Execute(publishallxmlrequest);
})
{
PostWorkCallBack = (completedargs) =>
{
if (completedargs.Error != null)
{
MessageBox.Show(completedargs.Error.Message);
}
}
});
}
public static bool PublishAllCustomizations(CrmServiceClient client)
{
try
{
ExLogger.LogToFile(Logger, Resource.Message_PublishingAllCustomizations, LogLevel.Info);
OutputLogger.WriteToOutputWindow(Resource.Message_PublishingAllCustomizations, MessageType.Info);
var request = new PublishAllXmlRequest();
client.Execute(request);
return(true);
}
catch (Exception ex)
{
ExceptionHandler.LogException(Logger, Resource.ErrorMessage_ErrorPublishing, ex);
return(false);
}
}
public static bool PublishAllCustomizations(CrmServiceClient client)
{
try
{
PublishAllXmlRequest request = new PublishAllXmlRequest();
PublishAllXmlResponse response = (PublishAllXmlResponse)client.Execute(request);
return(true);
}
catch (FaultException <OrganizationServiceFault> crmEx)
{
OutputLogger.WriteToOutputWindow("Error Publishing Customizations To CRM: " + crmEx.Message + Environment.NewLine + crmEx.StackTrace, MessageType.Error);
return(false);
}
catch (Exception ex)
{
OutputLogger.WriteToOutputWindow("Error Publishing Customizations To CRM: " + ex.Message + Environment.NewLine + ex.StackTrace, MessageType.Error);
return(false);
}
}
/// <summary>
/// Reverts any changes that were done by this sample.
/// <param name="prompt">Indicates whether to prompt the user
/// to revert the changes done by this sample.</param>
/// </summary>
public void RevertChanges(bool prompt)
{
bool revertChanges = true;
if (prompt)
{
Console.WriteLine("\nDo you want these changes reverted? (y/n) [y]: ");
String answer = Console.ReadLine();
revertChanges = (answer.StartsWith("y") || answer.StartsWith("Y") || answer == String.Empty);
}
if (revertChanges)
{
RetrieveEntityRequest entityRequest = new RetrieveEntityRequest
{
EntityFilters = EntityFilters.All,
LogicalName = Contact.EntityLogicalName,
RetrieveAsIfPublished = false
};
RetrieveEntityResponse entityResponse = (RetrieveEntityResponse)_serviceProxy.Execute(entityRequest);
EntityMetadata contactEntity = entityResponse.EntityMetadata;
// Disable document management for the retrieved entity.
contactEntity.IsDocumentManagementEnabled = false;
UpdateEntityRequest updateRequest = new UpdateEntityRequest
{
Entity = contactEntity
};
_serviceProxy.Execute(updateRequest);
// Publish the customizations to the entity.
PublishAllXmlRequest disableRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(disableRequest);
Console.WriteLine("Changes have been reverted.");
}
}
/// <summary>
/// Checks if knowledge management is enabled for the Incident entity.
/// </summary>
private void CheckKnowledgeManagementStatus()
{
RetrieveEntityRequest entityRequest = new RetrieveEntityRequest
{
EntityFilters = EntityFilters.All,
LogicalName = Incident.EntityLogicalName,
// Retrieve only the currently published changes, ignoring the changes
// that have not been published.
RetrieveAsIfPublished = false
};
RetrieveEntityResponse entityResponse = (RetrieveEntityResponse)_serviceProxy.Execute(entityRequest);
if (entityResponse.EntityMetadata.IsKnowledgeManagementEnabled == true)
{
Console.WriteLine("Verified that knowledge management is enabled for Incident entity.\n");
return;
}
else
{
// Enable knolwledge management for the Incident entity.
Console.WriteLine("Knowledge management is not enabled for the Incident entity.");
entityResponse.EntityMetadata.IsKnowledgeManagementEnabled = true;
// Create an update request.
UpdateEntityRequest updateRequest = new UpdateEntityRequest
{
Entity = entityResponse.EntityMetadata
};
_serviceProxy.Execute(updateRequest);
// Publish the entity.
// All customizations must be published before they can be used.
PublishAllXmlRequest enableRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(enableRequest);
Console.WriteLine("Enabled Knowledge management for the Incident entity.");
}
}
public void UpdateEntity(string entityName, AttributeMetaData attributeMetaData)
{
using (var crmSvc = new CrmServiceClient(cnString))
{
var createAttributeRequest = new CreateAttributeRequest
{
EntityName = (SchemaPrefix + entityName).ToLower(),
Attribute = new emd.StringAttributeMetadata
{
SchemaName = (SchemaPrefix + attributeMetaData.SchemaName).ToLower(),
RequiredLevel = new emd.AttributeRequiredLevelManagedProperty(emd.AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = emd.StringFormatName.Text,
DisplayName = new Label(attributeMetaData.DisplayName, 1033),
Description = new Label(attributeMetaData.Description, 1033)
}
};
var result = crmSvc.OrganizationServiceProxy.Execute(createAttributeRequest);
var pub = new PublishAllXmlRequest();
crmSvc.OrganizationServiceProxy.Execute(pub);
}
}
private void ImportGUI(BackgroundWorker worker, DoWorkEventArgs e)
{
try
{
//Check if there is a solutions to import
if (Directory.Exists(currentProfile.SolutionExportFolder))
{
IOrderedEnumerable<string> subDirectories = Directory.GetDirectories(currentProfile.SolutionExportFolder).OrderByDescending(x => x);
if (subDirectories.Count<string>() == 0)
{
LogManager.WriteLog("There are no solutions for import.");
StatusMessage = "There are no solutions for import.";
return;
}
//Check which solutions to import: Newest, Oldest, specific exprot date solutions
string solutionsToImportFolder = "";
if (currentProfile.SolutionsToImport == "Newest")
solutionsToImportFolder = subDirectories.ElementAt(0);
else if (currentProfile.SolutionsToImport == "Oldest")
solutionsToImportFolder = subDirectories.ElementAt(subDirectories.Count<string>() - 1);
else
solutionsToImportFolder = subDirectories.First(s => s.EndsWith(currentProfile.SolutionsToImport));
if (solutionsToImportFolder == "")
{
LogManager.WriteLog("The specified solutions to import were not found.");
StatusMessage = "The specified solutions to import were not found.";
return;
}
//get all solutions archives
string[] solutionsArchivesNames = Directory.GetFiles(solutionsToImportFolder, "*.zip");
if (solutionsArchivesNames.Count<string>() == 0)
{
LogManager.WriteLog("There are no solutions for import.");
StatusMessage = "There are no solutions for import.";
return;
}
string[] pathList = solutionsToImportFolder.Split(new Char[] { '\\' });
string DirectoryName = pathList[pathList.Count<string>() - 1];
LogManager.WriteLog("Importing solutions from " + DirectoryName);
MSCRMConnection connection = currentProfile.getTargetConneciton();
_serviceProxy = cm.connect(connection);
LogManager.WriteLog("Start importing solutions in " + connection.ConnectionName);
int solutionsCpt = 0;
foreach (string solutionArchiveName in solutionsArchivesNames)
{
bool selectedsolutionfound = false;
foreach (string solutionname in currentProfile.SelectedSolutionsNames)
{
if (Path.GetFileName(solutionArchiveName).StartsWith(solutionname))
selectedsolutionfound = true;
}
if(!selectedsolutionfound)
continue;
solutionsCpt++;
//Import Solution
LogManager.WriteLog("Importing solution archive " + Path.GetFileName(solutionArchiveName) + " into " + connection.ConnectionName);
StatusMessage = "Importing solution archive " + Path.GetFileName(solutionArchiveName) + " into " + connection.ConnectionName;
//worker.ReportProgress(solutionsCpt * 100 / currentProfile.SelectedSolutionsNames.Count);
byte[] fileBytes = File.ReadAllBytes(solutionArchiveName);
Guid ImportJobId = Guid.NewGuid();
impSolReqWithMonitoring = new ImportSolutionRequest()
{
CustomizationFile = fileBytes,
OverwriteUnmanagedCustomizations = currentProfile.OverwriteUnmanagedCustomizations,
PublishWorkflows = currentProfile.PublishWorkflows,
ImportJobId = ImportJobId
};
if (bwSolutionImport.IsBusy != true)
bwSolutionImport.RunWorkerAsync();
solutionImportInProgress = true;
while (solutionImportInProgress)
{
if (transportStopped)
return;
int progress = GetImportProgress(ImportJobId, connection);
worker.ReportProgress(progress);
System.Threading.Thread.Sleep(5000);
}
//if (transportStopped)
// return;
//Entity ImportJob = _serviceProxy.Retrieve("importjob", ImportJobId, new ColumnSet(true));
////File.WriteAllText(solutionsToImportFolder + "\\importlog_ORIGINAL_" + Path.GetFileNameWithoutExtension(solutionArchiveName) + ".xml", (string)ImportJob["data"]);
//impSolReqWithMonitoring = null;
//RetrieveFormattedImportJobResultsRequest importLogRequest = new RetrieveFormattedImportJobResultsRequest()
//{
// ImportJobId = ImportJobId
//};
//RetrieveFormattedImportJobResultsResponse importLogResponse = (RetrieveFormattedImportJobResultsResponse)_serviceProxy.Execute(importLogRequest);
//DateTime now = DateTime.Now;
//string timeNow = String.Format("{0:yyyyMMddHHmmss}", now);
//string exportedSolutionFileName = solutionsToImportFolder + "\\importlog_" + Path.GetFileNameWithoutExtension(solutionArchiveName) + "_" + timeNow + ".xml";
////Fix bad Status and Message export
//System.Xml.XmlDocument doc = new System.Xml.XmlDocument();
//doc.LoadXml((string)ImportJob["data"]);
//String SolutionImportResult = doc.SelectSingleNode("//solutionManifest/result/@result").Value;
//File.WriteAllText(exportedSolutionFileName, importLogResponse.FormattedResults);
writeLogFile(ImportJobId, solutionsToImportFolder, solutionArchiveName);
importSourceFolder = solutionsToImportFolder;
LogManager.WriteLog("Solution " + Path.GetFileName(solutionArchiveName) + " was imported with success in " + connection.ConnectionName);
}
//Check if customizations are to be published
if (currentProfile.PublishAllCustomizationsTarget)
{
LogManager.WriteLog("Publishing all Customizations on " + connection.ConnectionName + " ...");
PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(publishRequest);
}
LogManager.WriteLog("Solutions Import finished for Profile: " + currentProfile.ProfileName);
}
else
{
LogManager.WriteLog("There are no solutions for import.");
return;
}
}
catch(Exception ex)
{
transportStopped = true;
LogManager.WriteLog("Error ! Detail : " + ex.Message);
MessageBox.Show("Error ! Detail : " + ex.Message);
toolStripStatusLabel1.Text = "Transport stopped.";
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// retrieves the Contact entity record, and then enables the document management
/// for the entity.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforRevert">When True, the user will be prompted to revert all
/// the changes done in this sample.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforRevert)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
//<snippetEnableDocumentManagement1>
// Retrieve an entity for which you want to enable document management.
// In this sample, we will retrieve and enable document management
// for the Contact entity because by default, document management is
// not enabled for this entity.
RetrieveEntityRequest entityRequest = new RetrieveEntityRequest
{
EntityFilters = EntityFilters.All,
LogicalName = Contact.EntityLogicalName,
// Retrieve only the currently published changes, ignoring the changes
// that have not been published.
RetrieveAsIfPublished = false
};
RetrieveEntityResponse entityResponse = (RetrieveEntityResponse)_serviceProxy.Execute(entityRequest);
Console.WriteLine("Retrieved the contact entity.");
// Get the entity from the response.
EntityMetadata contactEntity = entityResponse.EntityMetadata;
// Enable document management for the retrieved entity.
contactEntity.IsDocumentManagementEnabled = true;
// Create an update request.
UpdateEntityRequest updateRequest = new UpdateEntityRequest
{
Entity = contactEntity
};
_serviceProxy.Execute(updateRequest);
// Publish the entity.
// All customizations must be published before they can be used.
PublishAllXmlRequest enableRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(enableRequest);
// Retrieve the contact entity, and verify that document management is enabled.
entityResponse = (RetrieveEntityResponse)_serviceProxy.Execute(entityRequest);
contactEntity = entityResponse.EntityMetadata;
if (contactEntity.IsDocumentManagementEnabled.Value == true)
{
Console.WriteLine("Enabled document management for the contact entity.");
}
RevertChanges(promptforRevert);
//</snippetEnableDocumentManagement1>
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// Deletes any entity records that were created for this sample.
/// <param name="prompt">Indicates whether to prompt the user to delete
/// the records created in this sample.</param>
/// </summary>
public void DeleteRequiredRecords(bool prompt)
{
bool deleteRecords = true;
if (prompt)
{
Console.WriteLine("\nDo you want these entity records to be deleted? (y/n)");
String answer = Console.ReadLine();
deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));
}
if (deleteRecords)
{
DeleteAttributeRequest delSeriesAttribute = new DeleteAttributeRequest
{
LogicalName = "new_customappseriesattribute",
EntityLogicalName = RecurringAppointmentMaster.EntityLogicalName
};
_serviceProxy.Execute(delSeriesAttribute);
DeleteAttributeRequest delInstanceAttribute = new DeleteAttributeRequest
{
LogicalName = "new_customappinstanceattribute",
EntityLogicalName = Appointment.EntityLogicalName
};
_serviceProxy.Execute(delInstanceAttribute);
// Publish all the changes to the solution.
PublishAllXmlRequest delRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(delRequest);
Console.WriteLine("Entity records have been deleted.");
}
}
/// <summary>
/// Exports the specified profile.
/// </summary>
/// <param name="profile">The profile.</param>
private void Export(MSCRMSolutionsTransportProfile profile)
{
try
{
//Set Data export folder
if (!Directory.Exists(profile.SolutionExportFolder))
Directory.CreateDirectory(profile.SolutionExportFolder);
MSCRMConnection connection = profile.getSourceConneciton();
_serviceProxy = cm.connect(connection);
//Download fresh list of solutions for versions update
List<MSCRMSolution> solutions = DownloadSolutions(connection);
DateTime now = DateTime.Now;
string folderName = String.Format("{0:yyyyMMddHHmmss}", now);
if (!Directory.Exists(profile.SolutionExportFolder + "\\" + folderName))
Directory.CreateDirectory(profile.SolutionExportFolder + "\\" + folderName);
foreach (string SolutionName in profile.SelectedSolutionsNames)
{
//Check if customizations are to be published
if (profile.PublishAllCustomizationsSource)
{
LogManager.WriteLog("Publishing all Customizations on " + connection.ConnectionName + " ...");
PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(publishRequest);
}
LogManager.WriteLog("Exporting Solution " + SolutionName + " from " + connection.ConnectionName);
ExportSolutionRequest exportSolutionRequest = new ExportSolutionRequest();
exportSolutionRequest.Managed = profile.ExportAsManaged;
exportSolutionRequest.SolutionName = SolutionName;
exportSolutionRequest.ExportAutoNumberingSettings = profile.ExportAutoNumberingSettings;
exportSolutionRequest.ExportCalendarSettings = profile.ExportCalendarSettings;
exportSolutionRequest.ExportCustomizationSettings = profile.ExportCustomizationSettings;
exportSolutionRequest.ExportEmailTrackingSettings = profile.ExportEmailTrackingSettings;
exportSolutionRequest.ExportGeneralSettings = profile.ExportGeneralSettings;
exportSolutionRequest.ExportIsvConfig = profile.ExportIsvConfig;
exportSolutionRequest.ExportMarketingSettings = profile.ExportMarketingSettings;
exportSolutionRequest.ExportOutlookSynchronizationSettings = profile.ExportOutlookSynchronizationSettings;
exportSolutionRequest.ExportRelationshipRoles = profile.ExportRelationshipRoles;
string managed = "";
if (profile.ExportAsManaged)
managed = "managed";
MSCRMSolution selectedSolution = solutions.Find(s => s.UniqueName == SolutionName);
string selectedSolutionVersion = selectedSolution.Version.Replace(".","_");
ExportSolutionResponse exportSolutionResponse = (ExportSolutionResponse)_serviceProxy.Execute(exportSolutionRequest);
byte[] exportXml = exportSolutionResponse.ExportSolutionFile;
string filename = SolutionName + "_" + selectedSolutionVersion + "_" + managed + ".zip";
File.WriteAllBytes(profile.SolutionExportFolder + "\\" + folderName + "\\" + filename, exportXml);
LogManager.WriteLog("Export finished for Solution: " + SolutionName + ". Exported file: " + filename);
}
LogManager.WriteLog("Export finished for Profile: " + profile.ProfileName);
}
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
{
LogManager.WriteLog("Error:" + ex.Detail.Message + "\n" + ex.Detail.TraceText);
throw;
}
catch (Exception ex)
{
if (ex.InnerException != null)
LogManager.WriteLog("Error:" + ex.Message + "\n" + ex.InnerException.Message);
else
LogManager.WriteLog("Error:" + ex.Message);
throw;
}
}
/// <summary>
/// Imports the specified profile.
/// </summary>
/// <param name="profile">The profile.</param>
private void Import(MSCRMSolutionsTransportProfile profile)
{
//Check if there is a solutions to import
if (Directory.Exists(profile.SolutionExportFolder))
{
IOrderedEnumerable<string> subDirectories = Directory.GetDirectories(profile.SolutionExportFolder).OrderByDescending(x => x);
if (subDirectories.Count<string>() == 0)
{
LogManager.WriteLog("There are no solutions for import.");
return;
}
//Check which solutions to import: Newest, Oldest, specific exprot date solutions
string solutionsToImportFolder = "";
if (profile.SolutionsToImport == "Newest")
solutionsToImportFolder = subDirectories.ElementAt(0);
else if (profile.SolutionsToImport == "Oldest")
solutionsToImportFolder = subDirectories.ElementAt(subDirectories.Count<string>() - 1);
else
solutionsToImportFolder = subDirectories.First(s => s.EndsWith(profile.SolutionsToImport));
if (solutionsToImportFolder == "")
{
LogManager.WriteLog("The specified solutions to import were not found.");
return;
}
//get all solutions archives
string[] solutionsArchivesNames = Directory.GetFiles(solutionsToImportFolder, "*.zip");
if (solutionsArchivesNames.Count<string>() == 0)
{
LogManager.WriteLog("There are no solutions for import.");
return;
}
string[] pathList = solutionsToImportFolder.Split(new Char [] {'\\'});
string DirectoryName = pathList[pathList.Count<string>() -1];
LogManager.WriteLog("Importing solutions from " + DirectoryName);
MSCRMConnection connection = profile.getTargetConneciton();
_serviceProxy = cm.connect(connection);
LogManager.WriteLog("Start importing solutions in " + connection.ConnectionName);
foreach (string solutionArchiveName in solutionsArchivesNames)
{
bool selectedsolutionfound = false;
foreach (string solutionname in profile.SelectedSolutionsNames)
{
if (Path.GetFileName(solutionArchiveName).StartsWith(solutionname))
selectedsolutionfound = true;
}
if (!selectedsolutionfound)
continue;
//Import Solution
LogManager.WriteLog("Importing solution archive " + Path.GetFileName(solutionArchiveName) + " into " + connection.ConnectionName);
byte[] fileBytes = File.ReadAllBytes(solutionArchiveName);
Guid ImportJobId = Guid.NewGuid();
ImportSolutionRequest impSolReqWithMonitoring = new ImportSolutionRequest()
{
CustomizationFile = fileBytes,
OverwriteUnmanagedCustomizations = profile.OverwriteUnmanagedCustomizations,
PublishWorkflows = profile.PublishWorkflows,
ImportJobId = ImportJobId
};
_serviceProxy.Execute(impSolReqWithMonitoring);
Entity ImportJob = _serviceProxy.Retrieve("importjob", impSolReqWithMonitoring.ImportJobId, new ColumnSet(true));
//File.WriteAllText(solutionsToImportFolder + "\\importlog_ORIGINAL_" + Path.GetFileNameWithoutExtension(solutionArchiveName) + ".xml", (string)ImportJob["data"]);
RetrieveFormattedImportJobResultsRequest importLogRequest = new RetrieveFormattedImportJobResultsRequest()
{
ImportJobId = ImportJobId
};
RetrieveFormattedImportJobResultsResponse importLogResponse = (RetrieveFormattedImportJobResultsResponse)_serviceProxy.Execute(importLogRequest);
DateTime now = DateTime.Now;
string timeNow = String.Format("{0:yyyyMMddHHmmss}", now);
string exportedSolutionFileName = solutionsToImportFolder + "\\importlog_" + Path.GetFileNameWithoutExtension(solutionArchiveName) + "_" + timeNow + ".xml";
//Fix bad Status and Message export
System.Xml.XmlDocument doc = new System.Xml.XmlDocument();
doc.LoadXml((string)ImportJob["data"]);
String SolutionImportResult = doc.SelectSingleNode("//solutionManifest/result/@result").Value;
File.WriteAllText(exportedSolutionFileName, importLogResponse.FormattedResults);
LogManager.WriteLog("Solution " + Path.GetFileName(solutionArchiveName) + " was imported with success in " + connection.ConnectionName);
}
//Check if customizations are to be published
if (profile.PublishAllCustomizationsTarget)
{
LogManager.WriteLog("Publishing all Customizations on " + connection.ConnectionName + " ...");
PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(publishRequest);
}
LogManager.WriteLog("Solutions Import finished for Profile: " + profile.ProfileName);
}
else
{
LogManager.WriteLog("There are no solutions for import.");
return;
}
}
/// <summary>
/// Create a custom entity that can be used in the To field of an email activity.
/// Update the custom entity.
/// Optionally delete the custom entity.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptForDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
//<snippetCreateUpdateEmailableEntity1>
// Create the custom entity.
CreateEntityRequest createrequest = new CreateEntityRequest
{
// Define an entity to enable for emailing. In order to do so,
// IsActivityParty must be set.
Entity = new EntityMetadata
{
SchemaName = _customEntityName,
DisplayName = new Label("Agent", 1033),
DisplayCollectionName = new Label("Agents", 1033),
Description = new Label("Insurance Agents", 1033),
OwnershipType = OwnershipTypes.UserOwned,
IsActivity = false,
// Unless this flag is set, this entity cannot be party to an
// activity.
IsActivityParty = true
},
// As with built-in emailable entities, the Primary Attribute will
// be used in the activity party screens. Be sure to choose descriptive
// attributes.
PrimaryAttribute = new StringAttributeMetadata
{
SchemaName = "new_fullname",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Text,
DisplayName = new Label("Agent Name", 1033),
Description = new Label("Agent Name", 1033)
}
};
_serviceProxy.Execute(createrequest);
Console.WriteLine("The emailable entity has been created.");
// The entity will not be selectable as an activity party until its customizations
// have been published. Otherwise, the e-mail activity dialog cannot find
// a correct default view.
PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(publishRequest);
// Before any emails can be created for this entity, an Email attribute
// must be defined.
CreateAttributeRequest createFirstEmailAttributeRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new StringAttributeMetadata
{
SchemaName = "new_emailaddress",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Email,
DisplayName = new Label("Email Address", 1033),
Description = new Label("Email Address", 1033)
}
};
_serviceProxy.Execute(createFirstEmailAttributeRequest);
Console.WriteLine("An email attribute has been added to the emailable entity.");
// Create a second, alternate email address. Since there is already one
// email attribute on the entity, this will never be used for emailing
// even if the first one is not populated.
CreateAttributeRequest createSecondEmailAttributeRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new StringAttributeMetadata
{
SchemaName = "new_secondaryaddress",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Email,
DisplayName = new Label("Secondary Email Address", 1033),
Description = new Label("Secondary Email Address", 1033)
}
};
_serviceProxy.Execute(createSecondEmailAttributeRequest);
Console.WriteLine("A second email attribute has been added to the emailable entity.");
//</snippetCreateUpdateEmailableEntity1>
DeleteRequiredRecords(promptForDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
private void PublishAll()
{
try
{
AddMessage(String.Empty);
AddMessage("Publishing all customizations...");
PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
var response = (PublishAllXmlResponse)_serviceProxy.Execute(publishRequest);
AddMessage("Done.");
}
catch (Exception e)
{
AddMessage("Error publishing: " + e.Message);
}
}
public void Import(string filePath, IOrganizationService service, BackgroundWorker worker = null)
{
var stream = File.OpenRead(filePath);
var file = new ExcelPackage(stream);
var emds = new List<EntityMetadata>();
var forms = new List<Entity>();
var ft = new FormTranslation();
var st = new SiteMapTranslation();
var db = new DashboardTranslation();
bool hasFormContent = false;
bool hasDashboardContent = false;
bool hasSiteMapContent = false;
foreach (var sheet in file.Workbook.Worksheets)
{
switch (sheet.Name)
{
case "Entities":
if (worker != null && worker.WorkerReportsProgress)
{
worker.ReportProgress(0, "Importing entities translations...");
}
var et = new EntityTranslation();
et.Import(sheet, emds, service);
break;
case "Attributes":
if (worker != null && worker.WorkerReportsProgress)
{
worker.ReportProgress(0, "Importing attributes translations...");
}
var at = new AttributeTranslation();
at.Import(sheet, emds, service);
break;
case "Relationships":
{
if (worker != null && worker.WorkerReportsProgress)
{
worker.ReportProgress(0, "Importing Relationships with custom label translations...");
}
var rt = new RelationshipTranslation();
rt.Import(sheet, emds, service);
break;
}
case "RelationshipsNN":
{
if (worker != null && worker.WorkerReportsProgress)
{
worker.ReportProgress(0, "Importing NN Relationships with custom label translations...");
}
var rtNn = new RelationshipNnTranslation();
rtNn.Import(sheet, emds, service);
break;
}
case "Global OptionSets":
if (worker != null && worker.WorkerReportsProgress)
{
worker.ReportProgress(0, "Importing global optionsets translations...");
}
var got = new GlobalOptionSetTranslation();
got.Import(sheet, service);
break;
case "OptionSets":
if (worker != null && worker.WorkerReportsProgress)
{
worker.ReportProgress(0, "Importing optionsets translations...");
}
var ot = new OptionSetTranslation();
ot.Import(sheet, service);
break;
case "Booleans":
if (worker != null && worker.WorkerReportsProgress)
{
worker.ReportProgress(0, "Importing booleans translations...");
}
var bt = new BooleanTranslation();
bt.Import(sheet, service);
break;
case "Views":
if (worker != null && worker.WorkerReportsProgress)
{
worker.ReportProgress(0, "Importing views translations...");
}
var vt = new ViewTranslation();
vt.Import(sheet, service);
break;
case "Forms":
if (worker != null && worker.WorkerReportsProgress)
{
worker.ReportProgress(0, "Importing forms translations...");
}
ft.ImportFormName(sheet, service);
break;
case "Forms Tabs":
ft.PrepareFormTabs(sheet, service, forms);
hasFormContent = true;
break;
case "Forms Sections":
ft.PrepareFormSections(sheet, service, forms);
hasFormContent = true;
break;
case "Forms Fields":
ft.PrepareFormLabels(sheet, service, forms);
hasFormContent = true;
break;
case "Dashboards":
if (worker != null && worker.WorkerReportsProgress)
{
worker.ReportProgress(0, "Importing dashboard translations...");
}
db.ImportFormName(sheet, service);
break;
case "Dashboards Tabs":
db.PrepareFormTabs(sheet, service, forms);
hasDashboardContent = true;
break;
case "Dashboards Sections":
db.PrepareFormSections(sheet, service, forms);
hasDashboardContent = true;
break;
case "Dashboards Fields":
db.PrepareFormLabels(sheet, service, forms);
hasDashboardContent = true;
break;
case "SiteMap Areas":
st.PrepareAreas(sheet, service);
hasSiteMapContent = true;
break;
case "SiteMap Groups":
st.PrepareGroups(sheet, service);
hasSiteMapContent = true;
break;
case "SiteMap SubAreas":
st.PrepareSubAreas(sheet, service);
hasSiteMapContent = true;
break;
}
if (hasFormContent)
{
if (worker != null && worker.WorkerReportsProgress)
{
worker.ReportProgress(0, "Importing form content translations...");
}
ft.ImportFormsContent(service, forms);
}
if (hasDashboardContent)
{
if (worker != null && worker.WorkerReportsProgress)
{
worker.ReportProgress(0, "Importing dashboard content translations...");
}
db.ImportFormsContent(service, forms);
}
if (hasSiteMapContent)
{
if (worker != null && worker.WorkerReportsProgress)
{
worker.ReportProgress(0, "Importing SiteMap translations...");
}
st.Import(service);
}
}
if (worker != null && worker.WorkerReportsProgress)
{
worker.ReportProgress(0, "Publishing customizations...");
}
var paxRequest = new PublishAllXmlRequest();
service.Execute(paxRequest);
}
private void BwPublishAllDoWork(object sender, DoWorkEventArgs e)
{
var pubRequest = new PublishAllXmlRequest();
targetService.Execute(pubRequest);
}
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate the method to create any data that this sample requires.
/// Create an organization-owned visualization.
/// Retrieve the visualization.
/// Update the visualization; update the name and set it as the default
/// visualization for the Opportunity entity.
/// Optionally delete any entity records that were created for this sample.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
//<snippetCRUDVisualization1>
// Create a visualization
// Set The presentation XML string.
string presentationXml = @"
<Chart Palette='BrightPastel'>
<Series>
<Series _Template_='All' ShadowOffset='2'
BorderColor='64, 64, 64' BorderDashStyle='Solid'
BorderWidth='1' IsValueShownAsLabel='true'
Font='Tahoma, 6.75pt, GdiCharSet=0'
LabelForeColor='100, 100, 100'
CustomProperties='FunnelLabelStyle=Outside'
ChartType='Funnel'>
<SmartLabelStyle Enabled='True' />
<Points />
</Series>
</Series>
<ChartAreas>
<ChartArea _Template_='All' BackColor='Transparent'
BorderColor='Transparent'
BorderDashStyle='Solid'>
<Area3DStyle Enable3D='True'
IsClustered='True'/>
</ChartArea>
</ChartAreas>
<Legends>
<Legend _Template_='All' Alignment='Center'
LegendStyle='Table' Docking='Bottom'
IsEquallySpacedItems='True' BackColor='White'
BorderColor='228, 228, 228' BorderWidth='0'
Font='Tahoma, 8pt, GdiCharSet=0'
ShadowColor='0, 0, 0, 0'
ForeColor='100, 100, 100'>
</Legend>
</Legends>
<Titles>
<Title _Template_='All'
Font='Tahoma, 9pt, style=Bold, GdiCharSet=0'
ForeColor='102, 102, 102'>
</Title>
</Titles>
<BorderSkin PageColor='Control'
BackColor='CornflowerBlue'
BackSecondaryColor='CornflowerBlue' />
</Chart>
";
// Set the data XML string.
string dataXml = @"
<datadefinition>
<fetchcollection>
<fetch mapping='logical' count='10'
aggregate='true'>
<entity name='opportunity'>
<attribute name='actualvalue_base'
aggregate='sum'
alias='sum_actualvalue_base' />
<attribute name='stepname' groupby='true'
alias='stepname' />
<order alias='stepname' descending='false'/>
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category>
<measurecollection>
<measure alias='sum_actualvalue_base'/>
</measurecollection>
</category>
</categorycollection>
</datadefinition>
";
//<snippetCRUDVisualization2>
// Create the visualization entity instance.
SavedQueryVisualization newOrgOwnedVisualization = new SavedQueryVisualization
{
Name = "Sample Visualization",
Description = "Sample organization-owned visualization.",
PresentationDescription = presentationXml,
DataDescription = dataXml,
PrimaryEntityTypeCode = Opportunity.EntityLogicalName,
IsDefault = false
};
_orgOwnedVisualizationId = _serviceProxy.Create(newOrgOwnedVisualization);
//</snippetCRUDVisualization2>
Console.WriteLine("Created {0}.", newOrgOwnedVisualization.Name);
//</snippetCRUDVisualization1>
// Retrieve the visualization
SavedQueryVisualization retrievedOrgOwnedVisualization = (SavedQueryVisualization)_serviceProxy.Retrieve(SavedQueryVisualization.EntityLogicalName, _orgOwnedVisualizationId, new ColumnSet(true));
Console.WriteLine("Retrieved the visualization.");
// Update the retrieved visualization
// 1. Update the name.
// 2. Update the data description string.
string newDataXml = @"<datadefinition>
<fetchcollection>
<fetch mapping='logical' count='10'
aggregate='true'>
<entity name='opportunity'>
<attribute name='estimatedvalue_base'
aggregate='sum'
alias='sum_estimatedvalue_base' />
<attribute name='name'
groupby='true'
alias='name' />
<order alias='name'
descending='false'/>
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category>
<measurecollection>
<measure alias='sum_estimatedvalue_base'/>
</measurecollection>
</category>
</categorycollection>
</datadefinition>";
retrievedOrgOwnedVisualization.Name = "Updated Sample Visualization";
retrievedOrgOwnedVisualization.DataDescription = newDataXml;
_serviceProxy.Update(retrievedOrgOwnedVisualization);
// Publish the changes to the solution. This step is only required
// for organization-owned visualizations.
PublishAllXmlRequest updateRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(updateRequest);
Console.WriteLine("Updated the visualization.");
DeleteRequiredRecords(promptForDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
public void PublishAll()
{
try
{
var request = new PublishAllXmlRequest();
innerService.Execute(request);
}
catch (FaultException<OrganizationServiceFault> error)
{
throw new Exception("An error while publishing archive: " + error.Message);
}
}
/// <summary>
/// Reverts any changes that were done by this sample.
/// <param name="prompt">Indicates whether to prompt the user
/// to revert the changes done by this sample.</param>
/// </summary>
public void RevertChanges(bool prompt)
{
bool revertChanges = true;
if (prompt)
{
Console.WriteLine("\nDo you want these changes reverted? (y/n) [y]: ");
String answer = Console.ReadLine();
revertChanges = (answer.StartsWith("y") || answer.StartsWith("Y") || answer == String.Empty);
}
if (revertChanges)
{
RetrieveEntityRequest entityRequest = new RetrieveEntityRequest
{
EntityFilters = EntityFilters.All,
LogicalName = Contact.EntityLogicalName,
RetrieveAsIfPublished = false
};
RetrieveEntityResponse entityResponse = (RetrieveEntityResponse)_serviceProxy.Execute(entityRequest);
EntityMetadata contactEntity = entityResponse.EntityMetadata;
// Disable document management for the retrieved entity.
contactEntity.IsDocumentManagementEnabled = false;
UpdateEntityRequest updateRequest = new UpdateEntityRequest
{
Entity = contactEntity
};
_serviceProxy.Execute(updateRequest);
// Publish the customizations to the entity.
PublishAllXmlRequest disableRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(disableRequest);
Console.WriteLine("Changes have been reverted.");
}
}
private void TsbPublishAllClick(object sender, EventArgs e)
{
tsbPublishEntity.Enabled = false;
tsbPublishAll.Enabled = false;
tsbSaveViews.Enabled = false;
tsbLoadEntities.Enabled = false;
WorkAsync("Publishing all customizations...",
evt =>
{
var pubRequest = new PublishAllXmlRequest();
Service.Execute(pubRequest);
},
evt =>
{
if (evt.Error != null)
{
string errorMessage = CrmExceptionHelper.GetErrorMessage(evt.Error, false);
MessageBox.Show(this, errorMessage, "Error", MessageBoxButtons.OK,
MessageBoxIcon.Error);
}
tsbPublishEntity.Enabled = true;
tsbPublishAll.Enabled = true;
tsbSaveViews.Enabled = true;
tsbLoadEntities.Enabled = true;
});
}
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate the method to create any data that this sample requires.
/// Link the custom attributes.
/// Optionally delete any entity records that were created for this sample.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
//<snippetLinkCustomAttributesBetweenSeriesandInstances1>
// Create a custom string attribute for the appointment instance
StringAttributeMetadata customAppointmentInstanceAttribute = new StringAttributeMetadata
{
LogicalName = "new_customAppInstanceAttribute",
DisplayName = new Label("CustomAppInstanceAttribute", 1033),
Description = new Label("Sample Custom Appointment Instance Attribute", 1033),
MaxLength = 500,
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
SchemaName = "new_customAppInstanceAttribute"
};
CreateAttributeRequest instanceAttributeRequest = new CreateAttributeRequest
{
Attribute = customAppointmentInstanceAttribute,
EntityName = "appointment"
};
CreateAttributeResponse instanceAttributeResponse = (CreateAttributeResponse)_serviceProxy.Execute(instanceAttributeRequest);
_instanceAttributeID = instanceAttributeResponse.AttributeId;
// Create a custom string attribute for the recurring appointment master (series)
StringAttributeMetadata customAppointmentSeriesAttribute = new StringAttributeMetadata
{
LogicalName = "new_customAppSeriesAttribute",
DisplayName = new Label("CustomAppSeriesAttribute", 1033),
Description = new Label("Sample Custom Appointment Series Attribute", 1033),
MaxLength = 500,
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
SchemaName = "new_customAppSeriesAttribute",
LinkedAttributeId = _instanceAttributeID // Link the custom attribute to the appointment’s custom attribute.
};
CreateAttributeRequest seriesAttributeRequest = new CreateAttributeRequest
{
Attribute = customAppointmentSeriesAttribute,
EntityName = "recurringappointmentmaster"
};
CreateAttributeResponse seriesAttributeResponse = (CreateAttributeResponse)_serviceProxy.Execute(seriesAttributeRequest);
_seriesAttributeID = seriesAttributeResponse.AttributeId;
// Publish all the changes to the solution.
PublishAllXmlRequest createRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(createRequest);
Console.WriteLine("Created a custom string attribute, {0}, for the appointment.", customAppointmentInstanceAttribute.LogicalName);
Console.WriteLine("Created a custom string attribute, {0}, for the recurring appointment, and linked it with {1}.", customAppointmentSeriesAttribute.LogicalName, customAppointmentInstanceAttribute.LogicalName);
//</snippetLinkCustomAttributesBetweenSeriesandInstances1>
DeleteRequiredRecords(promptForDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
