protected override void ProcessRecord()
{
base.ProcessRecord();
Guid duplicateRuleId = DuplicateRuleId != Guid.Empty ? DuplicateRuleId : GetDuplicateRuleId(DuplicateRuleName);
base.WriteVerbose(string.Format("Publishing a CRM duplicate rule with Id: {0}", duplicateRuleId));
var publishAllXmlRequest = new PublishDuplicateRuleRequest
{
DuplicateRuleId = duplicateRuleId
};
OrganizationService.Execute(publishAllXmlRequest);
base.WriteVerbose("Publish duplicate rule request sent out successfully");
}
public void PublishDuplicateDetectionRule(Entity entityBeforeStatusCodeChange, Entity curEntity)
{
if (entityBeforeStatusCodeChange.LogicalName.Equals(Constant.DuplicateRule.EntityLogicalName, StringComparison.OrdinalIgnoreCase))
{
if (entityBeforeStatusCodeChange.Contains(Constant.Entity.StatusCode) &&
entityBeforeStatusCodeChange.GetAttributeValue <OptionSetValue>(Constant.Entity.StatusCode).Value == 2) //"Published"
{
var publishReq = new PublishDuplicateRuleRequest {
DuplicateRuleId = entityBeforeStatusCodeChange.Id
};
OrganizationService.Execute(publishReq);
// update the curEntity to publish state in order to get it matched during VERIFICATION
curEntity[Constant.Entity.StateCode] = entityBeforeStatusCodeChange.GetAttributeValue <OptionSetValue>(Constant.Entity.StateCode); //active
curEntity[Constant.Entity.StatusCode] = entityBeforeStatusCodeChange.GetAttributeValue <OptionSetValue>(Constant.Entity.StatusCode); //published
// sleep to let the process finish before continuing ;)
Thread.Sleep(2000);
}
}
}
private void PublishRules(IOrganizationService service, ITracingService tracing)
{
try {
var rules = GetDuplicateRules(service, tracing);
tracing.Trace("Fetched " + rules.Count + " duplicate rules that meet all conditions.");
if (rules.Count >= 1)
{
ExecuteMultipleRequest request = new ExecuteMultipleRequest()
{
Settings = new ExecuteMultipleSettings()
{
ContinueOnError = false,
ReturnResponses = false
},
Requests = new OrganizationRequestCollection()
};
foreach (Entity rule in rules)
{
PublishDuplicateRuleRequest publishReq = new PublishDuplicateRuleRequest {
DuplicateRuleId = rule.Id
};
request.Requests.Add(publishReq);
}
service.Execute(request);
}
else
{
tracing.Trace("Plugin execution cancelled, as there are no duplicate detection rules to publish.");
}
} catch (Exception ex) {
tracing.Trace(ex.Message + Environment.NewLine + ex.StackTrace);
}
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
String accountName = "Contoso, Ltd";
String websiteUrl = "http://www.contoso.com/";
Console.WriteLine(" Creating duplicate records (Account name={0}, Website URL={1})", accountName,
websiteUrl);
// Create some duplicate records
for (int i = 0; i < 2; i++)
{
var account = new Account()
{
Name = accountName,
WebSiteURL = websiteUrl
};
account.Id = service.Create(account);
duplicateAccounts[i] = account;
}
accountName = "Contoso Pharmaceuticals";
Console.WriteLine(" Creating a non-duplicate record (Account name={0}, Website URL={1})",
accountName, websiteUrl);
// Create a record that is NOT a duplicate
var distinctAccount = new Account()
{
Name = accountName,
WebSiteURL = websiteUrl
};
distinctAccount.Id = service.Create(distinctAccount);
account = distinctAccount;
Console.WriteLine(" Creating a duplicate detection rule");
// Create a duplicate detection rule
rule = new DuplicateRule()
{
Name = "Accounts with the same Account name and website url",
BaseEntityName = Account.EntityLogicalName,
MatchingEntityName = Account.EntityLogicalName
};
rule.Id = service.Create(rule);
// Create a duplicate detection rule condition
var nameCondition = new DuplicateRuleCondition()
{
BaseAttributeName = "name",
MatchingAttributeName = "name",
OperatorCode = new OptionSetValue(0), // value 0 = 'exact match'
// set the regarding id to point to the rule created earlier,
// associating this condition with that rule
RegardingObjectId = rule.ToEntityReference()
};
service.Create(nameCondition);
var websiteCondition = new DuplicateRuleCondition()
{
BaseAttributeName = "websiteurl",
MatchingAttributeName = "websiteurl",
OperatorCode = new OptionSetValue(0),
RegardingObjectId = rule.ToEntityReference()
};
service.Create(websiteCondition);
Console.WriteLine(" Publishing duplicate detection rule");
// Publish the rule
var publishRequest = new PublishDuplicateRuleRequest()
{
DuplicateRuleId = rule.Id
};
var publishResponse = (PublishDuplicateRuleResponse)service.Execute(publishRequest);
// The PublishDuplicateRule request returns before the publish is completed,
// so we keep retrieving the async job state until it is "Completed"
Console.WriteLine(" Checking to see if duplicate detection rule has finished publishing");
WaitForAsyncJobToFinish(service, publishResponse.JobId, 120);
}
private void TsbTransferDupeRulesClick(object sender, EventArgs e)
{
if (lvDedupeRules.SelectedItems.Count > 0 && AdditionalConnectionDetails.Count > 0)
{
var selectedRules = lvDedupeRules.SelectedItems.Cast <ListViewItem>().Select(item => (IGrouping <Guid, Entity>)item.Tag).ToList();
lbLogs.Items.Clear();
tsbLoadDupeRules.Enabled = false;
tsbTransferDupeRules.Enabled = false;
btnSelectTarget.Enabled = false;
Cursor = Cursors.WaitCursor;
var worker = new BackgroundWorker();
worker.DoWork += (s, evt) =>
{
var selections = (List <IGrouping <Guid, Entity> >)evt.Argument;
var total = selections.Count;
var current = 0;
var targetService = AdditionalConnectionDetails.First().GetCrmServiceClient();
foreach (var ruleGroup in selections)
{
current++;
string name = ruleGroup.First().GetAttributeValue <string>("name");
SendMessageToStatusBar(this,
new StatusBarMessageEventArgs(current * 100 / total, "Processing rule '" + name + "'..."));
try
{
var ruleToTransfer = new Entity(ruleGroup.First().LogicalName);
foreach (var attribute in ruleGroup.First().Attributes)
{
// skip related condition records
if (!attribute.Key.StartsWith("condition."))
{
ruleToTransfer[attribute.Key] = attribute.Value;
}
}
// Delete existing conditions (or delete entire rule)
Guid existingId = _drManager.DedupeRuleExists(targetService, name);
if (existingId != Guid.Empty)
{
ruleToTransfer["duplicateruleid"] = existingId;
targetService.Delete(ruleToTransfer.LogicalName, existingId);
}
existingId = targetService.Create(ruleToTransfer);
ruleToTransfer["duplicateruleid"] = existingId;
// iterate conditions and apply those
foreach (var condition in ruleGroup)
{
var dedupeCondition = new Entity("duplicaterulecondition")
{
["regardingobjectid"] =
new EntityReference(ruleToTransfer.LogicalName, existingId)
};
foreach (var attribute in condition.Attributes)
{
// only use related condition records
if (attribute.Key.StartsWith("condition.") && !attribute.Key.EndsWith(".duplicateruleconditionid"))
{
dedupeCondition[attribute.Key.Replace("condition.", String.Empty)] = ((AliasedValue)attribute.Value).Value;
}
}
targetService.Create(dedupeCondition);
}
// publish if source as also pubished
if (ruleGroup.First().GetAttributeValue <OptionSetValue>("statecode").Value == 1) // active
{
PublishDuplicateRuleRequest publishReq = new PublishDuplicateRuleRequest
{
DuplicateRuleId = existingId
};
targetService.Execute(publishReq);
}
Log(name, true);
}
catch (Exception error)
{
Log(name, false, error.Message);
}
}
};
worker.ProgressChanged += (s, evt) =>
{
SendMessageToStatusBar?.Invoke(this, new StatusBarMessageEventArgs(0, evt.UserState.ToString()));
};
worker.RunWorkerCompleted += (s, evt) =>
{
if (evt.Error != null)
{
MessageBox.Show(ParentForm, @"An error has occured while transferring dedupe rules: " + evt.Error.Message, @"Error", MessageBoxButtons.OK, MessageBoxIcon.Error);
}
tsbLoadDupeRules.Enabled = true;
tsbTransferDupeRules.Enabled = true;
btnSelectTarget.Enabled = true;
Cursor = Cursors.Default;
SendMessageToStatusBar?.Invoke(this, new StatusBarMessageEventArgs(string.Empty));
};
worker.WorkerReportsProgress = true;
worker.RunWorkerAsync(selectedRules);
}
else
{
MessageBox.Show(@"You have to select at least one source dedupe rule and a target organisation to continue.", @"Warning",
MessageBoxButtons.OK, MessageBoxIcon.Warning);
}
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region Creating Accounts
String accountName = "Contoso, Ltd";
String websiteUrl = "http://www.contoso.com/";
Console.WriteLine(" Creating duplicate records (Account name={0}, Website URL={1})", accountName,
websiteUrl);
// Create some duplicate records
for (int i = 0; i < 2; i++)
{
Account account = new Account()
{
Name = accountName,
WebSiteURL = websiteUrl
};
account.Id = _serviceProxy.Create(account);
_duplicateAccounts[i] = account;
}
accountName = "Contoso Pharmaceuticals";
Console.WriteLine(" Creating a non-duplicate record (Account name={0}, Website URL={1})",
accountName, websiteUrl);
// Create a record that is NOT a duplicate
Account distinctAccount = new Account()
{
Name = accountName,
WebSiteURL = websiteUrl
};
distinctAccount.Id = _serviceProxy.Create(distinctAccount);
_account = distinctAccount;
#endregion
#region Create and Publish duplicate detection rule
Console.WriteLine(" Creating a duplicate detection rule");
// Create a duplicate detection rule
_rule = new DuplicateRule()
{
Name = "Accounts with the same Account name and website url",
BaseEntityName = Account.EntityLogicalName,
MatchingEntityName = Account.EntityLogicalName
};
_rule.Id = _serviceProxy.Create(_rule);
// Create a duplicate detection rule condition
DuplicateRuleCondition nameCondition = new DuplicateRuleCondition()
{
BaseAttributeName = "name",
MatchingAttributeName = "name",
OperatorCode = new OptionSetValue(0), // value 0 = 'exact match'
// set the regarding id to point to the rule created earlier,
// associating this condition with that rule
RegardingObjectId = _rule.ToEntityReference()
};
_serviceProxy.Create(nameCondition);
DuplicateRuleCondition websiteCondition = new DuplicateRuleCondition()
{
BaseAttributeName = "websiteurl",
MatchingAttributeName = "websiteurl",
OperatorCode = new OptionSetValue(0),
RegardingObjectId = _rule.ToEntityReference()
};
_serviceProxy.Create(websiteCondition);
Console.WriteLine(" Publishing duplicate detection rule");
// Publish the rule
PublishDuplicateRuleRequest publishRequest = new PublishDuplicateRuleRequest()
{
DuplicateRuleId = _rule.Id
};
PublishDuplicateRuleResponse publishResponse = (PublishDuplicateRuleResponse)_serviceProxy.Execute(publishRequest);
// The PublishDuplicateRule request returns before the publish is completed,
// so we keep retrieving the async job state until it is "Completed"
Console.WriteLine(" Checking to see if duplicate detection rule has finished publishing");
WaitForAsyncJobToFinish(publishResponse.JobId, 60);
#endregion
}
