public void ImportActionCalls(CrmServiceClient crmService,
Guid configurationId,
USDConfiguration sourceUsdConfiguration,
USDConfiguration targetUSDConfiguration,
List <LookupMatchCriteria> lookupMatchCriterias)
{
LookupMatchCriteria actionCallsLookupMatchCriteria = GetLookupMatchCriteria("msdyusd_agentscriptaction", lookupMatchCriterias);
CRMEntity sourceActionCallsCE = sourceUsdConfiguration.GetCRMEntity("msdyusd_agentscriptaction");
CRMEntity targetActionCallsCE = targetUSDConfiguration.GetCRMEntity("msdyusd_agentscriptaction");
ImportResult actionCallsImportResult = _actionCallrepository.ImportActionCalls(crmService,
sourceActionCallsCE,
targetActionCallsCE,
actionCallsLookupMatchCriteria);
ImportResult configurationActionCallsImportResult = _actionCallrepository.ImportConfigurationActionCalls(crmService,
configurationId,
sourceActionCallsCE,
targetActionCallsCE);
_importResults.Add(actionCallsImportResult);
_importResults.Add(configurationActionCallsImportResult);
}
public void ImportSessionLines(CrmServiceClient crmService,
Guid configurationId,
USDConfiguration sourceUsdConfiguration,
USDConfiguration targetUSDConfiguration,
List <LookupMatchCriteria> lookupMatchCriterias)
{
LookupMatchCriteria sessionLinesLookupMatchCriteria = GetLookupMatchCriteria("msdyusd_sessioninformation", lookupMatchCriterias);
CRMEntity sourceSessionLinesCE = sourceUsdConfiguration.GetCRMEntity("msdyusd_sessioninformation");
CRMEntity targetSessionLinesCE = targetUSDConfiguration.GetCRMEntity("msdyusd_sessioninformation");
ImportResult sessionLinesImportResult = _sessionLineRepository.ImportSessionLines(crmService,
sourceSessionLinesCE,
targetSessionLinesCE,
sessionLinesLookupMatchCriteria);
ImportResult configurationSessionLinesImportResult = _sessionLineRepository.ImportConfigurationSessionLines(crmService,
configurationId,
sourceSessionLinesCE,
targetSessionLinesCE);
_importResults.Add(sessionLinesImportResult);
_importResults.Add(configurationSessionLinesImportResult);
}
public void ImportEntitySearches(CrmServiceClient crmService,
Guid configurationId,
USDConfiguration sourceUsdConfiguration,
USDConfiguration targetUSDConfiguration,
List <LookupMatchCriteria> lookupMatchCriterias)
{
LookupMatchCriteria entitySearchesLookupMatchCriteria = GetLookupMatchCriteria("msdyusd_entitysearch", lookupMatchCriterias);
CRMEntity sourceEntitySearchesCE = sourceUsdConfiguration.GetCRMEntity("msdyusd_entitysearch");
CRMEntity targetEntitySearchesCE = targetUSDConfiguration.GetCRMEntity("msdyusd_entitysearch");
ImportResult entitySearchesImportResult = _entitySearchRepository.ImportEntitySearches(crmService,
sourceEntitySearchesCE,
targetEntitySearchesCE,
entitySearchesLookupMatchCriteria);
ImportResult configurationEntitySearchesImportResult = _entitySearchRepository.ImportConfigurationEntitySearches(crmService,
configurationId,
sourceEntitySearchesCE,
targetEntitySearchesCE);
_importResults.Add(entitySearchesImportResult);
_importResults.Add(configurationEntitySearchesImportResult);
}
public Entity GetMatchedEntity(LookupMatchCriteria matchCriteria, Entity sourceEntity, List <Entity> targetEntities)
{
Entity matchedEntity = null;
Guid primaryId = sourceEntity.Id;
string primaryAttributeName = sourceEntity.LogicalName.StartsWith("uii") ? "uii_name" : "msdyusd_name";
string primaryAttributeValue = sourceEntity.GetAttributeValue <string>(primaryAttributeName);
if (matchCriteria.PrimaryIdOrNameMatchOnly)
{
matchedEntity = FindEntityUsingId(primaryId, targetEntities);
if (matchedEntity == null)//No match found on Id, try primary Attribute
{
matchedEntity = FindEntityUsingPrimaryAttribute(primaryAttributeName, primaryAttributeValue, targetEntities);
}
}
else if (matchCriteria.PrimaryIdMatchOnly)
{
matchedEntity = FindEntityUsingId(primaryId, targetEntities);
}
else if (matchCriteria.PrimaryNameMatchOnly)
{
matchedEntity = FindEntityUsingPrimaryAttribute(primaryAttributeName, primaryAttributeValue, targetEntities);
}
else if (matchCriteria.AttributesToMatchOn != null)
{
matchedEntity = FindEntityUsingMatchOnAttributes(sourceEntity, matchCriteria.AttributesToMatchOn, matchCriteria.OperatorWhenAttributesMatching, targetEntities);
}
return(matchedEntity);
}
public void ImportScriptlets(CrmServiceClient crmService,
Guid configurationId,
USDConfiguration sourceUsdConfiguration,
USDConfiguration targetUSDConfiguration,
List <LookupMatchCriteria> lookupMatchCriterias)
{
LookupMatchCriteria scriptletsLookupMatchCriteria = GetLookupMatchCriteria("msdyusd_scriptlet", lookupMatchCriterias);
CRMEntity sourceScriptletsCE = sourceUsdConfiguration.GetCRMEntity("msdyusd_scriptlet");
CRMEntity targetScriptletsCE = targetUSDConfiguration.GetCRMEntity("msdyusd_scriptlet");
ImportResult scriptletsImportResult = _scriptletRepository.ImportScriptlets(crmService,
sourceScriptletsCE,
targetScriptletsCE,
scriptletsLookupMatchCriteria);
ImportResult configurationScriptletsImportResult = _scriptletRepository.ImportConfigurationScriptlet(crmService,
configurationId,
sourceScriptletsCE,
targetScriptletsCE);
_importResults.Add(scriptletsImportResult);
_importResults.Add(configurationScriptletsImportResult);
}
public void ImportHostedControls(CrmServiceClient crmService,
Guid configurationId,
USDConfiguration sourceUsdConfiguration,
USDConfiguration targetUSDConfiguration,
List <LookupMatchCriteria> lookupMatchCriterias)
{
LookupMatchCriteria hostedControlLookupMatchCriteria = GetLookupMatchCriteria("uii_hostedapplication", lookupMatchCriterias);
CRMEntity sourceHostedControlsCE = sourceUsdConfiguration.GetCRMEntity("uii_hostedapplication");
CRMEntity targetHostedControlsCE = targetUSDConfiguration.GetCRMEntity("uii_hostedapplication");
ImportResult hostedControlsImportResult = _hostedControlRepository.ImportHostedControls(crmService,
sourceHostedControlsCE,
targetHostedControlsCE,
hostedControlLookupMatchCriteria);
ImportResult configurationHostedControlsImportResult = _hostedControlRepository.ImportConfigurationHostedControl(crmService,
configurationId,
sourceHostedControlsCE,
targetHostedControlsCE);
_importResults.Add(hostedControlsImportResult);
_importResults.Add(configurationHostedControlsImportResult);
}
protected ImportResult ImportEntity(IOrganizationService targetCrmService, CRMEntity sourceEntitiesCE,
CRMEntity targetEntitiesCE, LookupMatchCriteria entityLookupMatchCriteria)
{
DateTime startedOn = DateTime.Now;
List <Entity> allEntityRecordsInTargetForMatching = GetAllRecordsWithMinimumColumns(targetCrmService, entityLookupMatchCriteria);
Dictionary <string, OrganizationRequest> createOrUpdateRequests = GetCreateOrUpdateRequests(sourceEntitiesCE,
targetEntitiesCE,
allEntityRecordsInTargetForMatching,
entityLookupMatchCriteria);
BulkResponse bulkResponse = _bulkRequest.Write(targetCrmService, createOrUpdateRequests);
DateTime endedOn = DateTime.Now;
ImportResult importResult = GetImportResult(bulkResponse, sourceEntitiesCE);
if (string.IsNullOrWhiteSpace(importResult.EntityLogicalName) && entityLookupMatchCriteria != null)
{
importResult.EntityLogicalName = entityLookupMatchCriteria.EntityLogicalName;
}
importResult.StartedOn = startedOn;
importResult.EndedOn = endedOn;
return(importResult);
}
public void ImportOptions(CrmServiceClient crmService,
Guid configurationId,
USDConfiguration sourceUsdConfiguration,
USDConfiguration targetUSDConfiguration,
List <LookupMatchCriteria> lookupMatchCriterias)
{
LookupMatchCriteria optionsLookupMatchCriteria = GetLookupMatchCriteria("uii_option", lookupMatchCriterias);
CRMEntity sourceOptionsCE = sourceUsdConfiguration.GetCRMEntity("uii_option");
CRMEntity targetOptionsCE = targetUSDConfiguration.GetCRMEntity("uii_option");
ImportResult optionsImportResult = _optionRepository.ImportOptions(crmService,
sourceOptionsCE,
targetOptionsCE,
optionsLookupMatchCriteria);
ImportResult configurationOptionImportResult = _optionRepository.ImportConfigurationEntitySearches(crmService,
configurationId,
sourceOptionsCE,
targetOptionsCE);
_importResults.Add(optionsImportResult);
_importResults.Add(configurationOptionImportResult);
}
public void ImportToolbars(CrmServiceClient crmService,
Guid configurationId,
USDConfiguration sourceUsdConfiguration,
USDConfiguration targetUSDConfiguration,
List <LookupMatchCriteria> lookupMatchCriterias)
{
LookupMatchCriteria toolbarsLookupMatchCriteria = GetLookupMatchCriteria("msdyusd_toolbarstrip", lookupMatchCriterias);
CRMEntity sourceToolbarsCE = sourceUsdConfiguration.GetCRMEntity("msdyusd_toolbarstrip");
CRMEntity targetToolbarsCE = targetUSDConfiguration.GetCRMEntity("msdyusd_toolbarstrip");
ImportResult toolbarsImportResult = _toolbarRepository.ImportToolbars(crmService,
sourceToolbarsCE,
targetToolbarsCE,
toolbarsLookupMatchCriteria);
ImportResult configurationToolbarsImportResult = _toolbarRepository.ImportConfigurationToolbar(crmService,
configurationId,
sourceToolbarsCE,
targetToolbarsCE);
_importResults.Add(toolbarsImportResult);
_importResults.Add(configurationToolbarsImportResult);
}
public void ImportWindowNavigationRules(CrmServiceClient crmService,
Guid configurationId,
USDConfiguration sourceUsdConfiguration,
USDConfiguration targetUSDConfiguration,
List <LookupMatchCriteria> lookupMatchCriterias)
{
LookupMatchCriteria navigationRulesLookupMatchCriteria = GetLookupMatchCriteria("msdyusd_windowroute", lookupMatchCriterias);
CRMEntity sourceNavigationRulesCE = sourceUsdConfiguration.GetCRMEntity("msdyusd_windowroute");
CRMEntity targetNavigationRulesCE = targetUSDConfiguration.GetCRMEntity("msdyusd_windowroute");
ImportResult navigationRulesCEImportResult = _wnrRepository.ImportWindowNavigationRules(crmService,
sourceNavigationRulesCE,
targetNavigationRulesCE,
navigationRulesLookupMatchCriteria);
ImportResult configurationNavigationRulesCEImportResult = _wnrRepository.ImportConfigurationWindowNavigationRules(crmService,
configurationId,
sourceNavigationRulesCE,
targetNavigationRulesCE);
_importResults.Add(navigationRulesCEImportResult);
_importResults.Add(configurationNavigationRulesCEImportResult);
}
public void ImportAgentScriptTasks(CrmServiceClient crmService,
Guid configurationId,
USDConfiguration sourceUsdConfiguration,
USDConfiguration targetUSDConfiguration,
List <LookupMatchCriteria> lookupMatchCriterias)
{
LookupMatchCriteria agentScriptTasksLookupMatchCriteria = GetLookupMatchCriteria("msdyusd_task", lookupMatchCriterias);
CRMEntity sourceAgentScriptTasksCE = sourceUsdConfiguration.GetCRMEntity("msdyusd_task");
CRMEntity targetAgentScriptTasksCE = targetUSDConfiguration.GetCRMEntity("msdyusd_task");
ImportResult agentScriptTasksImportResult = _agentScriptTaskRepository.ImportAgentScriptTasks(crmService,
sourceAgentScriptTasksCE,
targetAgentScriptTasksCE,
agentScriptTasksLookupMatchCriteria);
ImportResult configurationAgentScriptTasksImportResult = _agentScriptTaskRepository.ImportConfigurationAgentScriptTasks(crmService,
configurationId,
sourceAgentScriptTasksCE,
targetAgentScriptTasksCE);
_importResults.Add(agentScriptTasksImportResult);
_importResults.Add(configurationAgentScriptTasksImportResult);
}
public ImportResult ImportEntityTypes(IOrganizationService targetCrmService, CRMEntity sourceEntityTypesCE,
CRMEntity targetEntityTypesCE, LookupMatchCriteria entityTypeMatchCriteria)
{
ImportResult importResult = ImportEntity(targetCrmService,
sourceEntityTypesCE,
targetEntityTypesCE,
entityTypeMatchCriteria);
return(importResult);
}
public ImportResult ImportAgentScriptAnswers(IOrganizationService targetCrmService, CRMEntity sourceAnswersCE,
CRMEntity targetAnswersCE, LookupMatchCriteria answersMatchCriteria)
{
ImportResult importResult = ImportEntity(targetCrmService,
sourceAnswersCE,
targetAnswersCE,
answersMatchCriteria);
return(importResult);
}
public ImportResult ImportActionCalls(IOrganizationService targetCrmService, CRMEntity sourceActionCallsCE,
CRMEntity targetActionCallsCE, LookupMatchCriteria actionCallsMatchCriteria)
{
ImportResult importResult = ImportEntity(targetCrmService,
sourceActionCallsCE,
targetActionCallsCE,
actionCallsMatchCriteria);
return(importResult);
}
public ImportResult ImportHostedControls(IOrganizationService targetCrmService, CRMEntity sourceHostedControlsCE,
CRMEntity targetHostedControlsCE, LookupMatchCriteria hostedControlMatchCriteria)
{
ImportResult importResult = ImportEntity(targetCrmService,
sourceHostedControlsCE,
targetHostedControlsCE,
hostedControlMatchCriteria);
return(importResult);
}
public ImportResult ImportToolbars(IOrganizationService targetCrmService, CRMEntity sourceToolbarsCE,
CRMEntity targetToolbarsCE, LookupMatchCriteria toolbarsMatchCriteria)
{
ImportResult importResult = ImportEntity(targetCrmService,
sourceToolbarsCE,
targetToolbarsCE,
toolbarsMatchCriteria);
return(importResult);
}
public ImportResult ImportSessionLines(IOrganizationService targetCrmService, CRMEntity sourceSessionLinesCE,
CRMEntity targetSessionLinesCE, LookupMatchCriteria sessionLinesMatchCriteria)
{
ImportResult importResult = ImportEntity(targetCrmService,
sourceSessionLinesCE,
targetSessionLinesCE,
sessionLinesMatchCriteria);
return(importResult);
}
public ImportResult ImportOptions(IOrganizationService targetCrmService, CRMEntity sourceOptionsCE,
CRMEntity targetOptionsCE, LookupMatchCriteria optionsMatchCriteria)
{
ImportResult importResult = ImportEntity(targetCrmService,
sourceOptionsCE,
targetOptionsCE,
optionsMatchCriteria);
return(importResult);
}
public ImportResult ImportScriptlets(IOrganizationService targetCrmService, CRMEntity sourceScriptletsCE,
CRMEntity targetScriptletsCE, LookupMatchCriteria scriptletsMatchCriteria)
{
ImportResult importResult = ImportEntity(targetCrmService,
sourceScriptletsCE,
targetScriptletsCE,
scriptletsMatchCriteria);
return(importResult);
}
public Dictionary <string, OrganizationRequest> GetCreateOrUpdateRequests(CRMEntity sourceCE, CRMEntity targetCE,
List <Entity> allRecordsInTargetSystemForLookup,
LookupMatchCriteria matchCriteriaForCurrentEntity)
{
Dictionary <string, OrganizationRequest> recordsForCreateOrUpdate = new Dictionary <string, OrganizationRequest>();
if (sourceCE == null)
{
return(recordsForCreateOrUpdate);
}
List <Entity> targetEntitiesInTargetConfiguration = GetAnswers(targetCE, null);
foreach (CRMRecord crmRecord in sourceCE.CRMRecords)
{
Entity sourceEntity = crmRecord.ToEntity(null);
Entity targetEntity = _matchingHelper.GetMatchedEntity(matchCriteriaForCurrentEntity, sourceEntity, allRecordsInTargetSystemForLookup);
OrganizationRequest orgRequest = null;
if (targetEntity == null)
{
orgRequest = new CreateRequest {
Target = sourceEntity
};
}
else
{
if (targetEntitiesInTargetConfiguration.Any(x => x.Id == targetEntity.Id))//Get the target Entity with data from the USD Configuration to only update the data that has been modified
{
targetEntity = targetEntitiesInTargetConfiguration.First(x => x.Id == targetEntity.Id);
}
Entity modifiedEntity = sourceEntity.GetModifiedEntity(targetEntity);
modifiedEntity.Id = targetEntity.Id;
if (modifiedEntity.Attributes != null && modifiedEntity.Attributes.Count > 0)
{
orgRequest = new UpdateRequest {
Target = modifiedEntity
};
}
}
if (orgRequest != null)
{
recordsForCreateOrUpdate.Add(sourceEntity.Id.ToString(), orgRequest);
}
}
return(recordsForCreateOrUpdate);
}
private QueryExpression GetQueryForLookupMatching(LookupMatchCriteria lookupMatchCriteria)
{
string primaryAttributeName = lookupMatchCriteria.EntityLogicalName.StartsWith("uii") ? "uii_name" : "msdyusd_name";
QueryExpression queryExpression = new QueryExpression(lookupMatchCriteria.EntityLogicalName);
queryExpression.ColumnSet = new ColumnSet(primaryAttributeName);
if (lookupMatchCriteria.AttributesToMatchOn != null && lookupMatchCriteria.AttributesToMatchOn.Count > 0)
{
queryExpression.ColumnSet.AddColumns(lookupMatchCriteria.AttributesToMatchOn.ToArray());
}
return(queryExpression);
}
public void ImportEntityTypes(CrmServiceClient crmService,
USDConfiguration sourceUsdConfiguration,
USDConfiguration targetUSDConfiguration, List <LookupMatchCriteria> lookupMatchCriterias)
{
LookupMatchCriteria entityTypeLookupMatchCriteria = GetLookupMatchCriteria("msdyusd_entityassignment", lookupMatchCriterias);
CRMEntity sourceEntityTypesCE = sourceUsdConfiguration.GetCRMEntity("msdyusd_entityassignment");
CRMEntity targetEntityTypesCE = targetUSDConfiguration.GetCRMEntity("msdyusd_entityassignment");
ImportResult entityTypesImportResult = _entityTypeRepository.ImportEntityTypes(crmService,
sourceEntityTypesCE,
targetEntityTypesCE,
entityTypeLookupMatchCriteria);
_importResults.Add(entityTypesImportResult);
}
public void ImportActions(CrmServiceClient crmService,
USDConfiguration sourceUsdConfiguration,
USDConfiguration targetUSDConfiguration, List <LookupMatchCriteria> lookupMatchCriterias)
{
LookupMatchCriteria actionLookupMatchCriteria = GetLookupMatchCriteria("uii_action", lookupMatchCriterias);
CRMEntity sourceActionsCE = sourceUsdConfiguration.GetCRMEntity("uii_action");
CRMEntity targetActionsCE = targetUSDConfiguration.GetCRMEntity("uii_action");
ImportResult actionsImportResult = _actionRepository.ImportActions(crmService,
sourceActionsCE,
targetActionsCE,
actionLookupMatchCriteria);
_importResults.Add(actionsImportResult);
}
public void ImportToolbarButtons(CrmServiceClient crmService,
USDConfiguration sourceUsdConfiguration,
USDConfiguration targetUSDConfiguration,
List <LookupMatchCriteria> lookupMatchCriterias)
{
LookupMatchCriteria toolbarButtonLookupMatchCriteria = GetLookupMatchCriteria("msdyusd_toolbarbutton", lookupMatchCriterias);
CRMEntity sourceToolbarButtonsCE = sourceUsdConfiguration.GetCRMEntity("msdyusd_toolbarbutton");
CRMEntity targetToolbarButtonsCE = targetUSDConfiguration.GetCRMEntity("msdyusd_toolbarbutton");
ImportResult toolbarButtonsImportResult = _toolbarButtonRepository.ImportToolbarButtons(crmService,
sourceToolbarButtonsCE,
targetToolbarButtonsCE,
toolbarButtonLookupMatchCriteria);
_importResults.Add(toolbarButtonsImportResult);
}
public ImportResult ImportWindowNavigationRules(IOrganizationService targetCrmService, CRMEntity sourceWindowNavigationRulesCE,
CRMEntity targetWindowNavigationRulesCE, LookupMatchCriteria windowNavigationRulesMatchCriteria)
{
ImportResult importResult = ImportEntity(targetCrmService,
sourceWindowNavigationRulesCE,
targetWindowNavigationRulesCE,
windowNavigationRulesMatchCriteria);
return(importResult);
}
public List <Entity> GetAllRecordsWithMinimumColumns(IOrganizationService targetCrmService, LookupMatchCriteria lookupMatchCriteria)
{
string primaryAttributeName = lookupMatchCriteria.EntityLogicalName.StartsWith("uii") ? "uii_name" : "msdyusd_name";
QueryExpression entityQuery = new QueryExpression(lookupMatchCriteria.EntityLogicalName);
entityQuery.ColumnSet = new ColumnSet(primaryAttributeName);
if (lookupMatchCriteria.AttributesToMatchOn != null && lookupMatchCriteria.AttributesToMatchOn.Count > 0)
{
entityQuery.ColumnSet.AddColumns(lookupMatchCriteria.AttributesToMatchOn.ToArray());
}
EntityCollection results = targetCrmService.RetrieveMultiple(entityQuery);
if (results == null || results.Entities == null | results.Entities.Count == 0)
{
return(null);
}
List <Entity> entities = new List <Entity>();
foreach (Entity entity in results.Entities)
{
entities.Add(entity);
}
return(entities);
}
private Entity GetTargetEntityFromTargetConfiguration(List <Entity> targetEntities, Entity sourceEntity, LookupMatchCriteria matchCriteria)
{
Entity matchedEntity = _matchingHelper.GetMatchedEntity(matchCriteria, sourceEntity, targetEntities);
return(matchedEntity);
}
