public override void ExecuteExtention(CustomisationExporterRequest request,
CustomisationExporterResponse response,
ServiceRequestController controller)
{
response.Folder = request.SaveToFolder.FolderPath;
controller.LogLiteral("Loading Metadata");
ProcessForEntities(request, response, controller.Controller);
ProcessForFields(request, response, controller.Controller);
ProcessForRelationships(request, response, controller.Controller);
ProcessForOptionSets(request, response, controller.Controller);
}
public override void ExecuteExtention(CustomisationExporterRequest request,
CustomisationExporterResponse response,
ServiceRequestController controller)
{
response.Folder = request.SaveToFolder.FolderPath;
controller.LogLiteral("Loading Metadata");
ProcessForEntities(request, response, controller.Controller);
if ((request.Fields || request.FieldOptionSets) && request.IncludeAllRecordTypes)
{
controller.UpdateProgress(0, 1, "Loading All Fields.....");
Service.LoadFieldsForAllEntities();
}
if ((request.Fields || request.Relationships) && request.IncludeAllRecordTypes)
{
controller.UpdateProgress(0, 1, "Loading All Relationships.....");
Service.LoadRelationshipsForAllEntities();
}
ProcessForFields(request, response, controller.Controller);
ProcessForRelationships(request, response, controller.Controller);
ProcessForOptionSets(request, response, controller.Controller);
response.Folder = request.SaveToFolder.FolderPath;
if (request.Format == CustomisationExporterRequest.FileFormat.Xlsx)
{
var excelFileName = "Customisation Export " + DateTime.Now.ToFileTime() + ".xlsx";
ExcelUtility.CreateXlsx(request.SaveToFolder.FolderPath, excelFileName, response.GetListsToOutput());
response.ExcelFileName = excelFileName;
}
else
{
foreach (var item in response.GetListsToOutput())
{
var csvName = item.Key + " " + DateTime.Now.ToFileTime() + ".csv";
CsvUtility.CreateCsv(request.SaveToFolder.FolderPath, csvName, item.Value);
}
}
response.Message = "The Export is Complete";
}
public override void ExecuteExtention(RecordCountsRequest request,
RecordCountsResponse response,
ServiceRequestController controller)
{
controller.LogLiteral("Loading Types");
var excludeTheseTypes = new[] { Entities.msdyn_componentlayer, Entities.msdyn_solutioncomponentsummary, Entities.msdyn_nonrelationalds, Entities.datalakeworkspace, Entities.datalakeworkspacepermission };
var recordTypes = request.AllRecordTypes
? Service.GetAllRecordTypes()
.Except(excludeTheseTypes)
.Where(r => Service.GetRecordTypeMetadata(r).Searchable)
.OrderBy(n => Service.GetDisplayName(n))
.ToArray()
: request.RecordTypes.Select(p => p.RecordType.Key).ToArray();
if (request.OnlyIncludeSelectedOwner)
{
recordTypes = recordTypes.Where(r => Service.GetRecordTypeMetadata(r).HasOwner).ToArray();
}
var numberOfTypes = recordTypes.Count();
var numberOfTypesCompleted = 0;
var noOwnerIndex = "Organisation";
var recordCountsByUser = new Dictionary <string, Dictionary <string, long> >();
//due to limitations in crm web service cannot do a standard aggregate
//as they are limitied to 50K records OOTB
//need to query all records and manually aggregate
foreach (var recordType in recordTypes)
{
var thisDictionary = new Dictionary <string, long>();
try
{
var metadata = Service.GetRecordTypeMetadata(recordType);
var hasOwner = metadata.HasOwner;
if (!hasOwner)
{
thisDictionary.Add(noOwnerIndex, 0);
}
long totalThisIteration = 0;
var func = hasOwner
? ((records) =>
{
totalThisIteration += records.Count();
controller.UpdateProgress(numberOfTypesCompleted, numberOfTypes, string.Format("Counting {0} ({1})", recordType, totalThisIteration));
foreach (var record in records)
{
var ownerType = record.GetLookupType("ownerid");
var ownerId = record.GetLookupId("ownerid");
var format = string.Format("{0}:{1}", ownerType, ownerId);
if (!thisDictionary.ContainsKey(format))
{
thisDictionary.Add(format, 0);
}
thisDictionary[format]++;
}
})
: (Action <IEnumerable <IRecord> >)((records) =>
{
totalThisIteration += records.Count();
controller.UpdateProgress(numberOfTypesCompleted, numberOfTypes, string.Format("Counting {0} ({1})", recordType, totalThisIteration));
foreach (var record in records)
{
thisDictionary[noOwnerIndex]++;
}
});
var fields = hasOwner
? new[] { "ownerid" }
: new string[0];
var conditions = request.OnlyIncludeSelectedOwner
? new[] { new Condition("ownerid", ConditionType.Equal, request.Owner.Id) }
: new Condition[0];
var query = new QueryDefinition(recordType);
var filter = new Filter();
filter.Conditions.AddRange(conditions);
query.RootFilter.SubFilters.Add(filter);
query.Fields = fields;
Service.ProcessResults(query, func);
recordCountsByUser.Add(recordType, thisDictionary);
}
catch (Exception ex)
{
response.AddResponseItem(new RecordCountsResponseItem(recordType, "Error Generating Counts", ex));
}
finally
{
numberOfTypesCompleted++;
}
}
controller.LogLiteral("Generating CSV files");
var groupByOwner = request.GroupCountsByOwner ||
request.OnlyIncludeSelectedOwner;
if (!groupByOwner)
{
var totals = new List <RecordCount>();
foreach (var dictionary in recordCountsByUser)
{
totals.Add(new RecordCount(Service.GetDisplayName(dictionary.Key), dictionary.Value.Sum(kv => kv.Value)));
}
response.RecordCounts = totals;
}
if (groupByOwner)
{
var teamNameField = Service.GetRecordTypeMetadata(Entities.team).PrimaryFieldSchemaName;
var userNameField = Service.GetRecordTypeMetadata(Entities.systemuser).PrimaryFieldSchemaName;
var allDistinctOwners = recordCountsByUser
.SelectMany(kv => kv.Value.Select(kv2 => kv2.Key))
.Distinct();
var allTeams = allDistinctOwners
.Where(s => s.StartsWith(Entities.team))
.Distinct();
var allUsers = allDistinctOwners
.Where(s => s.StartsWith(Entities.systemuser))
.Distinct();
var ownerKeyLabels = new Dictionary <string, string>();
var teams = Service.RetrieveAll(Entities.team, new[] { teamNameField });
foreach (var team in teams)
{
ownerKeyLabels.Add(string.Format("{0}:{1}", Entities.team, team.Id), team.GetStringField(teamNameField));
}
var users = Service.RetrieveAll(Entities.systemuser, null);
foreach (var user in users)
{
ownerKeyLabels.Add(string.Format("{0}:{1}", Entities.systemuser, user.Id), user.GetStringField(userNameField));
}
var ownerTotals = new List <RecordCountByOwner>();
foreach (var dictionary in recordCountsByUser)
{
foreach (var owner in dictionary.Value)
{
if (owner.Key == noOwnerIndex)
{
ownerTotals.Add(new RecordCountByOwner(Service.GetDisplayName(dictionary.Key), owner.Value, noOwnerIndex, noOwnerIndex));
}
else
{
if (ownerKeyLabels.ContainsKey(owner.Key))
{
ownerTotals.Add(new RecordCountByOwner(Service.GetDisplayName(dictionary.Key), owner.Value, Service.GetDisplayName(owner.Key.Split(':')[0]), ownerKeyLabels[owner.Key]));
}
else
{
ownerTotals.Add(new RecordCountByOwner(Service.GetDisplayName(dictionary.Key), owner.Value, "Unknown", "Unknown"));
}
}
}
}
response.RecordCounts = ownerTotals;
}
}
public override void ExecuteExtention(CustomisationImportRequest request, CustomisationImportResponse response,
ServiceRequestController controller)
{
controller.LogLiteral("Reading excel spreadsheet");
var readExcelResponse = ReadExcel(request, controller.Controller);
response.AddResponseItems(readExcelResponse.ResponseItems);
if (response.GetResponseItemsWithError().Any())
{
response.ExcelReadErrors = true;
return;
}
CheckCrmConnection(controller.Controller);
var createdRecordTypes = new List <string>();
var createdFields = new List <FieldMetadata>();
if (request.Entities)
{
var importRecordsResponse = ImportRecordTypes(readExcelResponse.GetRecordMetadataToImport(), controller.Controller, response);
createdRecordTypes.AddRange(importRecordsResponse.CreatedRecordTypes);
}
if (request.SharedOptionSets)
{
ImportSharedOptionSets(readExcelResponse.GetOptionSets(), controller.Controller, response);
}
if (request.Fields)
{
var importFieldsResponse = ImportFieldTypes(readExcelResponse.GetFieldMetadataToImport(), controller.Controller, response, createdRecordTypes);
createdFields.AddRange(importFieldsResponse.CreatedFields);
}
if (request.FieldOptionSets)
{
ImportFieldOptionSets(readExcelResponse.GetFieldMetadataToImport().Values, controller.Controller, response, createdFields);
}
if (request.Views)
{
ImportViews(readExcelResponse.GetRecordMetadataToImport().Values, controller.Controller, response, createdRecordTypes);
}
if (request.Relationships)
{
ImportRelationships(readExcelResponse.GetRelationshipMetadataToImport(), controller.Controller, response);
}
if (request.AddToSolution)
{
var solutionId = request.Solution.Id;
var solution = RecordService.Get(Entities.solution, solutionId);
var allImportedItemsMetadata = response.ImportedItems
.Select(ri => ri.Metadata)
.ToArray();
//option sets
Func <object, IMetadata> getMetadata = (object item) => RecordService.GetSharedPicklist(((PicklistOptionSet)item).SchemaName);
var theseObjectsToAdd = allImportedItemsMetadata
.Where(m => m is PicklistOptionSet)
.Cast <PicklistOptionSet>()
.Where(p => p.IsSharedOptionSet)
.Cast <IMetadata>()
.Distinct()
.ToArray();
AddComponentsToSolution(OptionSets.SolutionComponent.ObjectTypeCode.OptionSet, theseObjectsToAdd, getMetadata, response, solution, controller.Controller);
//record types
getMetadata = (object item) => RecordService.GetRecordTypeMetadata(((RecordMetadata)item).SchemaName);
theseObjectsToAdd = allImportedItemsMetadata
.Where(m => m is RecordMetadata)
.Cast <IMetadata>()
.Distinct()
.ToArray();
AddComponentsToSolution(OptionSets.SolutionComponent.ObjectTypeCode.Entity, theseObjectsToAdd, getMetadata, response, solution, controller.Controller);
//fields
getMetadata = (object item) => RecordService.GetRecordTypeMetadata(((FieldMetadata)item).RecordType);
theseObjectsToAdd = allImportedItemsMetadata
.Where(m => m is FieldMetadata)
.Cast <IMetadata>()
.Distinct()
.ToArray();
AddComponentsToSolution(OptionSets.SolutionComponent.ObjectTypeCode.Entity, theseObjectsToAdd, getMetadata, response, solution, controller.Controller);
//relationships side 1
getMetadata = (object item) => RecordService.GetRecordTypeMetadata(((Many2ManyRelationshipMetadata)item).RecordType1);
theseObjectsToAdd = allImportedItemsMetadata
.Where(m => m is Many2ManyRelationshipMetadata)
.Cast <IMetadata>()
.Distinct()
.ToArray();
AddComponentsToSolution(OptionSets.SolutionComponent.ObjectTypeCode.Entity, theseObjectsToAdd, getMetadata, response, solution, controller.Controller);
//relationships side 2
getMetadata = (object item) => RecordService.GetRecordTypeMetadata(((Many2ManyRelationshipMetadata)item).RecordType2);
theseObjectsToAdd = allImportedItemsMetadata
.Where(m => m is Many2ManyRelationshipMetadata)
.Cast <IMetadata>()
.Distinct()
.ToArray();
AddComponentsToSolution(OptionSets.SolutionComponent.ObjectTypeCode.Entity, theseObjectsToAdd, getMetadata, response, solution, controller.Controller);
//field options
getMetadata = (object item) => RecordService.GetRecordTypeMetadata(((ImportPicklistFieldOptions)item).FieldMetadata.RecordType);
theseObjectsToAdd = allImportedItemsMetadata
.Where(m => m is ImportPicklistFieldOptions)
.Cast <IMetadata>()
.Distinct()
.ToArray();
AddComponentsToSolution(OptionSets.SolutionComponent.ObjectTypeCode.Entity, theseObjectsToAdd, getMetadata, response, solution, controller.Controller);
//views
getMetadata = (object item) => RecordService.GetRecordTypeMetadata(((ImportViews)item).SchemaName);
theseObjectsToAdd = allImportedItemsMetadata
.Where(m => m is ImportViews)
.Cast <IMetadata>()
.Distinct()
.ToArray();
AddComponentsToSolution(OptionSets.SolutionComponent.ObjectTypeCode.Entity, theseObjectsToAdd, getMetadata, response, solution, controller.Controller);
}
response.Message = response.HasResponseItemError
? "The Import Completed But The Following Errors Were Encountered During The Import"
: "The Customisations Have Been Imported And Published";
RecordService.ClearCache();
}