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Sample: Work with solutions

Applies To: CRM 2015 on-prem, CRM Online

This sample code is for Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update. Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SampleCode\CS\Solutions\WorkWithSolutions.cs

Requirements

For more information about the requirements for running the sample code provided in this SDK, see Use the sample and helper code.

Demonstrates

This sample shows how to how to perform the following actions with solutions:

  • Create a publisher.

  • Retrieve the default publisher.

  • Create a solution.

  • Retrieve a solution.

  • Add an existing solution component.

  • Remove a solution component.

  • Export or package a solution.

  • Install or upgrade a solution.

  • Delete a solution.

Example


using System;
using System.Collections.Generic;
using System.Linq;
using System.ServiceModel;
using System.ServiceModel.Description;
using System.IO;

// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// found in the SDK\bin folder.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Metadata;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Discovery;
using Microsoft.Xrm.Sdk.Messages;

// This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
// found in the SDK\bin folder.
using Microsoft.Crm.Sdk.Messages;


namespace Microsoft.Crm.Sdk.Samples
{

    /// <summary>
    /// Demonstrates common tasks performed using Microsoft Dynamics CRM Solutions
    /// </summary>
    public class WorkWithSolutions
    {
        #region Class Level Members

        /// <summary>
        /// Stores the organization service proxy.
        /// </summary>
        OrganizationServiceProxy _serviceProxy;

        private Guid _crmSdkPublisherId;
        private System.String _customizationPrefix;
        private Guid _solutionsSampleSolutionId;        
        System.String ManagedSolutionLocation = @"C:\temp\ManagedSolutionForImportExample.zip";
        String outputDir = @"C:\temp\";


        // Specify which language code to use in the sample. If you are using a language
        // other than US English, you will need to modify this value accordingly.
        // See http://msdn.microsoft.com/en-us/library/0h88fahh.aspx
        private const int _languageCode = 1033;


        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// Shows how to perform the following tasks with solutions:
        /// - Create a Publisher
        /// - Retrieve the Default Publisher
        /// - Create a Solution
        /// - Retrieve a Solution
        /// - Add an existing Solution Component
        /// - Remove a Solution Component
        /// - Export or Package a Solution
        /// - Install or Upgrade a solution
        /// - Delete a Solution
        /// </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();


                    //Define a new publisher
                    Publisher _crmSdkPublisher = new Publisher
                    {
                        UniqueName = "sdksamples",
                        FriendlyName = "Microsoft CRM SDK Samples",
                        SupportingWebsiteUrl = "http://msdn.microsoft.com/en-us/dynamics/crm/default.aspx",
                        CustomizationPrefix = "sample",
                        EMailAddress = "someone@microsoft.com",
                        Description = "This publisher was created with samples from the Microsoft Dynamics CRM SDK"
                    };

                    //Does publisher already exist?
                    QueryExpression querySDKSamplePublisher = new QueryExpression
                    {
                        EntityName = Publisher.EntityLogicalName,
                        ColumnSet = new ColumnSet("publisherid", "customizationprefix"),
                        Criteria = new FilterExpression()
                    };

                    querySDKSamplePublisher.Criteria.AddCondition("uniquename", ConditionOperator.Equal, _crmSdkPublisher.UniqueName);
                    EntityCollection querySDKSamplePublisherResults = _serviceProxy.RetrieveMultiple(querySDKSamplePublisher);
                    Publisher SDKSamplePublisherResults = null;

                    //If it already exists, use it
                    if (querySDKSamplePublisherResults.Entities.Count > 0)
                    {
                        SDKSamplePublisherResults = (Publisher)querySDKSamplePublisherResults.Entities[0];
                        _crmSdkPublisherId = (Guid)SDKSamplePublisherResults.PublisherId;
                        _customizationPrefix = SDKSamplePublisherResults.CustomizationPrefix;
                    }
                    //If it doesn't exist, create it
                    if (SDKSamplePublisherResults == null)
                    {
                        _crmSdkPublisherId = _serviceProxy.Create(_crmSdkPublisher);
                        Console.WriteLine(String.Format("Created publisher: {0}.", _crmSdkPublisher.FriendlyName));
                        _customizationPrefix = _crmSdkPublisher.CustomizationPrefix;
                    }




                    // Retrieve the Default Publisher

                    //The default publisher has a constant GUID value;
                    Guid DefaultPublisherId = new Guid("{d21aab71-79e7-11dd-8874-00188b01e34f}");

                    Publisher DefaultPublisher = (Publisher)_serviceProxy.Retrieve(Publisher.EntityLogicalName, DefaultPublisherId, new ColumnSet(new string[] {"friendlyname" }));

                    EntityReference DefaultPublisherReference = new EntityReference
                    {
                        Id = DefaultPublisher.Id,
                        LogicalName = Publisher.EntityLogicalName,
                        Name = DefaultPublisher.FriendlyName
                    };
                    Console.WriteLine("Retrieved the {0}.", DefaultPublisherReference.Name);

                    // Create a Solution
                    //Define a solution
                    Solution solution = new Solution
                    {
                        UniqueName = "samplesolution",
                        FriendlyName = "Sample Solution",
                        PublisherId = new EntityReference(Publisher.EntityLogicalName, _crmSdkPublisherId),
                        Description = "This solution was created by the WorkWithSolutions sample code in the Microsoft Dynamics CRM SDK samples.",
                        Version = "1.0"
                    };

                    //Check whether it already exists
                    QueryExpression queryCheckForSampleSolution = new QueryExpression
                    {
                        EntityName = Solution.EntityLogicalName,
                        ColumnSet = new ColumnSet(),
                        Criteria = new FilterExpression()
                    };
                    queryCheckForSampleSolution.Criteria.AddCondition("uniquename", ConditionOperator.Equal, solution.UniqueName);

                    //Create the solution if it does not already exist.
                    EntityCollection querySampleSolutionResults = _serviceProxy.RetrieveMultiple(queryCheckForSampleSolution);
                    Solution SampleSolutionResults = null;
                    if (querySampleSolutionResults.Entities.Count > 0)
                    {
                        SampleSolutionResults = (Solution)querySampleSolutionResults.Entities[0];
                        _solutionsSampleSolutionId = (Guid)SampleSolutionResults.SolutionId;
                    }
                    if (SampleSolutionResults == null)
                    {
                        _solutionsSampleSolutionId = _serviceProxy.Create(solution);
                    }

                    // Retrieve a solution
                    String solutionUniqueName = "samplesolution";
                    QueryExpression querySampleSolution = new QueryExpression
                    {
                        EntityName = Solution.EntityLogicalName,
                        ColumnSet = new ColumnSet(new string[] { "publisherid", "installedon", "version", "versionnumber", "friendlyname" }),
                        Criteria = new FilterExpression()
                    };

                    querySampleSolution.Criteria.AddCondition("uniquename", ConditionOperator.Equal, solutionUniqueName);
                    Solution SampleSolution = (Solution)_serviceProxy.RetrieveMultiple(querySampleSolution).Entities[0];

                    // Add an existing Solution Component
                    //Add the Account entity to the solution
                    RetrieveEntityRequest retrieveForAddAccountRequest = new RetrieveEntityRequest()
                    {
                        LogicalName = Account.EntityLogicalName
                    };
                    RetrieveEntityResponse retrieveForAddAccountResponse = (RetrieveEntityResponse)_serviceProxy.Execute(retrieveForAddAccountRequest);
                    AddSolutionComponentRequest addReq = new AddSolutionComponentRequest()
                    {
                        ComponentType = (int)componenttype.Entity,
                        ComponentId = (Guid)retrieveForAddAccountResponse.EntityMetadata.MetadataId,
                        SolutionUniqueName = solution.UniqueName
                    };
                    _serviceProxy.Execute(addReq);

                    // Remove a Solution Component
                    //Remove the Account entity from the solution
                    RetrieveEntityRequest retrieveForRemoveAccountRequest = new RetrieveEntityRequest()
                    {
                        LogicalName = Account.EntityLogicalName
                    };
                    RetrieveEntityResponse retrieveForRemoveAccountResponse = (RetrieveEntityResponse)_serviceProxy.Execute(retrieveForRemoveAccountRequest);

                    RemoveSolutionComponentRequest removeReq = new RemoveSolutionComponentRequest()
                    {
                        ComponentId = (Guid)retrieveForRemoveAccountResponse.EntityMetadata.MetadataId,
                        ComponentType = (int)componenttype.Entity,
                        SolutionUniqueName = solution.UniqueName
                    };
                    _serviceProxy.Execute(removeReq);

                    // Export or package a solution
                    //Export an a solution
                    
                    ExportSolutionRequest exportSolutionRequest = new ExportSolutionRequest();
                    exportSolutionRequest.Managed = false;
                    exportSolutionRequest.SolutionName = solution.UniqueName;

                    ExportSolutionResponse exportSolutionResponse = (ExportSolutionResponse)_serviceProxy.Execute(exportSolutionRequest);

                    byte[] exportXml = exportSolutionResponse.ExportSolutionFile;
                    string filename = solution.UniqueName + ".zip";
                    File.WriteAllBytes(outputDir + filename, exportXml);

                    Console.WriteLine("Solution exported to {0}.", outputDir + filename);

                    // Install or Upgrade a Solution                  
                    
                    byte[] fileBytes = File.ReadAllBytes(ManagedSolutionLocation);

                    ImportSolutionRequest impSolReq = new ImportSolutionRequest()
                    {
                        CustomizationFile = fileBytes
                    };

                    _serviceProxy.Execute(impSolReq);

                    Console.WriteLine("Imported Solution from {0}", ManagedSolutionLocation);

                  
                    // Monitor import success
                    byte[] fileBytesWithMonitoring = File.ReadAllBytes(ManagedSolutionLocation);

                    ImportSolutionRequest impSolReqWithMonitoring = new ImportSolutionRequest()
                    {
                        CustomizationFile = fileBytes,
                        ImportJobId = Guid.NewGuid()
                    };
                    
                    _serviceProxy.Execute(impSolReqWithMonitoring);
                    Console.WriteLine("Imported Solution with Monitoring from {0}", ManagedSolutionLocation);

                    ImportJob job = (ImportJob)_serviceProxy.Retrieve(ImportJob.EntityLogicalName, impSolReqWithMonitoring.ImportJobId, new ColumnSet(new System.String[] { "data", "solutionname" }));
                    

                    System.Xml.XmlDocument doc = new System.Xml.XmlDocument();
                    doc.LoadXml(job.Data);

                    String ImportedSolutionName = doc.SelectSingleNode("//solutionManifest/UniqueName").InnerText;
                    String SolutionImportResult = doc.SelectSingleNode("//solutionManifest/result/@result").Value;

                    Console.WriteLine("Report from the ImportJob data");
                    Console.WriteLine("Solution Unique name: {0}", ImportedSolutionName);
                    Console.WriteLine("Solution Import Result: {0}", SolutionImportResult);
                    Console.WriteLine("");

                    // This code displays the results for Global Option sets installed as part of a solution.

                    System.Xml.XmlNodeList optionSets = doc.SelectNodes("//optionSets/optionSet");
                    foreach (System.Xml.XmlNode node in optionSets)
                    {
                        string OptionSetName = node.Attributes["LocalizedName"].Value;
                        string result = node.FirstChild.Attributes["result"].Value;

                        if (result == "success")
                        {
                            Console.WriteLine("{0} result: {1}",OptionSetName, result);
                        }
                        else
                        {
                            string errorCode = node.FirstChild.Attributes["errorcode"].Value;
                            string errorText = node.FirstChild.Attributes["errortext"].Value;

                            Console.WriteLine("{0} result: {1} Code: {2} Description: {3}",OptionSetName, result, errorCode, errorText);
                        }
                    }


                    // Delete a solution

                    QueryExpression queryImportedSolution = new QueryExpression
                    {
                        EntityName = Solution.EntityLogicalName,
                        ColumnSet = new ColumnSet(new string[] { "solutionid", "friendlyname" }),
                        Criteria = new FilterExpression()
                    };


                    queryImportedSolution.Criteria.AddCondition("uniquename", ConditionOperator.Equal, ImportedSolutionName);

                    Solution ImportedSolution = (Solution)_serviceProxy.RetrieveMultiple(queryImportedSolution).Entities[0];

                    _serviceProxy.Delete(Solution.EntityLogicalName, (Guid)ImportedSolution.SolutionId);

                    Console.WriteLine("Deleted the {0} solution.", ImportedSolution.FriendlyName);




                    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;
            }
        }



        /// <summary>
        /// This method creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Create a managed solution for the Install or upgrade a solution sample

            Guid _tempPublisherId = new Guid();
            System.String _tempCustomizationPrefix = "new";
            Guid _tempSolutionsSampleSolutionId = new Guid();
            System.String _TempGlobalOptionSetName = "_TempSampleGlobalOptionSetName";
            Boolean _publisherCreated = false;
            Boolean _solutionCreated = false;


            //Define a new publisher
            Publisher _crmSdkPublisher = new Publisher
            {
                UniqueName = "sdksamples",
                FriendlyName = "Microsoft CRM SDK Samples",
                SupportingWebsiteUrl = "http://msdn.microsoft.com/en-us/dynamics/crm/default.aspx",
                CustomizationPrefix = "sample",
                EMailAddress = "someone@microsoft.com",
                Description = "This publisher was created with samples from the Microsoft Dynamics CRM SDK"
            };

            //Does publisher already exist?
            QueryExpression querySDKSamplePublisher = new QueryExpression
            {
                EntityName = Publisher.EntityLogicalName,
                ColumnSet = new ColumnSet("publisherid", "customizationprefix"),
                Criteria = new FilterExpression()
            };

            querySDKSamplePublisher.Criteria.AddCondition("uniquename", ConditionOperator.Equal, _crmSdkPublisher.UniqueName);
            EntityCollection querySDKSamplePublisherResults = _serviceProxy.RetrieveMultiple(querySDKSamplePublisher);
            Publisher SDKSamplePublisherResults = null;

            //If it already exists, use it
            if (querySDKSamplePublisherResults.Entities.Count > 0)
            {
                SDKSamplePublisherResults = (Publisher)querySDKSamplePublisherResults.Entities[0];
                _tempPublisherId = (Guid)SDKSamplePublisherResults.PublisherId;
                _tempCustomizationPrefix = SDKSamplePublisherResults.CustomizationPrefix;
            }
            //If it doesn't exist, create it
            if (SDKSamplePublisherResults == null)
            {
                _tempPublisherId = _serviceProxy.Create(_crmSdkPublisher);
                _tempCustomizationPrefix = _crmSdkPublisher.CustomizationPrefix;
                _publisherCreated = true;
            }

            //Create a Solution
            //Define a solution
            Solution solution = new Solution
            {
                UniqueName = "samplesolutionforImport",
                FriendlyName = "Sample Solution for Import",
                PublisherId = new EntityReference(Publisher.EntityLogicalName, _tempPublisherId),
                Description = "This solution was created by the WorkWithSolutions sample code in the Microsoft Dynamics CRM SDK samples.",
                Version = "1.0"
            };

            //Check whether it already exists
            QueryExpression querySampleSolution = new QueryExpression
            {
                EntityName = Solution.EntityLogicalName,
                ColumnSet = new ColumnSet(),
                Criteria = new FilterExpression()
            };
            querySampleSolution.Criteria.AddCondition("uniquename", ConditionOperator.Equal, solution.UniqueName);

            EntityCollection querySampleSolutionResults = _serviceProxy.RetrieveMultiple(querySampleSolution);
            Solution SampleSolutionResults = null;
            if (querySampleSolutionResults.Entities.Count > 0)
            {
                SampleSolutionResults = (Solution)querySampleSolutionResults.Entities[0];
                _tempSolutionsSampleSolutionId = (Guid)SampleSolutionResults.SolutionId;
            }
            if (SampleSolutionResults == null)
            {
                _tempSolutionsSampleSolutionId = _serviceProxy.Create(solution);
                _solutionCreated = true;
            }

            // Add a solution Component
            OptionSetMetadata optionSetMetadata = new OptionSetMetadata()
            {
                Name = _tempCustomizationPrefix + _TempGlobalOptionSetName,
                DisplayName = new Label("Example Option Set", _languageCode),
                IsGlobal = true,
                OptionSetType = OptionSetType.Picklist,
                Options =
                    {
                        new OptionMetadata(new Label("Option A", _languageCode), null),
                        new OptionMetadata(new Label("Option B", _languageCode), null )
                    }
            };
            CreateOptionSetRequest createOptionSetRequest = new CreateOptionSetRequest
            {
                OptionSet = optionSetMetadata,
                SolutionUniqueName = solution.UniqueName

            };


            _serviceProxy.Execute(createOptionSetRequest);

            //Export an a solution


            ExportSolutionRequest exportSolutionRequest = new ExportSolutionRequest();
            exportSolutionRequest.Managed = true;
            exportSolutionRequest.SolutionName = solution.UniqueName;

            ExportSolutionResponse exportSolutionResponse = (ExportSolutionResponse)_serviceProxy.Execute(exportSolutionRequest);

            byte[] exportXml = exportSolutionResponse.ExportSolutionFile;
            System.IO.Directory.CreateDirectory(outputDir);
            File.WriteAllBytes(ManagedSolutionLocation, exportXml);

            // Delete the solution and the components so it can be installed.

            DeleteOptionSetRequest delOptSetReq = new DeleteOptionSetRequest { Name = (_tempCustomizationPrefix + _TempGlobalOptionSetName).ToLower() };
            _serviceProxy.Execute(delOptSetReq);

            if (_solutionCreated)
            {
                _serviceProxy.Delete(Solution.EntityLogicalName, _tempSolutionsSampleSolutionId);
            }

            if (_publisherCreated)
            {
                _serviceProxy.Delete(Publisher.EntityLogicalName, _tempPublisherId);
            }

            Console.WriteLine("Managed Solution created and copied to {0}", ManagedSolutionLocation);

        }

        /// <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 deleted? (y/n)");
                String answer = Console.ReadLine();

                deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));
            }

            if (deleteRecords)
            {
                _serviceProxy.Delete(Solution.EntityLogicalName, _solutionsSampleSolutionId);
                _serviceProxy.Delete(Publisher.EntityLogicalName, _crmSdkPublisherId);
                // Remove the managed solution created by the create required fields code.
                File.Delete(ManagedSolutionLocation);


                Console.WriteLine("Entity records have been deleted.");
            }
        }

        #endregion How To Sample Code

        #region Main
        /// <summary>
        /// Standard Main() method used by most SDK samples.
        /// </summary>
        /// <param name="args"></param>
        static public void Main(string[] args)
        {
            try
            {
                // Obtain the target organization's Web address and client logon 
                // credentials from the user.
                ServerConnection serverConnect = new ServerConnection();
                ServerConnection.Configuration config = serverConnect.GetServerConfiguration();

                WorkWithSolutions app = new WorkWithSolutions();
                app.Run(config, true);
            }
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
                Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
                Console.WriteLine("Message: {0}", ex.Detail.Message);
                Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
            }
            catch (System.TimeoutException ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Message: {0}", ex.Message);
                Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
            }
            catch (System.Exception ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine(ex.Message);

                // Display the details of the inner exception.
                if (ex.InnerException != null)
                {
                    Console.WriteLine(ex.InnerException.Message);

                    FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe = ex.InnerException
                        as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
                    if (fe != null)
                    {
                        Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
                        Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
                        Console.WriteLine("Message: {0}", fe.Detail.Message);
                        Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText);
                        Console.WriteLine("Inner Fault: {0}",
                            null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
                    }
                }
            }
            // Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
            // SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

            finally
            {
                Console.WriteLine("Press <Enter> to exit.");
                Console.ReadLine();
            }

        }
        #endregion Main

    }
}

See Also

Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online
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