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Sample: Dump attribute picklist metadata to a file

Applies To: Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online

This sample code is for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SampleCode\CS\Metadata\Attributes\DumpPicklistInfo.cs

SampleCode\VB\Metadata\Attributes\DumpPicklistInfo.vb

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 write out all the entity metadata to an XML file. It uses the RetrieveAllEntitiesRequest message.

The following sample creates a new file at \Entities\bin\Debug\AttributePicklistValues.xml. You can open this file in Microsoft Office Excel to see a tabular report. This is useful to look up the valid values for each picklist. This information can also be found in the “EntityName Entity OptionSet Attribute Metadata” topic for each entity.

Example


Imports System.ServiceModel
Imports System.ServiceModel.Description
Imports System.Xml.Serialization
Imports System.Xml
Imports System.IO

' These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
' found in the SDK\bin folder.
Imports Microsoft.Xrm.Sdk
Imports Microsoft.Xrm.Sdk.Query
Imports Microsoft.Xrm.Sdk.Metadata
Imports Microsoft.Xrm.Sdk.Client
Imports Microsoft.Xrm.Sdk.Messages

' This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
' found in the SDK\bin folder.
Imports Microsoft.Crm.Sdk.Messages

Namespace Microsoft.Crm.Sdk.Samples
 ''' <summary>
 ''' This sample shows how to retrieve and write out all the option set values:
 ''' picklist, state and status attribute types.
 ''' </summary>
 Public Class DumpPicklistInfo
#Region "Class Level Members"

  ''' <summary>
  ''' Stores the organization service proxy.
  ''' </summary>
  Private _serviceProxy As OrganizationServiceProxy

  ' Create storage for new attributes being created
  Public addedAttributes As List(Of AttributeMetadata)

  ' 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
  Public Const _languageCode As Integer = 1033

  ' Define the IDs/variables needed for this sample.
  Public _insertedStatusValue As Integer

#End Region ' Class Level Members

#Region "How To Sample Code"
  ''' <summary>
  ''' </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 Sub Run(ByVal serverConfig As ServerConnection.Configuration, ByVal promptForDelete As Boolean)
   Try

    ' Connect to the Organization service. 
    ' The using statement assures that the service proxy will be properly disposed.
    _serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig)
    Using _serviceProxy
     ' This statement is required to enable early-bound type support.
     _serviceProxy.EnableProxyTypes()

     '                    #Region "How to dump attribute info"
     Dim request As New RetrieveAllEntitiesRequest() With {
         .EntityFilters = EntityFilters.Attributes,
         .RetrieveAsIfPublished = True}

     ' Retrieve the MetaData.
     Dim response As RetrieveAllEntitiesResponse = CType(_serviceProxy.Execute(request), RetrieveAllEntitiesResponse)

     ' Create an instance of StreamWriter to write text to a file.
     ' The using statement also closes the StreamWriter.
     ' To view this file, right click the file and choose open with Excel. 
     ' Excel will figure out the schema and display the information in columns.

     Dim filename As String = String.Concat("AttributePicklistValues.xml")
     Using sw As New StreamWriter(filename)
      ' Create Xml Writer.
      Dim metadataWriter As New XmlTextWriter(sw)

      ' Start Xml File.
      metadataWriter.WriteStartDocument()

      ' Metadata Xml Node.
      metadataWriter.WriteStartElement("Metadata")

      For Each currentEntity As EntityMetadata In response.EntityMetadata

       If currentEntity.IsIntersect.Value = False Then
        ' Start Entity Node
        metadataWriter.WriteStartElement("Entity")

        ' Write the Entity's Information.
        metadataWriter.WriteElementString("EntityLogicalName", currentEntity.LogicalName)
        If currentEntity.IsCustomizable.Value = True Then
         metadataWriter.WriteElementString("IsCustomizable", "yes")
        Else
         metadataWriter.WriteElementString("IsCustomizable", "no")
        End If

        '                                #Region "Attributes"

        ' Write Entity's Attributes.
        metadataWriter.WriteStartElement("Attributes")

        For Each currentAttribute As AttributeMetadata In currentEntity.Attributes
         ' Only write out main attributes.
         If currentAttribute.AttributeOf Is Nothing Then

          ' Start Attribute Node
          metadataWriter.WriteStartElement("Attribute")

          ' Write Attribute's information.
          metadataWriter.WriteElementString("LogicalName", currentAttribute.LogicalName)
          metadataWriter.WriteElementString("Type", currentAttribute.AttributeType.Value.ToString())

          If currentAttribute.GetType() Is GetType(PicklistAttributeMetadata) Then
           Dim optionMetadata As PicklistAttributeMetadata = CType(currentAttribute, PicklistAttributeMetadata)
           ' Writes the picklist's options
           metadataWriter.WriteStartElement("Options")

           ' Writes the attributes of each picklist option
           For c As Integer = 0 To optionMetadata.OptionSet.Options.Count - 1
            metadataWriter.WriteStartElement("Option")
            metadataWriter.WriteElementString("OptionValue", optionMetadata.OptionSet.Options(c).Value.Value.ToString())
            metadataWriter.WriteElementString("OptionDescription", optionMetadata.OptionSet.Options(c).Label.UserLocalizedLabel.Label.ToString())
            metadataWriter.WriteEndElement()
           Next c

           metadataWriter.WriteEndElement()

          ElseIf currentAttribute.GetType() Is GetType(StateAttributeMetadata) Then
           Dim optionMetadata As StateAttributeMetadata = CType(currentAttribute, StateAttributeMetadata)
           ' Writes the picklist's options
           metadataWriter.WriteStartElement("Options")

           ' Writes the attributes of each picklist option
           For c As Integer = 0 To optionMetadata.OptionSet.Options.Count - 1
            metadataWriter.WriteStartElement("Option")
            metadataWriter.WriteElementString("OptionValue", optionMetadata.OptionSet.Options(c).Value.Value.ToString())
            metadataWriter.WriteElementString("OptionDescription", optionMetadata.OptionSet.Options(c).Label.UserLocalizedLabel.Label.ToString())
            metadataWriter.WriteEndElement()
           Next c

           metadataWriter.WriteEndElement()
          ElseIf currentAttribute.GetType() Is GetType(StatusAttributeMetadata) Then
           Dim optionMetadata As StatusAttributeMetadata = CType(currentAttribute, StatusAttributeMetadata)
           ' Writes the picklist's options
           metadataWriter.WriteStartElement("Options")

           ' Writes the attributes of each picklist option
           For c As Integer = 0 To optionMetadata.OptionSet.Options.Count - 1
            metadataWriter.WriteStartElement("Option")
            metadataWriter.WriteElementString("OptionValue", optionMetadata.OptionSet.Options(c).Value.Value.ToString())
                                                metadataWriter.WriteElementString("OptionDescription", optionMetadata.OptionSet.Options(c).Label.UserLocalizedLabel.Label.ToString())

                                                If optionMetadata.OptionSet.Options(c).GetType() Is GetType(StatusOptionMetadata) Then
                                                    Dim statusOptionMetadata As StatusOptionMetadata = CType(optionMetadata.OptionSet.Options(c), StatusOptionMetadata)


                                                    metadataWriter.WriteElementString("RelatedToState", (statusOptionMetadata.State.ToString()))
                                                End If

                                                metadataWriter.WriteEndElement()
                                            Next c

           metadataWriter.WriteEndElement()
          End If

          ' End Attribute Node
          metadataWriter.WriteEndElement()
         End If
        Next currentAttribute
        ' End Attributes Node
        metadataWriter.WriteEndElement()

        '#End Region

        ' End Entity Node
        metadataWriter.WriteEndElement()
       End If
      Next currentEntity

      ' End Metadata Xml Node
      metadataWriter.WriteEndElement()
      metadataWriter.WriteEndDocument()

      ' Close xml writer.
      metadataWriter.Close()
     End Using

     '#End Region ' How to dump attribute info



     Console.WriteLine("Done.")

     'DeleteRequiredRecords(promptForDelete);
    End Using

    ' Catch any service fault exceptions that Microsoft Dynamics CRM throws.
   Catch fe As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault)
    ' You can handle an exception here or pass it back to the calling method.
    Throw
   End Try
  End Sub

  ''' <summary>
  ''' Deletes/Reverts the record that was created/changed for this sample.
  ''' <param name="prompt">Indicates whether to prompt the user to delete 
  ''' the records created in this sample.</param>
  ''' </summary>
  Public Sub DeleteRequiredRecords(ByVal prompt As Boolean)
   Dim deleteRecords As Boolean = True

   If prompt Then
    Console.WriteLine(vbLf & "Do you want these entity records to be deleted? (y/n)")
    Dim answer As String = Console.ReadLine()

    deleteRecords = (answer.StartsWith("y") OrElse answer.StartsWith("Y"))
   End If

   If deleteRecords Then

   End If
  End Sub
#End Region ' How To Sample Code

#Region "Main"
  ''' <summary>
  ''' Standard Main() method used by most SDK samples.
  ''' </summary>
  ''' <param name="args"></param>
  Public Shared Sub Main(ByVal args() As String)
   Try
    ' Obtain the target organization's Web address and client logon 
    ' credentials from the user.
    Dim serverConnect As New ServerConnection()
    Dim config As ServerConnection.Configuration = serverConnect.GetServerConfiguration()

    Dim app As New DumpPicklistInfo()
    app.Run(config, False)
   Catch ex As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault)
    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}", If(Nothing Is ex.Detail.InnerFault, "No Inner Fault", "Has Inner Fault"))
   Catch ex As TimeoutException
    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}", If(Nothing Is ex.InnerException.Message, "No Inner Fault", ex.InnerException.Message))
   Catch ex As Exception
    Console.WriteLine("The application terminated with an error.")
    Console.WriteLine(ex.Message)

    ' Display the details of the inner exception.
    If ex.InnerException IsNot Nothing Then
     Console.WriteLine(ex.InnerException.Message)

     Dim fe As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault) = TryCast(ex.InnerException, FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault))
     If fe IsNot Nothing Then
      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}", If(Nothing Is fe.Detail.InnerFault, "No Inner Fault", "Has Inner Fault"))
     End If
    End If
    ' Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
    ' SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

   Finally

    Console.WriteLine("Press <Enter> to exit.")
    Console.ReadLine()
   End Try

  End Sub
#End Region ' Main

 End Class
End Namespace

See Also

Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
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