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Installing and Uninstalling ISV Solutions

Installing and Uninstalling ISV Solutions

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[Applies to: Microsoft Dynamics CRM 4.0]

Find the latest SDK documentation: CRM 2015 SDK

There are several steps that you must follow to install or uninstall a complete solution on a Microsoft Dynamics CRM server, whether you are making the changes manually or with a program. For information about the location of customizations, see SDK Access to Customizations.

Installing an ISV Solution

The following steps are required to install your solution.

StepPossible messages used
  1. 1. Check for the existence of conflicting metadata by retrieving existing metadata using the Metadata Web service. For more information, see ISV Utilities for Comparing Customizations and Transferring Configuration Data located at msdn.microsoft.com/en-us/library/dd442453.aspx.
RetrieveAllEntities

RetrieveAttribute

RetrieveEntity

RetrieveRelationship

RetrieveTimestamp

  1. 2. Create new metadata objects by using the metadata create messages in the Metadata Web service.
CreateAttribute

CreateEntity

CreateManyToMany

CreateOneToMany

  1. 3. Update existing metadata objects by using the metadata update messages in the Metadata Web service.
UpdateAttribute

UpdateEntity

UpdateOptionValue

UpdateRelationship

  1. 4. Export the SiteMap, update the XML, and then import the changes using the CrmService Web service.
ExportAllXml

ExportCompressedAllXml

ExportXml

ImportAllXml

ImportCompressedAllXml

ImportCompressedXmlWithProgress

ImportXml

  1. 5. Export the ISV configuration, update the XML and then import the changes using the CrmService Web service.
Same as step 4.

 

 

  1. 6. Use the CrmService Web service to modify forms by using the organizationui entity.
Retrieve

Update

Or use export and import as in Step 4.

  1. 7. Use the CrmService Web service to modify icons using the organizationui entity.
Same as step 6.

 

 

  1. 8. Use the CrmService Web service to create new views using the savedquery entity.
Create
  1. 9. Use the CrmService Web service to modify existing views using the savedquery entity.
Retrieve

Update

  1. 10. Use the CrmService Web service to create or modify mappings using the entitymap entity.
Retrieve

Create

Update

  1. 11. Use the CrmService Web service to create or modify mappings using the attributemap entity.
Same as step 10.

 

 

  1. 12. Use the one of the publish messages in the CrmService Web service to publish the metadata.
PublishAllXml

PublishXml


Uninstalling an ISV Solution

The following steps are required to uninstall your solution.

StepPossible messages used
  1. 1, Check for the existence of installed metadata objects by retrieving existing metadata using the Metadata Web service.
RetrieveAllEntities

RetrieveAttribute

RetrieveEntity

RetrieveRelationship

RetrieveTimestamp

  1. 2. Use the CrmService Web service to delete views using the savedquery entity.
Retrieve

Delete

  1. 3. Use the CrmService Web service to modify existing views using the savedquery entity.
Retrieve

Update

  1. 4. Use the CrmService Web service to delete or modify mappings using the entitymap entity.
Retrieve

Update

Delete

  1. 5. Use the CrmService Web service to delete or modify mappings using the attributemap entity.
Same as step 6.

 

 

  1. 6. Export the SiteMap, update the XML and then import the changes using the CrmService Web service.
ExportAllXml

ExportCompressedAllXml

ExportXml

ImportAllXml

ImportCompressedAllXml

ImportCompressedXmlWithProgress

ImportXml

  1. 7. Export the ISV configuration, update the XML and then import the changes using the CrmService Web service.
Same as step 8.

 

 

  1. 8. Use the CrmService Web service to modify forms by using the organizationui entity.
Retrieve

Update

Or use export and import as in step 8.

  1. 9. Use the CrmService Web service to modify icons using the organizationui entity.
Same as step 9.

 

 

  1. 10. Delete metadata objects by using the metadata create messages in the Metadata Web service.
DeleteAttribute

DeleteEntity

DeleteOptionValue

DeleteRelationship

  1. 11. Update existing metadata objects by using the metadata update messages in the Metadata Web service.
UpdateAttribute

UpdateEntity

UpdateOptionValue

UpdateRelationship

  1. 12. Use the one of the publish messages in the CrmService Web service to publish the metadata.
PublishAllXml

PublishXml


See Also

Concepts


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