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Exemple : Rechercher des métadonnées et détecter les modifications

 

Date de publication : janvier 2017

S’applique à : Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Cet exemple de code est pour Microsoft Dynamics 365 (Online et local).Téléchargez le package Kit de développement logiciel (SDK) de Microsoft Dynamics CRM.

L’exemple de code se trouve aux emplacements suivants dans le package de téléchargement :

SampleCode\CS\Metadata\MetadataQuery\MetadataQuerySample.cs

Configuration requise

Pour plus d'informations sur les conditions requises pour l'exécution de l'exemple de code fourni dans ce Kit de développement logiciel (SDK), consultez la rubrique Utiliser l’exemple de code et le code d’assistance.

Démontre

Cet exemple montre comment utiliser les classes et les méthodes dans les espaces de noms Microsoft.Xrm.Sdk.Metadata.Query et Microsoft.Xrm.Sdk.Metadata pour rechercher des éléments spécifiques de métadonnées et suivre les modifications apportées aux métadonnées de l’organisation.

Exemple

Cet exemple crée un cache en mémoire de toutes les étiquettes d’option du groupe d’options pour certaines entités. Ensuite, une entité personnalisée contenant les attributs OptionSet est ajoutée et le cache des étiquettes d’option du groupe d’options est mis à jour. Ensuite, une option unique est ajoutée à l’un des attributs OptionSet personnalisés et le cache est mis à jour pour l’ajouter. Enfin, l’entité personnalisée est supprimée et le cache des étiquettes d’option du groupe d’options est de nouveau mis à jour pour refléter cette modification.

L’exemple affiche une sortie similaire à la sortie suivante lorsqu’il a terminé.

  • 463 étiquettes d’option pour 5 entités ont été ajoutées au cache.

  • ClientVersionStamp : 296297!10/22/2012 21:41:57

  • Ajout d’une entité personnalisée nommée sample_SampleEntityForMetadataQuery avec un attribut optionset personnalisé nommé : sample_ExampleOptionSet

  • 8 étiquettes d’option pour 1 entité ont été ajoutées au cache.

  • 471 étiquettes d’option ont été mises en cache

  • Aucune étiquette d’option n’a été supprimée.

  • ClientVersionStamp : 296646!10/22/2012 21:42:06

  • Ajout d’une option supplémentaire aux options de l’attribut sample_ExampleOptionSet.

  • 1 étiquette d’option pour 1 entité a été ajoutée au cache.

  • 472 étiquettes d’option ont été mises en cache

  • Aucune étiquette d’option n’a été supprimée.

  • ClientVersionStamp : 296649!10/22/2012 21:42:16

  • Options actuelles : 472

  • Suppression de l’entité personnalisée sample_SampleEntityForMetadataQuery

  • Aucune étiquette d’option n’a été ajoutée au cache.

  • 9 étiquettes d’option ont été supprimées.

  • 463 étiquettes d’option au total ont été actuellement mises en cache

  • ClientVersionStamp : 297079!10/22/2012 21:42:34


using System;
using System.ServiceModel;
using System.ServiceModel.Description;
using System.IO;
using System.Collections.Generic;
// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Metadata;
using Microsoft.Xrm.Sdk.Metadata.Query;


namespace Microsoft.Crm.Sdk.Samples
{
 public class MetadataQuerySample
 {
  #region Class Level Members

  private OrganizationServiceProxy _serviceProxy;
  private IOrganizationService _service;
  private List<OptionSetOption> _optionLabelList = new List<OptionSetOption>();
  private String _customEntitySchemaName = "sample_SampleEntityForMetadataQuery";
  private String _customAttributeSchemaName = "sample_ExampleOptionSet";
  private Guid _userId;
  private int _languageCode;



  #endregion Class Level Members


  /// <summary>
  /// This method connects to the Organization _service. 
  /// </summary>
  /// <param name="serverConfig">Contains server connection information.</param>

  public void Run(ServerConnection.Configuration serverConfig)
  {
   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();

     _service = (IOrganizationService)_serviceProxy;
     _userId = ((WhoAmIResponse)_service.Execute(new WhoAmIRequest())).UserId;
     _languageCode = RetrieveUserUILanguageCode(_userId);




     // An array SchemaName values for non-intersect, user-owned entities that should not be returned.
     String[] excludedEntities = {
"WorkflowLog",
"Template",
"CustomerOpportunityRole",
"Import",
"UserQueryVisualization",
"UserEntityInstanceData",
"ImportLog",
"RecurrenceRule",
"QuoteClose",
"UserForm",
"SharePointDocumentLocation",
"Queue",
"DuplicateRule",
"OpportunityClose",
"Workflow",
"RecurringAppointmentMaster",
"CustomerRelationship",
"Annotation",
"SharePointSite",
"ImportData",
"ImportFile",
"OrderClose",
"Contract",
"BulkOperation",
"CampaignResponse",
"Connection",
"Report",
"CampaignActivity",
"UserEntityUISettings",
"IncidentResolution",
"GoalRollupQuery",
"MailMergeTemplate",
"Campaign",
"PostFollow",
"ImportMap",
"Goal",
"AsyncOperation",
"ProcessSession",
"UserQuery",
"ActivityPointer",
"List",
"ServiceAppointment"};

     //A filter expression to limit entities returned to non-intersect, user-owned entities not found in the list of excluded entities.
     MetadataFilterExpression EntityFilter = new MetadataFilterExpression(LogicalOperator.And);
     EntityFilter.Conditions.Add(new MetadataConditionExpression("IsIntersect", MetadataConditionOperator.Equals, false));
     EntityFilter.Conditions.Add(new MetadataConditionExpression("OwnershipType", MetadataConditionOperator.Equals, OwnershipTypes.UserOwned));
     EntityFilter.Conditions.Add(new MetadataConditionExpression("SchemaName", MetadataConditionOperator.NotIn, excludedEntities));
     MetadataConditionExpression isVisibileInMobileTrue = new MetadataConditionExpression("IsVisibleInMobile", MetadataConditionOperator.Equals, true);
     EntityFilter.Conditions.Add(isVisibileInMobileTrue);



     //A properties expression to limit the properties to be included with entities
     MetadataPropertiesExpression EntityProperties = new MetadataPropertiesExpression()
     {
      AllProperties = false
     };
     EntityProperties.PropertyNames.AddRange(new string[] { "Attributes" });

     //A condition expresson to return optionset attributes
     MetadataConditionExpression[] optionsetAttributeTypes = new MetadataConditionExpression[] { 
     new MetadataConditionExpression("AttributeType", MetadataConditionOperator.Equals, AttributeTypeCode.Picklist),
     new MetadataConditionExpression("AttributeType", MetadataConditionOperator.Equals, AttributeTypeCode.State),
     new MetadataConditionExpression("AttributeType", MetadataConditionOperator.Equals, AttributeTypeCode.Status),
     new MetadataConditionExpression("AttributeType", MetadataConditionOperator.Equals, AttributeTypeCode.Boolean)
     };

     //A filter expression to apply the optionsetAttributeTypes condition expression
     MetadataFilterExpression AttributeFilter = new MetadataFilterExpression(LogicalOperator.Or);
     AttributeFilter.Conditions.AddRange(optionsetAttributeTypes);

     //A Properties expression to limit the properties to be included with attributes
     MetadataPropertiesExpression AttributeProperties = new MetadataPropertiesExpression() { AllProperties = false };
     AttributeProperties.PropertyNames.Add("OptionSet");
     AttributeProperties.PropertyNames.Add("AttributeType");



     //A label query expression to limit the labels returned to only those for the user's preferred language
     LabelQueryExpression labelQuery = new LabelQueryExpression();
     labelQuery.FilterLanguages.Add(_languageCode);


     //An entity query expression to combine the filter expressions and property expressions for the query.
     EntityQueryExpression entityQueryExpression = new EntityQueryExpression()
     {

      Criteria = EntityFilter,
      Properties = EntityProperties,
      AttributeQuery = new AttributeQueryExpression()
      {
       Criteria = AttributeFilter,
       Properties = AttributeProperties
      },
      LabelQuery = labelQuery

     };

     //Retrieve the metadata for the query without a ClientVersionStamp
     RetrieveMetadataChangesResponse initialRequest = getMetadataChanges(entityQueryExpression, null, DeletedMetadataFilters.OptionSet);

     //Add option labels to the cache and display the changes
     addOptionLabelsToCache(initialRequest.EntityMetadata, false);
     String ClientVersionStamp = initialRequest.ServerVersionStamp;
     Console.WriteLine("{0} option labels for {1} entities added to the cache.", 
      _optionLabelList.Count, 
      initialRequest.EntityMetadata.Count);
     Console.WriteLine("");
     Console.WriteLine("ClientVersionStamp: {0}", ClientVersionStamp);
     Console.WriteLine("");


     //Add new custom entity with optionset
     Console.WriteLine("Adding a custom entity named {0} with a custom optionset attribute named : {1}", 
      _customEntitySchemaName, _customAttributeSchemaName);
     Console.WriteLine("");
     addCustomEntityWithOptionSet();
     //Publishing isn't necessary when adding a custom entity

     //Add new option labels to the cache and display the results
     ClientVersionStamp = updateOptionLabelList(entityQueryExpression, ClientVersionStamp);

     Console.WriteLine("ClientVersionStamp: {0}", ClientVersionStamp);
     Console.WriteLine("");

     //Add a new option to the custom optionset in the custom entity and publish the custom entity
     Console.WriteLine("Adding an additional option to the {0} attribute options.", 
      _customAttributeSchemaName);
     Console.WriteLine("");
     addOptionToCustomEntityOptionSet();
     //It is necessary to publish updates to metadata. Create and Delete operations are published automatically.
     publishUpdatedEntity();



     //Add the new option label to the cache and display the results
     ClientVersionStamp = updateOptionLabelList(entityQueryExpression, ClientVersionStamp);

     Console.WriteLine("ClientVersionStamp: {0}", ClientVersionStamp);
     Console.WriteLine("");

     Console.WriteLine("");
     Console.WriteLine("Current Options: {0}", _optionLabelList.Count.ToString());
     Console.WriteLine("");

     //Delete the custom entity
     Console.WriteLine("");
     Console.WriteLine("Deleting the {0} custom entity", 
      _customEntitySchemaName);
     Console.WriteLine("");
     deleteCustomEntityWithOptionSet();
     //Publishing isn't necessary when deleting a custom entity     


     //Retrieve metadata changes to remove option labels from deleted attributes and display the results
     ClientVersionStamp = updateOptionLabelList(entityQueryExpression, ClientVersionStamp);

     Console.WriteLine("ClientVersionStamp: {0}", ClientVersionStamp);
     Console.WriteLine("");

    }

   }

   // 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;
   }
  }

  protected RetrieveMetadataChangesResponse getMetadataChanges(
   EntityQueryExpression entityQueryExpression,
   String clientVersionStamp,
   DeletedMetadataFilters deletedMetadataFilter)
  {
   RetrieveMetadataChangesRequest retrieveMetadataChangesRequest = new RetrieveMetadataChangesRequest()
   {
    Query = entityQueryExpression,
    ClientVersionStamp = clientVersionStamp,
    DeletedMetadataFilters = deletedMetadataFilter
   };

   return (RetrieveMetadataChangesResponse)_service.Execute(retrieveMetadataChangesRequest);

  }

  protected String updateOptionLabelList(EntityQueryExpression entityQueryExpression, String clientVersionStamp)
  {
   //Retrieve metadata changes and add them to the cache
   RetrieveMetadataChangesResponse updateResponse;
   try
   {
    updateResponse = getMetadataChanges(entityQueryExpression, clientVersionStamp, DeletedMetadataFilters.OptionSet);
    addOptionLabelsToCache(updateResponse.EntityMetadata, true);
    removeOptionLabelsFromCache(updateResponse.DeletedMetadata, true);

   }
   catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
   {
    // Check for ErrorCodes.ExpiredVersionStamp (0x80044352)
    // Will occur when the timestamp exceeds the Organization.ExpireSubscriptionsInDays value, which is 90 by default.
    if (ex.Detail.ErrorCode == unchecked((int)0x80044352))
    {
     //reinitialize cache
     _optionLabelList.Clear();

     updateResponse = getMetadataChanges(entityQueryExpression, null, DeletedMetadataFilters.OptionSet);
     //Add them to the cache and display the changes
     addOptionLabelsToCache(updateResponse.EntityMetadata, true);

    }
    else
    {
     throw ex;
    }

   }
   return updateResponse.ServerVersionStamp;
  }
  protected void addOptionLabelsToCache(EntityMetadataCollection entityMetadataCollection, Boolean showChanges)
  {

   List<OptionSetOption> changes = new List<OptionSetOption>();

   foreach (EntityMetadata em in entityMetadataCollection)
   {
    foreach (AttributeMetadata am in em.Attributes)
    {
     switch (am.AttributeType)
     {
      case AttributeTypeCode.Boolean:
       BooleanAttributeMetadata booleanAttribute = (BooleanAttributeMetadata)am;
       //Labels will not be included if they aren't new
       if (booleanAttribute.OptionSet.FalseOption.Label.UserLocalizedLabel != null)
       {
        changes.Add(new OptionSetOption(
        (Guid)booleanAttribute.OptionSet.MetadataId,
        0, 
        booleanAttribute.OptionSet.FalseOption.Label.UserLocalizedLabel.Label)
        );
       }
       //Labels will not be included if they aren't new
       if (booleanAttribute.OptionSet.TrueOption.Label.UserLocalizedLabel != null)
       {
        changes.Add(new OptionSetOption(
        (Guid)booleanAttribute.OptionSet.MetadataId,
        1, 
        booleanAttribute.OptionSet.TrueOption.Label.UserLocalizedLabel.Label));
       }
       break;
      default:
       EnumAttributeMetadata optionsetAttribute = (EnumAttributeMetadata)am;
       foreach (OptionMetadata option in optionsetAttribute.OptionSet.Options)
       {
        //Labels will not be included if they aren't new
        if (option.Label.UserLocalizedLabel != null)
        {
         changes.Add(new OptionSetOption(
          (Guid)optionsetAttribute.OptionSet.MetadataId,
         (int)option.Value, 
         option.Label.UserLocalizedLabel.Label));
        }        
       }
       break;
     }
    }
   }

   _optionLabelList.AddRange(changes);

   if (showChanges)
   {

    if (changes.Count > 0)
    {
     Console.WriteLine("{0} option labels for {1} entities were added to the cache.", changes.Count, entityMetadataCollection.Count);
     Console.WriteLine("{0} Option Labels cached", _optionLabelList.Count);
    }
    else
    { Console.WriteLine("No option labels were added to the cache."); }

   }
  }
  protected void removeOptionLabelsFromCache(DeletedMetadataCollection DeletedMetadata, Boolean showChanges)
  {
   List<OptionSetOption> optionSetOptionsToRemove = new List<OptionSetOption>();

   if (DeletedMetadata.Keys.Contains(DeletedMetadataFilters.OptionSet))
   {
    DataCollection<Guid> optionsetmetadataids = (DataCollection<Guid>)DeletedMetadata[DeletedMetadataFilters.OptionSet];
    foreach (Guid metadataid in optionsetmetadataids)
    {
     foreach (OptionSetOption oso in _optionLabelList)
     {
      if (metadataid == oso.optionsetId)
      {
       optionSetOptionsToRemove.Add(oso);
      }
     }
    }
   }
   foreach (OptionSetOption option in optionSetOptionsToRemove)
   {
    _optionLabelList.Remove(option);
   }
   if (showChanges)
   {
    if (optionSetOptionsToRemove.Count > 0)
    {
     Console.WriteLine("{0} Option Labels removed", optionSetOptionsToRemove.Count);
     Console.WriteLine("{0} Total Option Labels currently cached", _optionLabelList.Count);
     Console.WriteLine("");
    }
    else
    {
     Console.WriteLine("No Option Labels removed.");
     Console.WriteLine("");
    }

   }
  }

  protected void addCustomEntityWithOptionSet()
  {
   String primaryAttributeSchemaName = "sample_SampleEntityForMetadataQueryName";

   CreateEntityRequest createEntityRequest = new CreateEntityRequest
   {

    //Define the entity
    Entity = new EntityMetadata
    {
     SchemaName = _customEntitySchemaName,
     LogicalName = _customEntitySchemaName.ToLower(),
     DisplayName = new Label("Entity for MetadataQuery Sample", _languageCode),
     DisplayCollectionName = new Label("Entity for MetadataQuery Sample", _languageCode),
     Description = new Label("An entity created for the MetadataQuery Sample", _languageCode),
     OwnershipType = OwnershipTypes.UserOwned,
     IsVisibleInMobile = new BooleanManagedProperty(true),
     IsActivity = false,

    },

    // Define the primary attribute for the entity


    PrimaryAttribute = new StringAttributeMetadata
    {
     SchemaName = primaryAttributeSchemaName,
     LogicalName = primaryAttributeSchemaName.ToLower(),
     RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
     MaxLength = 100,
     Format = StringFormat.Text,
     DisplayName = new Label("Entity for MetadataQuery Sample Name", _languageCode),
     Description = new Label("The primary attribute for the Bank Account entity.", _languageCode)
    }

   };
_service.Execute(createEntityRequest);


   //PublishXmlRequest publishXmlRequest = new PublishXmlRequest { ParameterXml = String.Format("<importexportxml><entities><entity>{0}</entity></entities></importexportxml>", _customEntitySchemaName.ToLower()) };
   //_service.Execute(publishXmlRequest);

   //Add an optionset attribute

   CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest
   {
    EntityName = _customEntitySchemaName.ToLower(),
    Attribute = new PicklistAttributeMetadata
    {
     SchemaName = _customAttributeSchemaName,
     DisplayName = new Label("Example OptionSet for MetadataQuery Sample", _languageCode),
     RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),

     OptionSet = new OptionSetMetadata
     {
      IsGlobal = false,
      OptionSetType = OptionSetType.Picklist,
      Options =  { 
       new OptionMetadata(new Label("First Option",_languageCode),null),
       new OptionMetadata(new Label("Second Option",_languageCode),null),
       new OptionMetadata(new Label("Third Option",_languageCode),null),
       new OptionMetadata(new Label("Fourth Option",_languageCode),null)
      }
     }
    }
   };

   _service.Execute(createAttributeRequest);

  }

  protected void addOptionToCustomEntityOptionSet()
  {

   InsertOptionValueRequest insertOptionValueRequest =
    new InsertOptionValueRequest
    {
     AttributeLogicalName = _customAttributeSchemaName.ToLower(),
     EntityLogicalName = _customEntitySchemaName.ToLower(),
     Label = new Label("Fifth Option", _languageCode)
    };

   _service.Execute(insertOptionValueRequest);


  }


  protected void deleteCustomEntityWithOptionSet()
  {

   DeleteEntityRequest request = new DeleteEntityRequest()
   {
    LogicalName = _customEntitySchemaName.ToLower(),
   };
   _service.Execute(request);


  }
  protected int RetrieveUserUILanguageCode(Guid userId)
  {
   QueryExpression userSettingsQuery = new QueryExpression("usersettings");
   userSettingsQuery.ColumnSet.AddColumns("uilanguageid", "systemuserid");
   userSettingsQuery.Criteria.AddCondition("systemuserid", ConditionOperator.Equal, userId);
   EntityCollection userSettings = _service.RetrieveMultiple(userSettingsQuery);
   if (userSettings.Entities.Count > 0)
   {
    return (int)userSettings.Entities[0]["uilanguageid"];
   }
   return 0;
  }

  protected void publishUpdatedEntity()
  {
   PublishXmlRequest publishXmlRequest = new PublishXmlRequest
   {
    ParameterXml = "<importexportxml><entities><entity>" + _customEntitySchemaName.ToLower() + "</entity></entities></importexportxml>"
   };
   _service.Execute(publishXmlRequest);
  }


  #region Main method

  /// <summary>
  /// Based on the 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();

    MetadataQuerySample app = new MetadataQuerySample();
    app.Run(config);
   }

   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("Trace: {0}", ex.Detail.TraceText);
    Console.WriteLine("Inner Fault: {0}",
        null == ex.Detail.InnerFault ? "Has Inner Fault" : "No 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 ? "Has Inner Fault" : "No Inner Fault");
   }
   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("Trace: {0}", fe.Detail.TraceText);
      Console.WriteLine("Inner Fault: {0}",
          null == fe.Detail.InnerFault ? "Has Inner Fault" : "No Inner Fault");
     }
    }
   }

    //Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
   //SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

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

 }

 public class OptionSetOption {
  public OptionSetOption(Guid OptionsetId, int OptionValue, String Label)
 {
  this._optionsetId = OptionsetId;
  this._optionValue = OptionValue;
  this._label = Label;
 }

  private Guid _optionsetId;
  private int _optionValue;
  private String _label;

  public Guid optionsetId { get { return this._optionsetId; } }
  public int optionValue { get { return this._optionValue; } }
  public String lable { get { return this._label; } }
 }


}

Voir aussi

Récupérer et détecter les modifications apportées aux métadonnées

Microsoft Dynamics 365

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