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| 1 | C:\Araxis_Merge_Comprasion\Pub_un\BTSSS_CIF_122016.zip\BTSSS_CIF_12_20_16\clean\CRM\trunk\SDK\SampleCode\CS\DataManagement\DuplicateDetection | InvokeDuplicateDetectionForCreateAndUpdate.cs | Tue Dec 20 19:51:43 2016 UTC |
| 2 | Wed Feb 1 19:56:31 2017 UTC |
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| 1 | // ======= ========== ========== ========== ========== ========== ========== == | |||||
| 2 | // This f ile is par t of the M icrosoft D ynamics CR M SDK code samples. | |||||
| 3 | // | |||||
| 4 | // Copyri ght (C) Mi crosoft Co rporation. All righ ts reserve d. | |||||
| 5 | // | |||||
| 6 | // This s ource code is intend ed only as a supplem ent to Mic rosoft | |||||
| 7 | // Develo pment Tool s and/or o n-line doc umentation . See the se other | |||||
| 8 | // materi als for de tailed inf ormation r egarding M icrosoft c ode sample s. | |||||
| 9 | // | |||||
| 10 | // THIS C ODE AND IN FORMATION ARE PROVID ED "AS IS" WITHOUT W ARRANTY OF ANY | |||||
| 11 | // KIND, EITHER EXP RESSED OR IMPLIED, I NCLUDING B UT NOT LIM ITED TO TH E | |||||
| 12 | // IMPLIE D WARRANTI ES OF MERC HANTABILIT Y AND/OR F ITNESS FOR A | |||||
| 13 | // PARTIC ULAR PURPO SE. | |||||
| 14 | // ======= ========== ========== ========== ========== ========== ========== == | |||||
| 15 | ||||||
| 16 | //<snippet InvokeDupl icateDetec tionForCre ateAndUpda te> | |||||
| 17 | using Syst em; | |||||
| 18 | using Syst em.Service Model; | |||||
| 19 | using Syst em.Service Model.Desc ription; | |||||
| 20 | ||||||
| 21 | // These n amespaces are found in the Mic rosoft.Xrm .Sdk.dll a ssembly | |||||
| 22 | // located in the SD K\bin fold er of the SDK downlo ad. | |||||
| 23 | using Micr osoft.Xrm. Sdk; | |||||
| 24 | using Micr osoft.Xrm. Sdk.Query; | |||||
| 25 | using Micr osoft.Xrm. Sdk.Client ; | |||||
| 26 | using Micr osoft.Xrm. Sdk.Messag es; | |||||
| 27 | ||||||
| 28 | using Micr osoft.Crm. Sdk.Messag es; | |||||
| 29 | ||||||
| 30 | namespace Microsoft. Crm.Sdk.Sa mples | |||||
| 31 | { | |||||
| 32 | /// <s ummary> | |||||
| 33 | /// De monstrates how to do basic ent ity operat ions like create, an d | |||||
| 34 | /// up date, usin g Duplicat e Detectio n attribut e.</summar y> | |||||
| 35 | /// <r emarks> | |||||
| 36 | /// At run-time, you will be given t he option to delete all the | |||||
| 37 | /// da tabase rec ords creat ed by this program.< /remarks> | |||||
| 38 | public class Inv okeDuplica teDetectio nForCreate AndUpdate | |||||
| 39 | { | |||||
| 40 | #r egion Clas s Level Me mbers | |||||
| 41 | ||||||
| 42 | pr ivate Guid _accountI d; | |||||
| 43 | pr ivate Guid _ruleId; | |||||
| 44 | pr ivate Guid _dupAccou ntId; | |||||
| 45 | pr ivate Orga nizationSe rviceProxy _serviceP roxy; | |||||
| 46 | pr ivate IOrg anizationS ervice _se rvice; | |||||
| 47 | ||||||
| 48 | #e ndregion C lass Level Members | |||||
| 49 | ||||||
| 50 | #r egion How To Sample Code | |||||
| 51 | // / <summary > | |||||
| 52 | // / This met hod first connects t o the Orga nization s ervice. Af terwards, | |||||
| 53 | // / basic cr eate, retr ieve, upda te, and de lete entit y operatio ns are per formed. | |||||
| 54 | // / </summar y> | |||||
| 55 | // / <param n ame="serve rConfig">C ontains se rver conne ction info rmation.</ param> | |||||
| 56 | // / <param n ame="promp tforDelete ">When Tru e, the use r will be prompted t o delete a ll | |||||
| 57 | // / created entities.< /param> | |||||
| 58 | pu blic void Run(Server Connection .Configura tion serve rConfig, b ool prompt forDelete) | |||||
| 59 | { | |||||
| 60 | try | |||||
| 61 | { | |||||
| 62 | //<s nippetInvo keDuplicat eDetection ForCreateA ndUpdate1> | |||||
| 63 | // C onnect to the Organi zation ser vice. | |||||
| 64 | // T he using s tatement a ssures tha t the serv ice proxy will be pr operly dis posed. | |||||
| 65 | usin g (_servic eProxy = n ew Organiz ationServi ceProxy(se rverConfig .Organizat ionUri, se rverConfig .HomeRealm Uri,server Config.Cre dentials, serverConf ig.DeviceC redentials )) | |||||
| 66 | { | |||||
| 67 | // This st atement is required to enable early-boun d type sup port. | |||||
| 68 | _servicePr oxy.Enable ProxyTypes (); | |||||
| 69 | ||||||
| 70 | _service = (IOrganiz ationServi ce)_servic eProxy; | |||||
| 71 | ||||||
| 72 | CreateRequ iredRecord s(); | |||||
| 73 | ||||||
| 74 | // Create and accoun t record w ith the na med Prosew are, Inc. and alread y existing Account N umber. | |||||
| 75 | Account ac count = ne w Account | |||||
| 76 | { | |||||
| 77 | Name = "Prosewar e, Inc.", | |||||
| 78 | Accoun tNumber = "ACC005" | |||||
| 79 | }; | |||||
| 80 | ||||||
| 81 | // Create operation by suppres sing dupli cate detec tion | |||||
| 82 | CreateRequ est reqCre ate = new CreateRequ est(); | |||||
| 83 | reqCreate. Target = a ccount; | |||||
| 84 | reqCreate. Parameters .Add("Supp ressDuplic ateDetecti on", true) ; // Chang e to false to activa te the dup licate det ection. | |||||
| 85 | CreateResp onse creat eResponse = (CreateR esponse)_s ervice.Exe cute(reqCr eate); | |||||
| 86 | _dupAccoun tId = crea teResponse .id; | |||||
| 87 | Console.Wr ite("Accou nt: {0} {1 } created with Suppr essDuplica teDetectio n to true, ", | |||||
| 88 | accoun t.Name, ac count.Acco untNumber) ; | |||||
| 89 | ||||||
| 90 | // Retriev e the acco unt contai ning with its few at tributes. | |||||
| 91 | ColumnSet cols = new ColumnSet ( | |||||
| 92 | new St ring[] { " name", "ac countnumbe r"}); | |||||
| 93 | ||||||
| 94 | Account re trievedAcc ount = (Ac count)_ser vice.Retri eve("accou nt", _dupA ccountId, cols); | |||||
| 95 | Console.Wr ite("retri eved, "); | |||||
| 96 | ||||||
| 97 | // Update the existi ng account with new account nu mber. | |||||
| 98 | retrievedA ccount.Acc ountNumber = "ACC006 "; | |||||
| 99 | ||||||
| 100 | // Update operation – update r ecord, if a duplicat e is not f ound. | |||||
| 101 | UpdateRequ est reqUpd ate = new UpdateRequ est(); | |||||
| 102 | reqUpdate. Target = r etrievedAc count; | |||||
| 103 | reqUpdate[ "SuppressD uplicateDe tection"] = false; / / Duplicat e detectio n is activ ated. | |||||
| 104 | ||||||
| 105 | // Update the accoun t record. | |||||
| 106 | UpdateResp onse updat eResponse = (UpdateR esponse)_s ervice.Exe cute(reqUp date); | |||||
| 107 | Console.Wr iteLine("a nd updated ."); | |||||
| 108 | ||||||
| 109 | DeleteRequ iredRecord s(promptfo rDelete); | |||||
| 110 | } | |||||
| 111 | //</ snippetInv okeDuplica teDetectio nForCreate AndUpdate1 > | |||||
| 112 | } | |||||
| 113 | // Catch any servi ce fault e xceptions that Micro soft Dynam ics CRM th rows. | |||||
| 114 | catch (F aultExcept ion<Micros oft.Xrm.Sd k.Organiza tionServic eFault>) | |||||
| 115 | { | |||||
| 116 | // Y ou can han dle an exc eption her e or pass it back to the calli ng method. | |||||
| 117 | thro w; | |||||
| 118 | } | |||||
| 119 | } | |||||
| 120 | ||||||
| 121 | // / <summary > | |||||
| 122 | // / Creates any entity records t hat this s ample requ ires. | |||||
| 123 | // / </summar y> | |||||
| 124 | pu blic void CreateRequ iredRecord s() | |||||
| 125 | { | |||||
| 126 | // Creat e an accou nt record named Four th Coffee. | |||||
| 127 | Account account = new Accoun t | |||||
| 128 | { | |||||
| 129 | Name = "Fourth Coffee", | |||||
| 130 | Acco untNumber = "ACC005" | |||||
| 131 | }; | |||||
| 132 | _account Id = _serv ice.Create (account); | |||||
| 133 | Console. Write("Acc ount {0} { 1} created , ", accou nt.Name, a ccount.Acc ountNumber ); | |||||
| 134 | ||||||
| 135 | // Creat e a duplic ate detect ion rule | |||||
| 136 | Duplicat eRule acco untDuplica teRule = n ew Duplica teRule | |||||
| 137 | { | |||||
| 138 | Name = "Duplic ateRule: A ccounts wi th the sam e Account Number", | |||||
| 139 | Base EntityName = "accoun t", | |||||
| 140 | Matc hingEntity Name = "ac count" | |||||
| 141 | }; | |||||
| 142 | _ruleId = _service .Create(ac countDupli cateRule); | |||||
| 143 | ||||||
| 144 | // Creat e a duplic ate detect ion rule c ondition | |||||
| 145 | Duplicat eRuleCondi tion accou ntDupCondi tion = new Duplicate RuleCondit ion | |||||
| 146 | { | |||||
| 147 | Base AttributeN ame = "acc ountnumber ", | |||||
| 148 | Matc hingAttrib uteName = "accountnu mber", | |||||
| 149 | Oper atorCode = new Optio nSetValue( 0), // Exa ct Match. | |||||
| 150 | Rega rdingObjec tId = new EntityRefe rence(Dupl icateRule. EntityLogi calName, _ ruleId) | |||||
| 151 | }; | |||||
| 152 | Guid con ditionId = _service. Create(acc ountDupCon dition); | |||||
| 153 | ||||||
| 154 | Console. Write("'{0 }' created , ", accou ntDuplicat eRule.Name ); | |||||
| 155 | ||||||
| 156 | // Execu te the pub lish reque st. | |||||
| 157 | PublishD uplicateRu leResponse response = | |||||
| 158 | (Pub lishDuplic ateRuleRes ponse)_ser vice.Execu te(new Pub lishDuplic ateRuleReq uest() { D uplicateRu leId = _ru leId }); | |||||
| 159 | ||||||
| 160 | // When the publis hDuplicate Rule reque st returns , the stat e of the r ule will s till be "P ublishing" (StatusCo de = 1). | |||||
| 161 | // we ne ed to wait for the p ublishing operation to complet e, so we k eep pollin g the stat e of the | |||||
| 162 | // rule until it b ecomes "Pu blished" ( StatusCode = 2). | |||||
| 163 | int i = 0; | |||||
| 164 | Duplicat eRule retr ievedRule = | |||||
| 165 | (Dup licateRule )_service. Retrieve(D uplicateRu le.EntityL ogicalName , _ruleId, new Colum nSet(new S tring[] { "statuscod e" })); | |||||
| 166 | while (r etrievedRu le.StatusC ode.Value == 1 && i < 20) | |||||
| 167 | { | |||||
| 168 | i++; | |||||
| 169 | Syst em.Threadi ng.Thread. Sleep(1000 ); | |||||
| 170 | retr ievedRule = | |||||
| 171 | (Duplicate Rule)_serv ice.Retrie ve(Duplica teRule.Ent ityLogical Name, _rul eId, new C olumnSet(n ew String[ ] { "statu scode" })) ; | |||||
| 172 | } | |||||
| 173 | ||||||
| 174 | Console. Write("pub lished.\n" ); | |||||
| 175 | } | |||||
| 176 | ||||||
| 177 | // / <summary > | |||||
| 178 | // / Deletes any entity records t hat were c reated for this samp le. | |||||
| 179 | // / <param n ame="promp t">Indicat es whether to prompt the user | |||||
| 180 | // / to delet e the reco rds create d in this sample.</p aram> | |||||
| 181 | // / </summar y> | |||||
| 182 | pu blic void DeleteRequ iredRecord s(bool pro mpt) | |||||
| 183 | { | |||||
| 184 | bool del eteRecords = true; | |||||
| 185 | ||||||
| 186 | if (prom pt) | |||||
| 187 | { | |||||
| 188 | Cons ole.WriteL ine("\nDo you want t hese entit y records deleted? ( y/n) [y]: "); | |||||
| 189 | Stri ng answer = Console. ReadLine() ; | |||||
| 190 | ||||||
| 191 | dele teRecords = (answer. StartsWith ("y") || | |||||
| 192 | answer.S tartsWith( "Y") || | |||||
| 193 | answer = = String.E mpty); | |||||
| 194 | } | |||||
| 195 | ||||||
| 196 | if (dele teRecords) | |||||
| 197 | { | |||||
| 198 | _ser vice.Delet e(Account. EntityLogi calName, _ accountId) ; | |||||
| 199 | Unpu blishDupli cateRuleRe quest unpu blishReque st = new U npublishDu plicateRul eRequest | |||||
| 200 | { | |||||
| 201 | DuplicateR uleId = _r uleId | |||||
| 202 | }; | |||||
| 203 | _ser vice.Execu te(unpubli shRequest) ; | |||||
| 204 | _ser vice.Delet e(Duplicat eRule.Enti tyLogicalN ame, _rule Id); | |||||
| 205 | _ser vice.Delet e(Account. EntityLogi calName, _ dupAccount Id); | |||||
| 206 | Cons ole.WriteL ine("Entit y records have been deleted.") ; | |||||
| 207 | } | |||||
| 208 | } | |||||
| 209 | ||||||
| 210 | #e ndregion H ow To Samp le Code | |||||
| 211 | ||||||
| 212 | #r egion Main method | |||||
| 213 | ||||||
| 214 | // / <summary > | |||||
| 215 | // / Standard Main() me thod used by most SD K samples. | |||||
| 216 | // / </summar y> | |||||
| 217 | // / <param n ame="args" ></param> | |||||
| 218 | st atic publi c void Mai n(string[] args) | |||||
| 219 | { | |||||
| 220 | try | |||||
| 221 | { | |||||
| 222 | // O btain the target org anization' s Web addr ess and cl ient logon | |||||
| 223 | // c redentials from the user. | |||||
| 224 | Serv erConnecti on serverC onnect = n ew ServerC onnection( ); | |||||
| 225 | Serv erConnecti on.Configu ration con fig = serv erConnect. GetServerC onfigurati on(); | |||||
| 226 | ||||||
| 227 | Invo keDuplicat eDetection ForCreateA ndUpdate a pp = new I nvokeDupli cateDetect ionForCrea teAndUpdat e(); | |||||
| 228 | app. Run(config , true); | |||||
| 229 | } | |||||
| 230 | catch (F aultExcept ion<Micros oft.Xrm.Sd k.Organiza tionServic eFault> ex ) | |||||
| 231 | { | |||||
| 232 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 233 | Cons ole.WriteL ine("Times tamp: {0}" , ex.Detai l.Timestam p); | |||||
| 234 | Cons ole.WriteL ine("Code: {0}", ex. Detail.Err orCode); | |||||
| 235 | Cons ole.WriteL ine("Messa ge: {0}", ex.Detail. Message); | |||||
| 236 | Cons ole.WriteL ine("Inner Fault: {0 }", | |||||
| 237 | null == ex .Detail.In nerFault ? "No Inner Fault" : "Has Inner Fault"); | |||||
| 238 | } | |||||
| 239 | catch (S ystem.Time outExcepti on ex) | |||||
| 240 | { | |||||
| 241 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 242 | Cons ole.WriteL ine("Messa ge: {0}", ex.Message ); | |||||
| 243 | Cons ole.WriteL ine("Stack Trace: {0 }", ex.Sta ckTrace); | |||||
| 244 | Cons ole.WriteL ine("Inner Fault: {0 }", | |||||
| 245 | null == ex .InnerExce ption.Mess age ? "No Inner Faul t" : ex.In nerExcepti on.Message ); | |||||
| 246 | } | |||||
| 247 | catch (S ystem.Exce ption ex) | |||||
| 248 | { | |||||
| 249 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 250 | Cons ole.WriteL ine(ex.Mes sage); | |||||
| 251 | ||||||
| 252 | // D isplay the details o f the inne r exceptio n. | |||||
| 253 | if ( ex.InnerEx ception != null) | |||||
| 254 | { | |||||
| 255 | Console.Wr iteLine(ex .InnerExce ption.Mess age); | |||||
| 256 | ||||||
| 257 | FaultExcep tion<Micro soft.Xrm.S dk.Organiz ationServi ceFault> f e = ex.Inn erExceptio n | |||||
| 258 | as Fau ltExceptio n<Microsof t.Xrm.Sdk. Organizati onServiceF ault>; | |||||
| 259 | if (fe != null) | |||||
| 260 | { | |||||
| 261 | Consol e.WriteLin e("Timesta mp: {0}", fe.Detail. Timestamp) ; | |||||
| 262 | Consol e.WriteLin e("Code: { 0}", fe.De tail.Error Code); | |||||
| 263 | Consol e.WriteLin e("Message : {0}", fe .Detail.Me ssage); | |||||
| 264 | Consol e.WriteLin e("Trace: {0}", fe.D etail.Trac eText); | |||||
| 265 | Consol e.WriteLin e("Inner F ault: {0}" , | |||||
| 266 | nu ll == fe.D etail.Inne rFault ? " No Inner F ault" : "H as Inner F ault"); | |||||
| 267 | } | |||||
| 268 | } | |||||
| 269 | } | |||||
| 270 | // Addit ional exce ptions to catch: Sec urityToken Validation Exception, ExpiredSe curityToke nException , | |||||
| 271 | // Secur ityAccessD eniedExcep tion, Mess ageSecurit yException , and Secu rityNegoti ationExcep tion. | |||||
| 272 | finally | |||||
| 273 | { | |||||
| 274 | Cons ole.WriteL ine("Press <Enter> t o exit."); | |||||
| 275 | Cons ole.ReadLi ne(); | |||||
| 276 | } | |||||
| 277 | } | |||||
| 278 | #e ndregion M ain method | |||||
| 279 | } | |||||
| 280 | } | |||||
| 281 | //</snippe tInvokeDup licateDete ctionForCr eateAndUpd ate> | |||||
| 282 |
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