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| 1 | C:\Araxis_Merge_Comprasion\Pub_un\BTSSS_CIF_122016.zip\BTSSS_CIF_12_20_16\clean\CRM\trunk\SDK\Tools\MetadataBrowser | Readme.docx | Tue Dec 20 19:52:25 2016 UTC |
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| 1 | Microsoft Dynamics C RM SDK | |||||
| 2 | Entity Met adata Brow ser Readme | |||||
| 3 | ||||||
| 4 | The Entity Metadata Browser pr ovides the capabilit y to exami ne the met adata for all the en tities in the system . | |||||
| 5 | Summary | |||||
| 6 | The follow ing provid es a brief overview of the too l’s functi onality an d implemen tation. | |||||
| 7 | Purpose | |||||
| 8 | Developers often nee d to acces s informat ion about entities t hat do not appear in the defau lt solutio n. This in formation is availab le program matically. The Entit y Metadata Browser p rovides ea sier acces s to this informatio n. | |||||
| 9 | ||||||
| 10 | Technology | |||||
| 11 | The Entity Metadata Browser is a Microso ft Dynamic s CRM solu tion that uses HTML Web resour ces to dis play the e ntity meta data. The data is re trieved us ing the SO AP endpoin t for Web resources. | |||||
| 12 | This solut ion uses j Query and is compati ble with G oogle Chro me, Mozill a Firefox, and Inter net Explor er version 9 or high er. | |||||
| 13 | The Metada ta Browser uses the Web API to retrieve metadata. | |||||
| 14 | ||||||
| 15 | All CSS an d JavaScri pt files u sed by the Metadata Browser pa ges are mi nimized an d included within th e HTML pag es so that the entir e solution only cons ists of th ree HTML w eb resourc es. | |||||
| 16 | ||||||
| 17 | The Metada ta browser does not include a reference to the Cli entGlobalC ontext.js. aspx in or der to get the conte xt object to call th e getClien tURL metho d. This is because i ncluding t his page a dds additi onal code that cance ls the sel ectstart e vent which prevents selecting and copyin g text. Th e ability to select and copy t ext is imp ortant so the root o rganizatio n URL is e xtracted f rom the wi ndow locat ion object . | |||||
| 18 | ||||||
| 19 | Installati on | |||||
| 20 | Install th e solution as you wo uld any Mi crosoft Dy namics CRM solution. In the Se ttings are a, within the Custom ization gr oup select Solutions . Select I mport from the toolb ar and sel ect the Me tadataBrow ser_3_0_0_ 3_managed. zip file l ocated in the same f older as t his docume nt in the downloadab le files f or the Mic rosoft CRM SDK at SD K\Tools\Me tadataBrow ser. | |||||
| 21 | Using the Utility | |||||
| 22 | After inst alling the solution, in the So lutions gr oup, withi n the Cust omization area open the Metada ta Browser solution and view t he Configu ration pag e. | |||||
| 23 | The config uration pa ge include s informat ion about the soluti on and two buttons t o launch t he two pag es include d with the solution. | |||||
| 24 | ||||||
| 25 | Metadata B rowser | |||||
| 26 | This page displays a master/de tail view of all the entities in the sys tem. | |||||
| 27 | With this page you c an: | |||||
| 28 | ||||||
| 29 | Select an entity to view using the Entit y Metadata Browser | |||||
| 30 | Open the s elected en tity form in the def ault organ ization if the entit y supports this | |||||
| 31 | Perform a text searc h to filte r displaye d entities using the following entity pr operties: SchemaName , LogicalN ame, Displ ayName, Ob jectTypeCo de, or Met adataId | |||||
| 32 | Filter ent ities by a ny entity property v alues | |||||
| 33 | Filter the propertie s displaye d for the selected e ntity | |||||
| 34 | ||||||
| 35 | Entity Met adata Brow ser | |||||
| 36 | This page displays d etails abo ut a selec ted entity . | |||||
| 37 | With this page you c an: | |||||
| 38 | View all t he propert ies for th e entity a nd filter the proper ties displ ayed | |||||
| 39 | Open the s elected en tity edit form in th e default organizati on if the entity sup ports this | |||||
| 40 | Change the entity th at you wan t to view | |||||
| 41 | View the e ntity attr ibutes in a master/d etail view . With thi s view you can: | |||||
| 42 | Open the s elected at tribute fo rm in the default or ganization if the at tribute su pports thi s | |||||
| 43 | Perform a text searc h to filte r displaye d attribut es using t he followi ng attribu te propert ies:Schema Name, Logi calName, D isplayName , or Metad ataId | |||||
| 44 | Filter att ributes by any attri bute prope rty values | |||||
| 45 | Filter the propertie s displaye d for the selected a ttribute | |||||
| 46 | View any k eys define d for the entity. | |||||
| 47 | View entit y relation ships. Wit h these vi ews you ca n: | |||||
| 48 | Open the s elected re lationship form in t he default organizat ion if the relations hip suppor ts this | |||||
| 49 | Perform a text searc h to filte r displaye d relation ships usin g values r elevant to the type of relatio nship | |||||
| 50 | Filter the relations hip by any relations hip value | |||||
| 51 | •View enti ty privile ges. With this view you can: | |||||
| 52 | Filter the displayed privilege using the Privilege Id | |||||
| 53 | ||||||
| 54 | Viewing Co mplex Prop erties | |||||
| 55 | When viewi ng propert ies, you w ill see th at some co mplex prop erties are expandabl e. The mos t useful v alue is di splayed wi th a link that allow s toggling to a more detailed view. The detailed v iew reflec ts the str ucture of the data i f you were to retrie ve it prog rammatical ly and rev eals other relevant data that can be ret rieved in the same a rea. For e xample if any locali zed labels are prese nt for Dis play Name properties . OptionSe t attribut e options can be exp anded to v iew the de tails for each optio n. | |||||
| 56 | Columns di splaying c omplex pro perties ca nnot be so rted. | |||||
| 57 | ||||||
| 58 | Editing Me tadata | |||||
| 59 | If metadat a item is displayed in the def ault solut ion, an ed it button is enabled to launch the form to edit th e item. | |||||
| 60 | Filtering Items | |||||
| 61 | For entity and attri bute prope rties you can filter the prope rties show n. The num ber of pro perties fo r these it ems is qui te long an d you can select whi ch propert ies you wa nt to view . | |||||
| 62 | For entiti es, attrib utes, and relationsh ips you ca n filter t he items s hown by se tting prop erty value s. For man y text val ues, such as SchemaN ame, Logic al Name, M etadataId or ObjectT ypeCode yo u can use the Text S earch to f urther fil ter items shown. | |||||
| 63 | Known Issu es | |||||
| 64 | When using Internet Explorer 1 0, the fir st item in a master list may n ot respond to a manu al click e vent. Doub le clickin g the row will allow the row t o be selec ted. | |||||
| 65 | Copyright | |||||
| 66 | This docum ent is pro vided "as- is". Infor mation and views exp ressed in this docum ent, inclu ding URL a nd other I nternet We b site ref erences, m ay change without no tice. You bear the r isk of usi ng it. | |||||
| 67 | ||||||
| 68 | Some examp les depict ed herein are provid ed for ill ustration only and a re fictiti ous. No re al associa tion or co nnection i s intended or should be inferr ed. | |||||
| 69 | ||||||
| 70 | This docum ent does n ot provide you with any legal rights to any intell ectual pro perty in a ny Microso ft product . You may copy and u se this do cument for your inte rnal, refe rence purp oses. | |||||
| 71 | ||||||
| 72 | © 2014 Mic rosoft Cor poration. All rights reserved. | |||||
| 73 | ||||||
| 74 | Microsoft, Active Di rectory, A ctiveX, Bi zTalk, Exc el, Great Plains, In ternet Exp lorer, JSc ript, Micr osoft Dyna mics, MSN, Outlook, PivotTable , PivotCha rt, Visual Basic, Vi sual Studi o, Windows , Windows Live, Wind ows Server , and Wind ows Vista are tradem arks of th e Microsof t group of companies . | |||||
| 75 | ||||||
| 76 | All other trademarks are prope rty of the ir respect ive owners . |
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