Sample: Dump global option set information to a file

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

This sample code is for Microsoft Dynamics 365 (online & on-premises). Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SampleCode\CS\Metadata\OptionSets\DumpOptionSetInfo.cs

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 global OptionSet metadata to an XML file. It uses the RetrieveAllOptionSetsRequest message.

The following sample creates a new file at \OptionSets\bin\Debug\AllOptionSetValues.xml. You can open this file in Microsoft Office Excel to see a tabular report. You may need this information to discover the entity type code for a custom entity for use in reports.

Example


using System;
using System.Linq;
using System.Xml.Linq;
using System.ServiceModel;
using System.ServiceModel.Description;
using System.Collections.Generic;
using System.Xml.Serialization;
using System.Xml;
using System.IO;

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

// This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
// found in the SDK\bin folder.
using Microsoft.Crm.Sdk.Messages;

namespace Microsoft.Crm.Sdk.Samples
{
    /// <summary>
    /// This sample shows how to retrieve and write out global option set values.
    /// </summary>
    public class DumpOptionSetInfo
    {
        #region Class Level Members

        /// <summary>
        /// Stores the organization service proxy.
        /// </summary>
        OrganizationServiceProxy _serviceProxy;

        // Create storage for new attributes being created
        public List<AttributeMetadata> addedAttributes;

        // 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 https://msdn.microsoft.com/en-us/library/0h88fahh.aspx
        public const int _languageCode = 1033;

        // Define the IDs/variables needed for this sample.
        public int _insertedStatusValue;

        #endregion 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 void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
        {
            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();

                    #region How to dump option set info


                    RetrieveAllOptionSetsRequest retrieveAllOptionSetsRequest =
                         new RetrieveAllOptionSetsRequest();

                    // Execute the request
                    RetrieveAllOptionSetsResponse retrieveAllOptionSetsResponse =
                        (RetrieveAllOptionSetsResponse)_serviceProxy.Execute(
                        retrieveAllOptionSetsRequest);

                    // 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.

                    String filename = String.Concat("AllOptionSetValues.xml");
                    using (StreamWriter sw = new StreamWriter(filename))
                    {
                        // Create Xml Writer.
                        XmlTextWriter metadataWriter = new XmlTextWriter(sw);

                        // Start Xml File.
                        metadataWriter.WriteStartDocument();

                        // Metadata Xml Node.
                        metadataWriter.WriteStartElement("Metadata");

                        if (retrieveAllOptionSetsResponse.OptionSetMetadata.Count() > 0)
                        {

                            foreach (OptionSetMetadataBase optionSetMetadataBase in
                                retrieveAllOptionSetsResponse.OptionSetMetadata)
                            {
                                if (optionSetMetadataBase.OptionSetType != null)
                                {
                                    if ((OptionSetType)optionSetMetadataBase.OptionSetType == OptionSetType.Picklist)
                                    {
                                        OptionSetMetadata optionSetMetadata = (OptionSetMetadata)optionSetMetadataBase;
                                        // Start OptionSet Node
                                        metadataWriter.WriteStartElement("OptionSet");
                                        metadataWriter.WriteAttributeString("OptionSetType", OptionSetType.Picklist.ToString());
                                        metadataWriter.WriteElementString("OptionSetDisplayName", 
                                            (optionSetMetadata.DisplayName.LocalizedLabels.Count > 0)? optionSetMetadata.DisplayName.LocalizedLabels[0].Label : String.Empty);

                                        // Writes the options
                                        metadataWriter.WriteStartElement("Options");

                                        foreach (OptionMetadata option in optionSetMetadata.Options)
                                        {
                                            metadataWriter.WriteStartElement("Option");
                                            metadataWriter.WriteElementString("OptionValue", option.Value.ToString());
                                            metadataWriter.WriteElementString("OptionDescription", option.Label.UserLocalizedLabel.Label.ToString());
                                            metadataWriter.WriteEndElement();
                                        }
                                        metadataWriter.WriteEndElement();

                                        // End OptionSet Node
                                        metadataWriter.WriteEndElement();
                                    }
                                    else if ((OptionSetType)optionSetMetadataBase.OptionSetType == OptionSetType.Boolean)
                                    {
                                        BooleanOptionSetMetadata optionSetMetadata = (BooleanOptionSetMetadata)optionSetMetadataBase;
                                        // Start OptionSet Node
                                        metadataWriter.WriteStartElement("OptionSet");
                                        metadataWriter.WriteAttributeString("OptionSetType", OptionSetType.Boolean.ToString());
                                        if (optionSetMetadata.DisplayName.LocalizedLabels.Count != 0)
                                            metadataWriter.WriteElementString("OptionSetDisplayName", optionSetMetadata.DisplayName.LocalizedLabels[0].Label);
                                        else
                                            metadataWriter.WriteElementString("OptionSetDisplayName", "UNDEFINED");

                                        // Writes the TrueOption
                                        metadataWriter.WriteStartElement("TrueOption");
                                        metadataWriter.WriteElementString("OptionValue", optionSetMetadata.TrueOption.Value.ToString());
                                        metadataWriter.WriteElementString("OptionDescription", optionSetMetadata.TrueOption.Label.UserLocalizedLabel.Label.ToString());
                                        metadataWriter.WriteEndElement();
                                        // Writes the FalseOption
                                        metadataWriter.WriteStartElement("FalseOption");
                                        metadataWriter.WriteElementString("OptionValue", optionSetMetadata.FalseOption.Value.ToString());
                                        metadataWriter.WriteElementString("OptionDescription", optionSetMetadata.FalseOption.Label.UserLocalizedLabel.Label.ToString());
                                        metadataWriter.WriteEndElement();

                                        // End OptionSet Node
                                        metadataWriter.WriteEndElement();
                                    }
                                }
                            }
                        }

                        // End Metadata Xml Node
                        metadataWriter.WriteEndElement();
                        metadataWriter.WriteEndDocument();

                        // Close xml writer.
                        metadataWriter.Close();
                    }


                    #endregion How to dump option set info



                    Console.WriteLine("Done.");

                    //DeleteRequiredRecords(promptForDelete);
                }
            }

            // 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;
            }
        }

        /// <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 void DeleteRequiredRecords(bool prompt)
        {
            bool deleteRecords = true;

            if (prompt)
            {
                Console.WriteLine(
                    "\nDo you want these entity records to be deleted? (y/n)");
                String answer = Console.ReadLine();

                deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));
            }

            if (deleteRecords)
            {

            }
        }
        #endregion How To Sample Code

        #region Main
        /// <summary>
        /// Standard 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();

                DumpOptionSetInfo app = new DumpOptionSetInfo();
                app.Run(config, false);
            }
            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("Plugin Trace: {0}", ex.Detail.TraceText);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.Detail.InnerFault ? "No Inner Fault" : "Has 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 ? "No Inner Fault" : ex.InnerException.Message);
            }
            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("Plugin Trace: {0}", fe.Detail.TraceText);
                        Console.WriteLine("Inner Fault: {0}",
                            null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
                    }
                }
            }
            // Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
            // SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

            finally
            {

                Console.WriteLine("Press <Enter> to exit.");
                Console.ReadLine();
            }

        }
        #endregion Main

    }
}

See Also

Use the Organization service with Dynamics 365 metadata
Customize global option sets
Global option set messages
Global option set metadata values

Microsoft Dynamics 365

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