Sample: Query metadata and detect changes
Applies To: Dynamics CRM 2015
This sample code is for Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update. Download the Microsoft Dynamics CRM SDK package.
The sample code can be found in the following locations in the download package:
SampleCode\CS\Metadata\MetadataQuery\MetadataQuerySample.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 use the classes and methods in the Microsoft.Xrm.Sdk.Metadata.Query and Microsoft.Xrm.Sdk.Metadata namespaces to query for specific items of metadata and then track changes to the organization metadata.
Example
This sample creates an in-memory cache of all option-set option labels for certain entities. Then, a custom entity that contains OptionSet attributes is added and the cache of option-set option labels is updated. Then a single option is added to one of the custom OptionSet attributes and the cache is updated to add it. Finally, the custom entity is deleted and the cache of option-set option labels is again updated to reflect this change.
The sample will display output similar to the following when it is complete.
463 option labels for 5 entities added to the cache.
ClientVersionStamp: 296297!10/22/2012 21:41:57
Adding a custom entity named sample_SampleEntityForMetadataQuery with a custom optionset attribute named : sample_ExampleOptionSet
8 option labels for 1 entities were added to the cache.
471 Option Labels cached
No Option Labels removed.
ClientVersionStamp: 296646!10/22/2012 21:42:06
Adding an additional option to the sample_ExampleOptionSet attribute options.
1 option labels for 1 entities were added to the cache.
472 Option Labels cached
No Option Labels removed.
ClientVersionStamp: 296649!10/22/2012 21:42:16
Current Options: 472
Deleting the sample_SampleEntityForMetadataQuery custom entity
No option labels were added to the cache.
9 Option Labels removed
463 Total Option Labels currently cached
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; } }
}
}
See Also
Retrieve and detect changes to metadata
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