샘플: 중복 검색 활성화 및 중복 검색
게시 날짜: 2017년 1월
적용 대상: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
이 샘플 코드는 Microsoft Dynamics 365(온라인 및 온-프레미스)용입니다. Microsoft Dynamics CRM SDK 패키지를 다운로드합니다. 다운로드 패키지의 다음 위치에서 확인할 수 있습니다.
SampleCode\CS\DataManagement\DuplicateDetection\EnableDuplicateDetectionAndRetrieveDuplicates.cs
요구 사항
이 SDK에서 제공된 샘플 코드를 실행하기 위한 요구 사항에 대한 자세한 내용은 샘플 및 도우미 코드 사용을 참조하십시오.
보여 주기
이 샘플에서는 중복 검색을 활성화하고 중복 레코드를 검색하는 방법을 보여 줍니다.
예제
using System;
using System.Collections.Generic;
using System.ServiceModel;
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Query;
namespace Microsoft.Crm.Sdk.Samples
{
/// <summary>
/// This sample shows how to enable duplicate detection and retrieve duplicate
/// records based on the active duplicate detection rule(s).
/// </summary>
/// <remarks>
/// At run-time, you will be given the option to delete all the
/// database records created by this program.
/// </remarks>
public class EnableDuplicateDetectionAndRetrieveDuplicates
{
#region Class Level Members
private OrganizationServiceProxy _serviceProxy;
private Guid? _accountId1;
private Guid? _accountId2;
#endregion
#region How To Sample Code
/// <summary>
/// Enables dupe detection and retrieves duplicates.
/// </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)
{
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
EnableDuplicateDetectionForOrg();
EnableDuplicateDetectionForEntity(Account.EntityLogicalName);
PublishRulesForEntity(Account.EntityLogicalName);
CreateAccountRecords();
RetrieveDuplicates();
DeleteRequiredRecords(promptforDelete);
}
}
/// <summary>
/// Create some account records to retrieve duplicates
/// </summary>
private void CreateAccountRecords()
{
var crmAccount = new Account { Name="Microsoft"};
_accountId1 = _serviceProxy.Create(crmAccount);
_accountId2 = _serviceProxy.Create(crmAccount);
Console.WriteLine(String.Concat("Creating duplicate records:\n\taccount 1 - ",
_accountId1.Value, "\n\taccount 2 - ", _accountId2.Value));
}
/// <summary>
/// Call the method to retrieve duplicate records.
/// </summary>
private void RetrieveDuplicates()
{
// PagingInfo is Required.
var request = new RetrieveDuplicatesRequest
{
BusinessEntity = new Account { Name = "Microsoft" }.ToEntity<Entity>(),
MatchingEntityName = Account.EntityLogicalName,
PagingInfo = new PagingInfo() { PageNumber = 1, Count = 50 }
};
Console.WriteLine("Retrieving duplicates");
var response =(RetrieveDuplicatesResponse)_serviceProxy.Execute(request);
for (int i = 0; i < response.DuplicateCollection.Entities.Count; i++)
{
var crmAccount = response.DuplicateCollection.Entities[i]
.ToEntity<Account>();
Console.WriteLine(crmAccount.Name + ", " + crmAccount.AccountId.Value.ToString());
}
}
/// <summary>
/// Enables duplicate detection for the organization
/// </summary>
private void EnableDuplicateDetectionForOrg()
{
// Retrieve the org ID
var orgId = RetrieveOrganizationId();
if (!orgId.HasValue)
return;
Console.WriteLine(String.Concat("Enabling duplicate detection for organization: ",
orgId.Value));
// Enable dupe detection for each type
var crmOrganization = new Organization
{
Id = orgId.Value,
IsDuplicateDetectionEnabled = true,
IsDuplicateDetectionEnabledForImport = true,
IsDuplicateDetectionEnabledForOfflineSync = true,
IsDuplicateDetectionEnabledForOnlineCreateUpdate = true,
};
_serviceProxy.Update(crmOrganization);
}
/// <summary>
/// Enabling the dupe detection unpublishes the rules.
/// This will publish them, and wait for them to complete publishing.
/// </summary>
/// <param name="entityName"></param>
private void PublishRulesForEntity(string entityName)
{
// Retrieve all rules for the entity
var rules = _serviceProxy.RetrieveMultiple(
new QueryByAttribute(DuplicateRule.EntityLogicalName)
{
ColumnSet = new ColumnSet("duplicateruleid"),
Attributes = { "matchingentityname" },
Values = { entityName }
});
List<Guid> crmAsyncOperationIds = new List<Guid>();
foreach (var item in rules.Entities)
{
Console.WriteLine(String.Concat("Publishing duplicate rule: ", item.Id));
// Publish each rule and get the job id since it is async
var response = (PublishDuplicateRuleResponse)_serviceProxy.Execute(
new PublishDuplicateRuleRequest { DuplicateRuleId = item.Id });
crmAsyncOperationIds.Add(response.JobId);
}
// Wait until all the rules are published before testing the dupe detection
WaitForAsyncJobCompletion(crmAsyncOperationIds);
}
/// <summary>
/// Updates the entity customizations and publishes the entity
/// </summary>
/// <param name="entityName"></param>
private void EnableDuplicateDetectionForEntity(string entityName)
{
Console.WriteLine(String.Format("Retrieving entity metadata for {0}",
entityName));
// Retrieve the entity metadata
var crmEntity = ((RetrieveEntityResponse)_serviceProxy.Execute(
new RetrieveEntityRequest
{
RetrieveAsIfPublished = true,
LogicalName = entityName
})).EntityMetadata;
Console.WriteLine(String.Concat("Enabling duplicate for ", entityName));
// Update the duplicate detection flag
crmEntity.IsDuplicateDetectionEnabled =
new BooleanManagedProperty(true);
// Update the entity metadata
_serviceProxy.Execute(new UpdateEntityRequest
{
Entity = crmEntity
});
Console.WriteLine(String.Concat("Publishing ", entityName, " entity"));
// Publish the entity
var publishRequest = new PublishXmlRequest
{
ParameterXml = String.Concat("<importexportxml><entities><entity>",
entityName, "</entity></entities></importexportxml>"),
};
_serviceProxy.Execute(publishRequest);
}
/// <summary>
/// There should only be one organization record per Crm Org
/// </summary>
/// <returns></returns>
private Guid? RetrieveOrganizationId()
{
// Retrieve the first record in the organization table.
// There should only be one organization record.
var entities = _serviceProxy.RetrieveMultiple(
new QueryExpression(Organization.EntityLogicalName)
{
ColumnSet = new ColumnSet("organizationid"),
PageInfo = new PagingInfo { PageNumber = 1, Count = 1 },
});
if (entities != null && entities.Entities.Count > 0)
return entities.Entities[0].Id;
return null;
}
/// <summary>
///
/// </summary>
/// <param name="prompt"></param>
private void DeleteRequiredRecords(bool prompt)
{
bool toBeDeleted = true;
if (prompt)
{
// Ask the user if the created entities should be deleted.
Console.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
String answer = Console.ReadLine();
if (answer.StartsWith("y") ||
answer.StartsWith("Y") ||
answer == String.Empty)
{
toBeDeleted = true;
}
else
{
toBeDeleted = false;
}
}
if (toBeDeleted)
{
// Delete records created in this sample.
if (_accountId1.HasValue)
{
Console.WriteLine(String.Concat("Deleting account: ", _accountId1.Value));
_serviceProxy.Delete(Account.EntityLogicalName, _accountId1.Value);
}
if (_accountId2.HasValue)
{
Console.WriteLine(String.Concat("Deleting account: ", _accountId2.Value));
_serviceProxy.Delete(Account.EntityLogicalName, _accountId2.Value);
}
Console.WriteLine("Entity records have been deleted.");
}
}
/// <summary>
/// Waits for async job to complete
/// </summary>
/// <param name="asyncJobId"></param>
public void WaitForAsyncJobCompletion(IEnumerable<Guid> asyncJobIds)
{
List<Guid> asyncJobList = new List<Guid>(asyncJobIds);
ColumnSet cs = new ColumnSet("statecode", "asyncoperationid");
int retryCount = 100;
while (asyncJobList.Count != 0 && retryCount > 0)
{
// Retrieve the async operations based on the ids
var crmAsyncJobs = _serviceProxy.RetrieveMultiple(
new QueryExpression("asyncoperation")
{
ColumnSet = cs,
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression("asyncoperationid",
ConditionOperator.In, asyncJobList.ToArray())
}
}
});
// Check to see if the operations are completed and if so remove them from the Async Guid list
foreach (var item in crmAsyncJobs.Entities)
{
var crmAsyncJob = item.ToEntity<AsyncOperation>();
if (crmAsyncJob.StateCode.HasValue &&
crmAsyncJob.StateCode.Value == AsyncOperationState.Completed)
asyncJobList.Remove(crmAsyncJob.AsyncOperationId.Value);
Console.WriteLine(String.Concat("Async operation state is ",
crmAsyncJob.StateCode.Value.ToString(),
", async operation id: ", crmAsyncJob.AsyncOperationId.Value.ToString()));
}
// If there are still jobs remaining, sleep the thread.
if (asyncJobList.Count > 0)
System.Threading.Thread.Sleep(2000);
retryCount--;
}
if (retryCount == 0 && asyncJobList.Count > 0)
{
for (int i = 0; i < asyncJobList.Count; i++)
{
Console.WriteLine(String.Concat(
"The following async operation has not completed: ",
asyncJobList[i].ToString()));
}
}
}
#endregion
#region Main method
/// <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();
var app = new EnableDuplicateDetectionAndRetrieveDuplicates();
app.Run(config, true);
}
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
}
}
참고 항목
RetrieveDuplicatesRequest
중복 데이터 검색
중복 검색 사용
중복 검색 실행
샘플: 레코드 만들기 및 업데이트할 때 중복 검색 사용
Microsoft Dynamics 365
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