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Sample: Export ribbon definitions

 

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\Client\Ribbon\ExportRibbonXml\ExportRibbonXml.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 export Ribbon definitions. It uses the RetrieveApplicationRibbonRequest and RetrieveEntityRibbonRequest messages.

Example


using System;
using System.ServiceModel;
using System.ServiceModel.Description;

// 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.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Metadata;



using Microsoft.Crm.Sdk.Messages;

//These references are required for this sample
using System.IO;
using System.IO.Packaging;

namespace Microsoft.Crm.Sdk.Samples
{
 /// <summary>
 /// Demonstrates how to export the RibbonXml definitions.</summary>
 /// <remarks>
 /// The generated XML files will be created in the ExportedRibbonXml folder of this project.</remarks>
 public class ExportRibbonXml
 {
  #region Class Level Members


  private OrganizationServiceProxy _serviceProxy;
  //This array contains all of the system entities that use the ribbon.
  public System.String[] entitiesWithRibbons = {"account",
"activitymimeattachment",
"activitypointer",
"appointment",
"bulkoperation",
"calendar",
"campaign",
"campaignactivity",
"campaignresponse",
"competitor",
"connection",
"contact",
"contract",
"contractdetail",
"convertrule",
"convertruleitem",
"customeraddress",
"discount",
"discounttype",
"email",
"emailserverprofile",
"entitlement",
"entitlementchannel",
"entitlementtemplate",
"entitlementtemplatechannel",
"fax",
"goal",
"goalrollupquery",
"importfile",
"incident",
"invoice",
"invoicedetail",
"kbarticle",
"kbarticlecomment",
"lead",
"letter",
"list",
"listmember",
"mailbox",
"metric",
"opportunity",
"opportunityproduct",
"partnerapplication",
"phonecall",
"postfollow",
"pricelevel",
"product",
"productpricelevel",
"queue",
"queueitem",
"quote",
"quotedetail",
"recurringappointmentmaster",
"report",
"rollupfield",
"routingrule",
"routingruleitem",
"salesliterature",
"salesliteratureitem",
"salesorder",
"salesorderdetail",
"service",
"serviceappointment",
"sharepointdocument",
"sharepointdocumentlocation",
"sharepointsite",
"site",
"sla",
"slaitem",
"socialactivity",
"socialprofile",
"systemuser",
"task",
"team",
"teamtemplate",
"territory",
"uom",
"uomschedule",
"userquery"};
  //Folder name for exported ribbon xml files.
  public String exportFolder = "ExportedRibbonXml";

  #endregion Class Level Members

  #region How To Sample Code
  /// <summary>
  /// This method first connects to the Organization service. Afterwards,
  /// basic create, retrieve, update, and delete entity operations are performed.
  /// </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();

     //Create export folder for ribbon xml files if not already exist.
     if (!Directory.Exists(exportFolder))
         Directory.CreateDirectory(exportFolder);

     //Retrieve the Appliation Ribbon
     RetrieveApplicationRibbonRequest appribReq = new RetrieveApplicationRibbonRequest();
     RetrieveApplicationRibbonResponse appribResp = (RetrieveApplicationRibbonResponse)_serviceProxy.Execute(appribReq);

     System.String applicationRibbonPath = Path.GetFullPath(exportFolder + "\\applicationRibbon.xml");
     File.WriteAllBytes(applicationRibbonPath, unzipRibbon(appribResp.CompressedApplicationRibbonXml));
     //Write the path where the file has been saved.
     Console.WriteLine(applicationRibbonPath);
     //Retrieve system Entity Ribbons
     RetrieveEntityRibbonRequest entRibReq = new RetrieveEntityRibbonRequest() { RibbonLocationFilter = RibbonLocationFilters.All };

     foreach (System.String entityName in entitiesWithRibbons)
     {
      entRibReq.EntityName = entityName;
      RetrieveEntityRibbonResponse entRibResp = (RetrieveEntityRibbonResponse)_serviceProxy.Execute(entRibReq);

      System.String entityRibbonPath = Path.GetFullPath(exportFolder + "\\" + entityName + "Ribbon.xml");
      File.WriteAllBytes(entityRibbonPath, unzipRibbon(entRibResp.CompressedEntityXml));
      //Write the path where the file has been saved.
      Console.WriteLine(entityRibbonPath);
     }

     //Check for custom entities
     RetrieveAllEntitiesRequest raer = new RetrieveAllEntitiesRequest() { EntityFilters = EntityFilters.Entity };

     RetrieveAllEntitiesResponse resp = (RetrieveAllEntitiesResponse)_serviceProxy.Execute(raer);

     foreach (EntityMetadata em in resp.EntityMetadata)
     {
      if (em.IsCustomEntity == true &amp;&amp; em.IsIntersect == false)
      {
       entRibReq.EntityName = em.LogicalName;
       RetrieveEntityRibbonResponse entRibResp = (RetrieveEntityRibbonResponse)_serviceProxy.Execute(entRibReq);

       System.String entityRibbonPath = Path.GetFullPath(exportFolder + "\\" + em.LogicalName + "Ribbon.xml");
       File.WriteAllBytes(entityRibbonPath, unzipRibbon(entRibResp.CompressedEntityXml));
       //Write the path where the file has been saved.
       Console.WriteLine(entityRibbonPath);
      }
     }
    }
   }

   // 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>
  /// A helper method that decompresses the the Ribbon data returned
  /// </summary>
  /// <param name="data">The compressed ribbon data</param>
  /// <returns></returns>
  public byte[] unzipRibbon(byte[] data)
  {
   System.IO.Packaging.ZipPackage package = null;
   MemoryStream memStream = null;

   memStream = new MemoryStream();
   memStream.Write(data, 0, data.Length);
   package = (ZipPackage)ZipPackage.Open(memStream, FileMode.Open);

   ZipPackagePart part = (ZipPackagePart)package.GetPart(new Uri("/RibbonXml.xml", UriKind.Relative));
   using (Stream strm = part.GetStream())
   {
    long len = strm.Length;
    byte[] buff = new byte[len];
    strm.Read(buff, 0, (int)len);
    return buff;
   }
  }

  #endregion How To Sample Code

  #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();

    ExportRibbonXml app = new ExportRibbonXml();
    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 Main method
 }
}

See Also

RetrieveApplicationRibbonRequest
RetrieveEntityRibbonRequest
Customize commands and the ribbon
Pass parameters to a URL by using the ribbon
Ribbon XML reference

Microsoft Dynamics 365

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