Sample: Export ribbon definitions
Applies To: Dynamics CRM 2013
This sample code is for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. 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
SampleCode\VB\Client\Ribbon\ExportRibbonXml\ExportRibbonXml.vb
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 = ServerConnection.GetOrganizationProxy(serverConfig))
{
// 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 && 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
}
}
Imports System.ServiceModel
Imports System.ServiceModel.Description
' These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
' located in the SDK\bin folder of the SDK download.
Imports Microsoft.Xrm.Sdk
Imports Microsoft.Xrm.Sdk.Query
Imports Microsoft.Xrm.Sdk.Client
Imports Microsoft.Xrm.Sdk.Messages
Imports Microsoft.Xrm.Sdk.Metadata
Imports Microsoft.Crm.Sdk.Messages
'These references are required for this sample
Imports System.IO
Imports 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 _serviceProxy As OrganizationServiceProxy
'This array contains all of the system entities that use the ribbon.
Public entitiesWithRibbons() As String = {"account", "activitymimeattachment", "activitypointer", "appointment", "bulkoperation", _
"campaign", "campaignactivity", "campaignresponse", "competitor", "connection", "contact", _
"contract", "contractdetail", "customeraddress", "discount", "discounttype", "email", "fax", "goal", _
"importfile", "incident", "invoice", "invoicedetail", "kbarticle", "kbarticlecomment", "lead", _
"letter", "list", "listmember", "metric", "opportunity", "opportunityproduct", "phonecall", _
"pricelevel", "product", "productpricelevel", "queueitem", "quote", "quotedetail", _
"recurringappointmentmaster", "report", "salesliterature", "salesorder", "salesorderdetail", _
"service", "serviceappointment", "sharepointdocumentlocation", "sharepointsite", "systemuser", _
"task", "team", "territory", "uom", "uomschedule", "userquery"}
'Folder name for exported ribbon xml files.
Public exportFolder As String = "ExportedRibbonXml"
#End Region ' 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 Sub Run(ByVal serverConfig As ServerConnection.Configuration, ByVal promptforDelete As Boolean)
Try
' Connect to the Organization service.
' The using statement assures that the service proxy will be properly disposed.
_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig)
Using _serviceProxy
' This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes()
'Create export folder for ribbon xml files if not already exist.
If Not Directory.Exists(exportFolder) Then
Directory.CreateDirectory(exportFolder)
End If
'Retrieve the Appliation Ribbon
Dim appribReq As New RetrieveApplicationRibbonRequest()
Dim appribResp As RetrieveApplicationRibbonResponse = CType(_serviceProxy.Execute(appribReq), RetrieveApplicationRibbonResponse)
Dim applicationRibbonPath As String = 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
Dim entRibReq As New RetrieveEntityRibbonRequest() With {.RibbonLocationFilter = RibbonLocationFilters.All}
For Each entityName As String In entitiesWithRibbons
entRibReq.EntityName = entityName
Dim entRibResp As RetrieveEntityRibbonResponse = CType(_serviceProxy.Execute(entRibReq), RetrieveEntityRibbonResponse)
Dim entityRibbonPath As String = Path.GetFullPath(exportFolder & "\" & entityName & "Ribbon.xml")
File.WriteAllBytes(entityRibbonPath, unzipRibbon(entRibResp.CompressedEntityXml))
'Write the path where the file has been saved.
Console.WriteLine(entityRibbonPath)
Next entityName
'Check for custom entities
Dim raer As New RetrieveAllEntitiesRequest() With {.EntityFilters = EntityFilters.Entity}
Dim resp As RetrieveAllEntitiesResponse = CType(_serviceProxy.Execute(raer), RetrieveAllEntitiesResponse)
For Each em As EntityMetadata In resp.EntityMetadata
If em.IsCustomEntity = True AndAlso em.IsIntersect = False Then
entRibReq.EntityName = em.LogicalName
Dim entRibResp As RetrieveEntityRibbonResponse = CType(_serviceProxy.Execute(entRibReq), RetrieveEntityRibbonResponse)
Dim entityRibbonPath As String = 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)
End If
Next em
End Using
' Catch any service fault exceptions that Microsoft Dynamics CRM throws.
Catch fe As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault)
' You can handle an exception here or pass it back to the calling method.
Throw
End Try
End Sub
''' <summary>
''' A helper method that decompresses the the Ribbon data returned
''' </summary>
''' <param name="data">The compressed ribbon data</param>
''' <returns></returns>
Public Function unzipRibbon(ByVal data() As Byte) As Byte()
Dim package As System.IO.Packaging.ZipPackage = Nothing
Dim memStream As MemoryStream = Nothing
memStream = New MemoryStream()
memStream.Write(data, 0, data.Length)
package = CType(ZipPackage.Open(memStream, FileMode.Open), ZipPackage)
Dim part As ZipPackagePart = CType(package.GetPart(New Uri("/RibbonXml.xml", UriKind.Relative)), ZipPackagePart)
Using strm As Stream = part.GetStream()
Dim len As Long = strm.Length
Dim buff(CInt(len - 1)) As Byte
strm.Read(buff, 0, CInt(len))
Return buff
End Using
End Function
#End Region ' How To Sample Code
#Region "Main method"
''' <summary>
''' Standard Main() method used by most SDK samples.
''' </summary>
''' <param name="args"></param>
Public Shared Sub Main(ByVal args() As String)
Try
' Obtain the target organization's Web address and client logon
' credentials from the user.
Dim serverConnect As New ServerConnection()
Dim config As ServerConnection.Configuration = serverConnect.GetServerConfiguration()
Dim app As New ExportRibbonXml()
app.Run(config, True)
Catch ex As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault)
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}", If(Nothing Is ex.Detail.InnerFault, "No Inner Fault", "Has Inner Fault"))
Catch ex As TimeoutException
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}", If(Nothing Is ex.InnerException.Message, "No Inner Fault", ex.InnerException.Message))
Catch ex As Exception
Console.WriteLine("The application terminated with an error.")
Console.WriteLine(ex.Message)
' Display the details of the inner exception.
If ex.InnerException IsNot Nothing Then
Console.WriteLine(ex.InnerException.Message)
Dim fe As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault) = _
TryCast(ex.InnerException, FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault))
If fe IsNot Nothing Then
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}", If(Nothing Is fe.Detail.InnerFault, "No Inner Fault", "Has Inner Fault"))
End If
End If
' Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
' SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.
Finally
Console.WriteLine("Press <Enter> to exit.")
Console.ReadLine()
End Try
End Sub
#End Region ' Main method
End Class
End Namespace
See Also
RetrieveApplicationRibbonRequest
RetrieveEntityRibbonRequest
Customize commands and the ribbon
Pass parameters to a URL by using the ribbon
Ribbon XML reference