迁移实时聊天渠道的数据

备注

功能可用性信息如下。

Dynamics 365 Contact Center—嵌入 Dynamics 365 Contact Center—独立 Dynamics 365 Customer Service

使用配置迁移工具将配置从源组织迁移到目标组织以进行实时聊天。

备注

但是,我们建议您使用解决方案框架迁移配置。 详细信息: 使用解决方案迁移通道的配置

有关如何使用配置迁移工具的信息,请参阅以下文章:

先决条件

必须满足以下先决条件:

  • 在源组织中,如果统一路由规则集涉及以下内容,则在继续迁移之前,请确保它们存在于目标组织中:
    • 自定义实体
    • 属性
    • 关系
    • 选项集
    • 查找值
  • 确保执行迁移的用户对源组织和目标组织中的以下统一路由实体具有所需特权:
    • 工作流 (msdyn_liveworkstream)
    • 渠道配置 (msdyn_omnichannelconfiguration)
    • 工作时间 (msdyn_operatinghour)
    • 特征 (characteristic)
    • 评分模型 (rating model)
    • 评分值 (ratingvalue)
    • 产能配置文件 (msdyn_capacityprofile)
    • 队列 (queue)
    • 决策合同 (msdyn_decisioncontract)
    • 决策规则集 (msdyn_decisionruleset)
    • 分配配置 (msdyn_assignmentconfiguration)
    • 分配配置步骤 (msdyn_assignmentconfigurationstep)
    • 传递配置 (msdyn_routingconfiguration)
    • 传递配置步骤 (msdyn_routingconfigurationstep)
    • 工作流产能配置文件 (msdyn_liveworkstreamcapacityprofile)
    • 上下文变量 (msdyn_ocliveworkstreamcontextvariable)
    • 调查问题 (msdyn_surveyquestions)
    • 调查问题序列 (msdyn_questionsequence)
    • 调查答案选项 (msdyn_chatansweroption)
    • 快速回复 (msdyn_cannedmessages)
    • 标记 (msdyn_octags)

重要提示

帐户、渠道、机器人配置以及 AI 和分析设置的迁移不在范围内。

迁移实时聊天配置

您必须按照列出的顺序执行这些步骤,才能成功迁移配置数据。 使用表中的信息并引用每个配置的相应示例架构。

  1. 使用解决方案迁移配置
  2. 迁移基于技能的传递的配置
  3. 迁移产能配置文件的配置
  4. 迁移实时聊天队列的配置
  5. 迁移实时聊天工作流的配置
  6. 迁移实时聊天小组件的配置
  7. 验证您的迁移
  8. 数据迁移故障排除

使用解决方案迁移配置

如果您在实时聊天传递设置中使用自定义会话模板和通知,请执行使用解决方案迁移配置中概述的步骤。

迁移基于技能的配置

如果在统一路由设置中使用基于技能的路由规则集,请执行导出和导入数据以进行基于技能的路由中概述的步骤。 确保为实时聊天正确调整任何筛选 Fetch xml。

迁移产能配置文件的配置

如果您在统一路由设置中配置了产能配置文件,请执行导出和导入产能配置文件数据中概述的步骤。 确保为实时聊天正确调整任何筛选 Fetch xml。

迁移实时聊天队列的配置

要为实时聊天迁移队列,请执行迁移基于统一传递的记录队列的数据中概述的步骤。 确保为实时聊天正确调整任何筛选 Fetch xml。

迁移实时聊天工作流的配置

  1. 使用配置迁移工具为记录工作流创建架构并从源组织迁移数据。

    • 实体显示名称:创建架构时,请按表中提到的相同顺序选择实体。
    • 属性显示名称:建议您选择下表中定义的属性。 不需要选择现成的系统定义的属性,如“创建者”、“创建时间”、“修改者”、“修改时间”和“负责人”。 如果需要,可以选择自定义属性。
    • 使用 FetchXML 筛选记录:对于每个实体,使用下表中提到的适当 FetchXML 查询来根据您的要求获取单个、多个或所有记录。 对于单个或多个记录,您需要使用源组织来获取 uiname 中的正确名称和值中的 GUID。 如果需要,可以使用高级查找菜单项构造适当的 FetchXML 查询。
    • 配置导入设置:对于“决策合同”实体,请确保选中不更新现有记录复选框。
  2. 确保迁移中包含实时聊天小组件配置中引用的工作流。

    序列号 实体显示名称(逻辑名称) 属性显示名称(逻辑名称) 使用 FetchXML 筛选记录
    1. 工作流 (msdyn_liveworkstream)
    • API 密钥 (msdyn_apikey)
    • API 密钥版本号 (msdyn_apikeyversionnumber)
    • 允许自动消息 (msdyn_enableautomatedmessages)
    • 允许的状态 (msdyn_allowedpresences)
    • 拒绝或超时后分配工作项 (msdyn_assignworkitemafterdecline)
    • 处于非活动状态后自动关闭 (msdyn_autocloseafterinactivity)
    • 阻止处于总结状态的容量 (msdyn_blockcapacityforwrapup)
    • 机器人队列 (msdyn_bot_queue)
    • 机器人规则 (msdyn_bot_rule)
    • 机器人用户 (msdyn_bot_user)
    • CallbackPreviewDialing (msdyn_notificationtemplate_callback_previewdialing)
    • 连接器 (msdyn_connectorsurl)
    • 咨询 (msdyn_notificationtemplate_consult)
    • 聊天渠道的对话模式 (msdyn_conversationmode)
    • 客户 ID (msdyn_customerid)
    • 未结束会话的客户断开连接保持持续时间 (msdyn_customerdisconnectholddurationforopenconversation)
    • 产能 (msdyn_capacityrequired)
    • 产能格式 (msdyn_capacityformat)
    • 渠道 (msdyn_streamsource)
    • 合同 ID (msdyn_routingcontractid)
    • 默认 (msdyn_sessiontemplate_default)
    • 默认队列 (msdyn_defaultqueue)
    • 方向 (msdyn_direction)
    • 允许从基于推送的工作流中进行选择 (msdyn_enableselectingfrompushbasedworkstreams)
    • 实体 (msdyn_masterentityroutingconfigurationid)
    • 回退语言 (msdyn_fallbacklanguage)
    • 等待之后跟进 (msdyn_followupafterwaiting)
    • 处理时间阈值 (msdyn_handlingtimethreshold)
    • 已通过身份验证的传入 (msdyn_notificationtemplate_incoming_auth)
    • 未通过身份验证的传入 (msdyn_notificationtemplate_incoming_unauth)
    • 为默认 (msdyn_isdefault)
    • 在整个对话中保持同一代理 (msdyn_enableagentaffinity)
    • 上次验证日期 (msdyn_lastvalidationon)
    • 上次验证状态 (msdyn_lastvalidationstatus)
    • 匹配逻辑 (msdyn_matchinglogic)
    • 最大并发 (msdyn_maxconcurrentconnection)
    • 模式 (msdyn_mode)
    • 姓名 (msdyn_name)
    • 通知 (msdyn_notification)
    • 通知方案占位符 (msdyn_notificationscenarioplaceholder)
    • 出站队列 (msdyn_outboundqueueid)
    • 记录标识规则 (msdyn_recordidentificationrule)
    • 记录标识验证规则 (msdyn_recordidentificationvalidationrule)
    • 限制下载录制内容 (msdyn_restrictdownloadrecording)
    • 限制下载脚本 (msdyn_restrictdownloadtranscript)
    • 屏幕弹出超时 (msdyn_screenpoptimeout)
    • 屏幕弹出超时 (msdyn_screenpoptimeout_optionSet)
    • 安全 API 密钥(msdyn_secureapikey)
    • 技能附加规则计数 (msdyn_skillattachmentrulescount)
    • 技能附加规则计数(上次更新日期)
    • (msdyn_skillattachmentrulescount_date)
    • 技能附加规则计数(状态)
    • (msdyn_skillattachmentrulescount_state)
    • 会话方案占位符 (msdyn_sessionscenarioplaceholder)
    • SupervisorAssign (msdyn_notificationtemplate_supervisorassign)
    • 传输 (msdyn_notificationtemplate_transfer)
    • 等待时间阈值 (msdyn_waitingtimethreshold)
    • 工作分配模式 (msdyn_workdistributionmode)
    • 工作流 (msdyn_liveworkstreamid)
    示例 1:所有实时聊天工作流

    示例 2:单个实时聊天工作流

    示例 3:多个实时聊天工作流
    2. 上下文变量 (msdyn_ocliveworkstreamcontextvariable)
    • 姓名 (msdyn_name)
    • 关系名称 (msdyn_relationshipname)
    • 类型 (msdyn_datatype)
    • 工作流 (msdyn_liveworkstreamid)
    • IsList (msdyn_islist)
    • 可修改 (msdyn_ismodifiable)
    • 显示名称 (msdyn_displayname)
    • 可显示 (msdyn_isdisplayable)
    • 实体逻辑名称 (msdyn_entitylogicalname)
    • 上下文变量 (msdyn_ocliveworkstreamcontextvariableid)
    • 状态 (statecode)
    • 状态描述 (statuscode)
    • 系统定义的 (msdyn_issystemdefined)
    示例 1:所有工作流的上下文变量

    示例 2:单个实时聊天工作流的上下文变量

    示例 3:多个实时聊天工作流的上下文变量
    3. 决策合同 (msdyn_decisioncontract)
    • 合同定义 (msdyn_contractdefinition)
    • 决策合同 (msdyn_decisioncontractid)
    • 姓名 (msdyn_name)
    • 唯一名称 (msdyn_uniquename)
    示例 1:所有实时聊天工作流的决策合同

    示例 2:单个实时聊天工作流的决策合同

    示例 3:多个实时聊天工作流的决策合同
    4. 决策规则集 (msdyn_decisionruleset)
    • AI Builder 模型 (msdyn_aibmodelid)
    • 创作模式 (msdyn_authoringmode)
    • 决策规则集 (msdyn_decisionrulesetid)
    • 描述 (msdyn_description)
    • 输入合同 (msdyn_inputcontractid)
    • 为输入集合 (msdyn_isinputcollection)
    • ML 模型类型 (msdyn_mlmodeltype)
    • 姓名 (msdyn_name)
    • 输出合同 (msdyn_outputcontractid)
    • 规则集定义 (msdyn_rulesetdefinition)
    • 规则集类型 (msdyn_rulesettype)
    • 唯一名称 (msdyn_uniquename)
    示例 1:所有实时聊天工作流的决策规则集

    示例 2:单个实时聊天工作流的决策规则集

    示例 3:多个实时聊天工作流的决策规则集
    5. 路由配置 (msdyn_routingconfiguration)
    • 是可用配置 (msdyn_isactiveconfiguration)
    • 姓名 (msdyn_name)
    • 路由配置 (msdyn_routingconfigurationid)
    • 唯一名称 (msdyn_uniquename)
    • 工作流 (msdyn_liveworkstreamid)
    示例 1:所有实时聊天工作流的传递配置

    示例 2:单个实时聊天工作流的传递配置

    示例 3:多个实时聊天工作流的传递配置
    6. 路由配置步骤 (msdyn_routingconfigurationstep)
    • 姓名 (msdyn_name)
    • 路由配置 (msdyn_routingconfigurationid)
    • 路由配置步骤 (msdyn_routingconfigurationstepid)
    • 规则集 (msdyn_rulesetid)
    • 步骤顺序 (msdyn_steporder)
    • 步骤类型 (msdyn_type)
    • 唯一名称 (msdyn_uniquename)
    示例 1:所有实时聊天工作流的传递配置步骤

    示例 2:单个实时聊天工作流的传递配置步骤

    示例 3:多个实时聊天工作流的传递配置步骤
    7. 工作流产能配置文件 (msdyn_liveworkstreamcapacityprofile)
    • 产能配置文件 (msdyn_capacityprofile_id)
    • 姓名 (msdyn_name)
    • 工作流 (msdyn_workstream_id)
    • 工作流产能配置文件 (msdyn_liveworkstreamcapacityprofileid)
    示例 1:所有实时聊天工作流的工作流产能配置文件

    示例 2:单个实时聊天工作流的工作流产能配置文件

    示例 3:多个实时聊天工作流的工作流产能配置文件
    8. 快速答复 (msdyn_cannedmessage)
    • 区域设置 (msdyn_locale_field)
    • 消息 (msdyn_message)
    • 组织 ID (organizationid)
    • 快速答复 (msdyn_cannedmessageid)
    • 状态 (statecode)
    • 状态描述 (statuscode)
    • TagsControlField (msdyn_tagscontrolfield)
    • 标题 (msdyn_title)
    9. 标记 (msdyn_octag)
    • 姓名 (msdyn_name)
    • 标记 (msdyn_octagid)
  3. 生成架构并保存它。

  4. 导出数据并生成压缩 (zip) 文件。

  5. 使用配置迁移工具,选择导入数据的选项,然后选择压缩文件。

重要提示

当您提取包含上下文变量的决策规则集 (msdyn_decisionrulesets) 时,有些决策规则集将在没有依赖项映射的情况下创建。 要解决此问题,请执行以下步骤:

  1. 导入所有实体的数据,包括决策规则集实体 (msdyn_decisionrulesets)。
  2. 再次导入决策规则集实体的数据。 此步骤确保导入决策规则集的所有依赖项映射。

若需示例方案以获取所有必需记录,请参阅实时聊天工作流的示例架构

适用于工作流实体的 FetchXML

示例 1:所有实时聊天工作流

<fetch distinct="true">
	<entity name="msdyn_liveworkstream">
		<filter type="and">
			<condition attribute="msdyn_mode" operator="eq" value="717210001" />
			<condition attribute="msdyn_streamsource" operator="eq" value=" 192360000" />
		</filter>
	</entity>
</fetch>

示例 2:单个实时聊天工作流

<fetch>
	<entity name="msdyn_liveworkstream">
		<filter type="and">
			<condition attribute="msdyn_liveworkstreamid" operator="eq" uiname="Test Live Chat Workstream 1" uitype="msdyn_liveworkstream" value="{759255C7-7AC8-98E0-7E3E-59A7F0312ABC}" />
		</filter>
	</entity>
</fetch>

示例 3:多个实时聊天工作流

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
	<entity name="msdyn_liveworkstream">
		<filter type="and">
			<condition attribute="msdyn_liveworkstreamid" operator="in">
				<value uiname="Test Live Chat Workstream 1" uitype="msdyn_liveworkstream">{759255C7-7AC8-98E0-7E3E-59A7F0312ABC}</value>
				<value uiname="Test Live Chat Workstream 2" uitype="msdyn_liveworkstream">{E6246229-33AC-5A9E-2FFE-51668AD44098}</value>
			</condition>
		</filter>
	</entity>
</fetch>

适用于上下文变量实体的 FetchXML

示例 1:所有实时聊天工作流的上下文变量

<fetch>
    <entity name="msdyn_ocliveworkstreamcontextvariable" >
        <link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="inner" alias="aa" >
            <filter type="and" >
                <condition attribute="msdyn_streamsource" operator="eq" value="192360000" />
                <condition attribute="msdyn_mode" operator="eq" value="717210001" />
            </filter>
        </link-entity>
    </entity>
</fetch>

示例 2:单个实时聊天工作流的上下文变量

<fetch>
    <entity name="msdyn_ocliveworkstreamcontextvariable" >
        <filter type="and" >
            <condition attribute="msdyn_liveworkstreamid" operator="eq" uiname="Live Chat Workstream" uitype="msdyn_liveworkstream" value="{D3A1F09D-51A0-A6B7-266D-58E1BDB97B53}" />
        </filter>
    </entity>
</fetch>

示例 3:多个实时聊天工作流的上下文变量

<fetch>
    <entity name="msdyn_ocliveworkstreamcontextvariable" >
        <filter type="or" >
            <condition attribute="msdyn_liveworkstreamid" operator="eq" uiname="Live Chat Workstream" uitype="msdyn_liveworkstream" value="{D3A1F09D-51A0-A6B7-266D-58E1BDB97B53}" />
            <condition attribute="msdyn_liveworkstreamid" operator="eq" uiname="Live Chat Workstream 1" uitype="msdyn_liveworkstream" value="{f9e18e67-d1a8-ed11-aad1-00224805c057}" />
        </filter>
    </entity>
</fetch>

适用于决策合同实体的 FetchXML

示例 1:所有实时聊天工作流的决策合同

<fetch distinct="true" >
    <entity name="msdyn_decisioncontract" >
        <filter type="and" >
            <condition attribute="ismanaged" operator="eq" value="false" />
        </filter>
        <filter type="or" >
            <filter type="and" >
                <condition attribute="msdyn_mode" entityname="an" operator="eq" value="717210001" />
                <condition attribute="msdyn_streamsource" entityname="an" operator="eq" value="192360000" />
            </filter>
            <filter type="and" >
                <condition attribute="msdyn_mode" entityname="bd" operator="eq" value="717210001" />
                <condition attribute="msdyn_streamsource" entityname="bd" operator="eq" value="192360000" />
            </filter>
        </filter>
        <link-entity name="msdyn_liveworkstream" from="msdyn_routingcontractid" to="msdyn_decisioncontractid" link-type="outer" alias="an" />
        <link-entity name="msdyn_decisionruleset" from="msdyn_outputcontractid" to="msdyn_decisioncontractid" link-type="outer" alias="ba" >
            <link-entity name="msdyn_routingconfigurationstep" from="msdyn_rulesetid" to="msdyn_decisionrulesetid" link-type="outer" alias="bb" >
                <link-entity name="msdyn_routingconfiguration" from="msdyn_routingconfigurationid" to="msdyn_routingconfigurationid" link-type="outer" alias="bc" >
                    <link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="outer" alias="bd" />
                </link-entity>
            </link-entity>
        </link-entity>
    </entity>
</fetch>

示例 2:单个实时聊天工作流的决策合同

<fetch distinct="true" >
    <entity name="msdyn_decisioncontract" >
        <filter type="and" >
            <condition attribute="ismanaged" operator="eq" value="false" />
        </filter>
        <filter type="or" >
            <filter type="and" >
                <condition attribute="msdyn_liveworkstreamid" entityname="an" operator="eq" uiname="Live Chat Workstream" uitype="msdyn_liveworkstream" value="{d3a1f09d-51a0-a6b7-266d-58e1bdb97b53}" />
            </filter>
            <filter type="and" >
                <condition attribute="msdyn_liveworkstreamid" entityname="an" operator="eq" uiname="Live Chat Workstream" uitype="msdyn_liveworkstream" value="{d3a1f09d-51a0-a6b7-266d-58e1bdb97b53}" />
            </filter>
        </filter>
        <link-entity name="msdyn_liveworkstream" from="msdyn_routingcontractid" to="msdyn_decisioncontractid" link-type="outer" alias="an" />
        <link-entity name="msdyn_decisionruleset" from="msdyn_outputcontractid" to="msdyn_decisioncontractid" link-type="outer" alias="ba" >
            <link-entity name="msdyn_routingconfigurationstep" from="msdyn_rulesetid" to="msdyn_decisionrulesetid" link-type="outer" alias="bb" >
                <link-entity name="msdyn_routingconfiguration" from="msdyn_routingconfigurationid" to="msdyn_routingconfigurationid" link-type="outer" alias="bc" >
                    <link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="outer" alias="bd" />
                </link-entity>
            </link-entity>
        </link-entity>
    </entity>
</fetch>

示例 3:多个实时聊天工作流的决策合同

<fetch distinct="true" >
    <entity name="msdyn_decisioncontract" >
        <filter type="and" >
            <condition attribute="ismanaged" operator="eq" value="false" />
        </filter>
        <filter type="or" >
            <filter type="or" >
                <condition attribute="msdyn_liveworkstreamid" entityname="an" operator="eq" uiname="ALM Live Chat Test Workstream" uitype="msdyn_liveworkstream" value="{d3a1f09d-51a0-a6b7-266d-58e1bdb97b53}" />
                <condition attribute="msdyn_liveworkstreamid" entityname="an" operator="eq" uiname="ALM Live Chat Test Workstream" uitype="msdyn_liveworkstream" value="{f9e18e67-d1a8-ed11-aad1-00224805c057}" />
            </filter>
            <filter type="or" >
                <condition attribute="msdyn_liveworkstreamid" entityname="bd" operator="eq" uiname=" Live Chat Workstream" uitype="msdyn_liveworkstream" value="{d3a1f09d-51a0-a6b7-266d-58e1bdb97b53}" />
                <condition attribute="msdyn_liveworkstreamid" entityname="bd" operator="eq" uiname="Live Chat Workstream 2" uitype="msdyn_liveworkstream" value="{f9e18e67-d1a8-ed11-aad1-00224805c057}" />
            </filter>
        </filter>
        <link-entity name="msdyn_liveworkstream" from="msdyn_routingcontractid" to="msdyn_decisioncontractid" link-type="outer" alias="an" />
        <link-entity name="msdyn_decisionruleset" from="msdyn_outputcontractid" to="msdyn_decisioncontractid" link-type="outer" alias="ba" >
            <link-entity name="msdyn_routingconfigurationstep" from="msdyn_rulesetid" to="msdyn_decisionrulesetid" link-type="outer" alias="bb" >
                <link-entity name="msdyn_routingconfiguration" from="msdyn_routingconfigurationid" to="msdyn_routingconfigurationid" link-type="outer" alias="bc" >
                    <link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="outer" alias="bd" />
                </link-entity>
            </link-entity>
        </link-entity>
    </entity>
</fetch>

适用于决策规则集实体的 FetchXML

示例 1:所有实时聊天工作流的决策规则集

<fetch distinct="true" >
    <entity name="msdyn_decisionruleset" >
        <filter type="or" >
            <filter type="and" >
                <condition attribute="msdyn_mode" entityname="af" operator="eq" value="717210001" />
                <condition attribute="msdyn_streamsource" entityname="af" operator="eq" value="192360000" />
            </filter>
        </filter>
        <link-entity name="msdyn_routingconfigurationstep" from="msdyn_rulesetid" to="msdyn_decisionrulesetid" link-type="outer" alias="ad" >
            <link-entity name="msdyn_routingconfiguration" from="msdyn_routingconfigurationid" to="msdyn_routingconfigurationid" link-type="outer" alias="ae" >
                <link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="outer" alias="af" />
            </link-entity>
        </link-entity>
    </entity>
</fetch>

示例 2:单个实时聊天工作流的决策规则集

<fetch distinct="true" >
    <entity name="msdyn_decisionruleset" >
        <filter type="or" >
            <filter type="and" >
                <condition attribute="msdyn_liveworkstreamid" entityname="af" operator="eq" uiname="Live Chat Workstream" uitype="msdyn_liveworkstream" value="{d3a1f09d-51a0-a6b7-266d-58e1bdb97b53}" />
            </filter>
        </filter>
        <link-entity name="msdyn_routingconfigurationstep" from="msdyn_rulesetid" to="msdyn_decisionrulesetid" link-type="outer" alias="ad" >
            <link-entity name="msdyn_routingconfiguration" from="msdyn_routingconfigurationid" to="msdyn_routingconfigurationid" link-type="outer" alias="ae" >
                <link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="outer" alias="af" />
            </link-entity>
        </link-entity>
    </entity>
</fetch>

示例 3:多个实时聊天工作流的决策规则集

<fetch distinct="true" >
    <entity name="msdyn_decisionruleset" >
        <filter type="or" >
            <filter type="or" >
                <condition attribute="msdyn_liveworkstreamid" entityname="af" operator="eq" uiname="Live Chat Workstream" uitype="msdyn_liveworkstream" value="{d3a1f09d-51a0-a6b7-266d-58e1bdb97b53}" />
                <condition attribute="msdyn_liveworkstreamid" entityname="af" operator="eq" uiname="Live Chat Workstream 1" uitype="msdyn_liveworkstream" value="{f9e18e67-d1a8-ed11-aad1-00224805c057}" />
            </filter>
        </filter>
        <link-entity name="msdyn_routingconfigurationstep" from="msdyn_rulesetid" to="msdyn_decisionrulesetid" link-type="outer" alias="ad" >
            <link-entity name="msdyn_routingconfiguration" from="msdyn_routingconfigurationid" to="msdyn_routingconfigurationid" link-type="outer" alias="ae" >
                <link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="outer" alias="af" />
            </link-entity>
        </link-entity>
    </entity>
</fetch>

适用于路由配置实体的 FetchXML

示例 1:所有实时聊天工作流的传递配置

<fetch>
	<entity name="msdyn_routingconfiguration">
		<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="inner" alias="ah">
			<filter type="and">
				<condition attribute="msdyn_mode" operator="eq" value="717210001" />
				<condition attribute="msdyn_streamsource" operator="eq" value="192360000" />
			</filter>
		</link-entity>
	</entity>
</fetch> 

示例 2:单个实时聊天工作流的传递配置

<fetch>
	<entity name="msdyn_routingconfiguration">
		<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="inner" alias="ah">
			<filter type="and">
				<condition attribute="msdyn_liveworkstreamid" operator="eq" uiname="Test Live Chat Workstream 1" uitype="msdyn_liveworkstream" value="{759255C7-7AC8-98E0-7E3E-59A7F0312ABC}" />
			</filter>
		</link-entity>
	</entity>
</fetch>

示例 3:多个实时聊天工作流的传递配置

<fetch>
	<entity name="msdyn_routingconfiguration">
		<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="inner" alias="ah">
			<filter type="and">
				<condition attribute="msdyn_liveworkstreamid" operator="in">
					<value uiname="Test Live Chat Workstream 1" uitype="msdyn_liveworkstream">{759255C7-7AC8-98E0-7E3E-59A7F0312ABC}</value>
					<value uiname="Test Live Chat Workstream 2" uitype="msdyn_liveworkstream">{E6246229-33AC-5A9E-2FFE-51668AD44098}</value>
				</condition>
			</filter>
		</link-entity>
	</entity>
</fetch>

适用于路由配置步骤实体的 FetchXML

示例 1:所有实时聊天工作流的传递配置步骤

<fetch>
	<entity name="msdyn_routingconfigurationstep">
		<link-entity name="msdyn_routingconfiguration" from="msdyn_routingconfigurationid" to="msdyn_routingconfigurationid" link-type="inner" alias="ak">
			<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="inner" alias="al">
				<filter type="and">
					<condition attribute="msdyn_mode" operator="eq" value="717210001" />
					<condition attribute="msdyn_streamsource" operator="eq" value="192360000" />
				</filter>
			</link-entity>
		</link-entity>
	</entity>
</fetch>

示例 2:单个实时聊天工作流的传递配置步骤

<fetch>
	<entity name="msdyn_routingconfigurationstep">
		<link-entity name="msdyn_routingconfiguration" from="msdyn_routingconfigurationid" to="msdyn_routingconfigurationid" link-type="inner" alias="ak">
			<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="inner" alias="al">
				<filter type="and">
					<condition attribute="msdyn_liveworkstreamid" operator="eq" uiname="Test Live Chat Workstream 1" uitype="msdyn_liveworkstream" value="{759255C7-7AC8-98E0-7E3E-59A7F0312EFC}" />
				</filter>
			</link-entity>
		</link-entity>
	</entity>
</fetch>

示例 3:多个实时聊天工作流的传递配置步骤

<fetch>
	<entity name="msdyn_routingconfigurationstep">
		<link-entity name="msdyn_routingconfiguration" from="msdyn_routingconfigurationid" to="msdyn_routingconfigurationid" link-type="inner" alias="ak">
			<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="inner" alias="al">
				<filter type="and">
					<condition attribute="msdyn_liveworkstreamid" operator="in">
						<value uiname="Test Live Chat Workstream 1" uitype="msdyn_liveworkstream">{759255C7-7AC8-98E0-7E3E-59A7F0312ABC}</value>
						<value uiname="Test Live Chat Workstream 2" uitype="msdyn_liveworkstream">{E6246229-33AC-5A9E-2FFE-51668AD44098}</value>
					</condition>
				</filter>
			</link-entity>
		</link-entity>
	</entity>
</fetch>

适用于工作流产能配置文件实体的 FetchXML

示例 1:所有实时聊天工作流的工作流产能配置文件

<fetch>
	<entity name="msdyn_liveworkstreamcapacityprofile">
		<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_workstream_id" link-type="inner" alias="am">
			<filter type="and">
				<condition attribute="msdyn_mode" operator="eq" value="717210001" />
				<condition attribute="msdyn_streamsource" operator="eq" value="192360000" />
			</filter>
		</link-entity>
	</entity>
</fetch>

示例 2:单个实时聊天工作流的工作流产能配置文件

<fetch>
	<entity name="msdyn_liveworkstreamcapacityprofile">
		<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_workstream_id" link-type="inner" alias="am">
			<filter type="and">
				<condition attribute="msdyn_liveworkstreamid" operator="eq" uiname="Test Live Chat Workstream 1" uitype="msdyn_liveworkstream" value="{759255C7-7AC8-98E0-7E3E-59A7F0312EFC}" />
			</filter>
		</link-entity>
	</entity>
</fetch>

示例 3:多个实时聊天工作流的工作流产能配置文件

<fetch>
	<entity name="msdyn_liveworkstreamcapacityprofile">
		<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_workstream_id" link-type="inner" alias="am">
			<filter type="and">
				<condition attribute="msdyn_liveworkstreamid" operator="in">
					<value uiname="Test Live Chat Workstream 1" uitype="msdyn_liveworkstream">{759255C7-7AC8-98E0-7E3E-59A7F0312EFC}</value>
					<value uiname="Test Live Chat Workstream 2" uitype="msdyn_liveworkstream">{E6246229-33AC-5A9E-2FFE-51668AD44215}</value>
				</condition>
			</filter>
		</link-entity>
	</entity>
</fetch>

迁移实时聊天小组件的配置

进行了以下假设:

  • 规则将在导出聊天配置后导出,以便能够将对话前调查问题用作对话上下文变量。

  • 当您向对话前调查部分添加新问题时,您无法创建上下文变量。

  • 问题可以在导出实时聊天配置和规则后导出,以便能够将对话前调查问题用作上下文变量。

  • 工作流必须存在,无论是手动创建的还是以前迁移到目标组织的。

迁移实时聊天小组件的数据

  1. 使用配置迁移工具为实时聊天小组件和相关实体创建架构并从源组织导出数据。

    • 实体显示名称:创建架构时,按表中提到的顺序选择实体。
    • 属性显示名称:建议您选择下表中定义的属性。 不必选择系统定义的属性,如“创建者”、“创建时间”、“修改者”、“修改时间”和“负责人”。 如果需要,可以选择自定义属性。
    序列号 实体显示名称(逻辑名称) 属性显示名称(逻辑名称)
    1. 聊天小组件 (msdyn_livechatconfig) 用于筛选实时聊天记录的 FetchXMl
    注意:
    - 替换条件部分中 msdyn_liveworkstream 的值。
    - 不要将 msdyn_widgetappid 和 msdyn_widgetsnippet 纳入到实体中。
    - 确保纳入到架构中指明插件被禁用的实体声明中。 (disableplugins="false")
    • (已弃用)在非工作时间 (msdyn_duringnonoperatinghours)
    • 代理显示名称 (msdyn_agentdisplayname)
    • 允许下载脚本 (msdyn_enablechattranscriptdownload)
    • 允许脚本电子邮件 (msdyn_enablechattranscriptemail)
    • 匿名代理 (msdyn_showagentname)
    • 身份验证设置 (msdyn_authsettingsid)
    • 自动检测语言 (msdyn_autodetectlanguage)
    • 机器人调查 (msdyn_postconversationsurveybotsurvey)
    • 通话选项 (msdyn_callingoptions)
    • 聊天小组件 (msdyn_livechatconfigid)
    • 同步浏览提供程序 (msdyn_cobrowseprovider)
    • 显示通用名称 (msdyn_genericagentdisplayname)
    • 电子邮件模板 (msdyn_emailtemplate)
    • 启用 (msdyn_postconversationsurveyenable)
    • 启用同步浏览 (msdyn_enablecobrowse)
    • 针对代理启用文件附件 (msdyn_enablefileattachmentsforagents)
    • 针对客户启用文件附件 (msdyn_enablefileattachmentsforcustomers)
    • 启用屏幕共享 (msdyn_enablescreensharing)
    • 指示聊天小组件的对话模式 (msdyn_conversationmode)
    • 指示是否已允许显示等待时间 (msdyn_averagewaittime_enabled)
    • infolabel (msdyn_infolabel)
    • 语言 (msdyn_widgetlocale)
    • 语言 (msdyn_ocwidgetlanguage)
    • 语言 (msdyn_language)
    • 徽标 (msdyn_avatarurl)
    • 消息 (msdyn_postconversationsurveymessagetext)
    • 修改时间 (modifiedon)
    • 姓名 (msdyn_name)
    • 脱机小组件标题 (msdyn_offlinewidgettitle)
    • 脱机小组件副标题 (msdyn_offlinewidgetsubtitle)
    • 脱机小组件主题颜色 (msdyn_offlinewidgetthemecolor)
    • 工作时间 (msdyn_operatinghourid)
    • 门户 URL (msdyn_portalurl)
    • 位置 (msdyn_widgetposition)
    • 聊天后调查 (msdyn_postchatenabled)
    • 聊天前调查 (msdyn_prechatenabled)
    • 主动聊天 (msdyn_proactivechatenabled)
    • 提供程序 API 密钥 (msdyn_oc_geolocationprovider)
    • 已进行身份验证的用户的问题集 (msdyn_prechatquestionnaireauthenticated)
    • 未进行身份验证的用户的问题集 (msdyn_prechatquestionnaireunauthenticated)
    • 重新连接到以前的代理 (msdyn_timetoreconnectwithpreviousagent)
    • 重定向 URL (msdyn_redirectionurl)
    • 请求访问者位置 (msdyn_requestvisitorlocation)
    • 屏幕共享提供程序 (msdyn_screensharingprovider)
    • 发件人邮箱 (msdyn_mailbox)
    • 显示队列中的位置 (msdyn_positioninqueue_enabled)
    • 在脱机时间期间显示小组件 (msdyn_showwidgetduringofflinehours)
    • 状态 (statecode)
    • 状态描述 (statuscode)
    • 副标题 (msdyn_widgetsubtitle)
    • 调查 (msdyn_postconversationsurvey)
    • 调查模式 (msdyn_postconversationsurveymode)
    • 主题颜色 (msdyn_widgetthemecolor)
    • 标题 (msdyn_widgettitle)
    • 启用“重新连接到先前聊天”(msdyn_enablechatreconnect)
    • 打开声音通知 (msdyn_widgetsoundnotification)
    • 打开未读消息指示器 (msdyn_widgetvisualnotification)
    • 工作流 (msdyn_liveworkstreamid)
    2. 聊天身份验证设置 (msdyn_authenticationsettings)
    • 身份验证类型 (msdyn_authenticationtype)
    • 聊天身份验证设置 (msdyn_authenticationsettingsid)
    • JavaScript 客户端函数 (msdyn_javascriptclientfunction)
    • 姓名 (msdyn_name)
    • 公钥 URL (msdyn_publickeyurl)
    • 状态 (statecode)
    • 状态描述 (statuscode)
    3. 本地化 (msdyn_oclocalizationdata)
    • 自动消息 (msdyn_systemmessageid)
    • 默认本地化文本 (msdyn_defaultlocalizedtext)
    • 实体列名称 (msdyn_entitycolumnname)
    • 实体名称 (msdyn_entityname)
    • 实体记录 ID (msdyn_entityrecordid)
    • 为默认 (msdyn_isdefault)
    • 语言代码 (msdyn_customerlanguageid)
    • 语言代码 (msdyn_languagecode)
    • 本地化 (msdyn_oclocalizationdataid)
    • 本地化文本 (msdyn_localizedtext)
    • 组织 ID (organizationid)
    • 状态 (statecode)
    • 状态描述 (statuscode)
    4. 消息 (msdyn_ocsystemmessage)
    • 渠道 (msdyn_streamsource)
    • 默认语言 (msdyn_defaultlanguage)
    • 实例 ID (msdyn_instanceid)
    • 消息 (msdyn_ocsystemmessageid)
    • 消息说明 (msdyn_messagedescription)
    • 邮件收件人 (msdyn_messagereceiver)
    • 消息模板触发器 (msdyn_messagetemplatetrigger)
    • 消息文本 (msdyn_messagetext)
    • 消息触发器 (msdyn_systemmessageeventtype)
    • 消息类型 (msdyn_messagetype)
    • 姓名 (msdyn_name)
    • 组织 ID (organizationid)
    • 状态 (statecode)
    • 状态描述 (sttuscode)
    • 小组件 (msdyn_widgetid)
    5. 调查答案选项 (msdyn_chatansweroption)
    • 姓名 (msdyn_name)
    • 状态 (statecode)
    • 状态描述 (statuscode)
    • 调查答案选项 (msdyn_chatansweroptionid)
    • 调查问题 (msdyn_answeroptionsid)
    6. 调查问题 (msdyn_surveyquestion)
    • 答案类型 (msdyn_answertyp)
    • 帮助文本 (msdyn_placeholdertext)
    • 问题名称 (msdyn_nam)
    • 问题文本 (msdyn_questiontext)
    • 评级范围 (msdyn_ratingscal)
    • 状态 (statecod)
    • 状态描述 (statuscod)
    • 调查问题 (msdyn_surveyquestionid)
    • 工作流 (msdyn_liveworkstreamtochatquestion)
    7. 调查问题序列 (msdyn_questionsequence)
    • - 聊天小组件 (msdyn_chatengagementtochatsequenceid)
    • 姓名 (msdyn_name)
    • 顺序 (sequencenumber)
    • 必需 (msdyn_questionrequired)
    • 状态 (statecode)
    • 状态描述 (statuscode)
    • 调查问题名称 (msdyn_surveyquestion)
    • 调查问题序列 (msdyn_questionsequenceid)
    • 调查类型 (msdyn_chatquestionnairetype)
    8. 调查响应 (msdyn_chatquestionnaireresponse)
    • 姓名 (msdyn_name)
    • 状态 (statecode)
    • 状态描述 (statuscode)
    • 调查答案选项 (msdyn_chatansweroptionid)
    • 调查答案文本 (msdyn_chatanswertext)
    • 调查问题 ID (msdyn_surveyquestionid)
    • 调查响应 (msdyn_chatquestionnaireresponseid)
    • 调查响应值 (msdyn_chatquestionnaireresponseitemid)
    9. 聊天小组件位置 (msdyn_livechatwidgetlocation)
    • 聊天小组件 (msdyn_livechatconfigid)
    • 聊天小组件位置 (msdyn_livechatwidgetlocationid)
    • 位置 URL 通配符 (msdyn_locationurlwildcard)
    • 修改者 (modifiedby)
    • 规则类型 (msdyn_ruletype)
    • 状态 (statecode)
    • 状态描述 (statuscode)
    • 标题 (msdyn_name)
    • 值 (msdyn_domainvalue)
    10. 聊天小组件语言 (msdyn_chatwidgetlanguage)
    • 聊天小组件语言 (msdyn_chatwidgetlanguageid)
    • 语言名称 (msdyn_languagename)
    • 区域设置 ID (msdyn_localeid)
    • 状态 (statecode)
    • 状态描述 (statuscode)
    11. 本地化调查问题 (msdyn_localizedsurveyquestion)
    • 描述 (msdyn_description)
    • 语言代码 (msdyn_languagecode)
    • 本地化的问题文本 (msdyn_localizedquestiontext)
    • 本地化调查问题 (msdyn_localizedsurveyquestionid)
    • 姓名 (msdyn_name)
    • 状态 (statecode)
    • 状态描述 (statuscode)
    • 调查问题 (msdyn_surveyquestionid)
    12. 地理位置提供程序 (msdyn_oc_geolocationprovider)
    • 必应地图 API 密钥 (msdyn_providerapikey)
    • 地理位置提供程序 (msdyn_oc_geolocationproviderid)
    • 姓名 (msdyn_name)
    • 提供程序 API 密钥版本 (msdyn_providerapikeyversion)
    • 提供程序名称 (msdyn_providername)
    • 状态 (statecode)
    • 状态描述 (statuscode)
  2. 生成架构并保存它。

  3. 导出数据并生成压缩 (zip) 文件。

  4. 使用配置迁移工具,选择导入数据的选项,然后选择压缩文件。

若需示例方案以获取所有必需记录,请参阅实时聊天渠道的示例架构

适用于实时聊天的 FetchXML

    <fetch version="1.0" mapping="logical" distinct="false">
	<entity name="msdyn_livechatconfig">
		<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="inner" alias="ab">
			<filter type="and">
				<condition attribute="msdyn_liveworkstreamid" operator="eq" uiname="elopez-ws-lcw-m7" uitype="msdyn_liveworkstream" value="{EBEE52BD-2EFD-99C5-C658-F13E7C7D3F8C}" />
			</filter>
		</link-entity>
	</entity>
</fetch>

验证您的迁移

将统一路由相关配置数据从源组织成功导入目标组织后,在目标组织中执行以下步骤:

  1. 在 UI 中,确保统一路由配置和规则集正确呈现并且不显示错误。

  2. 如果在统一路由规则集中使用技能和评分值,则需要手动链接、关联或创建用户、可预订资源和可预订资源特征记录。

  3. 如果产能配置文件用于统一路由的规则集和工作流,则您需要手动链接、关联或创建用户、可预订资源和可预订资源产能配置文件记录。

数据导出和导入注意事项

若要解决在迁移期间可能面临的任何问题,请按如下方式检查日志文件:

  • 在目标组织中导入数据时,如果您看到黄色警告符号,在配置迁移工具中检查以下日志:

    • Login_ErrorLog.log:提供有关使用配置管理工具登录组织时遇到的任何问题的信息。
    • DataMigrationUtility.log:提供有关上次迁移期间使用此工具执行的任务的信息。
    • ImportDataDetail.log:提供有关工具在上次数据导入中导入的数据的信息。

    详细信息:解决使用日志文件配置数据迁移问题

    指示数据导入期间出现的错误的黄色警告。

  • 如果日志包含网络错误,重复导入过程。

    下面是一个示例:

    Time: 11:46:09 PM
    Error: There was no endpoint listening at `https://www.contoso.com/XRMServices/2011/Organization.svc/web?SDKClientVersion=9.2.46.5279` that could accept the message. This is often caused by an incorrect address or SOAP action. See InnerException, if present, for more details.
    Stack Trace: Service stack trace:
    

另请参见

迁移基于统一传递的记录的配置