Sample: Dump global option set information to a file
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\Metadata\OptionSets\DumpOptionSetInfo.cs
SampleCode\VB\Metadata\OptionSets\DumpOptionSetInfo.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 write out all the global OptionSet metadata to an XML file. It uses the RetrieveAllOptionSetsRequest message.
The following sample creates a new file at \OptionSets\bin\Debug\AllOptionSetValues.xml. You can open this file in Microsoft Office Excel to see a tabular report. You may need this information to discover the entity type code for a custom entity for use in reports.
Example
using System;
using System.Linq;
using System.Xml.Linq;
using System.ServiceModel;
using System.ServiceModel.Description;
using System.Collections.Generic;
using System.Xml.Serialization;
using System.Xml;
using System.IO;
// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// found in the SDK\bin folder.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Metadata;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Messages;
// This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
// found in the SDK\bin folder.
using Microsoft.Crm.Sdk.Messages;
namespace Microsoft.Crm.Sdk.Samples
{
/// <summary>
/// This sample shows how to retrieve and write out global option set values.
/// </summary>
public class DumpOptionSetInfo
{
#region Class Level Members
/// <summary>
/// Stores the organization service proxy.
/// </summary>
OrganizationServiceProxy _serviceProxy;
// Create storage for new attributes being created
public List<AttributeMetadata> addedAttributes;
// Specify which language code to use in the sample. If you are using a language
// other than US English, you will need to modify this value accordingly.
// See https://msdn.microsoft.com/en-us/library/0h88fahh.aspx
public const int _languageCode = 1033;
// Define the IDs/variables needed for this sample.
public int _insertedStatusValue;
#endregion Class Level Members
#region How To Sample Code
/// <summary>
/// </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();
#region How to dump option set info
RetrieveAllOptionSetsRequest retrieveAllOptionSetsRequest =
new RetrieveAllOptionSetsRequest();
// Execute the request
RetrieveAllOptionSetsResponse retrieveAllOptionSetsResponse =
(RetrieveAllOptionSetsResponse)_serviceProxy.Execute(
retrieveAllOptionSetsRequest);
// Create an instance of StreamWriter to write text to a file.
// The using statement also closes the StreamWriter.
// To view this file, right click the file and choose open with Excel.
// Excel will figure out the schema and display the information in columns.
String filename = String.Concat("AllOptionSetValues.xml");
using (StreamWriter sw = new StreamWriter(filename))
{
// Create Xml Writer.
XmlTextWriter metadataWriter = new XmlTextWriter(sw);
// Start Xml File.
metadataWriter.WriteStartDocument();
// Metadata Xml Node.
metadataWriter.WriteStartElement("Metadata");
if (retrieveAllOptionSetsResponse.OptionSetMetadata.Count() > 0)
{
foreach (OptionSetMetadataBase optionSetMetadataBase in
retrieveAllOptionSetsResponse.OptionSetMetadata)
{
if (optionSetMetadataBase.OptionSetType != null)
{
if ((OptionSetType)optionSetMetadataBase.OptionSetType == OptionSetType.Picklist)
{
OptionSetMetadata optionSetMetadata = (OptionSetMetadata)optionSetMetadataBase;
// Start OptionSet Node
metadataWriter.WriteStartElement("OptionSet");
metadataWriter.WriteAttributeString("OptionSetType", OptionSetType.Picklist.ToString());
metadataWriter.WriteElementString("OptionSetDisplayName",
(optionSetMetadata.DisplayName.LocalizedLabels.Count > 0)? optionSetMetadata.DisplayName.LocalizedLabels[0].Label : String.Empty);
// Writes the options
metadataWriter.WriteStartElement("Options");
foreach (OptionMetadata option in optionSetMetadata.Options)
{
metadataWriter.WriteStartElement("Option");
metadataWriter.WriteElementString("OptionValue", option.Value.ToString());
metadataWriter.WriteElementString("OptionDescription", option.Label.UserLocalizedLabel.Label.ToString());
metadataWriter.WriteEndElement();
}
metadataWriter.WriteEndElement();
// End OptionSet Node
metadataWriter.WriteEndElement();
}
else if ((OptionSetType)optionSetMetadataBase.OptionSetType == OptionSetType.Boolean)
{
BooleanOptionSetMetadata optionSetMetadata = (BooleanOptionSetMetadata)optionSetMetadataBase;
// Start OptionSet Node
metadataWriter.WriteStartElement("OptionSet");
metadataWriter.WriteAttributeString("OptionSetType", OptionSetType.Boolean.ToString());
if (optionSetMetadata.DisplayName.LocalizedLabels.Count != 0)
metadataWriter.WriteElementString("OptionSetDisplayName", optionSetMetadata.DisplayName.LocalizedLabels[0].Label);
else
metadataWriter.WriteElementString("OptionSetDisplayName", "UNDEFINED");
// Writes the TrueOption
metadataWriter.WriteStartElement("TrueOption");
metadataWriter.WriteElementString("OptionValue", optionSetMetadata.TrueOption.Value.ToString());
metadataWriter.WriteElementString("OptionDescription", optionSetMetadata.TrueOption.Label.UserLocalizedLabel.Label.ToString());
metadataWriter.WriteEndElement();
// Writes the FalseOption
metadataWriter.WriteStartElement("FalseOption");
metadataWriter.WriteElementString("OptionValue", optionSetMetadata.FalseOption.Value.ToString());
metadataWriter.WriteElementString("OptionDescription", optionSetMetadata.FalseOption.Label.UserLocalizedLabel.Label.ToString());
metadataWriter.WriteEndElement();
// End OptionSet Node
metadataWriter.WriteEndElement();
}
}
}
}
// End Metadata Xml Node
metadataWriter.WriteEndElement();
metadataWriter.WriteEndDocument();
// Close xml writer.
metadataWriter.Close();
}
#endregion How to dump option set info
Console.WriteLine("Done.");
//DeleteRequiredRecords(promptForDelete);
}
}
// 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>
/// Deletes/Reverts the record that was created/changed for this sample.
/// <param name="prompt">Indicates whether to prompt the user to delete
/// the records created in this sample.</param>
/// </summary>
public void DeleteRequiredRecords(bool prompt)
{
bool deleteRecords = true;
if (prompt)
{
Console.WriteLine(
"\nDo you want these entity records to be deleted? (y/n)");
String answer = Console.ReadLine();
deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));
}
if (deleteRecords)
{
}
}
#endregion How To Sample Code
#region Main
/// <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();
DumpOptionSetInfo app = new DumpOptionSetInfo();
app.Run(config, false);
}
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
}
}
Imports System.ServiceModel
Imports System.ServiceModel.Description
Imports System.Xml.Serialization
Imports System.Xml
Imports System.IO
' These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
' found in the SDK\bin folder.
Imports Microsoft.Xrm.Sdk
Imports Microsoft.Xrm.Sdk.Query
Imports Microsoft.Xrm.Sdk.Metadata
Imports Microsoft.Xrm.Sdk.Client
Imports Microsoft.Xrm.Sdk.Messages
' This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
' found in the SDK\bin folder.
Imports Microsoft.Crm.Sdk.Messages
Namespace Microsoft.Crm.Sdk.Samples
''' <summary>
''' This sample shows how to retrieve and write out global option set values.
''' </summary>
Public Class DumpOptionSetInfo
#Region "Class Level Members"
''' <summary>
''' Stores the organization service proxy.
''' </summary>
Private _serviceProxy As OrganizationServiceProxy
' Create storage for new attributes being created
Public addedAttributes As List(Of AttributeMetadata)
' Specify which language code to use in the sample. If you are using a language
' other than US English, you will need to modify this value accordingly.
' See https://msdn.microsoft.com/en-us/library/0h88fahh.aspx
Public Const _languageCode As Integer = 1033
' Define the IDs/variables needed for this sample.
Public _insertedStatusValue As Integer
#End Region ' Class Level Members
#Region "How To Sample Code"
''' <summary>
''' </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()
' #Region "How to dump option set info"
Dim retrieveAllOptionSetsRequest As New RetrieveAllOptionSetsRequest()
' Execute the request
Dim retrieveAllOptionSetsResponse As RetrieveAllOptionSetsResponse =
CType(_serviceProxy.Execute(retrieveAllOptionSetsRequest), RetrieveAllOptionSetsResponse)
' Create an instance of StreamWriter to write text to a file.
' The using statement also closes the StreamWriter.
' To view this file, right click the file and choose open with Excel.
' Excel will figure out the schema and display the information in columns.
Dim filename As String = String.Concat("AllOptionSetValues.xml")
Using sw As New StreamWriter(filename)
' Create Xml Writer.
Dim metadataWriter As New XmlTextWriter(sw)
' Start Xml File.
metadataWriter.WriteStartDocument()
' Metadata Xml Node.
metadataWriter.WriteStartElement("Metadata")
If retrieveAllOptionSetsResponse.OptionSetMetadata.Count() > 0 Then
For Each optionSetMetadataBase As OptionSetMetadataBase In retrieveAllOptionSetsResponse.OptionSetMetadata
If optionSetMetadataBase.OptionSetType IsNot Nothing Then
If CType(optionSetMetadataBase.OptionSetType, OptionSetType) = OptionSetType.Picklist Then
Dim optionSetMetadata As OptionSetMetadata = CType(optionSetMetadataBase, OptionSetMetadata)
' Start OptionSet Node
metadataWriter.WriteStartElement("OptionSet")
metadataWriter.WriteAttributeString("OptionSetType", OptionSetType.Picklist.ToString())
metadataWriter.WriteElementString("OptionSetDisplayName",
If(optionSetMetadata.DisplayName.LocalizedLabels.Count > 0, optionSetMetadata.DisplayName.LocalizedLabels(0).Label, String.Empty))
' Writes the options
metadataWriter.WriteStartElement("Options")
For Each [option] As OptionMetadata In optionSetMetadata.Options
metadataWriter.WriteStartElement("Option")
metadataWriter.WriteElementString("OptionValue", [option].Value.ToString())
metadataWriter.WriteElementString("OptionDescription", [option].Label.UserLocalizedLabel.Label.ToString())
metadataWriter.WriteEndElement()
Next [option]
metadataWriter.WriteEndElement()
' End OptionSet Node
metadataWriter.WriteEndElement()
ElseIf CType(optionSetMetadataBase.OptionSetType, OptionSetType) = OptionSetType.Boolean Then
Dim optionSetMetadata As BooleanOptionSetMetadata = CType(optionSetMetadataBase, BooleanOptionSetMetadata)
' Start OptionSet Node
metadataWriter.WriteStartElement("OptionSet")
metadataWriter.WriteAttributeString("OptionSetType", OptionSetType.Boolean.ToString())
metadataWriter.WriteElementString("OptionSetDisplayName",
If(optionSetMetadata.DisplayName.LocalizedLabels.Count > 0, optionSetMetadata.DisplayName.LocalizedLabels(0).Label, String.Empty))
' Writes the TrueOption
metadataWriter.WriteStartElement("TrueOption")
metadataWriter.WriteElementString("OptionValue", optionSetMetadata.TrueOption.Value.ToString())
metadataWriter.WriteElementString("OptionDescription", optionSetMetadata.TrueOption.Label.UserLocalizedLabel.Label.ToString())
metadataWriter.WriteEndElement()
' Writes the FalseOption
metadataWriter.WriteStartElement("FalseOption")
metadataWriter.WriteElementString("OptionValue", optionSetMetadata.FalseOption.Value.ToString())
metadataWriter.WriteElementString("OptionDescription", optionSetMetadata.FalseOption.Label.UserLocalizedLabel.Label.ToString())
metadataWriter.WriteEndElement()
' End OptionSet Node
metadataWriter.WriteEndElement()
End If
End If
Next optionSetMetadataBase
End If
' End Metadata Xml Node
metadataWriter.WriteEndElement()
metadataWriter.WriteEndDocument()
' Close xml writer.
metadataWriter.Close()
End Using
'#End Region ' How to dump option set info
Console.WriteLine("Done.")
'DeleteRequiredRecords(promptForDelete);
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>
''' Deletes/Reverts the record that was created/changed for this sample.
''' <param name="prompt">Indicates whether to prompt the user to delete
''' the records created in this sample.</param>
''' </summary>
Public Sub DeleteRequiredRecords(ByVal prompt As Boolean)
Dim deleteRecords As Boolean = True
If prompt Then
Console.WriteLine(vbLf & "Do you want these entity records to be deleted? (y/n)")
Dim answer As String = Console.ReadLine()
deleteRecords = (answer.StartsWith("y") OrElse answer.StartsWith("Y"))
End If
If deleteRecords Then
End If
End Sub
#End Region ' How To Sample Code
#Region "Main"
''' <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 DumpOptionSetInfo()
app.Run(config, False)
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
End Class
End Namespace
See Also
Extend the metadata model
Customize global option sets
Global option set messages
Global option set metadata values