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Create a schema to export configuration data

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Applies To: Dynamics CRM 2013

The Configuration Migration tool lets you build a schema to describe your export data. It also enables you to check for any missing dependencies and relationships in the entities or fields to be exported to avoid an inconsistent data set.

In This Topic

Before you begin

Create a schema and export configuration data

Reuse an existing schema to export configuration data

Before you begin

Download the Microsoft Dynamics CRM SDK and extract the contents of the package on your computer. The Configuration Migration tool is available under the SDK\Tools\ConfgurationMigration folder in the extracted CRM SDK package. You do not need to install the Configuration Migration tool. Run the tool by double-clicking the DataMigrationUtility.exe file in the SDK\Tools\ConfgurationMigration folder.

Create a schema and export configuration data

  1. Start the Configuration Migration tool.

  2. On the main screen, click Create schema, and click Continue.

  3. On the Login screen, provide authentication details to connect to yourCRM instance from where you want to export data. If you have multiple organizations on the CRM server, and want to select the organization from where to export the data, select the Always display list of available orgs check box. Click Login.

  4. If you have multiple organizations, and you selected the Always display list of available orgs check box, the next screen lets you choose the organization that you want to connect to. Select a CRM organization to connect to.

  5. From the Select the solution list, select a solution from where you want to export the data:

  6. In the selected solution, you can select the entities and fields to be exported or export all the entities within the solution.

    1. To select the entities and fields to be exported, from the Select Entity list, select the entity for which you want to export the data. The Fields for the entity list displays all the fields of the selected entity.

      1. To add selected fields of the entity, click Add Fields.

      2. To add the entity itself and all the fields, click Add Entity.

    2. To export all the entities, click Add All next to the Select Entity list.

    Create schema of the data to be exported in CRM

  7. You can select the Show the relationships of the selected entity to view the related entities for the selected entity so that you can export them as well.

  8. The selected entities are displayed in the Selected Fields and Entities box.

    • If you want to remove an entity, field, or relationship, click to select it, right-click, and then select the remove option.

    • If you want to remove all the items in the Selected Fields and Entities and start over, click Clear Selection.

    Remove a relationship in a CRM schema

  9. To validate the selected data to be exported, click Tools > Validate Schema.

    Validate the schema

  10. A message is displayed if there are any missing dependencies. To close the message, click OK.

    Validation results message in Dynamics CRM

  11. Add the missing entities, and then perform step 9 again to validate the data. A confirmation message is displayed if there are no validation errors.

    Tip

    If the missing entity is not in the solution you selected for export, you can add the entity from the Default Solution by selecting it from the Select the solution list.

  12. Define the uniqueness condition for your data to be exported. To open a new screen, click Tools > Configure Import Settings. For each entity that you have selected to export, add the field or fields on which you want the records to be compared with existing records on the target system during the import. Select a field, and click Add Field.

    Configure import settings in Dynamics CRM

  13. To disable plugins for all the entities before the data is imported on to the target system, select the Disable plug-ins on all entities for import check box. The tool will disable all the plugins while importing data on to the target server, and re-enable them after the import process.

  14. To save the settings and return to the main screen, click Save.

    Note

    If you want to undo any changes in the Configure Import Settings dialog box, you must manually revert those changes in this dialog box, and then click Save to save your changes, and close the dialog box.

  15. In the main screen:

    1. Click File > Save Schema to just save the schema without exporting the data. You are prompted to specify the name and location of the schema file (.xml) to save. You can use the schema later to export the data. You can exit the tool now.

    2. Click Export Data to export the data and schema file. You are prompted to specify the name and location of the schema file to be exported. Specify the name and location, and click Save. Go to the next step.

    3. Click Save and Export to choose whether to export the data after saving the schema file or not. You are prompted to specify the name and location of the schema file to be exported. Specify the name and location, and click Save. You are prompted to save the data file: click Yes to export it or No to export it later. If you clicked Yes, go to the next step.

  16. On the next screen, specify the location of the data file to be exported in the Save to data file box, and then click Export Data. The screen displays the export progress status and the location of the exported file at the bottom of the screen once the export is complete.

    Screenshot of export data in Dynamics CRM

  17. Click Exit to close the tool.

Reuse an existing schema to export configuration data

You can reuse a schema file that was generated using the Configuration Migration tool to quickly export data across CRM instances without having to create the schema all over again.

  1. Start the Configuration Migration tool.

  2. On the main screen, click Export data, and click Continue.

  3. On the Login screen, provide authentication details to connect to your CRM instance from where you want to export data. If you have multiple organizations on the CRM server, and want to select the organization from where to export the data, select the Always display list of available orgs check box. Click Login.

  4. If you have multiple organizations, and you selected the Always display list of available orgs check box, the next screen lets you choose the organization that you want to connect to. Select a CRM organization to connect to.

  5. On the next screen, select the schema file to be used for the data export.

  6. Specify the name and location of the data file to be exported.

  7. Click Export Data. The screen displays the export progress status and the location of the exported file at the bottom of the screen once the export is complete.

  8. Click Exit to close the tool.

See Also

Modify a configuration data schema
Manage your configuration data
Import configuration data

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