-
Notifications
You must be signed in to change notification settings - Fork 0
/
Get-D365ceMetadata.ps1
374 lines (310 loc) · 16.1 KB
/
Get-D365ceMetadata.ps1
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
#https://github.com/valerymoskalenko/D365CE-PowerShell-scripts
function Get-D365CEEntityMetaData ([string]$DataEntity) {
$tenantDomain = 'contoso.com'
[uri]$url = 'https://contosocrm.api.crm.dynamics.com'
$ApplicationClientId = '699ee32d-a659-000-000-445a3dc7f0fb'
$ApplicationClientSecretKey = 'rNfjoieiru984t55lijfeirjfowert85t4t5fvvjeriJbXE=';
$ErrorActionPreference = "Stop"
Write-Host "Authorization..." -ForegroundColor Yellow
Add-Type -AssemblyName System.Web
[string]$absoluteURL = $url.AbsoluteUri.Remove($url.AbsoluteUri.Length-1,1)
[Net.ServicePointManager]::SecurityProtocol = [Net.SecurityProtocolType]::Tls12
$Body = @{
"client_id" = $ApplicationClientId
"client_secret" = $ApplicationClientSecretKey
"grant_type" = 'client_credentials'
"scope" = "$absoluteURL/.default"
}
$login = $null
$login = Invoke-RestMethod -Method Post -Uri "https://login.microsoftonline.com/$tenantDomain/oauth2/v2.0/token" -Body $Body -ContentType 'application/x-www-form-urlencoded' -Verbose
$Bearer = $null
[string]$Bearer = $login.access_token
Write-Host "Getting data..." -ForegroundColor Yellow
$headers = @{
"Accept" = "application/xml"
"Accept-Charset" = "UTF-8"
"Authorization" = "Bearer $Bearer"
"Host" = "$($url.Host)"
}
Write-Host "Results..." -ForegroundColor Yellow
[System.UriBuilder] $urlBuilder = $url
$urlBuilder.Path = '/api/data/v9.0/$metadata'
[xml] $result=$null
[xml] $result = Invoke-RestMethod -Method Get -Uri $urlBuilder.Uri.AbsoluteUri -Headers $headers -ContentType 'application/xml; charset=utf-8' -Verbose
$Entity = $result.Edmx.DataServices.Schema.EntityType | where {$_.Name -eq $DataEntity}
function getEdmDataType {
param ([parameter(Mandatory=$true)] [string]$dataType)
switch($dataType)
{
Edm.Guid {'guid'}
Edm.String {'str'}
Edm.Int32 {'int'}
Edm.Int64 {'int64'}
Edm.Decimal {'real'}
Edm.Double {'real'}
Edm.Boolean {'boolean'}
Edm.Binary {'binary'}
Edm.Object {'str'}
Edm.DateTimeOffset {'utcDateTime'}
Edm.DateTime {'utcDateTime'}
Edm.Date {'Date'}
default {Write-Error "Unknown type at $dataType" }
}
}
Write-Host "Generate a list of Attributes" -ForegroundColor Yellow
#Generate a list of Attributes
$attrList = @{}
[int] $i = 0;
foreach($el in $Entity.Property | Sort-Object -Property Name )
{
if($el.Name.StartsWith('_') -and $el.Name.EndsWith('_value')) #checks for Lookup type
{
$elName = $el.Name.Substring(1, $el.Name.Length-7) #Transform from '_owningbusinessunit_value' to 'owningbusinessunit'
} else {
$elName = $el.Name;
}
$processAttr = $true;
#process Attribute
if($processAttr)
{
$dataType = getEdmDataType($el.Type);
$urlBuilder.path = "/api/data/v9.0/EntityDefinitions(LogicalName='$DataEntity')/Attributes(LogicalName='$elName')"
$urlBuilder.Query = $null
$AttrReq = $null
$AttrReq = Invoke-RestMethod -Method Get -Uri $urlBuilder.Uri.AbsoluteUri -Headers $headers -ContentType 'application/xml; charset=utf-8' -Verbose
$AttrType = $AttrReq.AttributeType
[string]$OptionSet = $null
[int]$StringMaxLengh = $null
if($AttrType -in ('Picklist','State','Status' ))
{ #https://vss2.crm.dynamics.com/api/data/v9.0/EntityDefinitions(LogicalName='account')/Attributes(LogicalName='paymenttermscode')/Microsoft.Dynamics.CRM.PicklistAttributeMetadata?$expand=OptionSet,GlobalOptionSet
if($AttrType -eq 'Status')
{
Write-Host ".. Expanding Status $elName" -ForegroundColor Yellow
$urlBuilder.Path = "/api/data/v9.0/EntityDefinitions(LogicalName='$DataEntity')/Attributes(LogicalName='$elName')/Microsoft.Dynamics.CRM.StatusAttributeMetadata"
}
elseif($AttrType -eq 'State')
{
Write-Host ".. Expanding State $elName" -ForegroundColor Yellow
$urlBuilder.Path = "/api/data/v9.0/EntityDefinitions(LogicalName='$DataEntity')/Attributes(LogicalName='$elName')/Microsoft.Dynamics.CRM.StateAttributeMetadata"
}
else
{
Write-Host ".. Expanding PickList $elName" -ForegroundColor Yellow
$urlBuilder.Path = "/api/data/v9.0/EntityDefinitions(LogicalName='$DataEntity')/Attributes(LogicalName='$elName')/Microsoft.Dynamics.CRM.PicklistAttributeMetadata"
}
$urlBuilder.Query = '$expand=OptionSet,GlobalOptionSet'
$AttrReqOptionSet = $null
$AttrReqOptionSet = Invoke-RestMethod -Method Get -Uri $urlBuilder.Uri.AbsoluteUri -Headers $headers -ContentType 'application/xml; charset=utf-8' -Verbose
foreach($OptionSetValue in $AttrReqOptionSet.OptionSet.Options)
{
$OptionSet += ($OptionSetValue.Label.UserLocalizedLabel | where {$_.LanguageCode -eq 1033}).Label + ' = ' + $OptionSetValue.Value + '; '
}
Write-Host ".... OptionSet values are $OptionSet" -ForegroundColor DarkGray
#Add Formatted Value, like "_ownerid_value@OData.Community.Display.V1.FormattedValue": "Jamie Reding (Sample Data)",
$attrFormattedName = ($el.Name + '@OData.Community.Display.V1.FormattedValue');
$attrElement = $null;
$attrElement = @{
Name = 'Label for ' + $el.Name
DataMemberAttr = $attrFormattedName
LogicAppAttr = '_' + $el.Name + '_label'
Type = 'String'
DataType = 'str'
DisplayName = ('Formatted value for ' + ($AttrReq.DisplayName.UserLocalizedLabel | where {$_.LanguageCode -eq 1033}).Label)
AttributeTypeAttr = 'String'
IsPrimaryId = ($AttrReq.IsPrimaryId)
IsPrimaryName = ($AttrReq.IsPrimaryName)
IsValidForCreate = ($AttrReq.IsValidForCreate)
IsValidForRead = ($AttrReq.IsValidForRead)
IsValidForUpdate = ($AttrReq.IsValidForUpdate)
IsCustomAttribute = ($AttrReq.IsCustomAttribute)
IsSearchable = ($AttrReq.IsSearchable)
}
$attrList[$attrFormattedName] = $attrElement
}
elseif($AttrType -eq 'String')
{
$StringMaxLengh = $AttrReq.MaxLength
$dataType = $dataType + '[' + $StringMaxLengh + ']'
$AttrReq.AttributeType = $AttrReq.AttributeType + '[' + $StringMaxLengh + ']'
}
elseif($AttrType -eq 'Memo')
{
$StringMaxLengh = $AttrReq.MaxLength
$dataType = 'Notes' #AX Data type
}
elseif($AttrType -in ('Uniqueidentifier','Owner','Lookup'))
{
$dataType = 'guid'#AX Data type
#Add Formatted Value, like "_ownerid_value@OData.Community.Display.V1.FormattedValue": "Jamie Reding (Sample Data)",
$attrFormattedName = ($el.Name + '@OData.Community.Display.V1.FormattedValue');
$attrElement = $null;
$attrElement = @{
Name = 'Types for ' + $el.Name
DataMemberAttr = $attrFormattedName
LogicAppAttr = $el.Name.Replace('_value','_type');
Type = 'String'
DataType = 'str'
DisplayName = ('Types for ' + ($AttrReq.DisplayName.UserLocalizedLabel | where {$_.LanguageCode -eq 1033}).Label)
AttributeTypeAttr = 'String'
IsPrimaryId = ($AttrReq.IsPrimaryId)
IsPrimaryName = ($AttrReq.IsPrimaryName)
IsValidForCreate = ($AttrReq.IsValidForCreate)
IsValidForRead = ($AttrReq.IsValidForRead)
IsValidForUpdate = ($AttrReq.IsValidForUpdate)
IsCustomAttribute = ($AttrReq.IsCustomAttribute)
IsSearchable = ($AttrReq.IsSearchable)
}
$attrList[$attrFormattedName] = $attrElement
}
elseif($AttrType -eq 'Money')
{
if($el.Name.EndsWith('_base')) #Base means local currency, i.e. in AX terms it's AmountMST
{
$dataType = 'AmountMST'#AX Data type
} else {
$dataType = 'AmountCur'#AX Data type
}
}
###GetSchemaName
$urlBuilder.Path = "/api/data/v9.0/EntityDefinitions(LogicalName='$DataEntity')/Attributes(LogicalName='$elName')"
$urlBuilder.Query = $null
$SchemaName = $null
$SchemaName = Invoke-RestMethod -Method Get -Uri $urlBuilder.Uri.AbsoluteUri -Headers $headers -ContentType 'application/xml; charset=utf-8' -Verbose
$EntityNameAttr = $null
if($SchemaName.Targets)
{
###GetEntityName
$targetEntity = $SchemaName.Targets[0]
$urlBuilder.Path = "/api/data/v9.0/EntityDefinitions(LogicalName='$targetEntity')"
$EntityNameAttr = Invoke-RestMethod -Method Get -Uri $urlBuilder.Uri.AbsoluteUri -Headers $headers -ContentType 'application/xml; charset=utf-8' -Verbose
foreach($targetEntity in $SchemaName.Targets)
{
if($OptionSet)
{
$OptionSet += '; '
}
$OptionSet += $targetEntity
}
}
[string]$descriptionField = $null;
$descriptionField = ($AttrReq.Description.UserLocalizedLabel | where {$_.LanguageCode -eq 1033}).Label;
if ($descriptionField -ne '') { $descriptionField = $descriptionField.Replace(',',';') }
$attrElement = $null;
$attrElement = @{
Name = $el.Name
DataMemberAttr = $el.Name
LogicAppAttr = $el.Name
Type = $el.Type
DataType = $dataType #getEdmDataType($el.Type)
Description = $descriptionField
DisplayName = ($AttrReq.DisplayName.UserLocalizedLabel | where {$_.LanguageCode -eq 1033}).Label
AttributeTypeAttr = $AttrReq.AttributeType
OptionSetValues = $OptionSet
StringMaxLengh = $StringMaxLengh
SchemaName = if($SchemaName.IsCustomAttribute){$SchemaName.SchemaName} else {$SchemaName.LogicalName}
EntityName = if($EntityNameAttr.EntitySetName){$EntityNameAttr.EntitySetName} else {''}
IsPrimaryId = ($AttrReq.IsPrimaryId)
IsPrimaryName = ($AttrReq.IsPrimaryName)
IsValidForCreate = ($AttrReq.IsValidForCreate)
IsValidForRead = ($AttrReq.IsValidForRead)
IsValidForUpdate = ($AttrReq.IsValidForUpdate)
IsCustomAttribute = ($AttrReq.IsCustomAttribute)
IsSearchable = ($AttrReq.IsSearchable)
}
$attrList[$el.Name] = $attrElement
}
#Debug stop condition
$i += 1;
Write-Host ".. Next attribute is #$i" -ForegroundColor Yellow
#if($i -ge 23) {break}
#if($el.Name -eq '_parentid_value') {break};
}
#Get general information about DataEntity
$urlBuilder.path = "/api/data/v9.0/EntityDefinitions(LogicalName='$DataEntity')"
$urlBuilder.Query = $null
$EntityReq = $null
$EntityReq = Invoke-RestMethod -Method Get -Uri $urlBuilder.Uri.AbsoluteUri -Headers $headers -ContentType 'application/xml; charset=utf-8' -Verbose
$EntityCSName = $EntityReq.CollectionSchemaName
#Generate variables
[String]$className = 'CieIS'+$EntityCSName +'DataContract'
[String[]]$vararr = @() #= @( $EntityCSName );
Write-Host "Generate CSV with Metadata description" -ForegroundColor Yellow
$vararr += ('Logic App Attr,Display Name,Attribute Type,OptionSet values, ' `
+ 'Attribute,Name,Description,Type, Data Type, String max length, ' `
+ 'IsPrimaryId,IsPrimaryName,IsValidForCreate,IsValidForRead,IsValidForUpdate,IsCustomAttribute,IsSearchable');
foreach($key in $attrList.Keys | Sort-Object )
{
$element = $null;
$element = $attrList[$key]
#Write-Host "Name=" $element.Name "Type=" $element.Type -ForegroundColor Yellow
#$dataType = $element.DataType
$vararr += ($element.LogicAppAttr +',"'+ $element.DisplayName +'","' + $element.AttributeTypeAttr +'","' + $element.OptionSetValues +'","' `
+ $element.DataMemberAttr +'","' + $element.Name +'","'+$element.Description +'","' `
+ $element.Type +'","' + $element.DataType +'",'+ $element.StringMaxLengh +',' `
+ $element.IsPrimaryId +',"'+ $element.IsPrimaryName +'","'+ $element.IsValidForCreate +'","'+ $element.IsValidForRead +'","'+ $element.IsValidForUpdate +'","'+ $element.IsCustomAttribute +'","'+ $element.IsSearchable +'"' );
}
$vararr | Out-File -FilePath c:\temp\a.txt -Encoding utf8 -Force
#notepad c:\temp\a.txt
#[hashtable]$Return = @{}
#[String[]]$Return.CSVOutput = $vararr
#[String]$Return.EntityName = $EntityCSName
return $vararr
}
#Generate Excel spreadsheet
Import-Module -Name ImportExcel # https://github.com/dfinke/ImportExcel
$Entities = @('account','contact','customeraddress','businessunit','transactioncurrency','lead','leadaddress', 'opportunity', `
'product','salesorder','salesorderdetail', `
'bookableresource','competitor','equipment','organization','pricelevel','service','sla','subject','systemuser','team', `
'territory','uom','uomschedule','campaign','incident','campaignresponse','internaladdress','quote','quotedetail','timezonedefinition' `
);
#Only Main entities
#$Entities = @('account','contact','customeraddress','businessunit' );
$xlSourcefile = "$env:TEMP\CRM-DataEntitiesMetadata-$(Get-Date -Format 'yyyyMMdd').xlsx"
write-host "Excel Save location: $xlSourcefile"
Remove-Item $xlSourcefile -ErrorAction Ignore
$ExcelThemes = @('Medium1', 'Medium2','Medium3','Medium4','Medium5','Medium6','Medium7','Medium8','Medium9','Medium10')
$ExcelThemeIdx = 0;
$ExcelIndex = 'Index'
$Excel = $Entities | ConvertFrom-Csv -Header 'Entity' | Export-Excel -Append -Path $xlSourcefile -WorksheetName $ExcelIndex -AutoSize -TableName $ExcelIndex -TableStyle 'Light14' #-PassThru
foreach($Entity in $Entities)
{
Write-Host "Working on" $Entity -ForegroundColor Green
[String[]]$ResultEntity = Get-D365CEEntityMetaData -DataEntity $Entity
Write-Host "..Generating Excel spreadsheet for entity" $Entity -ForegroundColor Green
$excel = $ResultEntity | ConvertFrom-Csv | Export-Excel -Append -Path $xlSourcefile -WorksheetName $Entity -AutoSize -TableName $Entity -TableStyle $ExcelThemes[$ExcelThemeIdx] -Title $Entity #-PassThru
$ExcelThemeIdx = $ExcelThemeIdx + 1;
if ($ExcelThemeIdx -ge 10) { $ExcelThemeIdx = 0; } #Reset $ExcelThemeIdx if exceed maximum Idx value
}
Write-Host "Updating Index sheet in Excel file" $xlSourcefile -ForegroundColor Green
$excel = Open-ExcelPackage -Path $xlSourcefile
$sheet = $Excel.Workbook.Worksheets | Select-Object -First 1
foreach ($row in (($sheet.Dimension.Start.Row + 1) .. $sheet.Dimension.End.Row)) {
$Value = $sheet.Cells[$row, 1].Value
$Link = "#'"+ $Value +"'!A1"
$sheet.cells[$row, 1].Hyperlink = $Link
$sheet.cells[$row, 1].Value = $Value
$sheet.cells[$row, 1] | Set-ExcelRange -UnderLine -FontColor Blue
}
Write-Host "Adding link to Index sheet on every worksheet in Excel file" $xlSourcefile -ForegroundColor Green
foreach($sheet in $Excel.Workbook.Worksheets)
{
if ($sheet.Name -eq $ExcelIndex) {
continue
}
Write-Host "..Updating Sheet" $sheet.Name -ForegroundColor Green
$Value = $sheet.Cells[1, 1].Value
$Link = "#'"+ $ExcelIndex +"'!A1"
$sheet.cells[1, 1].Hyperlink = $Link
$sheet.cells[1, 1].Value = $Value
$sheet.cells[1, 1] | Set-ExcelRange -FontColor Blue -Bold
Write-Host "..Updating Width on D and G columns on Sheet" $sheet.Name -ForegroundColor Green
foreach($column in @($sheet.Column(4), $sheet.Column(7)) )
{
if($column.Width -ge 100) {
$column | Set-ExcelRange -Width 100
}
}
}
Close-ExcelPackage $Excel
Write-Host "Opening Excel file" $xlSourcefile -ForegroundColor Green
& "$xlSourcefile"