Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
CRM 2011 RC - Exporting only Part of Customization in Site Map RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

    I have situation where I there are many changes done to Original Site map but for particluar Managed Solution I just wanted to include only part of the site map changes.

    For example in original Site map there are 2 links added, one under Customization Group and other under System Group, however in my solution I just wanted to include link added to System group.

    Thanks

    makeer
    Wednesday, March 30, 2011 7:50 AM

Answers

  • Question
    Sign in to vote
    0
    Sign in to vote

    We suggest using a single CRM instance per ISV solution if they are note complementary solutions.  The sitemap is singleton and we do not support different unmanaged customizations per solution within the same organization.

    We are actively trying to enhance this type of scenario, and I will follow up with feature teams to see how we can make this easier.


    Thanks,

    Brandon

    • Proposed as answer by BSimons Wednesday, June 1, 2011 11:04 PM
    • Marked as answer by Makarand Keer Thursday, June 2, 2011 12:27 AM
    Wednesday, June 1, 2011 11:04 PM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    As mentioned in the SDK it is recommended to seperate your solution into different organizations to avoid this problem. What you can do is after exporting the Managed Solution, manually edit the customization.xml and remove the unwanted SiteMap entry.

    Wednesday, March 30, 2011 1:07 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    For this you will want to set your sitemap up exactly how you want your target organization to look (multiple different managed sitemaps = multiple orgs).  When you export a managed solution, the entire sitemap is not exported and is not supported for customization.  Editting the sitemap is only supported when it is exported as part of an unmanaged solution.

    Thanks,

    Brandon

    Thursday, March 31, 2011 2:27 AM
  • Question
    Sign in to vote
    0
    Sign in to vote

    I am thinking of doing following, let me know if this will work

    1. Before making any changes in SiteMap that I wanted to export as Managed solution, I will create a new Solution with SiteMap in it and Export it as "Managed" solution.

    2. Then I will import same "Managed" solution and pulbished it. This way I will have base lined site map.

    3. Then I will create another Solution and add SiteMap to it and export this SiteMap as "Unmanaged" solution.

    4. Make all the changes required in SiteMap and Import it and Published it. Now CRM will show up my changes of SiteMap.

    5. Now I will export second solution as "Managed" solution, that way this export should contain only Delta part between first Manged and second Managed.

    Thanks

     

    makeer
    Thursday, March 31, 2011 9:58 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

    I tried above approach and it worked. Except from one problem where, when I exported Managed Solution as mentioned in #5 above, some how it included extra SubArea xml element which was not added by me. So I edited XML after exporting as Managed Solution and removed the unnecessary contents.

    Thanks

     

    makeer
    Friday, April 1, 2011 7:32 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hello -

    For the best/supported results I would do the following:

    1. Export the sitemap as unmanaged - Make a copy of this zip file

    2. Extract the contents of one of the zip files

    3. Make all of the necessary changes to the sitemap (Changes to the sitemap need to be done when the solution is unmanaged)

    4. Import the sitemap that has the desired changes

    5. Export the sitemap as managed

    6. Re-import the backup zip file

    This is similar to what you have done, but all of the customization to the sitemap is done to the unmanaged solution.  We don't support changing the sitemap if it is exported as part of a managed solution.

    -Brandon

    Tuesday, April 5, 2011 5:28 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi BSimons,

    Considering that I have 2 changes done to site map, say I added 2 Links and I wanted to export only one change, that is my exported site map should have only one link, I think #5 will failed here, as it will export both the links in managed solution.

    As I understand for taking diff CRM considers last Site Map which is imported as Managed solution. In my case I was not expecting any chanegs in SiteMap but due to some reason it added one more link which I have to manually removed from Managed solution. Probably this is defect in CRM.

    Thanks

    makeer
    Friday, April 8, 2011 7:45 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hello -

    Copied from makeer: my comments in []

    "1. Before making any changes in SiteMap [bsimons - I expect that there are no customizations done at this point?  If there are customizations done to the system at this point then they will remain in the system and eventually be exported into all managed solutions from this org] that I wanted to export as Managed solution, I will create a new Solution with SiteMap in it and Export it as "Managed" solution.

    2. Then I will import same "Managed" solution and pulbished it. This way I will have base lined site map. [bsimons - the sitemap export should be very minimal since there isn't any changes.  If there were some customizations in step 1 they will be a part of this 'diff', but keep in mind they will also be a part of the unmanaged layer.  So if you export the sitemap again as managed you will get the same diff as the first export.]

    3. Then I will create another Solution and add SiteMap to it and export this SiteMap as "Unmanaged" solution.

    4. Make all the changes required in SiteMap and Import it and Published it. Now CRM will show up my changes of SiteMap.

    5. Now I will export second solution as "Managed" solution, that way this export should contain only Delta part between first Manged and second Managed." [bsimons - you should get everything that you added in step 4, and any diff that you had in step 1.]

    Let me know if you are getting different results that what I have detailed here.

    -Brandon

    Monday, April 11, 2011 11:53 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    It looks like if I am ISV Provider and having multiple ISV Solutions I have to maintain one CRM Instance per ISV Solution.

    Is there any better way (or smart way) to handle such scenario?

    What is Microsoft's recommendation in such scenario?

    Thanks

    makeer
    Monday, May 23, 2011 6:39 AM
  • Question
    Sign in to vote
    0
    Sign in to vote

    We suggest using a single CRM instance per ISV solution if they are note complementary solutions.  The sitemap is singleton and we do not support different unmanaged customizations per solution within the same organization.

    We are actively trying to enhance this type of scenario, and I will follow up with feature teams to see how we can make this easier.


    Thanks,

    Brandon

    • Proposed as answer by BSimons Wednesday, June 1, 2011 11:04 PM
    • Marked as answer by Makarand Keer Thursday, June 2, 2011 12:27 AM
    Wednesday, June 1, 2011 11:04 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi Simons, I have a managed solution that I want to import in another CRM org A (different CRM 2011 Online with it's own customizations include changes that are made the site map).  I developed this solution from another baseline CRM 2011 online where I added few custom entities and modified existing Account entity. Modified the site map so that the custom entities are shown from the homepage (ie added a link right below Workplace, Sales, "custom sales", Marketing, Setting etc., 

    I included the sitemap as part my managed solution. Now, If I import this managed solution into my existing CRM 2011 org A, will it overwrite the sitemap? or will it just add the changes? I assume that it will add the changes and not erase the existing ones. 

    Another Question: Now that I modified the Account Entity, its Form and Views (Active Accounts) etc., when I import this solution, will it add to the existing Account From and Views as it is a managed component?  How do I maintain two different set of views for different users? I know, I can use a Security Role to separate the Account Form (who sees what)? But what about the views? User A will see the Active Account views as is (with original customization prior to import) and User B will see the modified View? DO I need to use field level security?  Your answer is greatly appreciated. 



    • Edited by CRM elite Saturday, February 25, 2012 2:47 AM
    Saturday, February 25, 2012 2:43 AM
  • Question
    Sign in to vote
    0
    Sign in to vote
    When exporting a manged solution from CRM 2011 online to a CRM 2011 onprem, is there anything that need to consider? 
    Saturday, February 25, 2012 2:48 AM