21. June 2016 16:57

Export–Import of PowerSearch Configuration Records

Filed Under(CRM 2015/2016 | PowerSearch 2015/2016) By akumer

This article describes how to export and import the PowerSearch Configuration Records. It is useful if you a) want to create a backup or b) migrate your configuration from one organization to another one. 

Microsoft offers some really helpful tools for Microsoft Dynamics CRM and Microsoft Dynamics CRM addons in general. When you, for example, download the MS SDK, it provides you with the Configuration Migration tool that supports you in migrating data from one system to another.

This article is built up in three sections:

HOW TO CREATE A SCHEMA
  (Please note: Before you export or import data for the first time, you need to create a
  schema.)
   
HOW TO EXPORT POWERSEARCH DATA
HOW TO IMPORT POWERSEARCH DATA

But before you can start, you have to open the Configuration Migration. Therefore, open
SDK > tools > ConfigurationMigration and double-click on DataMigrationUtility.exe
CRM_Migration_Diskstation
Figure 1: Open DataMigrationUtility.exe

 


HOW TO CREATE A SCHEMA
The CRM Configuration Migration dialog opens. Within this dialog, you can create a schema, export or import data. If you have not imported or exported data yet, you will first have to create a schema. To do so, simply select Create schema from the menu and click on the [Continue]-button.
CRM_Migration_Dialog
Figure 2: Configuration Migration Dialog – Create Schema

The next step depends on the CRM version you use.

If you use ON PREMISE, please select On-premises as Deployment Type and enter your authentication and credentials:
CRM_Migration_Login_On_PremiseFigure 3: On premise – login

If you use CRM ONLINE, please select Office 365 as Deployment Type and enter your username and password:
CRM_Migration_Login_CRM_Online
Figure 4: CRM online – login

No matter which CRM you use, as soon as you have clicked on the [Login]-button, you will be asked to select a CRM Organization you would like to connect to.
CRM_Migration_Login_select_organizationFigure 5: Select CRM Organization

As soon as you have clicked on the [Login]-button again, you are provided with the CRM Configuration Migration Add fields and entities dialog. Please add the following three entities to the selected fields and entities section:

MSCRM-ADDONS.com PowerSearch Config
MSCRM-ADDONS.com PowerSearch Result Field
MSCRM-ADDONS.com PowerSearch Search Field

To do so, select the corresponding entity in the Select entity – drop down menu, and click on the [Add Entity>]–button below. Please repeat this procedere for all
above listed MSCRM-ADDONS.com PowerSearch entities.
CRM_Migration_Select_Entity_Add_fields
Figure 6: CRM Configuration Migration Add fields and entities dialog

As soon as you have added all three entities, click on the [Save and Export]-button.
You will be asked to save the PowerSearch schema. Please name the file accordingly and click on the [Save]-button.
CRM_Migration_Save_schema_fileFigure 7: Save PowerSearch schema

As soon as the schema save has been completed, you will be asked if you want to export the data now. If you want to do so, click on the [Yes]-button and proceed with the export.
CRM_Migration_Save_Dialog
Figure 8: Schema save dialog HOW TO EXPORT POWERSEARCH DATA 
Please note: You could, as well, start to export data from the Configuration Migration dialog (see figure 2), but only if you have created a schema in the past.  
To export PowerSearch data, simply upload the previously created PowerSearch schema file in the corresponding section. To do so, click on the […]-button. Now save the data into an “export”-.zip-file. Afterwards, click on the [Export Data]-button.    
CRM_Migration_Export_data
Figure 9: Create PowerSearch export .zip-file

This is how a successful PowerSearch data export looks like:
(Click on the [Exit]-button in order to proceed.)
CRM_Migration_Export_Result

Figure 10: Successful PowerSearch data export

HOW TO IMPORT POWERSEARCH DATA
Before you import the PowerSearch data, you have to prepare your Microsoft Dynamics CRM as follows.

Open the MS Dynamics CRM Customizations. (Settings > Customizations).
CRM_Migration_CRM_Settings
Figure 11: Open Customizations in the MS CRM Settings.

Then click on Customize the System.
CRM_Migration_CRM_Customize_the_system
Figure 12: Open Customize the system.

Now deactivate the PowerSearch Pluginsteps. To do so, click on the Sdk Message Processing Steps (highlighted in yellow at the left side of the below screenshot), then select the three PowerSearch Pluginsteps highlighted in the below screenshot in blue and click on the [Deactivate]-button (highlighted in blue) in the Command Bar.  
CRM_Migration_SDK_deactivation
Figure 13: Deactivate Pluginsteps

As soon as you have deactivated the Pluginsteps, you can proceed with the import of your  PowerSearch data. 
To do so, open the Configuration Migration dialog, select Import data and click on the [Continue]-button.
CRM_Migration_Import_data
Figure 14: Configuration Migration Dialog – Import data Now select the zipped file generated during the export process with a click on the […]-button. And click on the [Import data]-button.
CRM_Migration_Import_Data_fileFigure 15: Import previously exported .zip-file

This is how a successful PowerSearch data import looks like:
(Click on the [Exit]-button in order to proceed.)
CRM_Migration_Import_Result
Figure 16: Successful PowerSearch data import

Finally, you have to reactivate the Pluginsteps. To do so, simply follow the steps that are shown on figure 13, but instead of clicking on the [Deactivate]-button, click on the [Activate]-button.  

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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