Tuesday, November 29, 2022

Migrate User Query (Personal Views) using Kingswaysoft

 It took us to the UAT stage to be sure the View Migration using XRM tool box - Personal View Migration Tool might now be viable when there are 1000s of saved Views, and the Saved Views referring to deleted fields which needs extreme manual monitoring.

Thanks to friends Harshal and Nilesh, WE figured out a way to do from Kingsway soft

The userquery table doesn't appear in the source Connection's Tables list for Dynamics, we need to use the OLEDB connection, but the Destination can be Dynamics Connection itself.

The Migration will be 3 step

1. Migrate(Insert/Upsert) the Userqueries without the owner mapping.

2. Share the UserQueries with the Users using the Principal Object Access table migration(Insert/Upsert),
with Source Data filter - Entity name = userquery

3. Migrate the Owner of the User query so that they get assigned to the Original Owners (Upsert)

At Step 1 we do not map the Owner because, once the Owner is changed, the Share will not work, even if you have System Administrator role .

Also If we try to Update the changes to the View like the criteria or the columns, will not be able to update unless Package running User is the Owner.

The Object Type Code in the Layout xml will need to be updated to the userquery's entity in the Target.
(Else the View will not render, for the Custom Entities - where the Object Type code at the Source Organization and the Target Organization are different.)

No comments:

Post a Comment