It seems to me as a wise idea to test run my workflow on a local server before deploying in at the customer's. To be entirely sure, I'd like to copy all the data from their DB to my test organization (I have full access rights). The problem is that I can't see any straightforward way to export the whole shabang to a XML Spreadsheet.
What's the best way to export/import everything from/to a DB? The source and the target servers are not the same.
Of course I've got the option of backing up the clients DB and restore it, would the brown stuff hit the fan, but it'll far more professional if I won't have to.
The client's DB is in the cloud, which makes me suspect that perhaps I won't be able to access it at all and as far I can see, there's no way to back-up the data there. Am I missing it or is it that bad?
I fully agree that would be sensible. Usually we have a number development and test servers for all our work, generally we do not exactly mirror the data in the client database however.
We create a representative sample of data in our dev servers and then just move across the Crm solution for deployment.
As far as I know there is not straight forward way to get all the data, if you really want to do this I would suggest taking a back up of their database and importing to yours.
(As a side note, not all clients are happy for copies of their database - especially if its a live system - to be taken off site. Personally if it is a live database I wouldn’t put that risk on yourself, if the data gets lost or leaked you might suffer the consequences).
James raises good points about the business aspects of your request, however to get hold of the record-level data there are few options. The easiest by far is a wholesale export and import of the underlying SQL database. (For the record, the alternative is to do a data migration from live into a different db but this is no small task so I won't even entertain that any further here).
You mention that the client is using CRM Online ("...client's DB is in the cloud..."). You can raise a (free) support request with CRM Online Support who will provide you with a copy of the YourOrg_MSCRM database which can then be reimported into an on-premise deployment.
If you wish to simply have a test instance that has a copy of the Microsoft CRM Online organization, Microsoft does provide a means to do that. Depending on how many professional user licenses that the customer has, this may be free, but could be an extra cost and both instances would count against the storage limit for Microsoft CRM Online. You can see full details here - https://community.dynamics.com/crm/b/crmteamblog/archive/2014/03/20/introducing-sandbox-instances-in-crm-online.aspx . You can see steps on how to setup a sandbox instance here - https://technet.microsoft.com/en-us/library/dn467371.aspx "Add an instance to your subscription". This is something that I have used with one of our Microsoft CRM customers as it was a very good way to help validate the Scribe Online migration and customization changes we were making before moving those into production. The nice thing about doing it this way is that everything is still contained in the same Office 365 tenant and you can limit which users have access to the Sandbox organization, which is important for customers in knowing that their data is safe and not on some unknown server or machine.
Related
We have developed an internal crm and used it for the last months. Now we have decided to open it to the public as a Saas project and I'm wondering which is the best solution to upgrade the database structure that actually is made for only one company and expand it to be able to manage multiple paying customers.
At the moment the scheduled solution is to add a "customer" field to every column in the database and upgrade the backend logic to use this field.
Are there more elegant solutions to this problem?
The database is mySql and the backend is made with laravel.
CRM Data can be very sensitive and you need to be extremely careful not to "leak" data to wrong customers.
For an existing app, I would argue for a system to create fresh DB for each customer.
You would have 1 codebase that connects to customer specific DB.
This way you dont need to change too much in your current DB structure, but "just" implement the mechanism to use the correct DB according to customer account.
This is how I would do it :
In any wah this is a massive paradigm change from an internal app to a SAAS platform app, and you should identify the necessary steps to go through to achieve the desired result.
Apart from Technology support , what are all the business benefits for oracle web logic server. For example in area of security,support etc.
What are all the new features supported by weblogic ?
TL;DR:
Support is great when you open ticket with Oracle Support (Weblogic strictly).
Great admin/read-only user implementation. We authenticate to Windows Active Directory. Developers get read-only accounts, reduces churn for them to wait for ops to transfer logs and validate settings.
Dashboard useful out-of-box to do real-time monitoring without additional tools or installs. Easily accessed by any one who is authenticated to login. We could give it to our CIO if he wanted in about 3 minutes by adding him to the right authorized group in AD.
Easier to clone environments.
I haven't worked with OC4J but I believe Oracle's roadmap is picking Weblogic as their preferred Java application server. You can see it is the base technology for some of their other products, such as Oracle Service Bus, Oracle Enterprise Manager (OEM), and Oracle Line Planning.
I have opened 3 Oracle tickets in the past month. I was surprised at how fast they answered. For a Severity 3 ticket (medium), they usually have responded in 2-3 days. I can't say the same for their other services (over 2 weeks for a ticket on OEM).
Security is a pretty broad scope... so you'd have to be a little more specific on some of the topics of security.
One thing that is pretty awesome is the Dashboard. http://docs.oracle.com/cd/E14571_01/web.1111/e13714/dashboard.htm You can obviously add read-only monitor accounts so other users can get insight to the performance. We add developers to this so that they can validate any settings, or see performance whenever there is a production issue.
We used Microsoft Active Directory authentication in our Weblogic domains. People are not using the default weblogic administrator user so configuration changes are audited. When someone's account gets disabled when leaving the company, it disables their access to Weblogic similarly. You don't have to change the password.
Other useful settings I like in it is the ability to automatically archive config changes. Each time someone makes a config change, a backup is automatically created. This allows me to go fix something when developers break their environment without having to majorly reverse-engineer what they did.
I also like the fact that you can pack and unpack the domains. I've used it to move entire domains from staging to production with some minor changes... i.e. change all stg to prod variables. This should likewise make it easier to 'clone' environments when you want to build out a new one.
Although not related, I should mention Oracle Enterprise Manager. We are an Oracle shop because they seem to have given us a good deal on licencing. So we get to run Oracle Enterprise Manager, which is a tool slowly becoming more and more useful. The agent also reports how our RedHat Linux hosts are behaving, network input/output, CPU utilization, memory utilization, java heap stacks. We are going to move to defining groups within that has all the targets related to an application stack. This will give our operations team the insight to see where the bottleneck might be... the Oracle Weblogic web layer, network, Oracle Service Bus, or Oracle Database performance.
Supposedly, you can add jBoss, other JMX monitoring as well to OEM. It's on our to-do list for non-Weblogic instance. We're slowly rolling OEM out.
I an new to both Dynamics CRM (Hosted) and LINQ, so please forgive my ignorance with this question...
I need to access some data stored in the CRM, but have no idea how to get at it. Normally I would open my SQL Management software and look around for the data, but I cant do that with the Hosted CRM data.
So.... My question is, is there anyway to visualise the 'database' to find the data I need to recal ???
Thanks in advance.
If you want manipulate the data of a CRM 2011 instance is necessary to follow some rules.
For CRUD and business operations you need use the CRM 2011 web services (also in combination with LINQ)
Is also possible (if you can connect to the DB) to read the data from Filtered Views, a Filtered View is a view mapped on a standard CRM entity (for example to read the data from the entity Account you can use the view FilteredAccount)
Read or modify the data directly from the tables is not supported.
If you want to know the structure of the entities you can use the Customization area inside CRM, or install the Metadata Browser (a solution available inside the CRM 2011 SDK) to see the attributes and the relationships.
A good starting point is always the CRM 2011 SDK, you can download here:
http://www.microsoft.com/en-us/download/details.aspx?id=24004
Inside you will find many examples (if you want to use LINQ check the early-bound ones) and the assemblies and tools for development.
Download the SDK and import the Metadata Browser managed solution (\sdk\tools\metadatabrowser\metadatabrowser_2_0_0_0_managed.zip) into your CRM Live instance.
You could also try downloading the database schema for the out-of-the-box database setup. Not really optimal but it might work for you.
You could also install a local version of Dynamics CRM (say in a virtual machine) for testing (either via MSDN or the free trial download.) This will give you SQL access to the database.
I recommend going with the Metadata Browser, which will probably get you the information that you need. Since the Metadata Browser is a managed solution you can install and remove it without impacting the Default Solution or any other solution in the organization.
Actually it turns out it is possible to work with the Dynamics CRM Online 'database' in much the same way as you can with any number of SQL Manager tools.
Linqpad4 - allows you to work with a number of environments and write your queries in VB, C# and even SQL.
It looks like a great tool, and has already helped me greatly, it certainly makes the Dynamics / LINQ scenario much easier to explore and learn about.
LinqPad4 can be downloaded here: [http://www.linqpad.net/]
and the driver(s) for Dynamics CRM can be downloaded here: [http://archive.msdn.microsoft.com/crmlinqpad]
I strongly recommend it.
I need the document or form to be automatically updated when the data in the Oracle database is updated. If not possible, could anyone give me guidance to a solution similar to this?
Thanks for the help.
Oracle supports triggers in Java, so you could execute some code when data is changed in the DB. Sharepoint 2007 does support WebServices, so you could create a client which calls the web service to update the form.
But that sounds more simple than it is. The documentation for the web services in Sharepoint ... uh ... could be better. Many installations of Sharepoint insist on domain logins, so you would need to figure out a way to run Oracle with a Windows Domain logon.
In the end, it's probably more simple to create an email when the data changes in Oracle and have someone manually update the form.
That said, you paid a lot of money to Microsoft for Sharepoint, so they are obliged to tell you which API to use and they can probably even provide an example in, say C#. If all else fails, you can run a little server in C# which updates the form and which listens to data packets sent by a Java trigger in Oracle.
[EDIT] [Here is a blog post]2 to get you started with Java, Apache Axis and Sharepoint. Post a comment if you have any updates. LuUnfortunately, I'm no longer working at a company which uses Sharepoint.
We are looking at a standard way of configuring the various "endpoints" of our application. Our application is a distributed system with Windows Desktop applications, Windows Server "services" and databases.
We currently configure each piece using XML files. This is getting a little out of hands as we work with larger customers who can have dozens of Servers running our application and hundreds of desktop clients.
Can anyone recommend a Microsoft technology or a third party that would allow us to centralize all that configuration information and manage it in a one place for all our applications? Any changes would be "pushed" to the endpoint(s) that are interested.
For example, if we were to change the login for one of our database, we would make that change on the database, then reflect that change in our centralized system. Following that last step, any service that needs to connect to the database would be notified of the change (and potentially receive the new data). How and what each endpoint does with that information is outside the scope of the system.
Our primary business is not "Centralized Configuration Services". We are a GIS company that provides solutions for various utilities worldwide.
I've done a couple of things to give myself this functionality over the years. I build enterprise applicatons that may be distributed across many servers. I don't want to bury config settings in each services config file or each web server's web.config file. For application specific stuff I usually create an application settings table in the app's database. The table only has two fields. SettingName and SettingValue. I then write a web or wcf service whose sole function it is to retrieve these settings. I write a function called GetSetting where you pass "SettingName" and it returns SettingValue or an empty string if your setting is not found. This way I can store all application settings for all components of the application in one spot. Maintenance and troubleshooting for this is really easy, I'm not hunting through scads of config files spread across a dozen web and app servers.
For larger scale apps I might create a separate AppSettings database where I add a new field to my table mentioned above. ApplicationName. My web or wcf service for this approach has the same method call (GetSetting) only at this scope I pass ApplicationName and SettingName and it returns SettingValue or an empty string.
Doing either of these things allows you to centralize all app settings for any size application or IT shop. It has worked really well for us.
You could use RSS together with BitTorrent to distribute changes. See Wikipedia. It is not MS specific however, but should provide the flexibility you need - a configuration server holding the configuration and providing the feeds needed to configure the clients and possibly servers.
Any VCS through a secure channel?
For example, git through ssh (both available in cygwin).
I think the first step is to have the secure channel (if you want the push ability, pulling might be different).
As for managing the "versions" in different "branches", what's better than a version control system?
As it goes for the Microsoft requirement, well the Microsoft sofwares in that exists in that area would suck pretty bad in your case (as in not the best tool for the job).