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Tuesday, June 18, 2013

XrmToolBox Update: A lot of new stuff!

Last week, I worked on more than just tools embeded in the XrmToolBox. I worked on the XrmToolBox itself. Here is a (quite) big list of improvment. So, it’s only a week since the last version but it worth it…

If you are too lazy to read the article and want to download the new version now, go on CodePlex.

Prerequisites check

There is so many people asking me why they got errors or why there is no tool listed when launching the XrmToolBlox that I decided to add some check features.

Now, if you don’t have Windows Identity Foundation 3.5 installed, you get the following message

NoWif

More, if tools assemblies are blocked by Windows (it happens), this message is displayed

NoPlugin

Connection

The toolbox now uses the Microsoft.Xrm.Client namespace to manage connection. The code is easier to read and maintain. The code is updated but the UI is too. Especially when you want to connect to an online organization, you don’t have to type the server name anymore. You just have to select the server name.

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The counterpart of this changes is that encoded password seem corrupted, so you may have to update your connections on the XrmToolBox.

Tools display

No one ask for this… I asked it by myself… The point is : the tools list gets bigger and bigger and other developers can add their own tools. There is so much tools that you have to scroll down to find your favorite tool, if it is not displayed in the first places.

To resolve this problem, two solutions:

  • Display smaller information panels
  • Add a “Most Used Tools” feature

So, now, there is a settings button in the toolbar that allows you to decide if you want to display small or large icons.

Small icons

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Large icons

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There is also a “Most Used List” feature. The more you use a tool, the more it is placed first. You can also activate this option in the settings dialog

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Tool display : custom style

When you develop your own tool, you can now specify a large icon, a small icon, a background color and two fonts for text color. See XrmToolBox development guide on CodePlex to understand how to customize your tool display.

Here is an example with a new tool discussed below.

image

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Project Template

With the above changes, the project template that can be downloaded on CodePlex has been updated. The major change is about defining images and colors for the tool.

A new tool : Solution Transfer

This is not a tool of mine. Damien, one of my colleagues wrote it. It allows you to select a solution from a source organization and transfert it to a target organization with all the same options available when performing these tasks manually (export/import). It will be included in the XrmToolBox releases as Damien has no repository where to store his tool.

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Tool Update : View Layout Replicator

Just a small update for this tool. You can now double click on a selected view in the source listview to display the layout XML of the view on a dialog form.

Conclusion

As you can see, there is a lot of new (good) stuff on the XrmToolBox! Do not hesitate to download the latest version on CodePlex.

Tuesday, June 11, 2013

Web Resource Manager : Identify and delete unused web resources

With the latest version of the XrmToolBox and the WebResourceManager plugin, there is now a new feature that displays a list of “unused” web resources. Well, it is in fact a list of web resource without any dependency. It does not mean that they are not used by other web resources, but it is a reduced list of web resources to analyze to check if they are still in used.

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Then with the “Delete selected web resources” button, you can delete web resources you don’t need anymore.

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Hope it will help you maintaining clean web resources list!

Metadata Document Generator is back!

Today, and after a long time since the XrmToolBox was released, the Metadata Document Generator tool is now available as a plugin for the toolbox.

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It provides the same features than the previous stand alone version, with some extra:

  • You can add location of attributes in forms
  • You can select attributes NOT on forms

And still:

  • Excel or Word output (thanks to GemBox Software API)
  • Language selection (if multi language enable on organization)
  • Attributes selection:
    • all attributes
    • optionset and boolean attributes only
    • attributes used in forms
    • attributes not used in forms (new)
    • attributes selected manually
  • Attributes metadata selection
  • Save/load settings to avoid losing time replaying the same document generation

As usual the tool is available as part of the XrmToolBox application, on CodePlex

Tuesday, May 14, 2013

Should I shut down individual tools CodePlex projects?

Hi guys,

Today, I need your feedback. Since I provide the XrmToolBox that aggregates almost all my other tools, do you think I should delete individual tool projects on CodePlex (at least, those included in the toolbox) ?

In one hand, it will be easier for me to avoid answering question about tools no more updated. On the other hand, it may reduce the visibility of my tools…

So, what’s your thought about this?

Monday, March 25, 2013

XrmToolBox Update : v1.2013.3.22

Hi,

The XrmToolBox application has been updated, here is the changelog:

XrmToolbox improvement

Use Internet Explorer proxy settings
Group all CodePlex links in a common menu

 

Tools improvement

Web Resources Manager (v1.2013.3.14)
Find/Replace feature for code (JavaScript, Css, Html, Xslt) web resources
Css highlighting
New shortcuts:
  • Ctrl+S : Save
  • Ctrl+R : Replace with new file content
  • Ctrl+U : Update and publish

Role Updater (v1.2013.3.20)
Fixed a major bug that didn't allow user to execute role updates

 

All tools list

Access Checker (v1.2013.2.5)
Attribute Bulk Updater (v1.2013.1.17)
FetchXml Tester (v1.2013.3.4)
Iconator (v1.2013.1.17)
Privileges Discovery (v1.2013.3.4)
Role Updater (v1.2013.1.10)
Script Finder (v1.2013.1.10)
SiteMap Editor (v1.2013.1.10)
Solution Import (v1.2013.3.4)
View Layout Replicator (v1.2013.1.30)
Web Resources Manager (v1.2013.3.4)

As usual, the tool is available on CodePlex

Monday, March 4, 2013

New tool! Privilege Discovery

I already blogged about that tool in the previous post so you can find all information about the tool here.

Just notice that Donna won the contest to find the name of this tool. Congrats, Donna!

The tool with the XrmToolBox can be found on CodePlex

Saturday, February 9, 2013

New XrmToolBox plugin: What’s its name, again?

As usual, when I develop a tool, it is in response to a need expressed by a customer or colleague. The need, this time, was to be able to identify which security roles allow users to perform a specific action. In more technical terms, how is it possible to retrieve security roles that implement a specific set of privileges.

Of, course, SQL queries can help. But when you are not a technical guy, you can’t use SQL. This is why I developed this new plugin, which is named… I don’t know! So, just read the following to see how this plugin works and help me to find its name before I release it publicly.

How it works

The plugin simply retrieves all available privileges and all security roles. The user can create a set of privileges with the privilege depth included (none, user, division, division and sub division and organization, or any depth). Then, he can display the list of security roles that match this privileges selection.

Sceenshot

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Help me

Please answer to this post and help me finding the right name for this tool! The winner wins a free license of… this free tool Sourire