Sample data installation for the Project Service application
Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.
To help you build your own demo environments, Microsoft provides downloadable sample data packages that showcase the capabilities of your apps. There are two types of sample data packages:
- reference/setup data
- demo data (reference/setup and transactional data such as work orders and projects)
The sample reference data packages are downloadable in three different packages, so you can install data only for Project Service, or only for Field Service, or you can install sample data for both applications at once.
The sample setup/reference data packages are:
The latest demo data package is:
Installation instructions differ slightly in the users to create and configure section but the rest is the same as in the previous blog post. This package features a reduced demo data set and takes approximately 3 hours to install.
These sample data packages are available in English only.
There is no way to uninstall the sample data. You should only install these packages on demonstration, evaluation, training, or test systems. Also note that installing an individual package, and then installing the other individual package, is not supported. (In other words, you can't install FSMasterData followed by PSMasterData, or vice versa.) If you see yourself needing sample data for both applications at any point in the future, you should install the v902FPSMasterData package.
When you install any of the sample data packages, the installation process performs the following actions:
Creates or sets default parameters for using Project Service, Field Service, or both applications (if applicable).
Imports sample data for the applications, such as bookable resources, application-specific roles, sales and cost price lists, organizational units, sales process records, and other entities to demonstrate key capabilities.
With the demo data package, you get the above and additional transactional data such as work orders and projects.
Wondering what capabilities you can demo with the sample data? See the Fabrikam Robotics fictitious scenario in Technical notes.
If you have questions about installing these sample data packages, send us an email at email@example.com.
The installation protocol assumes the following about your target instance (org):
Base language is English and base currency is US dollar (USD,$).
The org has no Project Service or Field Service data already, or only has barebones default data that comes with any new org.
The correct version of the business application is already installed:
For FPSDemoData or v902FPSMasterData: The org has Field Service version 8.x and Project Service version 3.x installed.
For v902PSMasterData: The org has Project Service version 3.x installed.
For v902FSMasterData: The org has Field Service version 8.x installed.
If you need to install the sample data on top of an existing Project Service and Field Service trial or demo environment that already has data (not recommended), you'll need to suspend the safety prechecks performed by the installer. For more information, see the technical notes below.
Prepare for installation
You need to run the installer on a computer with a recent version of Windows (Windows 10 preferred).
You should plan for the computer to remain connected to a network, and for the installation to run for up to 1 hour for setup/reference data. (Normally the installation takes around 30 minutes for FPSMasterData, which includes sample data for both applications.) For the FPSDemoData, the installation will take around 3 hours.
The computer should have the screen saver function turned off. Otherwise, session credentials for the installation may be lost when the screen saver engages (unless you keep your session active throughout).
Download and unpack
The Project Service and Field Service sample data installer is distributed as a self-extracting executable. The file names may vary depending on the sample data package, but otherwise the steps are the same no matter which package you install.
After downloading a package, run the .exe file, and then accept terms and conditions to unpack the compressed zip file. You then need to extract contents of that file to a folder on the computer.
Depending on the operating system and security settings, you may need to perform the following steps after unpacking the zip file:
Find and right-click the FPSDemoData.dll file in the v902FPSMasterData / PackageDeployer_FPSDemoData folder.
Create or configure users
The FPSDemoData package requires six users while FPSMasterData packages require one user. Refer to the correct one for your sample data package.
Create or configure users - setup/reference data packages
The FPSMasterData package is designed to install with one user named Spencer Low with the settings described here. To install the package correctly, you need to create (or temporarily rename) users in your environment to match the incoming sample data configuration.
To create or configure users, go to Settings > Security > Users, and do the following:
Set UserFullname="Spencer Low" with username "spencerl" (lowercase) to the Project Manager and Practice Manager roles.
Select the Spencer Low user, and then select Manage Roles. Find and select the System Administrator role, and then select OK to grant full admin rights to Spencer Low. This step is necessary to ensure that sample records are created with the correct user ownership and therefore populate views correctly.
From the downloaded package, you need to update a data mapping file with email addresses of the default user context. To do this, open PkgFolder, and then find and open the ImportUserMapFile.xml file in Notepad (or Visual Studio or another XML editor). Set the DefaultUserToMapTo= field to the email address of the Spencer Low user.
If you aren't using Spencer Low with username spencerl, you need to update an additional file. Open the DemoDataPreImportConfig.xml file, and then find the userstocreateandconfigure tag. Update the <login> tag with the username of your Spencer Low user. For additional details, see Technical notes.
Create or configure users - demo data package
The demo data package requires six users. For the package to install correctly, do the following:
Create or temporarily rename existing users to match incoming sample data configuration by going to Settings > Security > Users.
These roles are only needed for persona-based demos.
- User Fullname="David So" as Field Service Technician
- User Fullname="Jamie Reding" as Customer Service & Field Service Dispatcher
- User Fullname="Molly Clark" as Account Manager
- User Fullname="Spencer Low" as Practice and Project Manager
- User Fullname="Veronica Quek" as Team Member
- User Fullname="William Contoso"
For the purposes of demo data import, assign the six users above the Administrator role so sample records import correctly.
Open PkgFolder and then find and open ImportUserMapFile.xml. Update the New= fields to the email addresses of corresponding Users in your system.
If your "Spencer Low" full name user has a different user ID than "spencerl", then you need to update an additional file. Open DemoDataPreImportConfig.xml and find the userstocreateandconfigure tag. Update the <login> tag with the loginId (case-sensitive).
The first user's calendar (in the userstocreateandconfigure tag) is used to populate the work hours for all bookable resources on import of demo data. Navigate to Settings > Security > Users, find your "Spencer Low" user, and open the "Work Hours" option. Edit the existing work hours, selecting the Entire recurring weekly schedule from start to end option. Ensure the Work hours are set to 8 AM - 5 PM (9 Hours), Monday to Friday and with the Timezone set to Pacific Time (US & Canada). This is needed to ensure that the Project and Schedule board show as expected.
Recommendation: Consider creating a backup of your org now, in case you need to revert to your starting point if something goes wrong during the sample data installation. For more information, see Backup and restore instances.
Run the Package Deployer
Find and run PackageDeployer.exe in the v902FPSMasterData OR PackageDeployer_FPSDemoData folder.
Accept the terms and conditions.
On the next window:
a. Select deployment type Office 365.
b. Use the user and password of the system administrator user configured in "Create or configure users" ("Spencer Low" with "spencerl" username).
c. Make sure Display list of available organizations is selected.
Select the organization where you want to install the sample data.
Select Next until you see the Demo Data Setup dialog.
Before proceeding, note that installing sample data could take up to one hour (normally ~10 minutes). You'll need to make sure the computer remains on and connected to a network throughout the installation process, and that your session remains active.
When you're ready, click Next to start the sample data installation process. After the sample data is loaded, click Finish.
Verify the sample data installation
For a sanity check, verify that the number of records and types of entities listed in Fabrikam Robotics fictitious scenario appear as expected.
After the sample data completely loads, sign in as the Spencer Low user and confirm the following:
If the Project Service application is installed, go to Project Service > Settings > Price Lists. Confirm that bill rates and costs rates exist with the appropriate currency for each country/region in the data set.
If the Project Service application is installed, go to Universal Resource Scheduling > Settings > Organizational Units. Confirm that a cost price list with the appropriate currency has been associated with each org unit (excluding city entries). If any are missing, find and associate the correct cost price list.
If the Field Service application is installed, go to Project Service > Settings > Price Lists. Confirm that bill rates and costs rates exist. Go to Field Service > Settings > Price Lists and check that bill rates and costs rates exist, with the appropriate currency, for each country/region in the data set.
See below for more technical details on the installation of this data.
Installing sample data on top of existing data (not recommended)
If you need to install sample data on top of an existing Field Service or Project Service trial or demo environment that already has data, you'll need to suspend the safety prechecks performed by the installer.
To do this, go to the PkgFolder folder to find and open the DemoDataPreImportConfig.xml file with Notepad (or another XML editor).
Find the following value, and then change the setting from true to false:
This change causes the installer to bypass some important safety checks, including:
Confirming that there is no more than one active Organizational Unit record, and then renaming it to Fabrikam US.
Confirming that there is no more than one active Work Template record.
Confirming that there is no more than one active Project Parameter record, and then renaming that entry to Parameters.
There are a number of other configuration components in this pre-import configuration file. For technical users, some of these include:
<RequiredSolutions> specifies prerequisite solution installations and their version numbers.
<InstallSampleData> controls whether out-of-the-box sample data for the apps is installed.
false - skips installation of this built-in data (which is removable)
true - installs the built-in data concurrent with installation of the FS and PSA sample data
<PreImportDataCollection> specifies flat-file Data Maps and associated Records to be imported ahead of the main sample data installation.
<EntitiesToEnableScheduling> specifies which entities should be enabled for Booking in Microsoft Dynamics Scheduling (aka Universal Resource Scheduling).
<UsersToCreateAndConfigure> specifies Bookable Resources that will be created (if they don't exist already) before the sample data import executes. Note that the source system sample data Bookable Resource match with the target system Bookable Resource records on the FullName and login of each resource. Therefore, it is NOT possible to change the names in this preconfiguration file unless you first import sample data into a target system using these names, then rename the Bookable Resources to your desired name set along with the Enabled User records, and then export the data again for import into your final destination system (updating the ImportUserMapFile.xml Old and New entries accordingly).
<PluginsToDisable> specifies very discrete line-item plug-ins that must be disabled during the sample data import and then reenabled afterwards.
Fabrikam Robotics fictitious scenario
The Field Service and Project Service sample reference data packages install the Fabrikam Manufacturing Master Data (v18.104.22.168) solution, along with approximately 4,000 records and approximately 40 different entities. The separate sample data packages for Field Service or Project Service contain a subset of the v902FPSMasterData sample data for that application. The Demo Data package installs the Fabrikam Manufacturing Demo Data (v22.214.171.124) solution with approximately 22,000 records across 148 entities.
The fictional company, Fabrikam Robotics, is a manufacturer of electronic device assembly line robots and is known for their product quality, innovation, and solid customer service, including installation planning, implementation, and ongoing maintenance services. Fabrikam is headquartered in the United States (Fabrikam US), and has project-based service operations in France, India, the United Kingdom, and Switzerland.
Field service operations are centered in the United States, mostly in the greater Seattle area. The company is focused on leveraging Internet of Things (IoT) connectivity to monitor customer asset performance and deliver increasingly proactive onsite services.
A high-level overview of the sample data is as follows:
Common sample data elements (included for both applications)
Various transaction types and categories
50 products with 1 product price list
14 price/cost lists
31 characteristics (resource skills) in 2 rating models with 3 levels (rating values)
8 organizational units
6 role-specific utilization levels
2.8k+ role-price specifications
5 work order types
22 customer assets
9 incident types with a range of associated resource characteristics (9), services (13) and service tasks (13)
The Demo Data package installs approximately 179 work orders, 12 projects, and associated transactional data.
Change the work hours for sample resources
By default, all bookable resources have a 24 work hours calendar.
If you need to change the work hours for sample bookable resources, go to Universal Resource Scheduling > Scheduling > Resources.
Select a user (for example, Spencer Low) and change Spencer's work hours to the hours you want to apply to multiple users. Go to Universal Resource Scheduling > Settings > Work Hour Templates and edit the Default Work Template record. In the Template Resource field, select a user with work hours that you want to apply to other resources. Go to Universal Resource Scheduling > Scheduling > Resources > Active Bookable Resources. Select the resources you want to change, and then select Set Calendar. On the Work Template drop-down list, select the Default Work Hour template or another template with the correct templating resource. When you go to the schedule board, you should see that the resources now have updated work hours.
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