Installing and Uninstalling ISV Solutions

Article
06/03/2015
3 minutes to read

[Applies to: Microsoft Dynamics CRM 4.0]

Find the latest SDK documentation: CRM 2015 SDK

There are several steps that you must follow to install or uninstall a complete solution on a Microsoft Dynamics CRM server, whether you are making the changes manually or with a program. For information about the location of customizations, see SDK Access to Customizations.

Installing an ISV Solution

The following steps are required to install your solution.

Step	Possible messages used
1. Check for the existence of conflicting metadata by retrieving existing metadata using the Metadata Web service. For more information, see ISV Utilities for Comparing Customizations and Transferring Configuration Data located at msdn.microsoft.com/en-us/library/dd442453.aspx.	RetrieveAllEntities RetrieveAttribute RetrieveEntity RetrieveRelationship RetrieveTimestamp
2. Create new metadata objects by using the metadata create messages in the Metadata Web service.	CreateAttribute CreateEntity CreateManyToMany CreateOneToMany
3. Update existing metadata objects by using the metadata update messages in the Metadata Web service.	UpdateAttribute UpdateEntity UpdateOptionValue UpdateRelationship
4. Export the SiteMap, update the XML, and then import the changes using the CrmService Web service.	ExportAllXml ExportCompressedAllXml ExportXml ImportAllXml ImportCompressedAllXml ImportCompressedXmlWithProgress ImportXml
5. Export the ISV configuration, update the XML and then import the changes using the CrmService Web service.	Same as step 4.
6. Use the CrmService Web service to modify forms by using the organizationui entity.	Retrieve Update Or use export and import as in Step 4.
7. Use the CrmService Web service to modify icons using the organizationui entity.	Same as step 6.
8. Use the CrmService Web service to create new views using the savedquery entity.	Create
9. Use the CrmService Web service to modify existing views using the savedquery entity.	Retrieve Update
10. Use the CrmService Web service to create or modify mappings using the entitymap entity.	Retrieve Create Update
11. Use the CrmService Web service to create or modify mappings using the attributemap entity.	Same as step 10.
12. Use the one of the publish messages in the CrmService Web service to publish the metadata.	PublishAllXml PublishXml

Uninstalling an ISV Solution

The following steps are required to uninstall your solution.

Step	Possible messages used
1, Check for the existence of installed metadata objects by retrieving existing metadata using the Metadata Web service.	RetrieveAllEntities RetrieveAttribute RetrieveEntity RetrieveRelationship RetrieveTimestamp
2. Use the CrmService Web service to delete views using the savedquery entity.	Retrieve Delete
3. Use the CrmService Web service to modify existing views using the savedquery entity.	Retrieve Update
4. Use the CrmService Web service to delete or modify mappings using the entitymap entity.	Retrieve Update Delete
5. Use the CrmService Web service to delete or modify mappings using the attributemap entity.	Same as step 6.
6. Export the SiteMap, update the XML and then import the changes using the CrmService Web service.	ExportAllXml ExportCompressedAllXml ExportXml ImportAllXml ImportCompressedAllXml ImportCompressedXmlWithProgress ImportXml
7. Export the ISV configuration, update the XML and then import the changes using the CrmService Web service.	Same as step 8.
8. Use the CrmService Web service to modify forms by using the organizationui entity.	Retrieve Update Or use export and import as in step 8.
9. Use the CrmService Web service to modify icons using the organizationui entity.	Same as step 9.
10. Delete metadata objects by using the metadata create messages in the Metadata Web service.	DeleteAttribute DeleteEntity DeleteOptionValue DeleteRelationship
11. Update existing metadata objects by using the metadata update messages in the Metadata Web service.	UpdateAttribute UpdateEntity UpdateOptionValue UpdateRelationship
12. Use the one of the publish messages in the CrmService Web service to publish the metadata.	PublishAllXml PublishXml

See Also

Concepts