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FAQ
Dawid Potgieter edited this page Jan 8, 2020
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Here are some common questions and their answers
- Q : Does anyone have this running?
- A : We do. It works great. But in addition, some feedback from others:
https://github.com/DawidPotgieter/Dynamics-CRM-Binary-Storage-Options/issues/5
https://github.com/DawidPotgieter/Dynamics-CRM-Binary-Storage-Options/issues/10
- Q : I'm getting a 'kerberos' or some other kind of authentication error when trying to run the migration tool
- A : Upgrade the nuget packages to the latest version. It's intentionally left as is to build against an older version of the SDK to work with older CRM versions as well.
- Q : The migration starts and then stops immediately, but I have lot's of stuff to migrate
- A : Ensure that your storage endpoint doesn't have any temporary files in there. The plugin stores files using a GUID as the filename, and as such, the only file names it expects in said "folders" are in GUID form. Don't need to create the folders for blob storage, as they're not real folders and only appear as such.
- Q : How do I check whether the binary data is actually no longer in my CRM database?
- A : https://github.com/DawidPotgieter/Dynamics-CRM-Binary-Storage-Options/issues/10. Basically, use the XRMToolbox (FetchXML Plugin) and check either the 'body' field (for 'activitymimeattachments') or 'documentBody' (for 'annotations'). They will show IA== placeholder data.
- Q : What about FetchXML queries?
- A : You will not be able to retrieve the binary part of these records via FetchXML queries, as plugins don't run when these are executed. However, if you use the "LoadProperty" method of the OrganizationProxy, you will get the record and it's binary data back.
- Q : We have a lot of data to migrate. Can it go faster?
- A : If you are using dynamics online, a VM in your Azure account is the way to go. Since data first needs to be pulled down from the source CRM, then uploaded to blob storage, make sure this is run at the closest point to your CRM instance to maximize speed.
If your CRM is on-prem, I'd suggest doing migration on-prem too, as the CRM part is the slow part here.
- Q : How can I get a different user to connect to CRM when migrating?
- A : Just use "Run As" on the migration tool. It will then use those credentials to connect to CRM.
You can also in the code just create a new networkcredential and pass it instead of defaultcredentials to the proxy.
- Q : I have a problem with email templates and the attachments not being found
- A : https://github.com/DawidPotgieter/Dynamics-CRM-Binary-Storage-Options/issues/17. The fix in there is only on the V5 branch at the moment (which I haven't released yet), if you're having this issue, please look at the solution in that source.
- Q : What is the 5Mb filesize limit thing?
- A : See Caveats page and also https://github.com/DawidPotgieter/Dynamics-CRM-Binary-Storage-Options/issues/12. I actually don't know whether it's been fixed in newer CRM versions, so best to test yours. Would be awesome if you could let us know if you do...
- Q : Will this work with 'Relevance Search'?
- A : No. See https://github.com/DawidPotgieter/Dynamics-CRM-Binary-Storage-Options/issues/11, there probably isn't a way to get the two working together.
- Q : How does 'security' work on documents/attachments that are using this plugin?
- A : See https://github.com/DawidPotgieter/Dynamics-CRM-Binary-Storage-Options/issues/20. It basically says that security is handled at the CRM level as you have it configured (since the metadata record is still in CRM, it's only the binary portion that is external).