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Save modes of RecordCounter for MS CRM 2011

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If you hit the „Ok“-button on the RecordCounter Server Config first it will generate and save the fetches and then generate and import the „RecordCounterServerConfig“-solution.

In some cases it will be helpful to only save the fetches or only to import the solution.

This article describes how this can be achieved.

 

Make the selection box visible

In the RecordCounter Server Config there is a hidden selection box. If visible, it can be used to choose the save mode of the Config. In the following two cases the box will be visible:

1: After you have set a registry value to true

Open the registry on the server on which the RecordCounter is installed and navigate to “HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\RecordCounterserver”

 

Add the string value “ShowConfigSaveMode” with the value “true” to it.

 


2: If during the save process an error occurs

After you have hit the “OK”-button, the RecordCounter Server Config will save all settings and import the solution. Once the settings have been saved successfully, and during the import of the solution an error occurs, the selection box will be shown.
But in this case the save mode is set to “SolutionOnly” and cannot be changed. The reason for this is that there is no need to save the settings and only the solution needs to be imported again.



Available Save Modes

There are three modes available.

 

SettingsAndSolution:
Using this mode, the Config will first save all settings, e.g the fetches. The second step is to import the generated “RecordCounterServerConfig”-solution.

This is the default mode and will work in 99 percent of all cases.

If the selection box is hidden, this mode is selected.


SettingsOnly:
This mode will only generate and save fetches for the selected entities. Theses fetches will be executed to count the linked records.

SolutionOnly:
This mode will only generate and import the “RecordCounterServerConfig”-solution. It adds a link to the “ptm_LineItemCountOnload”-library and executes the “StartLineItemCount”-function for all selected entities.


Purpose of theses modes

These modes can be very helpful if you for example have detected that the entity "Account" causes a solution importing problem. The reason for that could be that the main from of the “Account” is unmanaged.
In this case check all entities (“Account”-entity as well) for which the RecordCounter should be activated. Select the “SettingsOnly”-mode and hit the “OK”-button. After the process has finished, all necessary settings like fetches for all selected entities have been stored.

Therewith the RecordCounter will start, the "ptm_LineItemCountOnload”- JavaScript-library must be added and the starting function must be executed. This can be done for all managed entities by using the “RecordCounterServerConfig”-solution.
As shown in the example, leave the same entities selected, but uncheck the whole “Account”-entity, as it is causing the problem. Next, select the “SolutionOnly”-mode. Then start the import process by hitting the “OK”-button again. After the process has finished, the RecordCounter is set up for all entities, except “Account”.
So that the RecordCounter will work for “Account” as well, you will have to add the library and execute the starting function for it manually. How this can be done is described in the following article:Article


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