This blog article outlines how to install and use the DCP Template Import Manager. Please notice: This blog article is intended for On-Premise version and DocumentsCorePack local intallations. If you are using the online version, please have a look at this blog article. 

If you are using the latest version of DCP, you will find the DCPIE (highlighted in yellow) in the install directory, which allow you to easily import, export or transfer templates from a source organization to a target organization.

Figure 1: The DCPIE

Open your DocumentsCorePack install directory and select the TemplateImportManager.  A double-click on the application opens the Template Import Manager dialog, which allows you to either import, export or transfer your DocumentsCorePack templates. These three options will be explained below: 

Figure 2: The Template Import Manager

  

Import from Zip
Like it says the first opion allows you to import templates. ​After hitting on the [Import from Zip]-button, the window below opens. Here you have to specify a connection to the organization where you want to import your templates. Therefore, select an ❶ existing profile, click on the ❷ [Retrieve all]-button, select the ❸ target organization you wish and hit the [OK]-button.

Figure 3: Connect to Target Organization

Next, double-click on the ❶ [Load from Zip]-button and open the directory containing your Zip-file – ❷ “Export” in this case. 

Figure 4: Load from Zip

Next, open your Zip-file and select the templates you want to import. It is possible to ❶ ”Select All” or single templates from your Zip-file by checking the corresponding checkboxes on the left side. Click on the ❷ [Import selected templates]-button to finish the Import. 

Figure 5: Select templates to import

Export from Zip
Hit on the [Export from Zip]-button to export DCP templates. Here you have to specify a connection to the organization from where you want to export your templates. Like explained before, select an ❶ existing profile, click on the ❷ [Retrieve all]-button, select the ❸ source organization you wish and hit on the [OK]-button.

Figure 6: Connect to Source Organization

​As mentioned before, double-click on the [Load from Zip]-button and select the templates you want to export by selecting ❶ all or only single template from your Zip-files. Click on the ❷ [Export]-button to finish the Export. 

​The third option allows you to transfer DCP templates from a source organization to a target organization. Therefore, please select the ❶ source and the ❷ target organization, like explained before. Next, select the ❸ templates you want to transfer and hit the ❹ [Transfer]-button.

Figure 8: Transfer templates between organizations

DCPIE
The TemplateImportExportConsoleApplication does the same as the TemplateImportManager – it automates the actions: import and export.

Figure 9: List of parameters of the DCPIE

Export/import templates via the DCPIE
The following scenario explains the syntax of an export process. If you want to export templates and handle the necessary arguments by yourself, you need to use the params argument, which indicates that you are providing these parameters. The function looks like in the figure below: 

Figure 10: Syntax to export templates

The arguments in the export scenario are the following:

• Connectionvariant:

o    Parameter:
action: Defines which operation should be performed (allowed are  „import“ and „export“).
You can find the profile ID in the registry under the following path: HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\Profil

connectionvariant: Defines how to connect to Dynamics 365 (allowed options are: params, registry and dialog).
o    Registry: You have to enter your profile ID here.
o    Dialog: Opens the default CRM connection dialog.

Only if the connectionvariant is “params” you will need the following additional parameters.

• Server: dyn365srv2:555
  This is the Dynamics 365 server on which you want to perform the actions.
  

• Connectiontype: standard
  Here you have the possibility to choose between standard, online and hosted

• Organization: ptmedvsystemegmbh
  Enter the name of the organization you want to use.

• Action: export
  You can choose between export, import and transfer.
  

• Exportdirectory: c:\users\administrator\desktop\myTemplates
  Please specify here the directory which serves as destination for your exported templates.
  

• Username: mpoelzl@ptm-edv
  This is the username you use to login to Dynamics 365.
  

• Password: xxx
  Please enter your secret password here.

The example above showes the syntax for the export functionality. The import functinality shares the same syntax with the export functionality, except that the parameters zip and zippath are removed. The parameter exportdirectory is replaced with templatefolder. ​

In the templatefolder parameter you need to specify the folder which contains your templates. And there also is a new parameter called mbresult.

Mbresult: Valid options are Yes or No.

This indicates that all templates should be overwritten if they are already existing.

​That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.