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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamics Sitemap error
Microsoft Dynamics CRM (Archived)

Dynamics Sitemap error

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Posted on by Jomosh 205

Just installed UCCX 8.5 CRM call connector onto CRM 2011 server, on completion, I get a sitemap error. I cannot access CRM now. I had done a snapshot of the CRM server before connector installation, I have reverted to the old snapshot, but the error still persists. Anyone experienced this ?

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  • Community Member Profile Picture
    Community Member on at

    What is the error message you are getting?

    Mohan.B

  • Muhammad Adeel Javaid Profile Picture
    Muhammad Adeel Javaid 5,580 on at

    You can use Microsoft Dynamics Tracing to trace exact error:

    support.microsoft.com/.../907490

  • Muhammad Adeel Javaid Profile Picture
    Muhammad Adeel Javaid 5,580 on at

    Additionally you can use Sitemap Editor to Edit Sitemap:

    sitemapeditor.codeplex.com

  • jpop Profile Picture
    jpop 15 on at

    here is the output from the tracelogs:-

    [2013-05-21 18:18:01.470] Process: w3wp |Organization:00000000-0000-0000-0000-000000000000 |Thread:   18 |Category: Platform |User: 00000000-0000-0000-0000-000000000000 |Level: Error | ExceptionConverter.ConvertMessageAndErrorCode

    >System.Xml.Schema.XmlSchemaValidationException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #B227BEE0: System.Xml.Schema.XmlSchemaValidationException: The element 'configuration' has invalid child element 'Entities'.

    >   at System.Xml.Schema.XmlSchemaValidator.SendValidationEvent(ValidationEventHandler eventHandler, Object sender, XmlSchemaValidationException e, XmlSeverityType severity)

    >   at System.Xml.Schema.XmlSchemaValidator.ValidateElementContext(XmlQualifiedName elementName, Boolean& invalidElementInContext)

    >   at System.Xml.Schema.XmlSchemaValidator.ValidateElement(String localName, String namespaceUri, XmlSchemaInfo schemaInfo, String xsiType, String xsiNil, String xsiSchemaLocation, String xsiNoNamespaceSchemaLocation)

    >   at System.Xml.XsdValidatingReader.ProcessElementEvent()

    >   at System.Xml.XsdValidatingReader.Read()

    >   at System.Xml.XmlLoader.LoadNode(Boolean skipOverWhitespace)

    >   at System.Xml.XmlLoader.LoadDocSequence(XmlDocument parentDoc)

    >   at System.Xml.XmlDocument.Load(XmlReader reader)

    >   at Microsoft.Crm.SharedUtil.CreateXmlDocument(XmlReader reader)

    >   at Microsoft.Crm.Caching.IsvConfigCacheLoader.LoadCacheData(Guid key, IOrganizationContext context)

    >   at Microsoft.Crm.Caching.CrmMultiOrgCache`2.CreateEntry(TKey key, IOrganizationContext context)

    >   at Microsoft.Crm.Caching.CrmMultiOrgCache`2.LookupEntry(TKey key, IOrganizationContext context)

    >   at Microsoft.Crm.Application.CrmCustomization.IsvXmlInternal(IOrganizationContext context)

    >   at Microsoft.Crm.Application.CrmCustomization.IsvIntegrationOn(IOrganizationContext context)

    >   at Microsoft.Crm.Application.CrmCustomization.CustomizeSiteMap(String areaNode, SiteMapGroup group, IOrganizationContext context)

    >   at Microsoft.Crm.Application.MasterSiteMapArea..ctor(SiteMap siteMap, XmlNode areaNode, IOrganizationContext context)

    >   at Microsoft.Crm.Application.MasterSiteMap..ctor(XmlNode xml, DynamicMetadataCache metadataCache, IOrganizationContext context)

    >   at Microsoft.Crm.Application.MasterSiteMap.LoadMasterSiteMapInternal(DynamicMetadataCache metadataCache, Boolean useReferenceXml, Boolean retrieveLatest, IOrganizationContext context)

  • Muhammad Adeel Javaid Profile Picture
    Muhammad Adeel Javaid 5,580 on at

    The problem is here:

    The element 'configuration' has invalid child element 'Entities.

    You can export the Sitemap and can edit it accordingly.

  • brandon simons Profile Picture
    brandon simons on at

    Feel free to post the sitemap XML snippet that includes the "configuration" element and we can help.

    -Brandon

  • Megaejay Profile Picture
    Megaejay 60 on at

    Hello Dear ,

    You must uninstall UCCX 8.5 CRM call connector   for CRM work properly . You can do it on : Setting  > Solution

    MegaEjay

  • jpop Profile Picture
    jpop 15 on at

    the problem is that I cannot get to solutions because of the sitemap error.

  • jpop Profile Picture
    jpop 15 on at

    The site map does not have "configuration" in it. The interesting thing is that call connector has search configuration script which I think could be the cause of the error but am not sure how to fix given that I cannot access customizations -> solutions in CRM .

    Sitemap code:-

    <SiteMap>

     <Area Id="Workplace" ResourceId="Area_Workplace" ShowGroups="true" Icon="/_imgs/workplace_24x24.gif" DescriptionResourceId="Workplace_Description">

       <Group Id="MyWork" ResourceId="Group_MyWork" DescriptionResourceId="My_Work_Description">

         <SubArea Id="nav_dashboards" ResourceId="Homepage_Dashboards" Icon="/_imgs/area/18_home.gif" DescriptionResourceId="Dashboards_Description" Url="/workplace/home_dashboards.aspx" GetStartedPanePath="Dashboards_Web_User_Visor.html" GetStartedPanePathAdmin="Dashboards_Web_Admin_Visor.html" GetStartedPanePathOutlook="Dashboards_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Dashboards_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_activities" Entity="activitypointer" DescriptionResourceId="Activities_SubArea_Description" Url="/_root/homepage.aspx?etc=4200" GetStartedPanePath="Activities_Web_User_Visor.html" GetStartedPanePathAdmin="Activities_Web_Admin_Visor.html" GetStartedPanePathOutlook="Activities_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Activities_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_calendar" Icon="/_imgs/area/18_calendar.gif" ResourceId="Homepage_Calendar" Url="/workplace/home_calendar.aspx" Client="Web">

           <Privilege Entity="activitypointer" Privilege="Read" />

         </SubArea>

         <SubArea Id="nav_import" Icon="/_imgs/area/18_import.gif" Entity="importfile" ResourceId="Homepage_Import" DescriptionResourceId="Imports_Description" AvailableOffline="false" GetStartedPanePath="Imports_Web_User_Visor.html" GetStartedPanePathAdmin="Imports_Web_Admin_Visor.html" GetStartedPanePathOutlook="Imports_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Imports_Outlook_Admin_Visor.html">

           <Privilege Entity="import" Privilege="Read" />

         </SubArea>

         <SubArea Id="nav_duplicatedetectionjobs" Icon="/_imgs/data_management.gif" ResourceId="Homepage_DuplicateDetectionJobs" Url="/Tools/DuplicateDetection/SystemWideDuplicateDetection/home_duplicatedetectionjobs.aspx" DescriptionResourceId="DuplicateDetectionJobs_Description" AvailableOffline="false" GetStartedPanePath="Dup-Det-Jobs_Web_User_Visor.html" GetStartedPanePathAdmin="Dup-Det-Jobs_Web_Admin_Visor.html" GetStartedPanePathOutlook="Dup-Det-Jobs_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Dup-Det-Jobs_Outlook_Admin_Visor.html">

           <Privilege Entity="asyncoperation" Privilege="Read" />

         </SubArea>

         <SubArea Id="nav_queues" Icon="/_imgs/ico_18_2020.gif" Url="/_root/homepage.aspx?etc=2029" ResourceId="Homepage_Queues" DescriptionResourceId="Queues_SubArea_Description" GetStartedPanePath="Queues_Web_User_Visor.html" GetStartedPanePathAdmin="Queues_Web_Admin_Visor.html" GetStartedPanePathOutlook="Queues_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Queues_Outlook_Admin_Visor.html">

           <Privilege Entity="queue" Privilege="Read" />

         </SubArea>

         <SubArea Id="nav_answers" Entity="kbarticle" DescriptionResourceId="Article_SubArea_Description" GetStartedPanePath="KB_Web_User_Visor.html" GetStartedPanePathAdmin="KB_Web_Admin_Visor.html" GetStartedPanePathOutlook="KB_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="KB_Outlook_Admin_Visor.html">

           <Privilege Entity="kbarticle" Privilege="Read" />

         </SubArea>

         <SubArea Id="nav_reports" Entity="report" DescriptionResourceId="Reports_Description">

           <Privilege Entity="report" Privilege="Read" />

         </SubArea>

         <SubArea Id="nav_news" Entity="businessunitnewsarticle" Url="/home/homepage/home_news.aspx" DescriptionResourceId="News_SubArea_Description" />

       </Group>

       <Group Id="Customers" ResourceId="Group_Customers" DescriptionResourceId="Customers_Description">

         <SubArea Id="nav_accts" Entity="account" DescriptionResourceId="Account_SubArea_Description" GetStartedPanePath="Accounts_Web_User_Visor.html" GetStartedPanePathAdmin="Accounts_Web_Admin_Visor.html" GetStartedPanePathOutlook="Accounts_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Accounts_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_conts" Entity="contact" DescriptionResourceId="Contact_SubArea_Description" GetStartedPanePath="Contacts_Web_User_Visor.html" GetStartedPanePathAdmin="Contacts_Web_Admin_Visor.html" GetStartedPanePathOutlook="Contacts_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Contacts_Outlook_Admin_Visor.html" />

       </Group>

       <Group Id="SFA" ResourceId="Area_Sales" IsProfile="true" DescriptionResourceId="Sales_Description">

         <SubArea Id="nav_lists1" Entity="list" DescriptionResourceId="MarketingList_SubArea_Description" GetStartedPanePath="Marketing-Lists_Web_User_Visor.html" GetStartedPanePathAdmin="Marketing-Lists_Web_Admin_Visor.html" GetStartedPanePathOutlook="Marketing-Lists_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Marketing-Lists_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_leads" Entity="lead" DescriptionResourceId="Lead_SubArea_Description" GetStartedPanePath="Leads_Web_User_Visor.html" GetStartedPanePathAdmin="Leads_Web_Admin_Visor.html" GetStartedPanePathOutlook="Leads_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Leads_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_oppts" Entity="opportunity" DescriptionResourceId="Opportunity_SubArea_Description" GetStartedPanePath="Opportunities_Web_User_Visor.html" GetStartedPanePathAdmin="Opportunities_Web_Admin_Visor.html" GetStartedPanePathOutlook="Opportunities_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Opportunities_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_quotes" Entity="quote" DescriptionResourceId="Quote_SubArea_Description" GetStartedPanePath="Quotes_Web_User_Visor.html" GetStartedPanePathAdmin="Quotes_Web_Admin_Visor.html" GetStartedPanePathOutlook="Quotes_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Quotes_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_orders" Entity="salesorder" DescriptionResourceId="Orders_SubArea_Description" GetStartedPanePath="Orders_Web_User_Visor.html" GetStartedPanePathAdmin="Orders_Web_Admin_Visor.html" GetStartedPanePathOutlook="Orders_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Orders_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_invoices" Entity="invoice" DescriptionResourceId="Invoice_SubArea_Description" GetStartedPanePath="Invoices_Web_User_Visor.html" GetStartedPanePathAdmin="Invoices_Web_Admin_Visor.html" GetStartedPanePathOutlook="Invoices_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Invoices_Outlook_Admin_Visor.html" />

       </Group>

       <Group Id="MA" ResourceId="Area_Marketing" IsProfile="true" DescriptionResourceId="Marketing_Description">

         <SubArea Id="nav_lists" Entity="list" DescriptionResourceId="MarketingList_SubArea_Description" GetStartedPanePath="Marketing-Lists_Web_User_Visor.html" GetStartedPanePathAdmin="Marketing-Lists_Web_Admin_Visor.html" GetStartedPanePathOutlook="Marketing-Lists_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Marketing-Lists_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_campaigns" Entity="campaign" DescriptionResourceId="Campaign_SubArea_Description" GetStartedPanePath="Campaigns_Web_User_Visor.html" GetStartedPanePathAdmin="Campaigns_Web_Admin_Visor.html" GetStartedPanePathOutlook="Campaigns_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Campaigns_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_minicamps" Entity="bulkoperation" DescriptionResourceId="Quick_Campaign_Description" Icon="/_imgs/ico_18_minicamps.gif" OutlookShortcutIcon="/_imgs/olk_4400.ico" GetStartedPanePath="Quick-Campaigns_Web_User_Visor.html" GetStartedPanePathAdmin="Quick-Campaigns_Web_Admin_Visor.html" GetStartedPanePathOutlook="Quick-Campaigns_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Quick-Campaigns_Outlook_Admin_Visor.html">

           <Privilege Privilege="AllowQuickCampaign" />

         </SubArea>

       </Group>

       <Group Id="CS" ResourceId="Area_Service" IsProfile="true" DescriptionResourceId="Customer_Service_Description">

         <SubArea Id="nav_cases" Entity="incident" DescriptionResourceId="Cases_SubArea_Description" GetStartedPanePath="Cases_Web_User_Visor.html" GetStartedPanePathAdmin="Cases_Web_Admin_Visor.html" GetStartedPanePathOutlook="Cases_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Cases_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_managekb" Entity="kbarticle" DescriptionResourceId="KBManager_SubArea_Description" Icon="/_imgs/ico_18_126.gif" Url="/_root/homepage.aspx?etc=127" AvailableOffline="false">

           <Privilege Entity="kbarticle" Privilege="Read,Write,Create" />

         </SubArea>

         <SubArea Id="nav_contracts" Entity="contract" DescriptionResourceId="Contract_SubArea_Description" GetStartedPanePath="Contracts_Web_User_Visor.html" GetStartedPanePathAdmin="Contracts_Web_Admin_Visor.html" GetStartedPanePathOutlook="Contracts_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Contracts_Outlook_Admin_Visor.html" />

       </Group>

       <Group Id="SM" ResourceId="Area_Scheduling" IsProfile="true" DescriptionResourceId="Scheduling_Group_Description">

         <SubArea Id="nav_apptbook" ResourceId="Homepage_AppointmentBook" DescriptionResourceId="AppointmentBook_SubArea_Description" Icon="/_imgs/ico_18_servicecal.gif" Url="/sm/home_apptbook.aspx" AvailableOffline="false">

           <Privilege Entity="activitypointer" Privilege="Read" />

           <Privilege Entity="service" Privilege="Read" />

         </SubArea>

       </Group>

       <Group Id="GIN" Title="GIN">

         <Titles>

           <Title LCID="1031" Title="GIN Sales & Services Insurance" />

           <Title LCID="1033" Title="GIN Sales & Services Insurance" />

         </Titles>

         <SubArea Entity="gin_policy" Id="gin_policy">

           <Privilege Entity="gin_policy" Privilege="Read" />

         </SubArea>

         <SubArea Entity="gin_claim" Id="gin_claim">

           <Privilege Entity="gin_policy" Privilege="Read" />

           <Privilege Entity="gin_claim" Privilege="Read" />

         </SubArea>

       </Group>

     </Area>

     <Area Id="SFA" ResourceId="Area_Sales" Icon="/_imgs/sales_24x24.gif" DescriptionResourceId="Sales_Description">

       <Group Id="SFA">

         <SubArea Id="nav_leads" Entity="lead" DescriptionResourceId="Lead_SubArea_Description" GetStartedPanePath="Leads_Web_User_Visor.html" GetStartedPanePathAdmin="Leads_Web_Admin_Visor.html" GetStartedPanePathOutlook="Leads_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Leads_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_oppts" Entity="opportunity" DescriptionResourceId="Opportunity_SubArea_Description" GetStartedPanePath="Opportunities_Web_User_Visor.html" GetStartedPanePathAdmin="Opportunities_Web_Admin_Visor.html" GetStartedPanePathOutlook="Opportunities_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Opportunities_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_accts" Entity="account" DescriptionResourceId="Account_SubArea_Description" GetStartedPanePath="Accounts_Web_User_Visor.html" GetStartedPanePathAdmin="Accounts_Web_Admin_Visor.html" GetStartedPanePathOutlook="Accounts_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Accounts_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_conts" Entity="contact" DescriptionResourceId="Contact_SubArea_Description" GetStartedPanePath="Contacts_Web_User_Visor.html" GetStartedPanePathAdmin="Contacts_Web_Admin_Visor.html" GetStartedPanePathOutlook="Contacts_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Contacts_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_lists" Entity="list" DescriptionResourceId="MarketingList_SubArea_Description" GetStartedPanePath="Marketing-Lists_Web_User_Visor.html" GetStartedPanePathAdmin="Marketing-Lists_Web_Admin_Visor.html" GetStartedPanePathOutlook="Marketing-Lists_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Marketing-Lists_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_comps" Entity="competitor" DescriptionResourceId="Competitor_SubArea_Description" />

         <SubArea Id="nav_products" Entity="product" DescriptionResourceId="Product_SubArea_Description" GetStartedPanePath="Products_Web_User_Visor.html" GetStartedPanePathAdmin="Products_Web_Admin_Visor.html" GetStartedPanePathOutlook="Products_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Products_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_saleslit" Entity="salesliterature" DescriptionResourceId="SalesLit_SubArea_Description" />

         <SubArea Id="nav_quotes" Entity="quote" DescriptionResourceId="Quote_SubArea_Description" GetStartedPanePath="Quotes_Web_User_Visor.html" GetStartedPanePathAdmin="Quotes_Web_Admin_Visor.html" GetStartedPanePathOutlook="Quotes_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Quotes_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_orders" Entity="salesorder" DescriptionResourceId="Orders_SubArea_Description" GetStartedPanePath="Orders_Web_User_Visor.html" GetStartedPanePathAdmin="Orders_Web_Admin_Visor.html" GetStartedPanePathOutlook="Orders_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Orders_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_invoices" Entity="invoice" DescriptionResourceId="Invoice_SubArea_Description" GetStartedPanePath="Invoices_Web_User_Visor.html" GetStartedPanePathAdmin="Invoices_Web_Admin_Visor.html" GetStartedPanePathOutlook="Invoices_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Invoices_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_minicamps" Entity="bulkoperation" DescriptionResourceId="Quick_Campaign_Description" Icon="/_imgs/ico_18_minicamps.gif" GetStartedPanePath="Quick-Campaigns_Web_User_Visor.html" GetStartedPanePathAdmin="Quick-Campaigns_Web_Admin_Visor.html" GetStartedPanePathOutlook="Quick-Campaigns_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Quick-Campaigns_Outlook_Admin_Visor.html">

           <Privilege Privilege="AllowQuickCampaign" />

         </SubArea>

         <SubArea Id="nav_goals" Entity="goal" DescriptionResourceId="Goals_SubArea_Description" Icon="/_imgs/ico_18_9600.png" />

         <SubArea Id="nav_metric" Entity="metric" DescriptionResourceId="Metrics_SubArea_Description" />

         <SubArea Id="nav_goalrollupqueries" Entity="goalrollupquery" DescriptionResourceId="GoalQueries_SubArea_Description" Icon="/_imgs/ico_18_9602.png" />

         <SubArea Entity="gin_targetgroup" Id="gin_targetgroup" />

       </Group>

     </Area>

     <Area Id="MA" ResourceId="Area_Marketing" Icon="/_imgs/marketing_24x24.gif" DescriptionResourceId="Marketing_Description">

       <Group Id="MA">

         <SubArea Id="nav_leads" Entity="lead" DescriptionResourceId="Lead_SubArea_Description" GetStartedPanePath="Leads_Web_User_Visor.html" GetStartedPanePathAdmin="Leads_Web_Admin_Visor.html" GetStartedPanePathOutlook="Leads_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Leads_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_accts" Entity="account" DescriptionResourceId="Account_SubArea_Description" GetStartedPanePath="Accounts_Web_User_Visor.html" GetStartedPanePathAdmin="Accounts_Web_Admin_Visor.html" GetStartedPanePathOutlook="Accounts_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Accounts_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_conts" Entity="contact" DescriptionResourceId="Contact_SubArea_Description" GetStartedPanePath="Contacts_Web_User_Visor.html" GetStartedPanePathAdmin="Contacts_Web_Admin_Visor.html" GetStartedPanePathOutlook="Contacts_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Contacts_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_lists" Entity="list" DescriptionResourceId="MarketingList_SubArea_Description" GetStartedPanePath="Marketing-Lists_Web_User_Visor.html" GetStartedPanePathAdmin="Marketing-Lists_Web_Admin_Visor.html" GetStartedPanePathOutlook="Marketing-Lists_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Marketing-Lists_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_campaigns" Entity="campaign" DescriptionResourceId="Campaign_SubArea_Description" GetStartedPanePath="Campaigns_Web_User_Visor.html" GetStartedPanePathAdmin="Campaigns_Web_Admin_Visor.html" GetStartedPanePathOutlook="Campaigns_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Campaigns_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_products" Entity="product" DescriptionResourceId="Product_SubArea_Description" GetStartedPanePath="Products_Web_User_Visor.html" GetStartedPanePathAdmin="Products_Web_Admin_Visor.html" GetStartedPanePathOutlook="Products_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Products_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_saleslit" Entity="salesliterature" DescriptionResourceId="SalesLit_SubArea_Description" />

         <SubArea Id="nav_minicamps" Entity="bulkoperation" DescriptionResourceId="Quick_Campaign_Description" Icon="/_imgs/ico_18_minicamps.gif" GetStartedPanePath="Quick-Campaigns_Web_User_Visor.html" GetStartedPanePathAdmin="Quick-Campaigns_Web_Admin_Visor.html" GetStartedPanePathOutlook="Quick-Campaigns_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Quick-Campaigns_Outlook_Admin_Visor.html">

           <Privilege Privilege="AllowQuickCampaign" />

         </SubArea>

         <SubArea Entity="gin_targetgroup" Id="gin_targetgroup" />

       </Group>

     </Area>

     <Area Icon="$webresource:gin_/_imgs/policyandclaims.gif" Id="PolicyandClaims" ShowGroups="true" Title="Policy and Claims">

       <Titles>

         <Title LCID="1031" Title="Vertrag und Schaden" />

         <Title LCID="1033" Title="Policy and Claims" />

       </Titles>

       <Group Id="Policy" Title="Policy">

         <Titles>

           <Title LCID="1031" Title="Vertrag" />

           <Title LCID="1033" Title="Policy" />

         </Titles>

         <SubArea Entity="gin_policy" Id="gin_policy" />

         <SubArea Entity="gin_policydetail" Id="gin_policydetail" />

         <SubArea Entity="gin_lob" Id="gin_lob">

           <Privilege Entity="gin_lob" Privilege="Write,Create" />

         </SubArea>

         <SubArea Entity="gin_requestforquotation" Id="gin_requestforquotation">

           <Privilege Entity="gin_requestforquotation" Privilege="Write" />

         </SubArea>

       </Group>

       <Group Id="Claims" Title="Claims">

         <Titles>

           <Title LCID="1031" Title="Schaden" />

           <Title LCID="1033" Title="Claims" />

         </Titles>

         <SubArea Entity="gin_claim" Id="gin_claim" />

         <SubArea Entity="gin_calimadresses" Id="gin_calimadresses" />

       </Group>

     </Area>

     <Area Id="CS" ResourceId="Area_Service" Icon="/_imgs/services_24x24.gif" DescriptionResourceId="Customer_Service_Description">

       <Group Id="CS">

         <SubArea Id="nav_apptbook" ResourceId="Homepage_AppointmentBook" DescriptionResourceId="AppointmentBook_SubArea_Description" Icon="/_imgs/ico_18_servicecal.gif" Url="/sm/home_apptbook.aspx" AvailableOffline="false">

           <Privilege Entity="activitypointer" Privilege="Read" />

           <Privilege Entity="service" Privilege="Read" />

         </SubArea>

         <SubArea Id="nav_cases" Entity="incident" DescriptionResourceId="Cases_SubArea_Description" GetStartedPanePath="Cases_Web_User_Visor.html" GetStartedPanePathAdmin="Cases_Web_Admin_Visor.html" GetStartedPanePathOutlook="Cases_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Cases_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_accts" Entity="account" DescriptionResourceId="Account_SubArea_Description" GetStartedPanePath="Accounts_Web_User_Visor.html" GetStartedPanePathAdmin="Accounts_Web_Admin_Visor.html" GetStartedPanePathOutlook="Accounts_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Accounts_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_contacts" Entity="contact" DescriptionResourceId="Contact_SubArea_Description" GetStartedPanePath="Contacts_Web_User_Visor.html" GetStartedPanePathAdmin="Contacts_Web_Admin_Visor.html" GetStartedPanePathOutlook="Contacts_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Contacts_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_answers" Entity="kbarticle" DescriptionResourceId="Article_SubArea_Description" GetStartedPanePath="KB_Web_User_Visor.html" GetStartedPanePathAdmin="KB_Web_Admin_Visor.html" GetStartedPanePathOutlook="KB_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="KB_Outlook_Admin_Visor.html">

           <Privilege Entity="kbarticle" Privilege="Read,Write,Create" />

         </SubArea>

         <SubArea Id="nav_contracts" Entity="contract" DescriptionResourceId="Contract_SubArea_Description" GetStartedPanePath="Contracts_Web_User_Visor.html" GetStartedPanePathAdmin="Contracts_Web_Admin_Visor.html" GetStartedPanePathOutlook="Contracts_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Contracts_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_products" Entity="product" DescriptionResourceId="Product_SubArea_Description" GetStartedPanePath="Products_Web_User_Visor.html" GetStartedPanePathAdmin="Products_Web_Admin_Visor.html" GetStartedPanePathOutlook="Products_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Products_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_services" Entity="service" DescriptionResourceId="Service_SubArea_Description" GetStartedPanePath="Services_Web_User_Visor.html" GetStartedPanePathAdmin="Services_Web_Admin_Visor.html" GetStartedPanePathOutlook="Services_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Services_Outlook_Admin_Visor.html" />

         <SubArea Id="nav_goals" Entity="goal" DescriptionResourceId="Goals_SubArea_Description" Icon="/_imgs/ico_18_9600.png" />

         <SubArea Id="nav_metric" Entity="metric" DescriptionResourceId="Metrics_SubArea_Description" />

         <SubArea Id="nav_goalrollupqueries" Entity="goalrollupquery" DescriptionResourceId="GoalQueries_SubArea_Description" Icon="/_imgs/ico_18_9602.png" />

       </Group>

     </Area>

     <Area Id="Settings" ResourceId="Area_Settings" ShowGroups="true" Icon="/_imgs/settings_24x24.gif" DescriptionResourceId="Settings_Area_Description">

       <Group Id="Business_Setting" ResourceId="Menu_Label_Business" DescriptionResourceId="Menu_Label_Business">

         <SubArea Id="nav_businessmanagement" ResourceId="Homepage_BusinessManagement" DescriptionResourceId="BizManagement_SubArea_Description" Icon="/_imgs/ico_18_busmanagement.gif" Url="/tools/business/business.aspx" AvailableOffline="false" />

         <SubArea Id="nav_template" ResourceId="Homepage_Template" DescriptionResourceId="Template_SubArea_Description" Icon="/_imgs/ico_18_templates.gif" Url="/tools/templates/templates.aspx" AvailableOffline="false" />

         <SubArea Id="nav_productcatalog" ResourceId="Homepage_ProductCatalog" DescriptionResourceId="ProductCatalog_SubArea_Description" Icon="/_imgs/ico_18_productcatalog.gif" Url="/tools/productcatalog/productcatalog.aspx" AvailableOffline="false">

           <Privilege Entity="product" Privilege="Read" />

         </SubArea>

       </Group>

       <Group Id="System_Setting" ResourceId="Menu_Label_System" DescriptionResourceId="Menu_Label_System">

         <SubArea Id="nav_administration" ResourceId="Homepage_Administration" DescriptionResourceId="Administration_SubArea_Description" Icon="/_imgs/ico_18_administration.gif" Url="/tools/Admin/admin.aspx" AvailableOffline="false" />

         <SubArea Id="nav_datamanagement" ResourceId="Homepage_DataManagement" DescriptionResourceId="DataManagement_SubArea_Description" Icon="/_imgs/ico_18_datamanagement.gif" Url="/tools/DataManagement/datamanagement.aspx" AvailableOffline="false" />

         <SubArea Id="nav_systemjobs" ResourceId="Homepage_SystemJobs" DescriptionResourceId="SystemJobs_SubArea_Description" Entity="asyncoperation" Url="/tools/business/home_asyncoperation.aspx" AvailableOffline="false" />

         <SubArea Id="nav_documentmanagement" ResourceId="DocumentManagement.SettingsArea.Heading" DescriptionResourceId="DocumentManagement.SettingsArea.Description" Icon="/_imgs/DocumentManagement_16.png" Url="/tools/documentmanagement/documentmanagement.aspx" AvailableOffline="false">

           <Privilege Entity="sharepointsite" Privilege="Read" />

           <Privilege Entity="sharepointdocumentlocation" Privilege="Read" />

         </SubArea>

         <SubArea Id="nav_audit" ResourceId="Audit_SubArea_Title" DescriptionResourceId="Audit_SubArea_Description" Icon="/_imgs/area/16_audit.png" Url="/tools/audit/audit_area.aspx" AvailableOffline="false" />

       </Group>

       <Group Id="Vertrieb" Title="Vertrieb">

         <Titles>

           <Title LCID="1031" Title="GIN Vertrieb" />

           <Title LCID="1033" Title="GIN Sales" />

         </Titles>

         <SubArea Entity="gin_targetgroup" Id="gin_targetgroup">

           <Privilege Entity="gin_targetgroup" Privilege="Write" />

         </SubArea>

         <SubArea Entity="gin_occupation" Id="gin_occupation" />

         <SubArea Entity="gin_configuration" Id="gin_configuration" />

         <SubArea Entity="gin_message" Id="gin_message">

           <Privilege Entity="gin_message" Privilege="Write" />

         </SubArea>

       </Group>

       <Group Id="PolicyandClaims" Title="Policy and Claims">

         <Titles>

           <Title LCID="1031" Title="GIN Vertrag und Schaden" />

           <Title LCID="1033" Title="GIN Policy and Claims" />

         </Titles>

         <SubArea Entity="gin_lob" Id="gin_lob" />

         <SubArea Entity="gin_causeofcancellation" Id="gin_causeofcancellation">

           <Privilege Entity="gin_causeofcancellation" Privilege="Write" />

         </SubArea>

       </Group>

       <Group Id="Customizations" ResourceId="Homepage_SystemCustomization" DescriptionResourceId="Homepage_SystemCustomization">

         <SubArea Id="nav_syscust" ResourceId="Menu_Label_Customizations" DescriptionResourceId="Customization_SubArea_Description" Icon="/_imgs/area/18_syscust.gif" Url="/tools/systemcustomization/systemcustomization.aspx" AvailableOffline="false" />

         <SubArea Id="nav_solution" Entity="solution" ResourceId="Web.Tools.Solution.map_xml.aspx_1" AvailableOffline="false" GetStartedPanePath="Solutions_Web_Admin_Visor.html" GetStartedPanePathAdmin="Solutions_Web_Admin_Visor.html" GetStartedPanePathOutlook="Solutions_Outlook_Admin_Visor.html" GetStartedPanePathAdminOutlook="Solutions_Outlook_Admin_Visor.html" DescriptionResourceId="Web.Tools.Solution.map_xml.aspx_2" Url="/tools/Solution/home_solution.aspx?etc=7100">

           <Privilege Entity="solution" Privilege="Read" />

         </SubArea>

         <SubArea Id="nav_marketplace" ResourceId="Homepage_Marketplace" DescriptionResourceId="Marketplace_SubArea_Description" Icon="/_imgs/SystemCustomization/ico_18_marketplace.png" Url="/tools/SystemCustomization/SolutionsMarketplace/SolutionsMarketplace.aspx" Client="Web" CheckExtensionProperty="SolutionsMarketplaceEnabled" />

       </Group>

       <Group Id="ProcessCenter" ResourceId="Menu_Label_ProcessCenter" DescriptionResourceId="Menu_Label_ProcessCenter">

         <SubArea Id="nav_workflow" Entity="workflow" DescriptionResourceId="Workflow_SubArea_Description" AvailableOffline="false" GetStartedPanePath="Workflows_Web_User_Visor.html" GetStartedPanePathAdmin="Workflows_Web_Admin_Visor.html" GetStartedPanePathOutlook="Workflows_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Workflows_Outlook_Admin_Visor.html" />

       </Group>

       <Group Id="uap_types" IsProfile="false">

         <Titles>

           <Title LCID="1033" Title="UAP Dimensions" />

         </Titles>

         <SubArea Entity="uap_branch" Id="uap_branch" AvailableOffline="false" PassParams="false" Client="All" />

         <SubArea Entity="uap_aimsaccounttype" Id="uap_aimsaccounttype" AvailableOffline="false" PassParams="false" Client="All" />

         <SubArea Entity="uap_aimsprovidertype" Id="uap_aimsprovidertype" AvailableOffline="false" PassParams="false" Client="All" />

       </Group>

       <Group Id="uap_address" IsProfile="false">

         <Titles>

           <Title LCID="1033" Title="Address Tables" />

         </Titles>

         <SubArea Entity="uap_country" Id="uap_country" AvailableOffline="false" PassParams="false" Client="All">

           <Privilege Entity="uap_country" Privilege="Write" />

         </SubArea>

         <SubArea Entity="uap_region" Id="uap_region" AvailableOffline="false" PassParams="false" Client="All">

           <Privilege Entity="uap_region" Privilege="Write" />

         </SubArea>

         <SubArea Entity="uap_town" Id="uap_town" AvailableOffline="false" PassParams="false" Client="All">

           <Privilege Entity="uap_town" Privilege="Write" />

         </SubArea>

         <SubArea Entity="uap_postalcode" Id="uap_postalcode" AvailableOffline="false" PassParams="false" Client="All">

           <Privilege Entity="uap_postalcode" Privilege="Write" />

         </SubArea>

       </Group>

     </Area>

     <Area Id="ResourceCenter" ResourceId="Area_ResourceCenter" Icon="/_imgs/resourcecenter_24x24.gif" DescriptionResourceId="ResourceCenter_Area_Description">

       <Group Id="ResourceCenter">

         <SubArea Id="nav_lc_overview" ResourceId="Homepage_LearningOverview" DescriptionResourceId="LearningOverview_SubArea_Description" Icon="/_imgs/ico_18_129.gif" Url="/resourcecenter/overview.aspx" AvailableOffline="false" />

         <SubArea Id="nav_lc_customization" ResourceId="Homepage_LearningCustomization" DescriptionResourceId="LearningCustomization_SubArea_Description" Icon="/_imgs/area/18_settings.gif" Url="/resourcecenter/customization.aspx" AvailableOffline="false">

           <Privilege Privilege="CreateEntity" />

           <Privilege Entity="solution" Privilege="Create" />

           <Privilege Privilege="ImportCustomization" />

         </SubArea>

       </Group>

     </Area>

    </SiteMap>

    COnnector Search Configuration ( obtained from the connector configuration manager )

    <?xml version="1.0" encoding="utf-8" ?>

    <entities>

    <entity name="account" key="accountid" translatedName="{lang_Account}" objectType="1" getIncidents="True">

    <linkDescriptor format="{0}" sortItem="name" sortDescending="false">

    <replaceValue order="0" attributeName="name" />

    </linkDescriptor>

    <searchAttribute IsPhoneNum="false" name="name" />

    <searchAttribute IsPhoneNum="true" name="telephone1" translatedName="{lang_MainPhone}" />

    <searchAttribute IsPhoneNum="true" name="telephone2" translatedName="{lang_OtherPhone}" />

    <searchAttribute IsPhoneNum="true" name="telephone3" translatedName="{lang_BusinessPhone}" />

    <searchAttribute IsPhoneNum="false" name="accountnumber" translatedName="{lang_AccountNumber}" useExtendedInfo="true" />

    <customizations>

    <customcondition condition="ExcludeDeactivatedItems">

    <condition attribute='statecode' operator='eq' value='0' />

    </customcondition>

    </customizations>

    <phonedisplaytemplate Title="{lang_Account}: {accountnumber}">{lang_Name}: {name}{crlf}{lang_Location}: {address1_city}, {address1_stateorprovince}  {address1_postalcode}{crlf}{lang_CreditLimit}: {creditlimit.formattedvalue}{crlf}{lang_CreditHold}: {creditonhold.name}{crlf}{lang_Industry}: {industrycode.name}{crlf}{lang_Employees}: {numberofemployees.Value}{crlf}{lang_PaymentTerms}: {paymenttermscode.name}{crlf}{lang_Revenue}: {revenue.formattedvalue}{crlf}</phonedisplaytemplate>

    </entity>

    <entity name="contact" key="contactid" translatedName="{lang_Contact}" objectType="2" getIncidents="True">

    <linkDescriptor format="{0}, {1}" sortItem="lastname" sortDescending="false">

    <replaceValue order="0" attributeName="lastname" />

    <replaceValue order="1" attributeName="firstname" />

    </linkDescriptor>

    <searchAttribute IsPhoneNum="false" name="fullname" />

    <searchAttribute IsPhoneNum="true" name="telephone1" translatedName="{lang_BusinessPhone}" />

    <searchAttribute IsPhoneNum="true" name="telephone2" translatedName="{lang_HomePhone}" />

    <searchAttribute IsPhoneNum="true" name="telephone3" translatedName="{lang_Telephone3}" />

    <searchAttribute IsPhoneNum="true" name="mobilephone" translatedName="{lang_MobilePhone}" />

    <searchAttribute IsPhoneNum="true" name="pager" translatedName="{lang_Pager}" />

    <customizations>

    <customcondition condition="ExcludeDeactivatedItems">

    <condition attribute='statecode' operator='eq' value='0' />

    </customcondition>

    </customizations>

    <phonedisplaytemplate Title="{lang_Contact}: {salutation} {firstname} {lastname}">{lang_Location}: {address1_city}, {address1_stateorprovince}  {address1_postalcode}{crlf}{lang_Title}: {jobtitle}{crlf}{lang_Status}: {statuscode.name}{crlf}{lang_AccountRole}: {accountrolecode.name}</phonedisplaytemplate>

    </entity>

    <entity name="lead" key="leadid" translatedName="{lang_Lead}" objectType="4">

    <linkDescriptor format="{0}, {1}" sortItem="lastname" sortDescending="false">

    <replaceValue order="0" attributeName="lastname" />

    <replaceValue order="1" attributeName="firstname" />

    </linkDescriptor>

    <searchAttribute IsPhoneNum="false" name="lastname" />

    <searchAttribute IsPhoneNum="false" name="firstname" />

    <searchAttribute IsPhoneNum="true" name="telephone1" translatedName="{lang_BusinessPhone}" />

    <searchAttribute IsPhoneNum="true" name="telephone2" translatedName="{lang_Telephone2}" />

    <searchAttribute IsPhoneNum="true" name="telephone3" translatedName="{lang_Telephone3}" />

    <customizations>

    <customcondition condition="ExcludeDeactivatedItems">

    <condition attribute='statecode' operator='between'>

    <value>0</value>

    <value>1</value>

    </condition>

    </customcondition>

    </customizations>

    <phonedisplaytemplate Title="{lang_Lead}: {fullname}">{lang_Title}: {jobtitle}{crlf}{lang_CompanyName}: {companyname}{crlf}{lang_Location}: {address1_city}, {address1_stateorprovince}  {address1_postalcode}{crlf}{lang_Revenue}: {revenue.Value}{crlf}{lang_EstCloseDate}: {estimatedclosedate.Value}{crlf}{lang_EstValue}: {estimatedvalue.formattedvalue}{crlf}{lang_Quality}: {leadqualitycode.name}{crlf}{lang_Source}: {leadsourcecode.name}{crlf}{lang_Priority}: {prioritycode.name}{crlf}{lang_Industry}: {industrycode.name}{crlf}</phonedisplaytemplate>

    </entity>

    </entities>

  • Muhammad Adeel Javaid Profile Picture
    Muhammad Adeel Javaid 5,580 on at

    You will have to directly navigate to the export customization page in ie browser. The url can be found in the sdk. Similarly u will find url for import customization window as well.

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