Duplicate Records within CRM - c#

we recently had a migration project that went badly wrong and we now have 1000's of duplicate records. The business has been working with them which has made the issue worse as we now have records that have the same name and address but could have different contact information. A small number are exact duplicates. we have started the panful process of manually merging the records but this is very slow. Can anyone suggest another way of tackling the problem please?

You can write a console app quickly to merge them & refer the MSDN sample code for the same.
Sample: Merge two records
// Create the target for the request.
EntityReference target = new EntityReference();
// Id is the GUID of the account that is being merged into.
// LogicalName is the type of the entity being merged to, as a string
target.Id = _account1Id;
target.LogicalName = Account.EntityLogicalName;
// Create the request.
MergeRequest merge = new MergeRequest();
// SubordinateId is the GUID of the account merging.
merge.SubordinateId = _account2Id;
merge.Target = target;
merge.PerformParentingChecks = false;
// Execute the request.
MergeResponse merged = (MergeResponse)_serviceProxy.Execute(merge);
When merging two records, you specify one record as the master record, and Microsoft Dynamics CRM treats the other record as the child record or subordinate record. It will deactivate the child record and copies all of the related records (such as activities, contacts, addresses, cases, notes, and opportunities) to the master record.
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Building on #Arun Vinoth's answer, you might want to see what you can leverage with out-of-box duplicate detection to get sets of duplicates to apply the merge automation to.
Alternatively you can build your own dupe detection to match records on the various fields where you know dupes exist. I've done similar things to compare records across systems, including creating match codes to mimic how Microsoft does their dupe detection in CRM.
For example, a contact's match codes might be
1. the email address
2. the first name, last name, and company concatenated together without spaces.
If you need to match Companies, you can implement the an algorithm like Scribe's stripcompany to generate matchcodes based on company names.
Since this seems like a huge problem you may want to consider drastic solutions like deactivating the entire polluted data set and redoing the data import clean, then finding any of the deactivated records that got touched in the interim to merge them, then deleting the entire polluted (deactivated) data set.
Bottom line, all paths seem to lead to major headaches and the only consolation is that you get to choose which path to follow.

Related

Remove list values based on series of other values

I have a situation wherein a List object is built off of values pulled from a MSSQL database. However, this particular table is mysteriously getting an errant record or two tossed in. Removing the records cause trouble even though they have no referential links to any other tables, and will still get recreated without any known user actions taken. This causes some trouble as it puts unwanted values on display that add a little bit of confusion. The specific issue is that this is a platform that allows users to run a search for quotes, and the filtering allows for sales rep selection. The select/dropdown field is showing these errant values, and they need to be removed.
Given that deleting the offending table rows does not provide a desirable result, I was thinking that maybe the best course of action was to modify the code where the List object is created and either filter the values out or remove them after the object is populated. I'd like to do this in a clean, scalible fashion by providing some kind of appendable data object where I could just add in a new string value if something else cropped up as opposed to doing something clunky that adds new code to find the value and remove it each time.
My thought was to create a string array, and somehow loop through that to remove bad List values, but I wasn't entirely certain that was the best way to approach this, and I could not for the life of me think of a clean approach for this. I would think that the best way would be to add a filter within the Find arguments, but I don't know how to add in an array or list that way. Otherwise I figured to loop through the values either before or after the sorting of the List and remove any matches that way, but I wasn't sure that was the best choice of actions.
I have attached the current code, and would appreciate any suggestions.
int licenseeID = Helper.GetLicenseeIdByLicenseeShortName(Membership.ApplicationName);
List<User> listUsers;
if (Roles.IsUserInRole("Admin"))
{
//get all users
listUsers = User.Find(x => x.LicenseeID == licenseeID).ToList();
}
else
{
//get only the current user
listUsers = User.Find(x => (x.LicenseeID == licenseeID && x.EmailAddress == Membership.GetUser().Email)).ToList();
}
listUsers.Sort((x, y) => string.Compare(x.FirstName, y.FirstName));
-- EDIT --
I neglected to mention that I did not develop this, I merely inherited its maintenance after the original developer(s) disappeared, and my coworker who was assigned to it left the company. I'm not really really skilled at handling ASP.NET sites. Many object sources are hidden and unavailable for edit, I assume due to them being defined in a DLL somewhere. So, for any of these objects that are sourced from database tables, altering the tables will not help, since I would not be able to get the new data anyway.
However, I did try to do the following to filter out the undersirable data:
List<String> exclude = new List<String>(new String[] { "value1" , "value2" });
listUsers = User.Find(x => x.LicenseeID == licenseeID && !exclude.Contains(x.FirstName)).ToList();
Unfortunately it only resulted in an error being displayed to the page.
-- EDIT #2 --
I got the server setup to accept a new event viewer source so I could write info to the Application log to see what was happening. Looks like this installation of ASP.NET does not accept "Contains" as an action on a List object. An error gets kicked out stating that the method is not available.
I will probably add a bit to the table and flag Errant rows and then skip them when I query the table, something like
&& !ErrantData
Other way, that requires a bit more upkeep but doesn't require db change, would be to keep a text file that gets periodically updated and you read it and remove users from list based on it.
The bigger issue is unknown rows creeping in your database. Changing user credentials and adding creation timestamps may help you narrow down the search scope.

DotNet Core C# Concurrency Entity Framework (Duplicate Key Value unique Constraints)

TL&DR: Several concurrent Tasks trying to place identical records into a database; Essentially SEVERAL tasks are being spun up and opening up several files that could be identical.
It is vital to save all the information, in a heavily nested table, based on the IP Address; Here is what I have tried so far in the last 4 days of work (even during Christmas!)
Tried to use a Transaction, within a do while() loop (with context.Rollback(). [Didn't work!]
Tried to Put Random Sleeps within each of the Inserts to Stop Race Condition [Didn't work!]
Made Code no longer Asyc . [Didn't work!]
Current algorithm doesn't work and peg's CPU! [Doesn't work!]\
Seperately add EACH object to the Table individually [Didn't work!]
Each of the Objects increments, during insert. This is why this doesn't make sense. I am at at a loss of words.
Object Relationships
IP has many Incidents;
I think you might have a problem in these lines:
Vendor vendorInstancer = new Vendor();
vendorInstance.IncidentID = IncidentId;
context.Vendors.Add(vendorInstancer);
Note the variable names. You create vendorInstancer but update ID of the vendorInstance. That is, not the entity you're saving to the database. Hard to spot that one letter difference.

SQL Server recommendation for storing segmented gl account codes in database

I've been tasked with an enhancement to our order system that will require importing segmented GL account codes for assignment on individual line items of an order.
I need to support querying the codes by segment1, segment2, etc in order to load cascading dropdown boxes for assignment by the user. The GL codes will have one or more segments delimited by a character. An example of a code is "1010.1034001.99.01".
I've loaded several thousand codes into a table for testing where the entire string value exists in one column (delimited by a character). I've created two variations of functions that return rows where segment1 value is equal to some parameter. The query also supports further querying by providing additional parameters for other segment values.
I intend to support these queries from the table using Entify Framework 6, but used sql functions to get a feel for what the performance may be when the GL account codes are stored in one column. Performance was not as good as I had hoped.
Does anyone have recommendations on how best to store this data (there may be 200,000 codes). Do you feel that I can query using EF and expect performant results?
Would a hierarchy organization make more sense for this data? Our team was hopeful to store the delimited values on one column.
Thanks in advance.
If you would use a table with three columns you could store the values cascading, enabling you to make your queries a lot easier and probably faster. Why would your team hope to store it in one column, what advantage does that have?
if you have
ID
Code
ParentCodeId
where ID is a unique key and ParentCodeId is a nullable reference to that unique Id you can split your exaple code as follows:
ID Code Parent
1 1010 null
2 1034001 1
3 99 2
4 01 3
By applying some logic when importing your codes, you can check if a code already exists as a parent on the needed level so you don;t have to repeat them, and that way you coul dget all codes that start with 10100 by selecting on selectiong on parentID 1.

How to deal with deprecated values in (country-)code lists

Let's say we have a code list of all the countries including their country codes. The country code is primary key of the Countries table and it is used as a foreign key in many places in the database. In my application the countries are usually displayed as dropdowns on multiple forms.
Some of the countries, that used to exists in the past, don't exist any more, for example Serbia and Montenegro, which had the country code of SCG.
I have two objectives:
don't allow the user to use these old values (so these values should not be visible in dropdowns when inserting data)
the user should still be able to (readonly) open old stuff and in this case the deprecated values should be visible in dropdowns.
I see two options:
Rename deprecated values, for instance from 'CountryName' to '!!!!!CountryName'. This approach is the easiest to implement, but with obvious drawbacks.
Add IsActive column to Countries table and set it to false for all deprecated values and true for all other. On all the forms where the user can insert data, display only values which are active. On the readonly forms we can display all values (including deprecated ones) so the user will be able to display old data. But on some of my forms the user should be able to also edit data, which means that the deprecated values should be hidden from him. That means, that each dropbox should have some initialization logic like this: if the data displayed is readonly, then include deprecated values in dropbox and if the data is for edit also, then exclude them. But this is a lot of work and error prone too.
And other ideas?
I deal with this scenario a lot, and use the 'Active' flag to solve the problem, much as you described. When I populate a drop-down list with values, I only load 'active' data and include upto 1 deprecated value, but only if it is being used. (i.e. if I am looking at a person record, and that person has a deprecated country, then that country would be included in the Drop-downlist along with the active countries. I do this in read-only AND in edit modes, because in my cases, if a person record (for example) has a deprecated country listed, they can continue to use it, but once they change it to a non-deprecated country, and then save it, they can never switch back (your use case may vary).
So the key differences is, even in read-only mode I don't add all the deprecated countries to the DDL, just the deprecated country that applies to the record I am looking at, and even then, it is only if that record was already in use.
Here is an example of the logic I use when loading the drop down list:
protected void LoadSourceDropdownList(bool AddingNewRecord, int ExistingCode)
{
using (Entities db = new Entities())
{
if (AddingNewRecord) // when we are adding a new record, only show 'active' items in the drop-downlist.
ddlSource.DataSource = (from q in db.zLeadSources where (q.Active == true) select q);
else // for existing records, show all active items AND the current value.
ddlSource.DataSource = (from q in db.zLeadSources where ((q.Active == true) || (q.Code == ExistingCode)) select q);
ddlSource.DataValueField = "Code";
ddlSource.DataTextField = "Description";
ddlSource.DataBind();
ddlSource.Items.Insert(0, "--Select--");
ddlSource.Items[0].Value = "0";
}
}
If you are displaying the record as read-only, why bother loading the standing data at all?
Here's what I would do:
the record will contain the country code in any case, I would also propose returning the country description (which admittedly makes things less efficient), but when the user loads "old stuff", the business service recognises that this record will be read only, and you don't bother loading the country list (which would make things more efficient).
in my presentation service I will then generally do a check to see whether the list of countries is null. If not (r/w) load the data into the list box, if so (r/o) populate the list box from the data in the record - a single entry in the list equals read-only.
You can filter with CollectionViewSource or you could just create a Public Enumerable that filters the full list using LINQ.
CollectionViewSource Class
LINQ The FieldDef.DispSearch is the active condition. IEnumerable is a little better performance than List.
public IEnumerable<FieldDefApplied> FieldDefsAppliedSearch
{
get
{
return fieldDefsApplied.Where(df => df.FieldDef.DispSearch).OrderBy(df => df.FieldDef.DispName);
}
}
Why would you still want to display (for instance) customer-addresses with their OLD country-code?
If I understand correctly, you currently still have 'address'-records that still point to 'Serbia and Montenegro'. I think if you solve that problem, your current question would be none-existent.
The term "country" is perhaps a little misleading: not all the "countries" in ISO 3166 are actually independent. Rather, many of them are geographically separate territories that are legally portions or dependencies of other countries.
Also note that 'withdrawn country-codes' are reserved for 5 years, meaning that after 5 years they may be reused. So moving away from using the country-code itself as primary key would make sense to me, especially if for historical reasons you would need to back-track previous country-codes.
So why not make the 'withdrawn' field/table that points to the new country-id's. You can still check (in sql for instance, since you were already using a table) if this field is empty or not to get a true/false check if you need it.
The way I see it: "Country" codes may change, country's may merge and country's may divide.
If country's change or merge, you can update your address-records with a simple query.
If country's divide, you need a way to determine what address is part of what country.
You could use some automated system do do this (and write lengthly books about it).
OR
(when it is a forum like site), you could ask the users that still have a withdrawn country that points to multiple alternatives in their account to update their country-entry at login, where they can only choose from the list of new country's that are specified in the withdrawn field.
Think of this simplified country-table setup:
id cc cn withdrawn
1 DE Germany
2 CS Serbia and Montenegro 6,7
3 RH Southern Rhodesia 5
4 NL The Netherlands
5 ZW Zimbabwe
6 RS Serbia
7 ME Montenegro
In this example, address-records with country-id 3, get updated with a query to country-id 5, no user interaction (or other solution) needed.
But address-records that specify country-id 2 will be asked to select country-id 6 or 7 (of course in the text presented to the user you use the country-name) or are selected to perform your custom automated update routine on.
Also note: 'withdrawn' is a repeating group and as such you could/should make it into a separate table.
Implementing this idea (without downtime) in your scenario:
sql statement to build a new country-table with numerical id's as primary key.
sql statement to update address-records with new field 'country-id' and fill this field with the country-id from the new country-table that corresponds with country-code specified in that record's address-field.
(sql statement to) create the withdrawn table and populate the correct data with in it.
then rewrite your the sql statements that supply your forms with data
add the check and 'ask user to update country'-routine
let new forms go live
wait/see for unintended bugs
delete old country-table and (now unused) country-code column from the "address"-table
I am very curious what other experts think about this idea!!

Mid-Tier Help Needed

In one sentence, what i ultimately need to know is how to share objects between mid-tier functions w/ out requiring the application tier to to pass the data model objects.
I'm working on building a mid-tier layer in our current environment for the company I am working for. Currently we are using primarily .NET for programming and have built custom data models around all of our various database systems (ranging from Oracle, OpenLDAP, MSSQL, and others).
I'm running into issues trying to pull our model from the application tier and move it into a series of mid-tier libraries. The main issue I'm running into is that the application tier has the ability to hang on to a cached object throughout the duration of a process and make updates based on the cached data, but the Mid-Tier operations do not.
I'm trying to keep the model objects out of the application as much as possible so that when we make a change to the underlying database structure, we can edit and redeploy the mid-tier easily and multiple applications will not need to be rebuilt. I'll give a brief update of what the issue is in pseudo-code, since that is what us developers understand best :)
main
{
MidTierServices.UpdateCustomerName("testaccount", "John", "Smith");
// since the data takes up to 4 seconds to be replicated from
// write server to read server, the function below is going to
// grab old data that does not contain the first name and last
// name update.... John Smith will be overwritten w/ previous
// data
MidTierServices.UpdateCustomerPassword("testaccount", "jfjfjkeijfej");
}
MidTierServices
{
void UpdateCustomerName(string username, string first, string last)
{
Customer custObj = DataRepository.GetCustomer(username);
/*******************
validation checks and business logic go here...
*******************/
custObj.FirstName = first;
custObj.LastName = last;
DataRepository.Update(custObj);
}
void UpdateCustomerPassword(string username, string password)
{
// does not contain first and last updates
Customer custObj = DataRepository.GetCustomer(username);
/*******************
validation checks and business logic go here...
*******************/
custObj.Password = password;
// overwrites changes made by other functions since data is stale
DataRepository.Update(custObj);
}
}
On a side note, options I've considered are building a home grown caching layer, which takes a lot of time and is a very difficult concept to sell to management. Use a different modeling layer that has built in caching support such as nHibernate: This would also be hard to sell to management, because this option would also take a very long time tear apart our entire custom model and replace it w/ a third party solution. Additionally, not a lot of vendors support our large array of databases. For example, .NET has LINQ to ActiveDirectory, but not a LINQ to OpenLDAP.
Anyway, sorry for the novel, but it's a more of an enterprise architecture type question, and not a simple code question such as 'How do I get the current date and time in .NET?'
Edit
Sorry, I forgot to add some very important information in my original post. I feel very bad because Cheeso went through a lot of trouble to write a very in depth response which would have fixed my issue were there not more to the problem (which I stupidly did not include).
The main reason I'm facing the current issue is in concern to data replication. The first function makes a write to one server and then the next function makes a read from another server which has not received the replicated data yet. So essentially, my code is faster than the data replication process.
I could resolve this by always reading and writing to the same LDAP server, but my admins would probably murder me for that. The specifically set up a server that is only used for writing and then 4 other servers, behind a load balancer, that are only used for reading. I'm in no way an LDAP administrator, so I'm not aware if that is standard procedure.
You are describing a very common problem.
The normal approach to address it is through the use of Optimistic Concurrency Control.
If that sounds like gobbledegook, it's not. It's pretty simple idea. The concurrency part of the term refers to the fact that there are updates happening to the data-of-record, and those updates are happening concurrently. Possibly many writers. (your situation is a degenerate case where a single writer is the source of the problem, but it's the same basic idea). The optimistic part I'll get to in a minute.
The Problem
It's possible when there are multiple writers that the read+write portion of two updates become interleaved. Suppose you have A and B, both of whom read and then update the same row in a database. A reads the database, then B reads the database, then B updates it, then A updates it. If you have a naive approach, then the "last write" will win, and B's writes may be destroyed.
Enter optimistic concurrency. The basic idea is to presume that the update will work, but check. Sort of like the trust but verify approach to arms control from a few years back. The way to do this is to include a field in the database table, which must be also included in the domain object, that provides a way to distinguish one "version" of the db row or domain object from another. The simplest is to use a timestamp field, named lastUpdate, which holds the time of last update. There are other more complex ways to do the consistency check, but timestamp field is good for illustration purposes.
Then, when the writer or updater wants to update the DB, it can only update the row for which the key matches (whatever your key is) and also when the lastUpdate matches. This is the verify part.
Since developers understand code, I'll provide some pseudo-SQL. Suppose you have a blog database, with an index, a headline, and some text for each blog entry. You might retrieve the data for a set of rows (or objects) like this:
SELECT ix, Created, LastUpdated, Headline, Dept FROM blogposts
WHERE CONVERT(Char(10),Created,102) = #targdate
This sort of query might retrieve all the blog posts in the database for a given day, or month, or whatever.
With simple optimistic concurrency, you would update a single row using SQL like this:
UPDATE blogposts Set Headline = #NewHeadline, LastUpdated = #NewLastUpdated
WHERE ix=#ix AND LastUpdated = #PriorLastUpdated
The update can only happen if the index matches (and we presume that's the primary key), and the LastUpdated field is the same as what it was when the data was read. Also note that you must insure to update the LastUpdated field for every update to the row.
A more rigorous update might insist that none of the columns had been updated. In this case there's no timestamp at all. Something like this:
UPDATE Table1 Set Col1 = #NewCol1Value,
Set Col2 = #NewCol2Value,
Set Col3 = #NewCol3Value
WHERE Col1 = #OldCol1Value AND
Col2 = #OldCol2Value AND
Col3 = #OldCol3Value
Why is it called "optimistic"?
OCC is used as an alternative to holding database locks, which is a heavy-handed approach to keeping data consistent. A DB lock might prevent anyone from reading or updating the db row, while it is held. This obviously has huge performance implications. So OCC relaxes that, and acts "optimistically", by presuming that when it comes time to update, the data in the table will not have been updated in the meantime. But of course it's not blind optimism - you have to check right before update.
Using Optimistic Cancurrency in practice
You said you use .NET. I don't know if you use DataSets for your data access, strongly typed or otherwise. But .NET DataSets, or specifically DataAdapters, include built-in support for OCC. You can specify and hand-code the UpdateCommand for any DataAdapter, and that is where you can insert the consistency checks. This is also possible within the Visual Studio design experience.
(source: asp.net)
If you get a violation, the update will return a result showing that ZERO rows were updated. You can check this in the DataAdapter.RowUpdated event. (Be aware that in the ADO.NET model, there's a different DataAdapter for each sort of database. The link there is for SqlDataAdapter, which works with SQL Server, but you'll need a different DA for different data sources.)
In the RowUpdated event, you can check for the number of rows that have been affected, and then take some action if the count is zero.
Summary
Verify the contents of the database have not been changed, before writing updates. This is called optimistic concurrency control.
Other links:
MSDN on Optimistic Concurrency Control in ADO.NET
Tutorial on using SQL Timestamps for OCC

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