1. Adxstudio Portals Training
Project Managment

2. Deployment Options CRM Deployment Portal Deployment
Security Infrastructure
Project Management
On-Premise
Online
Solutions (Schema)
Data (CMS records)
IIS or Web Server
Azure
Master Portal Web Project (Code)
Forms (Local)
Windows ACS
OpenAuth
Methodology
Environment Management
Source Control
ALM

3. What’s included with Adxstudio Portals
CRM Customizations (schema)
.NET Assemblies and Web Project (code)
Starter Portal Data (data)

4. Adxstudio CRM solutions
AdxstudioPortalsDependencies
AdxstudioPortalsBase
Al la carte solution packages (based on features) Installed via Installer
Additionally, custom project-specific schema will often be used

5. Adxstudio Feature Solutions
Adxstudio311PermitBase
AdxstudioHelpDesk
Adxstudio311PermitEntities
AdxstudioHelpDeskWorkflows
Adxstudio311PermitProcesses
AdxstudioIdeas
Adxstudio311ServiceBase
AdxstudioIdentifierRequest
Adxstudio311ServiceEntities
AdxstudioIssues
Adxstudio311ServiceProcesses
AdxstudioIssuesWorkflows
AdxstudioBlogs
AdxstudioPartnerPipeline
AdxstudioCareers
AdxstudioPartnerPipelineWorkflows
AdxstudioCareersWorkflows
AdxstudioRetail
AdxstudioCommerce
AdxstudioRetailCharityRequest
AdxstudioEventManagment
AdxstudioRetailCustomerProfile
AdxstudioForums
AdxstudioRetailProductRequests
AdxstudioForumsWorkflows
AdxstudioWebForms

6. Forms Solution Entities Attributes Views Charts Site Map Dashboards
Resources
Web Resources
Plugins
Processes

8. Using Layers for Isolation
Isolate Features w/o interdependency into separate solutions
Unidirectional dependencies should be further isolated into layers
Isolate plugins, workflows, resources, site map

9. Underlying Dependencies
Application
High-Level Feature
Underlying Dependencies

10. Portal Data CMS Data (Website, Web Pages, Page Templates)
Web Forms, Entity Lists, Entity Forms
CRM Configuration Data (Settings) – Also Web Roles & Permissions
Product Catalog, Service Request Definitions, Events
Other/Custom?

11. Non-Portal Data
Other Data usually represents active CRM records, such as contacts and accounts
This data does not affect Functionality of the Portal, but the data is vital to an organization
Often you want separate Dev, Test, Prod Data
Need Data Transfer, Backup, Disaster Recovery Stories

12. Deploying Web Project Install Adxstudio Portals Set Connection String
Host Portal

13. Source Control & Project Management
CRM Solution Management
CRM Data Management
Code Management
Environment Management
Provisioning
Disaster Recovery
Rapid Devploment
Agile Development
Many Orgs vs. Isolation
ZIP Files
Using solution packager
Many Orgs vs. Source Control
Manual copy vs. CrmDataCopy
Database Backups
Source Control
Unified with Schema and Data or not?

14. Environment Management
Multiple Environments must be managed
Separate isolated environments for each developer
User Acceptance Test (UAT) environment
Production Environment
Staging Environment
Performance Test Environment
Training Environment
Key to a healthy ALM environment is scripting all aspects of environment management.
Most of your CRM ALM automation will be focused on environment management – packaging up CRM solutions, synching each development environment with what is current in source control, and deploying builds to test, training, or staging environments.
The ideal goal is that no human should be in the build process. Script everything. This ensures quality, and provides a great framework to build your project upon. Remember that the team makeup will change over time and if you promote changes manually, you will be at risk of special knowledge being required to invoke change, instead of a tested and repeatable build and deployment process.

15. Apply agile methodologies, manage change, achieve developer isolation and deploy CRM solutions to multiple environments

16. Adxstudio ALM Toolkit CRM Solution Management CRM Data Management
Deployment Management
PowerShell Scripting
Automates the management of solution files
Allows manipulation of solutions installed and uninstalled, managed or unmanaged
Collects required configuration and test data
Data Copy Utility allows for easy data migration
Automates application changes
Manage development, test and production environments
Easily configured to unique development environments
Framework and examples to develop new scripts

17. Adxstudio ALM Cmdlets For Use with PowerShell
Utility
Provisioning
Solution Management
Data Copy
CRM SDK
Covers most key areas of environment managment

18. Source Control
Can source control ZIP solution files, or the unpacked XML files
Change management easier to perform against unpacked files
Use various XML editing tools to manually merge when change conflicts occur
Best practice would be to check out and lock files when performing a vital update

19. Solution Management
Utilize scripting to integrate solution management into source control
SolutionPackager tool
CRM solutions can be broken down into XML files making change management/merging easier

20. CRM Solution Cmdlets Export-CrmSolution Get-CrmImportJobError
Exports unmanaged solutions in an organization
Retrieves the error messages from an import job entity
Import-CrmSolution
Publish-CrmCustomization
Imports one or more solution customization files into a CRM organization
Publishes customizations for an organization
Get-CrmSolution
Remove-CrmSolution
Retrieves the currently imported solutions for a CRM organization
Removes an existing CRM solution package
Get-CrmSolutionVersion
Retrieves the version for imported solutions or customization files

21. Data Export/Import
ALM Toolkit provides ability to export data from CRM into JSON format
Can filter by/out specific entities
Data should be considered integral to a web UI deployment (i.e. Adxstudio Portals)

22. JSON Data format JSON is an easy-to-use data format
Easily read and edited
Works with Jquery OOB
Change Management and Source Control kept easy

23. Data Format

24. Data Copy Cmdlets Equivalent of the CrmDataCopy tool
Use the same underlying framework code
Export-CrmContent
Parameters: OutputPath, Uncompressed, ExcludeMetadata, Generalized, Exclude, Include
Import-CrmContent
Parameters: InputPath, UpdatesEnabled, Force, IgnorePlugins, SimpleUserRemap