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How to purge temporary data files

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Written by Administrator
July 24, 2017

Every time a document is created in Microsoft Dynamics CRM, a corresponding temp is created by the system. This step consumes a lot of database storage. This article provides step by step instructions on how to

A) find the correct temporary data files and how to
B) create a workflow that purges the temporary data files automatically

A) How to find the correct temporary data files

Step 1
Click on the [Advanced find]-button in order to open the Advanced find.

 

Open_advanced_find

Figure 1: Open Advanced Find

Step 2
Open the Drop-Down-Menu next to the Look for:-field and select
MSCRM-ADDONS.com User/Temp Settings.
Click on the blue and underlined Select-fields in order to modify your search options equal to figure 2. Please notice that these are OR-criteria. 

Figure 2: Specify criteria  

Please select the following criteria (combine with OR-statement):

Name begins with AM_Doc
Name Equals DCPConcatenatedDocument
Name Equals SharePoint Doc converted
Name Equals SharePoint Template
Name Equals DCPSaveToSharePoint
Value Begins With print:?id=
Value Begins With fetch:<fetch
Value Begins With <DSSetting

Step 3
Click on the [Results]-button in the Advanced Find-tab and…

 

Click_on_results

Figure 3: Get results

Step 4
… be prepared to receive your results. Now you have two options. You can manage your temp data manually every day (which could be a little exhausting) or you create a workflow (which is explained below in part B)).

B) How to create a workflow that purges the temporary data files automatically

Step 1
Open the Microsoft Dynamics CRM Settings and click on Data Management in the extension.

Workflow_Settings_1

 

Workflow_Data_management_2

Figure 4: Open Data Management

Step 2
Please click on Bulk Record Deletion in the next window that opens.

Workflow_Bulk_Record_Deletion_3

Figure 5: Open Bulk Record Deletion

Step 3
Click on the [New]-button in the left upper corner.

Workflow_New_4

Figure 6: Create new bulk record deletion

Step 4
The workflow wizard window opens. Click on the [Next]-button in order to proceed:

Workflow_Wizard_5

Figure 7: Workflow wizard

The wizard helps you to define your deletion criteria for your workflow. Open the Drop-Down-Menu next to the Look for-field and select
MSCRM-ADDONS.com User/Temp Settings.
Click on the blue and underlined Select-fields in order to modify your search options. Please select the same criteria you have selected in Step 2.
Please select the following criteria:

Name begins with AM_Doc
Name Equals DCPConcatenatedDocument
Name Equals SharePoint Doc converted
Name Equals SharePoint Template
Name Equals DCPSaveToSharePoint
Value Begins With print:?id=
Value Begins With fetch:<fetch
Value Begins With <DSSetting

Step 5
In the next window, you can select your preferred scheduling and notification options. Decide when and how often the workflow should start, name it properly and set a notification (optional). Click on the [Next]-button in order to proceed.  

Workflow_wizard_erg_neu

Figure 8: Select preferred scheduling and notification options

Step 6
The next window provides you with an overview of your settings. If you are fine with them, click on the [Submit]-button. Congratulations! You have just created a workflow! Smile

If you want to change your settings, simply click on the [Back]– or the [Cancel]-button in order to cancel the workflow.

Screenshot_1

Figure 9: Finalize workflow

Step 7
To modify your created workflows, simply set the My Bulk Deletion System Jobs in the [VIEW:] and find all your workflows listed.
9_bearbeitet
Figure 10: Modify workflow

Clicking on NEW will create a new workflow.
Clicking on PRINT will print the list.
Clicking on EXPORT TO EXCEL will export the selected data to Excel.
And clicking on the MORE ACTIONS dropdown menu provides you – surprisingly – with more actions like shown above. You can set a view as the default view, modify the recurrence and cancel, resume, postpone or pause your workflow.

Additional: How to delete the MSCRM-ADDONS.com Debug records

Setup another Bulk Deletion Job, this time for the MSCRM-ADDONS.com Debug entity:

 

Data Management - Bulk Record Deletion
Figure 11: Data Management – Bulk Record Deletion

  

Again, the wizard helps you to define your deletion criteria for your workflow. Open the Drop-Down-Menu next to the Look for-field and select MSCRM-ADDONS.com Debug.

This time you do not have to setup any special parameters as the Debug table does not contain any sensitive data. Setup the scheduling options again and submit your workflow, like you can see it below.

Select Options
Figure 12: Select Options

Additional: How to delete the MSCRM-ADDONS.com  AutoMerge-Working-Items

Setup another Bulk Deletion Job, this time for the MSCRM-ADDONS.com AutoMergeWorkingItems entity:

Again, the wizard helps you to define your deletion criteria for your workflow. Open the Drop-Down-Menu next to the Look for-field and select MSCRM-ADDONS.com AutoMergeWorkingItems.

Setup the following parameters:

Status: Equals  =  Inactive
CreatedOn: Older Than X Days  =  7

 AutoMergeWorkingItems-Wizard
Figure 13: AutoMerge-Working-Items-Wizard

Setup the scheduling options again and submit your workflow, like you can see it below.

 Select Options
Figure 14: Select Options

 

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

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