public SharePointDocumentLocation GetOrCreateDocumentLibraryLocation(SharePointSite site, string documentLibraryName)
{
using (var context = new OrganizationServiceContext(_crmService))
{
// Get location
SharePointDocumentLocation docLocation = (from d in context.CreateQuery <SharePointDocumentLocation>()
where d.ParentSiteOrLocation.Id == site.Id &&
d.Name == documentLibraryName
select new SharePointDocumentLocation
{
Id = d.Id,
Name = d.Name,
ParentSiteOrLocation = d.ParentSiteOrLocation,
RegardingObjectId = d.RegardingObjectId,
RelativeUrl = d.RelativeUrl
}).FirstOrDefault();
if (docLocation == null)
{
// Create if not already
docLocation = new SharePointDocumentLocation
{
Name = documentLibraryName,
ParentSiteOrLocation = site.ToEntityReference(),
RelativeUrl = documentLibraryName
};
docLocation.Id = _crmService.Create(docLocation);
}
return(docLocation);
}
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Instantiate a SharePoint site object.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
SharePointSite spSite = new SharePointSite
{
Name = "Sample SharePoint Site",
Description = "Sample SharePoint Site Location record",
AbsoluteURL = _siteAbsoluteURL,
IsGridPresent = true
};
// Create a SharePoint site record named Sample SharePoint Site.
_spSiteId = _serviceProxy.Create(spSite);
Console.WriteLine("{0} created.", spSite.Name);
// Instantiate a SharePoint document location object.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
SharePointDocumentLocation spDocLoc = new SharePointDocumentLocation
{
Name = "Sample SharePoint Document Location",
Description = "Sample SharePoint Document Location record",
// Set the Sample SharePoint Site created earlier as the parent site.
ParentSiteOrLocation = new EntityReference(SharePointSite.EntityLogicalName, _spSiteId),
RelativeUrl = "spdocloc"
};
// Create a SharePoint document location record named Sample SharePoint Document Location.
_spDocLocId = _serviceProxy.Create(spDocLoc);
Console.WriteLine("{0} created.", spDocLoc.Name);
}
private List <SharePointDocumentLocation> GetDocumentLocationPath(SharePointDocumentLocation parentLocation)
{
var locations = new List <SharePointDocumentLocation>();
using (var context = new OrganizationServiceContext(_crmService))
{
context.MergeOption = MergeOption.NoTracking;
SharePointDocumentLocation location = parentLocation;
EntityReference parent = null;
do
{
// Recursively get the sharepoint document locations using parent location/site
location = (from l in context.CreateQuery <SharePointDocumentLocation>()
where l.Id == location.ParentSiteOrLocation.Id
select new SharePointDocumentLocation
{
Id = l.Id,
Name = l.Name,
RelativeUrl = l.RelativeUrl,
ParentSiteOrLocation = l.ParentSiteOrLocation
}).FirstOrDefault();
if (location != null)
{
locations.Add(location);
}
parent = (location != null) ? location.ParentSiteOrLocation : null;
} while (parent != null);
}
return(locations);
}
public SharePointDocumentLocation GetOrCreateDocumentLibraryLocationByParentId(Guid parentObjectId, string RelativeUrl)
{
using (var context = new OrganizationServiceContext(_crmService))
{
// Get location
SharePointDocumentLocation docLocation = (from d in context.CreateQuery <SharePointDocumentLocation>()
where d.ParentSiteOrLocation.Id == parentObjectId &&
d.RelativeUrl == RelativeUrl
select new SharePointDocumentLocation
{
Id = d.Id,
Name = d.Name,
ParentSiteOrLocation = d.ParentSiteOrLocation,
RegardingObjectId = d.RegardingObjectId,
RelativeUrl = d.RelativeUrl
}).FirstOrDefault();
if (docLocation == null)
{
// Create if not already
docLocation = new SharePointDocumentLocation
{
Name = "Cedant Programs",
ParentSiteOrLocation = new EntityReference("sharepointdocumentlocation", parentObjectId),
RelativeUrl = RelativeUrl
};
docLocation.Id = _crmService.Create(docLocation);
}
return(docLocation);
}
}
private void CreateSharePointDocumentLibrary(SharePointSite site, SharePointDocumentLocation spDocumentLocation)
{
var folderPath = GetDocumentLocationPath(spDocumentLocation);
// Create sharepoint folder
var folderPathString = String.Join("/", folderPath.ToArray().Reverse().Select(a => a.RelativeUrl)) + "/" + spDocumentLocation.RelativeUrl;
_spService.CreateFolder(site.AbsoluteURL, folderPathString);
spDocumentLocation.AbsoluteURL = folderPathString; // Set temporaryily in memory to allow the caller to get the full path
}
public SharePointDocumentLocation CreateDocumentLocation(SharePointSite site, string documentLibraryName, EntityReference regardingRecord)
{
if (regardingRecord != null && string.IsNullOrEmpty(regardingRecord.Name))
{
throw new InvalidPluginExecutionException("Document location of regarding record must have a name");
}
// Does the document location already exist for this record and site?
var existingDocumentLocation = this.GetDocumentLocationForRecordBySite(site, regardingRecord);
if (existingDocumentLocation != null)
{
return(existingDocumentLocation);
}
var parentDocumentLocation = GetOrCreateDocumentLibraryLocation(site, documentLibraryName).ToEntityReference();
// Create document location for folder
SharePointDocumentLocation docLoc = new SharePointDocumentLocation();
docLoc.Name = regardingRecord.Name;
docLoc.RelativeUrl = GetFolderName(regardingRecord);
docLoc.RegardingObjectId = regardingRecord;
docLoc.ParentSiteOrLocation = parentDocumentLocation;
docLoc.Id = _crmService.Create(docLoc);
var folderPath = GetDocumentLocationPath(docLoc);
// Create sharepoint folder
var folderPathString = String.Join("/", folderPath.ToArray().Reverse().Select(a => a.RelativeUrl)) + "/" + docLoc.RelativeUrl;
_spService.CreateFolder(site.AbsoluteURL, folderPathString);
docLoc.AbsoluteURL = folderPathString; // Set temporaryily in memory to allow the caller to get the full path
return(docLoc);
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// create, retrieve, update, and delete operations are performed on the
/// SharePoint location records.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
// Instantiate a SharePoint site object.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
SharePointSite spSite = new SharePointSite
{
Name = "Sample SharePoint Site",
Description = "Sample SharePoint Site Location record",
// TODO: Change this URL to a valid SharePoint URL.
AbsoluteURL = "https://www.example.com",
};
// Create a SharePoint site record named Sample SharePoint Site.
_spSiteId = _serviceProxy.Create(spSite);
Console.WriteLine("{0} created.", spSite.Name);
// Instantiate a SharePoint document location object.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
SharePointDocumentLocation spDocLoc = new SharePointDocumentLocation
{
Name = "Sample SharePoint Document Location",
Description = "Sample SharePoint Document Location record",
// Set the Sample SharePoint Site created earlier as the parent site.
ParentSiteOrLocation = new EntityReference(SharePointSite.EntityLogicalName, _spSiteId),
RelativeUrl = "spdocloc",
// Associate this document location instance with the Fourth Coffee
// sample account record.
RegardingObjectId = new EntityReference(Account.EntityLogicalName, _account1Id)
};
// Create a SharePoint document location record named Sample SharePoint Document Location.
_spDocLocId = _serviceProxy.Create(spDocLoc);
Console.WriteLine("{0} created.", spDocLoc.Name);
// Retrieve the SharePoint site and SharePoint document location containing several of its attributes.
ColumnSet colsSpSite = new ColumnSet("name", "absoluteurl");
SharePointSite retrievedSpSite = (SharePointSite)_serviceProxy.Retrieve(SharePointSite.EntityLogicalName, _spSiteId, colsSpSite);
ColumnSet colsSpDocLoc = new ColumnSet("name", "regardingobjectid");
SharePointDocumentLocation retrievedSpDocLoc = (SharePointDocumentLocation)_serviceProxy.Retrieve(SharePointDocumentLocation.EntityLogicalName, _spDocLocId, colsSpDocLoc);
Console.Write("Retrieved,");
// Update the URL of the SharePoint site.
// TODO: Change this URL to a valid SharePoint URL.
retrievedSpSite.AbsoluteURL = "https://www.example.net";
_serviceProxy.Update(retrievedSpSite);
// Update the SharePoint document location to associate it with the
// Northwind Traders sample account.
retrievedSpDocLoc.RegardingObjectId = new EntityReference(Account.EntityLogicalName, _account2Id);
_serviceProxy.Update(retrievedSpDocLoc);
Console.WriteLine(" and updated the records.");
DeleteRequiredRecords(promptforDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// create, retrieve, update, and delete operations are performed on the
/// SharePoint location records.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
//<snippetCRUDSharePointLocationRecords1>
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
//<snippetCRUDSharePointLocationRecords2>
// Instantiate a SharePoint site object.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
SharePointSite spSite = new SharePointSite
{
Name = "Sample SharePoint Site",
Description = "Sample SharePoint Site Location record",
// TODO: Change this URL to a valid SharePoint URL.
AbsoluteURL = "http://www.example.com",
};
// Create a SharePoint site record named Sample SharePoint Site.
_spSiteId = _serviceProxy.Create(spSite);
//</snippetCRUDSharePointLocationRecords2>
Console.WriteLine("{0} created.", spSite.Name);
//<snippetCRUDSharePointLocationRecords3>
// Instantiate a SharePoint document location object.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
SharePointDocumentLocation spDocLoc = new SharePointDocumentLocation
{
Name = "Sample SharePoint Document Location",
Description = "Sample SharePoint Document Location record",
// Set the Sample SharePoint Site created earlier as the parent site.
ParentSiteOrLocation = new EntityReference(SharePointSite.EntityLogicalName, _spSiteId),
RelativeUrl = "spdocloc",
// Associate this document location instance with the Fourth Coffee
// sample account record.
RegardingObjectId = new EntityReference(Account.EntityLogicalName, _account1Id)
};
// Create a SharePoint document location record named Sample SharePoint Document Location.
_spDocLocId = _serviceProxy.Create(spDocLoc);
//</snippetCRUDSharePointLocationRecords3>
Console.WriteLine("{0} created.", spDocLoc.Name);
// Retrieve the SharePoint site and SharePoint document location containing several of its attributes.
ColumnSet colsSpSite = new ColumnSet("name", "absoluteurl");
SharePointSite retrievedSpSite = (SharePointSite)_serviceProxy.Retrieve(SharePointSite.EntityLogicalName, _spSiteId, colsSpSite);
ColumnSet colsSpDocLoc = new ColumnSet("name", "regardingobjectid");
SharePointDocumentLocation retrievedSpDocLoc = (SharePointDocumentLocation)_serviceProxy.Retrieve(SharePointDocumentLocation.EntityLogicalName, _spDocLocId, colsSpDocLoc);
Console.Write("Retrieved,");
// Update the URL of the SharePoint site.
// TODO: Change this URL to a valid SharePoint URL.
retrievedSpSite.AbsoluteURL = "http://www.example.net";
_serviceProxy.Update(retrievedSpSite);
// Update the SharePoint document location to associate it with the
// Northwind Traders sample account.
retrievedSpDocLoc.RegardingObjectId = new EntityReference(Account.EntityLogicalName,_account2Id);
_serviceProxy.Update(retrievedSpDocLoc);
Console.WriteLine(" and updated the records.");
DeleteRequiredRecords(promptforDelete);
}
//</snippetCRUDSharePointLocationRecords1>
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Instantiate a SharePoint site object.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
SharePointSite spSite = new SharePointSite
{
Name = "Sample SharePoint Site",
Description = "Sample SharePoint Site Location record",
AbsoluteURL = _siteAbsoluteURL,
IsGridPresent = true
};
// Create a SharePoint site record named Sample SharePoint Site.
_spSiteId = _serviceProxy.Create(spSite);
Console.WriteLine("{0} created.", spSite.Name);
// Instantiate a SharePoint document location object.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
SharePointDocumentLocation spDocLoc = new SharePointDocumentLocation
{
Name = "Sample SharePoint Document Location",
Description = "Sample SharePoint Document Location record",
// Set the Sample SharePoint Site created earlier as the parent site.
ParentSiteOrLocation = new EntityReference(SharePointSite.EntityLogicalName, _spSiteId),
RelativeUrl = "spdocloc"
};
// Create a SharePoint document location record named Sample SharePoint Document Location.
_spDocLocId = _serviceProxy.Create(spDocLoc);
Console.WriteLine("{0} created.", spDocLoc.Name);
}
