public bool createSite(Matter matter, string templateFilePath)
{
bool result = false;
log.addInformation("Creating New Litigation Matter site for " + matter.LMNumber + ".");
if (importSpWeb(parentWebUrl, matter.LMNumber, templateFilePath))
{
result = true;
}
return(result);
}
public void generateInitialTasks(Matter matter, string taskListLocation)
{
StringBuilder tasksCreated = new StringBuilder(); // Grab the tasks created for log output.
// read LitigationTasks.config (custom XML file) to dataset for value retrieval.
DataSet ds = new DataSet();
try { ds.ReadXml("LitigationTasks.config"); }
catch (Exception ex) { log.addError(ex.ToString()); }
#region Get the litigation manager user as SPFieldUserValue
// This strange articulation must be done because the task list is located in a different web, and therefore the user object has a different key/id
// While SharePoint could perform an internal cast of SPUser.ToString(), it seems retrival from the hashtable using the addListItem method prevents this.
SPFieldUserValue taskAssignedTo = null;
try
{
using (SPWeb tasksWeb = new SPSite(taskListLocation).OpenWeb())
{
// Ensure the Litigation Manager has access to the web containing tasks, or SharePoint might kibby and die.
SPUser user = tasksWeb.EnsureUser(matter.LitigationManagerSPUser.ToString());
taskAssignedTo = new SPFieldUserValue(tasksWeb, user.ID, user.LoginName);
}
}
catch (Exception ex)
{
log.addWarning("Unable to determine an appropriate user to assign tasks to for matter " + matter.LMNumber + ", so they will need to be assigned manually." +
" The Exception was: " + ex.ToString());
}
#endregion
foreach (DataRow task in ds.Tables[0].Rows)
{
var description = task["description"];
var associatedURL = task["url"];
var daysUntilDue = Convert.ToInt32(task["daysuntildue"]);
Hashtable taskFields = new Hashtable();
taskFields.SetProperty("Due Date", DateTime.Now.AddDays(daysUntilDue));
taskFields.SetProperty("Matter Name", matter.MatterName);
taskFields.SetProperty("Task Description", description);
taskFields.SetProperty("Assigned To", taskAssignedTo);
taskFields.SetProperty("Allow Manual Completion", true);
taskFields.SetProperty("Related URL", associatedURL);
taskFields.SetProperty("Associated Site ID", matter.LMNumber);
taskFields.SetProperty("Data Source", "LitMatterSyncService");
taskFields.SetProperty("Additional Source Information", "Provisioned with Site");
addListItem(taskListLocation, taskFields);
tasksCreated.AppendLine(description.ToString() + "(Due in " + daysUntilDue.ToString() + " days)");
}
log.addInformation("Generated the following initial tasks for matter " + matter.LMNumber + "\n" + tasksCreated);
}
public bool createSiteFromTemplateSolution(Matter matter, string templateSolutionName)
{
bool result = false;
using (SPWeb web = new SPSite(parentWebUrl).OpenWeb())
{
string template = GetTemplate(templateSolutionName, web.Site);
web.Webs.Add(matter.LMNumber, "Temporary, Generated from template on " + DateTime.Now.ToString("F"),
matter.LMNumber,
(uint)web.Locale.LCID,
template, true, false);
result = true;
}
return(result);
}
public Matter matterFromDataRow(DataRow row)
{
Matter matter = new Matter
{
AccountName = row["AccountName"].ToString(),
Affiliate = row["Affiliate"].ToString(),
CaseCaption = row["CaseCaption"].ToString(),
Country = row["Country"].ToString(),
DocketNumber = row["DocketNumber"].ToString(),
IsMatterActive = Boolean.Parse(row["IsMatterActive"].ToString()),
IsMatterProcessed = Boolean.Parse(row["IsMatterProcessed"].ToString()),
LitigationManagerName = row["LitigationManager"].ToString(),
LitigationManagerUserId = row["LMUserID"].ToString(),
LitigationType = row["LitigationType"].ToString(),
LMNumber = row["trg_MatterNumber"].ToString(),
MatterName = row["MatterName"].ToString(),
MatterStatus = row["MatterStatus"].ToString(),
SiteNeeded = false,
StateFiled = row["StateFiled"].ToString(),
SysCreateDate = row["Sys_Create_Dt"].ToString(),
Venue = row["Venue"].ToString(),
WorkMatterType = row["WorkMatterType"].ToString()
};
// Get Litigation Manager as SPUser. If it can't be retrieved, use the service user so the
// process can continue, but log an error.
using (SPWeb web = new SPSite(parentWebUrl).OpenWeb())
{
matter.LitigationManagerSPUser = getLitigationManagerSPUser(matter.LitigationManagerUserId, web);
if (matter.LitigationManagerSPUser == null)
{
matter.LitigationManagerSPUser = web.CurrentUser;
log.addError("There was an error trying to establish the Manager for site " + matter.LMNumber + ". " +
"The site will still be created, but needs to have a valid user assigned to the matter.");
}
}
return(matter);
}
public List <Matter> mattersToProcess(DataTable table, List <string> validUsers)
{
StringBuilder logMessage = new StringBuilder();
//Take the table passed in, check each row against SharePoint to determine if a site is needed and build a Matter instance accordingly.
List <Matter> matters = new List <Matter>();
if (table != null && table.Rows.Count > 0)
{
foreach (DataRow row in table.Rows)
{
if (row != null)
{
Matter matter = matterFromDataRow(row);
if (!(validUsers.Contains(matter.LitigationManagerUserId, StringComparer.OrdinalIgnoreCase)))
{ // Skip Matters which have a user not found in the valid members list.
logMessage.AppendLine(
String.Format("{0}, ({1}), is not a valid member. {2} is being ignored.",
matter.LitigationManagerName, matter.LitigationManagerUserId, matter.LMNumber));
matter.IsMatterProcessed = true;
matters.Add(matter);
}
else
{
matter.SiteNeeded = (!siteExists(matter.LMNumber));
matters.Add(matter);
}
}
}
}
if (logMessage.Length > 0)
{
log.addWarning(logMessage.ToString());
}
return(matters);
}
public void updateProperties(Matter matter)
{
// Given a matter, this method will create properties of a new site or or replace all properties of an existing site.
try
{
log.addInformation("Attempting to update the properties on " + matter.LMNumber);
// Get all new properties to a hashtable required in setWebProperties method
Hashtable properties = new Hashtable();
properties.SetProperty("Matter_Number", matter.LMNumber);
properties.SetProperty("Affiliate", matter.Affiliate);
properties.SetProperty("Case_Caption", matter.CaseCaption);
properties.SetProperty("Matter_Name", matter.MatterName);
properties.SetProperty("Account_Name", matter.AccountName);
properties.SetProperty("Litigation_Manager", matter.LitigationManagerName);
properties.SetProperty("LMUserID", matter.LitigationManagerUserId);
properties.SetProperty("Matter_Status", matter.MatterStatus);
properties.SetProperty("Docket_Number", matter.DocketNumber);
properties.SetProperty("Litigation_Type", matter.LitigationType);
properties.SetProperty("State_Filed", matter.StateFiled);
properties.SetProperty("Venue", matter.Venue);
properties.SetProperty("Country", matter.Country);
properties.SetProperty("Work_Matter_Type", matter.WorkMatterType);
properties.SetProperty("Last_Synchronized", DateTime.Now.ToString("MM/dd/yyyy h:mm tt"));
properties.SetProperty("isMatterActive", matter.IsMatterActive);
properties.SetProperty("isLinkedMatter", matter.IsLinkedMatter);
using (SPWeb web = safelyGetWeb(parentWebUrl, matter.LMNumber))
{
// Set (or reset) the site's title
string siteTitle = (string)properties.GetProperty("Matter_Name");
if (string.IsNullOrEmpty(siteTitle))
{
siteTitle = (string)properties.GetProperty("Account_Name");
}
if (string.IsNullOrEmpty(siteTitle))
{
siteTitle = matter.LMNumber;
}
web.Title = siteTitle;
// Determine if this matter is being closed during this transaction.
if (matter.MatterStatus.ToLower() == "closed" && !web.AllProperties.ContainsKey("Close_Requested"))
{
log.addWarning(matter.LMNumber + " is being closed during this transaction.");
properties.SetProperty("Close_Requested", DateTime.Now.ToString("MM/dd/yyyy h:mm tt"));
}
// Determine if this matter was previously closed and is being re-opened during this transaction.
if (matter.MatterStatus.ToLower() != "closed" && web.AllProperties.ContainsKey("Close_Requested"))
{
if (web.AllProperties["Close_Requested"].ToString().Length > 1) // ensure there's something in the field, before we report.
{
log.addWarning(matter.LMNumber + ", which was previously requested to be closed on "
+ web.AllProperties["Close_Requested"].ToString() + ", has had its status changed from "
+ web.AllProperties["Matter_Status"].ToString() + " to " + matter.MatterStatus + ".");
}
web.AllProperties.Remove("Close_Requested"); // remove the Close_Requested property, since this matter isn't closed.
}
log.addInformation("The site properties for Litigation Matter \"" + siteTitle + "\", (" + matter.LMNumber + "), were updated " +
"as follows: \n\n" + setWebProperties(web, properties, true));
}
}
catch (Exception ex)
{
log.addError("Unable to set the Properties for " + matter.LMNumber + ". Exception:" + ex.ToString() +
"Inner Exception: " + ex.InnerException.ToString() + ex.Data);
}
}
public void setSiteSecurity(Matter matter, string SiteOwnersGroupName, string SiteManagerGroupName, string SiteReadOnlyUsersGroupName, string SiteAdditionalContributorsGroupName)
{
using (SPWeb web = safelyGetWeb(parentWebUrl, matter.LMNumber))
{
// break any existing Security role inheritance and don't copy permissions from the parent.
web.BreakRoleInheritance(false);
// Remove any groups already on the site, start with a clean slate.
securityWipe(web);
// Create or attach existing Security Groups.
#region Logic: Site Owners Group
string ownersGroupName = SiteOwnersGroupName;
// Generally, the owners group is global to the collection, so check to see if it exists first.
// if it doesn't, assume it should be site-specific and prepend LM Number to it.
try
{
SPGroup owners = web.SiteGroups[SiteOwnersGroupName]; // It Existed, add it as is.
setupWebUserGroup(web, ownersGroupName, SPRoleType.Administrator);
}
catch
{
// It didn't exist. Make a new site-specific group.
ownersGroupName = matter.LMNumber + " - " + SiteOwnersGroupName; // LM0001234 - Site Owners
setupWebUserGroup(web, ownersGroupName, SPRoleType.Administrator, "Site Owners for " + matter.LMNumber);
}
#endregion
#region Logic: Site Manager Group
string managerGroupName = matter.LMNumber + " - " + SiteManagerGroupName; // LM0001234 - Site Manager
setupWebUserGroup(web, managerGroupName, SPRoleType.Contributor, "This group should contain ONLY ONE " +
"user who is designated as the manager of " + matter.LMNumber);
// Ensure only the current Litigation Manager is placed inside the intended security group.
// Reset Site Manager groups which contain more than one person.
SPGroup siteManagerGroup = web.SiteGroups[managerGroupName];
siteManagerGroup.AddUser(matter.LitigationManagerSPUser);
if (siteManagerGroup.Users.Count > 1)
{
log.addWarning("Conflicting assignments exist in the '" + siteManagerGroup.Name + "' group for site " + matter.LMNumber +
". If the matter is currently being reassigned, this is normal. The group membership has been reset to contain only [" +
matter.LitigationManagerSPUser.Name + "]. Additional participants, (rare), should be added to one of the following security groups:\n\n" +
matter.LMNumber + " - " + SiteAdditionalContributorsGroupName + " (Contribute Access)\n" + matter.LMNumber + " - " + SiteReadOnlyUsersGroupName + " (Read-Only Access)\n" +
SiteOwnersGroupName + " (Administrators Only)");
// Empty the group, and put only the site manager back in.
emptySPGroup(siteManagerGroup);
siteManagerGroup.AddUser(matter.LitigationManagerSPUser);
}
#endregion
#region Logic: Read Only Users Group
string readOnlyUsersGroupName = matter.LMNumber + " - " + SiteReadOnlyUsersGroupName; // LM0001234 - Read Only Users
setupWebUserGroup(web, readOnlyUsersGroupName, SPRoleType.Reader, "This group contains users with Read-Only access to " + matter.LMNumber);
#endregion
#region Logic: Additional Contributors Group
string additionalContributorsGroupName = matter.LMNumber + " - " + SiteAdditionalContributorsGroupName; //LM0001234 - Additional Contributors
setupWebUserGroup(web, additionalContributorsGroupName, SPRoleType.Contributor, "This group contains users, who, in addition to the Site Manager, can contribute to " + matter.LMNumber +
". Use of this group should be limited to rare exceptions where more than one person requires control of the site.");
#endregion
// Save Changes and close out
web.Update();
}
}
