Ejemplo: buscar y recuperar artículos
Publicado: enero de 2017
Se aplica a: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
Este código de muestra es para Microsoft Dynamics 365 (en línea y local).Descargue el paquete de SDK de Microsoft Dynamics CRM. Se puede encontrar en la siguiente ubicación en el paquete de descarga:
SampleCode\CS\BusinessDataModel\Service\SearchAndRetrieveArticles.cs
Requisitos
Para obtener más información acerca de los requisitos de ejecución del código de ejemplo proporcionado en este SDK, vea Usar el ejemplo y el código auxiliar.
Muestra
Este ejemplo muestra cómo buscar por el cuerpo, palabra clave y título, y recuperar artículos por asunto de incidente de tema y por producto de incidente de tema.
Ejemplo
using System;
using System.Linq;
using System.ServiceModel;
// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Client;
// This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
// found in the SDK\bin folder.
using Microsoft.Crm.Sdk.Messages;
namespace Microsoft.Crm.Sdk.Samples
{
/// <summary>
/// Demonstrates how to search by body, keyword and title, and retrieve articles by
/// topic incident subject and topic incident product.
/// </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 class SearchAndRetrieveArticles
{
#region Class Level Members
private OrganizationServiceProxy _serviceProxy;
private ServiceContext _context;
private KbArticle[] _articles = new KbArticle[3];
private Guid _subjectId;
private Incident _incident;
private Account _account;
private Product _product;
private UoM _uom;
private UoMSchedule _uomSchedule;
#endregion Class Level Members
#region How To Sample Code
/// <summary>
/// This method first creates sample articles and publishes them, then searches
/// for the articles by body, keyword and title. Finally, it retrieves the
/// articles by top incident subject and top incident product.
/// </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))
// Using the ServiceContext class makes the queries easier
using (_context = new ServiceContext(_serviceProxy))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
#region Search Knowledge base by Body
// Create the request
SearchByBodyKbArticleRequest searchByBodyRequest =
new SearchByBodyKbArticleRequest()
{
SubjectId = _subjectId,
UseInflection = true, // allows for a different tense or
// inflection to be substituted for the search text
SearchText = "contained", // will also match on 'contains'
QueryExpression = new QueryExpression()
{
ColumnSet = new ColumnSet("articlexml"),
EntityName = KbArticle.EntityLogicalName
}
};
// Execute the request
Console.WriteLine(" Searching for published article with 'contained' in the body");
SearchByBodyKbArticleResponse seachByBodyResponse =
(SearchByBodyKbArticleResponse)_context.Execute(searchByBodyRequest);
// Check success
var retrievedArticleBodies = seachByBodyResponse.EntityCollection.Entities
.Select((entity) => ((KbArticle)entity).ArticleXml);
if (retrievedArticleBodies.Count() == 0)
throw new Exception("No articles found");
Console.WriteLine(" Results of search (article bodies found):");
foreach (var body in retrievedArticleBodies)
Console.WriteLine(body);
#endregion
#region Search knowledge base by Keyword
// Create the request
SearchByKeywordsKbArticleRequest searchByKeywordRequest =
new SearchByKeywordsKbArticleRequest()
{
SubjectId = _subjectId,
UseInflection = true,
SearchText = "Search",
QueryExpression = new QueryExpression()
{
ColumnSet = new ColumnSet("keywords"),
EntityName = KbArticle.EntityLogicalName
}
};
// Execute the request
Console.WriteLine();
Console.WriteLine(" Searching for published article with 'search' as a keyword");
var searchByKeywordResponse =
(SearchByKeywordsKbArticleResponse)_context.Execute(searchByKeywordRequest);
// Check success
var retrievedArticleKeywords = searchByKeywordResponse.EntityCollection.Entities
.Select((entity) => (KbArticle)entity);
if (retrievedArticleKeywords.Count() == 0)
throw new Exception("No articles found");
Console.WriteLine(" Results of search (keywords found):");
foreach (var article in retrievedArticleKeywords)
Console.WriteLine(article.KeyWords);
#endregion
#region Search knowledge base by Title
// create the request
SearchByTitleKbArticleRequest searchByTitleRequest =
new SearchByTitleKbArticleRequest()
{
SubjectId = _subjectId,
UseInflection = false,
SearchText = "code",
QueryExpression = new QueryExpression()
{
ColumnSet = new ColumnSet("title"),
EntityName = KbArticle.EntityLogicalName
}
};
// execute the request
Console.WriteLine();
Console.WriteLine(" Searching for published articles with 'code' in the title");
var searchByTitleResponse = (SearchByTitleKbArticleResponse)
_context.Execute(searchByTitleRequest);
// check success
var retrievedArticles = searchByTitleResponse.EntityCollection.Entities
.Select((entity) => (KbArticle)entity);
Console.WriteLine(" Results of search (titles found):");
foreach (var article in retrievedArticles)
Console.WriteLine(article.Title);
#endregion
#region Retrieve by top incident subject
// create the request
var retrieveByTopIncidentSubjectRequest =
new RetrieveByTopIncidentSubjectKbArticleRequest()
{
SubjectId = _subjectId
};
// execute request
Console.WriteLine();
Console.WriteLine(" Searching for the top articles in subject 'Default Subject'");
var retrieveByTopIncidentSubjectResponse = (RetrieveByTopIncidentSubjectKbArticleResponse)
_context.Execute(retrieveByTopIncidentSubjectRequest);
// check success
var articles = retrieveByTopIncidentSubjectResponse.EntityCollection.Entities.Select(
(entity) => (KbArticle)entity);
Console.WriteLine(" Top articles in subject 'Default Subject':");
foreach (var article in articles)
Console.WriteLine(article.Title);
#endregion
#region Retrieve by top incident product
// create the request
var retrieveByTopIncidentProductRequest =
new RetrieveByTopIncidentProductKbArticleRequest()
{
ProductId = _product.Id
};
// execute request
Console.WriteLine();
Console.WriteLine(" Searching for the top articles for product 'Sample Product'");
var retrieveByTopIncidentProductResponse = (RetrieveByTopIncidentProductKbArticleResponse)
_context.Execute(retrieveByTopIncidentProductRequest);
// check success
articles = retrieveByTopIncidentProductResponse.EntityCollection.Entities.Select(
(entity) => (KbArticle)entity);
Console.WriteLine(" Top articles for product 'Sample Product':");
foreach (var article in articles)
Console.WriteLine(article.Title);
#endregion
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;
}
}
#region Public methods
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region create kb articles
Console.WriteLine(" Creating KB Articles");
_subjectId = (
from subject in _context.SubjectSet
where subject.Title == "Default Subject"
select subject.Id
).First();
var kbArticleTemplateId = (
from articleTemplate in _context.KbArticleTemplateSet
where articleTemplate.Title == "Standard KB Article"
select articleTemplate.Id
).FirstOrDefault();
if (kbArticleTemplateId != Guid.Empty)
{
// create a KB article
_articles[0] = new KbArticle()
{
// set the article properties
Title = "Searching the knowledge base",
ArticleXml = @"
<articledata>
<section id='0'>
<content><![CDATA[This is a sample article about searching the knowledge base.]]></content>
</section>
<section id='1'>
<content><![CDATA[Knowledge bases contain information useful for various people.]]></content>
</section>
</articledata>",
// use the built-in "Standard KB Article" template
KbArticleTemplateId = new EntityReference(KbArticleTemplate.EntityLogicalName,
kbArticleTemplateId),
// use the default subject
SubjectId = new EntityReference(Subject.EntityLogicalName, _subjectId),
KeyWords = "Searching Knowledge base"
};
_context.AddObject(_articles[0]);
_articles[1] = new KbArticle()
{
Title = "What's in a knowledge base",
ArticleXml = @"
<articledata>
<section id='0'>
<content><![CDATA[This is a sample article about what would be in a knowledge base.]]></content>
</section>
<section id='1'>
<content><![CDATA[This section contains more information.]]></content>
</section>
</articledata>",
KbArticleTemplateId = new EntityReference(KbArticleTemplate.EntityLogicalName,
kbArticleTemplateId),
SubjectId = new EntityReference(Subject.EntityLogicalName, _subjectId),
KeyWords = "Knowledge base"
};
_context.AddObject(_articles[1]);
_articles[2] = new KbArticle()
{
Title = "Searching the knowledge base from code",
ArticleXml = @"
<articledata>
<section id='0'>
<content><![CDATA[This article covers searching the knowledge base from code.]]></content>
</section>
<section id='1'>
<content><![CDATA[This section contains more information.]]></content>
</section>
</articledata>",
KbArticleTemplateId = new EntityReference(KbArticleTemplate.EntityLogicalName,
kbArticleTemplateId),
SubjectId = new EntityReference(Subject.EntityLogicalName, _subjectId),
KeyWords = "Knowledge base code"
};
_context.AddObject(_articles[2]);
_context.SaveChanges();
}
else
{
throw new ArgumentException("Standard Article Templates are missing");
}
#endregion
#region Submit the articles
Console.WriteLine(" Submitting the articles");
foreach (var article in _articles)
{
_context.Execute(new SetStateRequest
{
EntityMoniker = article.ToEntityReference(),
State = new OptionSetValue((int)KbArticleState.Unapproved),
Status = new OptionSetValue((int)kbarticle_statuscode.Unapproved)
});
}
#endregion
#region Approve and Publish the article
Console.WriteLine(" Publishing articles");
foreach (var article in _articles)
{
_context.Execute(new SetStateRequest
{
EntityMoniker = article.ToEntityReference(),
State = new OptionSetValue((int)KbArticleState.Published),
Status = new OptionSetValue((int)kbarticle_statuscode.Published)
});
}
#endregion
#region Waiting for publishing to finish
// Wait 20 seconds to ensure that data will be available
// Full-text indexing
Console.WriteLine(" Waiting 20 seconds to ensure indexing has completed on the new records.");
System.Threading.Thread.Sleep(20000);
Console.WriteLine();
#endregion
#region Add cases to KbArticles
// Create UoM
_uomSchedule = new UoMSchedule()
{
Name = "Sample unit group",
BaseUoMName = "Sample base unit"
};
_context.AddObject(_uomSchedule);
_context.SaveChanges();
_uom = (from uom in _context.UoMSet
where uom.Name == _uomSchedule.BaseUoMName
select uom).First();
Console.WriteLine(" Creating an account and incidents for the KB articles");
var whoami = (WhoAmIResponse)_context.Execute(new WhoAmIRequest());
_account = new Account()
{
Name = "Coho Winery",
};
_context.AddObject(_account);
_context.SaveChanges();
_product = new Product()
{
Name = "Sample Product",
ProductNumber = "0",
ProductStructure = new OptionSetValue(1),
DefaultUoMScheduleId = _uomSchedule.ToEntityReference(),
DefaultUoMId = _uom.ToEntityReference()
};
_context.AddObject(_product);
_context.SaveChanges();
// Publish Product
SetStateRequest publishRequest = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product.Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_context.Execute(publishRequest);
_incident = new Incident()
{
Title = "A sample incident",
OwnerId = new EntityReference(SystemUser.EntityLogicalName, whoami.UserId),
KbArticleId = _articles[0].ToEntityReference(),
CustomerId = _account.ToEntityReference(),
SubjectId = new EntityReference(Subject.EntityLogicalName, _subjectId),
ProductId = _product.ToEntityReference()
};
_context.AddObject(_incident);
_context.SaveChanges();
#endregion
}
/// <summary>
/// Deletes any entity records that were created for this sample.
/// <param name="prompt">Indicates whether to prompt the user
/// to delete the records created in this sample.</param>
/// </summary>
public void DeleteRequiredRecords(bool prompt)
{
bool toBeDeleted = true;
if (prompt)
{
// Ask the user if the created entities should be deleted.
Console.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
String answer = Console.ReadLine();
if (answer.StartsWith("y") ||
answer.StartsWith("Y") ||
answer == String.Empty)
{
toBeDeleted = true;
}
else
{
toBeDeleted = false;
}
}
if (toBeDeleted)
{
#region Delete incidents, accounts and units of measure
_serviceProxy.Delete(Incident.EntityLogicalName, _incident.Id);
_serviceProxy.Delete(Product.EntityLogicalName, _product.Id);
_serviceProxy.Delete(Account.EntityLogicalName, _account.Id);
_serviceProxy.Delete(UoMSchedule.EntityLogicalName, _uomSchedule.Id);
#endregion
#region Unpublish articles
foreach (var article in _articles)
{
_serviceProxy.Execute(new SetStateRequest
{
EntityMoniker = article.ToEntityReference(),
Status = new OptionSetValue((int)kbarticle_statuscode.Unapproved),
State = new OptionSetValue((int)KbArticleState.Unapproved)
});
}
#endregion
#region Delete articles
foreach (var article in _articles)
_serviceProxy.Delete(KbArticle.EntityLogicalName, article.Id);
#endregion
Console.WriteLine("Entity records have been deleted.");
}
}
#endregion Public Methods
#endregion How To Sample Code
#region Main method
/// <summary>
/// Standard Main() method used by most SDK samples.
/// </summary>
/// <param name="args"></param>
static public void Main(string[] args)
{
try
{
// Obtain the target organization's Web address and client logon
// credentials from the user.
ServerConnection serverConnect = new ServerConnection();
ServerConnection.Configuration config = serverConnect.GetServerConfiguration();
SearchAndRetrieveArticles app = new SearchAndRetrieveArticles();
app.Run(config, true);
}
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
Console.WriteLine("Message: {0}", ex.Detail.Message);
Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
catch (System.TimeoutException ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Message: {0}", ex.Message);
Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
Console.WriteLine("Inner Fault: {0}",
null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
}
catch (System.Exception ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine(ex.Message);
// Display the details of the inner exception.
if (ex.InnerException != null)
{
Console.WriteLine(ex.InnerException.Message);
FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe = ex.InnerException
as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
if (fe != null)
{
Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
Console.WriteLine("Message: {0}", fe.Detail.Message);
Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
}
}
// Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
// SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.
finally
{
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
#endregion Main method
}
}
Ver también
SearchByBodyKbArticleRequest
SearchByKeywordsKbArticleRequest
SearchByTitleKbArticleRequest
RetrieveByTopIncidentSubjectKbArticleRequest
RetrieveByTopIncidentProductKbArticleRequest
Entidades de servicio (contrato, incidente, artículo de conocimientos, cola, calendario, derecho, slakpiinstance)
Entidades de administración del conocimiento
Microsoft Dynamics 365
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