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Sample: Upload, retrieve, and download an attachment

 

Applies To: Dynamics CRM 2013

This sample code is for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SampleCode\CS\BusinessDataModel\Annotation\UploadAndDownloadAttachment.cs

SampleCode\VB\BusinessDataModel\Annotation\UploadAndDownloadAttachment.vb

Requirements

For more information about the requirements for running the sample code provided in this SDK, see Use the sample and helper code.

Demonstrates

This sample shows how to upload, retrieve, and download an attachment for an annotation using the IOrganizationService.Create and IOrganizationService.Retrieve methods.

Example


using System;
using System.IO;
using System.Text;
using System.ServiceModel;

// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// found in the SDK\bin folder.
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;

namespace Microsoft.Crm.Sdk.Samples
{
    /// <summary>
    /// Demonstrates how to upload attachments to an annotation and how to download attachments.
    /// </summary>
    public class UploadAndDownloadAttachment
    {

        #region Class Level Members

        private Guid _annotationId;
        private OrganizationServiceProxy _serviceProxy;
        private String _fileName;

        #endregion Class Level Members

        #region How-To Sample Code
        /// <summary>
        /// This method first connects to the Organization service. Afterwards,
        /// an annotation is created, uploaded, then finally downloaded.
        /// </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 = ServerConnection.GetOrganizationProxy(serverConfig))
                {
                    // This statement is required to enable early-bound type support.
                    _serviceProxy.EnableProxyTypes();

                    #region Create and Upload annotation attachment

                    // Instantiate an Annotation object.
                    // See the Entity Metadata topic in the SDK documentation to determine
                    // which attributes must be set for each entity.
                    Annotation setupAnnotation = new Annotation()
                    {
                        Subject = "Example Annotation",
                        FileName = "ExampleAnnotationAttachment.txt",
                        DocumentBody = Convert.ToBase64String(
                            new UnicodeEncoding().GetBytes("Sample Annotation Text")),
                        MimeType = "text/plain"
                    };

                    // Create the Annotation object.
                    _annotationId = _serviceProxy.Create(setupAnnotation);

                    Console.Write("{0} created with an attachment", setupAnnotation.Subject);

                    #endregion Create and Upload annotation attachment

                    #region Download attachment from annotation record

                    // Define columns to retrieve from the annotation record.
                    ColumnSet cols = new ColumnSet("filename", "documentbody");


                    // Retrieve the annotation record.
                    Annotation retrievedAnnotation = 
                        (Annotation)_serviceProxy.Retrieve("annotation", _annotationId, cols);
                    Console.WriteLine(", and retrieved.");
                    _fileName = retrievedAnnotation.FileName;

                    // Download the attachment in the current execution folder.
                    using (FileStream fileStream = new FileStream(retrievedAnnotation.FileName, FileMode.OpenOrCreate))
                    {
                        byte[] fileContent = Convert.FromBase64String(retrievedAnnotation.DocumentBody);
                        fileStream.Write(fileContent, 0, fileContent.Length);
                    }

                    Console.WriteLine("Attachment downloaded.");

                    #endregion Download attachment from annotation record

                    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>
        /// Deletes any entity records and files 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 deleteRecords = true;

            if (prompt)
            {
                Console.WriteLine("\nDo you want these entity records deleted? (y/n) [y]: ");
                String answer = Console.ReadLine();

                deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y") || answer == String.Empty);
            }

            if (deleteRecords)
            {
                _serviceProxy.Delete(Annotation.EntityLogicalName, _annotationId);
                File.Delete(_fileName);
                Console.WriteLine("Entity records have been deleted.");
            }
        }

        #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();

                UploadAndDownloadAttachment app = new UploadAndDownloadAttachment();
                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
    }
}

Imports System.IO
Imports System.Text
Imports System.ServiceModel

' These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
' found in the SDK\bin folder.
Imports Microsoft.Xrm.Sdk.Client
Imports Microsoft.Xrm.Sdk.Query

Namespace Microsoft.Crm.Sdk.Samples
    ''' <summary>
    ''' Demonstrates how to upload attachments to an annotation and how to download attachments.
    ''' </summary>
    Public Class UploadAndDownloadAttachment

        #Region "Class Level Members"

        Private _annotationId As Guid
        Private _serviceProxy As OrganizationServiceProxy
        Private _fileName As String

        #End Region ' Class Level Members

        #Region "How-To Sample Code"
        ''' <summary>
        ''' This method first connects to the Organization service. Afterwards,
        ''' an annotation is created, uploaded, then finally downloaded.
        ''' </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 Sub Run(ByVal serverConfig As ServerConnection.Configuration, ByVal promptforDelete As Boolean)
            Try
                ' Connect to the Organization service. 
                ' The using statement assures that the service proxy will be properly disposed.
                _serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig)
                Using _serviceProxy
                    ' This statement is required to enable early-bound type support.
                    _serviceProxy.EnableProxyTypes()

'                    #Region "Create and Upload annotation attachment"

                    ' Instantiate an Annotation object.
                    ' See the Entity Metadata topic in the SDK documentation to determine
                    ' which attributes must be set for each entity.
                    Dim setupAnnotation As New Annotation() With {.Subject = "Example Annotation", _
                            .FileName = "ExampleAnnotationAttachment.txt", _
                            .DocumentBody = Convert.ToBase64String(New UnicodeEncoding().GetBytes("Sample Annotation Text")), _
                            .MimeType = "text/plain"}

                    ' Create the Annotation object.
                    _annotationId = _serviceProxy.Create(setupAnnotation)

                    Console.Write("{0} created with an attachment", setupAnnotation.Subject)

'                    #End Region ' Create and Upload annotation attachment

'                    #Region "Download attachment from annotation record"

                    ' Define columns to retrieve from the annotation record.
                    Dim cols As New ColumnSet("filename", "documentbody")


                    ' Retrieve the annotation record.
                    Dim retrievedAnnotation As Annotation = CType(_serviceProxy.Retrieve("annotation", _annotationId, cols), Annotation)
                    Console.WriteLine(", and retrieved.")
                    _fileName = retrievedAnnotation.FileName

                    ' Download the attachment in the current execution folder.
                    Using fileStream As New FileStream(retrievedAnnotation.FileName, FileMode.OpenOrCreate)
                        Dim fileContent() As Byte = Convert.FromBase64String(retrievedAnnotation.DocumentBody)
                        fileStream.Write(fileContent, 0, fileContent.Length)
                    End Using

                    Console.WriteLine("Attachment downloaded.")

'                    #End Region ' Download attachment from annotation record

                    DeleteRequiredRecords(promptforDelete)
                End Using

            ' Catch any service fault exceptions that Microsoft Dynamics CRM throws.
            Catch fe As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault)
                ' You can handle an exception here or pass it back to the calling method.
                Throw
            End Try
        End Sub

        ''' <summary>
        ''' Deletes any entity records and files 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 Sub DeleteRequiredRecords(ByVal prompt As Boolean)
            Dim deleteRecords As Boolean = True

            If prompt Then
                Console.WriteLine(vbLf &amp; "Do you want these entity records deleted? (y/n) [y]: ")
                Dim answer As String = Console.ReadLine()

                deleteRecords = (answer.StartsWith("y") OrElse answer.StartsWith("Y") OrElse answer = String.Empty)
            End If

            If deleteRecords Then
                _serviceProxy.Delete(Annotation.EntityLogicalName, _annotationId)
                File.Delete(_fileName)
                Console.WriteLine("Entity records have been deleted.")
            End If
        End Sub

        #End Region ' How-To Sample Code

        #Region "Main method"

        ''' <summary>
        ''' Standard Main() method used by most SDK samples.
        ''' </summary>
        ''' <param name="args"></param>
        Public Shared Sub Main(ByVal args() As String)
            Try
                ' Obtain the target organization's Web address and client logon 
                ' credentials from the user.
                Dim serverConnect As New ServerConnection()
                Dim config As ServerConnection.Configuration = serverConnect.GetServerConfiguration()

                Dim app As New UploadAndDownloadAttachment()
                app.Run(config, True)
            Catch ex As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault)
                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}", If(Nothing Is ex.Detail.InnerFault, "No Inner Fault", "Has Inner Fault"))
            Catch ex As TimeoutException
                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}", If(Nothing Is ex.InnerException.Message, "No Inner Fault", ex.InnerException.Message))
            Catch ex As Exception
                Console.WriteLine("The application terminated with an error.")
                Console.WriteLine(ex.Message)

                ' Display the details of the inner exception.
                If ex.InnerException IsNot Nothing Then
                    Console.WriteLine(ex.InnerException.Message)

                    Dim fe As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault) = TryCast(ex.InnerException,  _
                        FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault))
                    If fe IsNot Nothing Then
                        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}", If(Nothing Is fe.Detail.InnerFault, "No Inner Fault", "Has Inner Fault"))
                    End If
                End If
            ' Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
            ' SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

            Finally
                Console.WriteLine("Press <Enter> to exit.")
                Console.ReadLine()
            End Try
        End Sub
        #End Region ' Main method
    End Class
End Namespace

See Also

IOrganizationService
Create
Retrieve
Helper code: ServerConnection class
Annotation (note) entity