範本：啟用實體的文件管理
發行︰ 2016年11月
適用於： Dynamics CRM 2015
這個範例程式碼適用於 Microsoft Dynamics CRM 2015 和 Microsoft Dynamics CRM Online 2015 更新。下載 Microsoft Dynamics CRM SDK 套件。 可以在下列位置的下載套件中找到：
SampleCode\CS\SharePointIntegration\EnableDocumentManagement.cs
需求
如需執行此 SDK 所提供範例程式碼的需求資訊，請參閱使用範例和 Helper 程式碼。
示範
下列範例示範如何在 Microsoft Dynamics 365 啟用實體的文件管理。 在此範例碼中，文件管理會針對 Contact 實體啟用，利用的是 UpdateEntityRequest 訊息。 根據預設，Contact 實體的設定在新的 Dynamics CRM 安裝中為不啟用。
範例
using System;
using System.ServiceModel;
using System.ServiceModel.Description;
// 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.Client;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Metadata;
// This namespace is found in the Microsoft.Crm.Sdk.Proxy.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Crm.Sdk.Messages;
namespace Microsoft.Crm.Sdk.Samples
{
/// <summary>
/// Demonstrates how to enable document management
/// for an entity.</summary>
/// <remarks>
/// At run-time, you will be given the option to revert
/// the changes done by this program.</remarks>
public class EnableDocumentManagement
{
#region Class Level Members
private OrganizationServiceProxy _serviceProxy;
#endregion Class Level Members
#region How-To Sample Code
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// retrieves the Contact entity record, and then enables the document management
/// for the entity.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforRevert">When True, the user will be prompted to revert all
/// the changes done in this sample.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforRevert)
{
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();
// Retrieve an entity for which you want to enable document management.
// In this sample, we will retrieve and enable document management
// for the Contact entity because by default, document management is
// not enabled for this entity.
RetrieveEntityRequest entityRequest = new RetrieveEntityRequest
{
EntityFilters = EntityFilters.All,
LogicalName = Contact.EntityLogicalName,
// Retrieve only the currently published changes, ignoring the changes
// that have not been published.
RetrieveAsIfPublished = false
};
RetrieveEntityResponse entityResponse = (RetrieveEntityResponse)_serviceProxy.Execute(entityRequest);
Console.WriteLine("Retrieved the contact entity.");
// Get the entity from the response.
EntityMetadata contactEntity = entityResponse.EntityMetadata;
// Enable document management for the retrieved entity.
contactEntity.IsDocumentManagementEnabled = true;
// Create an update request.
UpdateEntityRequest updateRequest = new UpdateEntityRequest
{
Entity = contactEntity
};
_serviceProxy.Execute(updateRequest);
// Publish the entity.
// All customizations must be published before they can be used.
PublishAllXmlRequest enableRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(enableRequest);
// Retrieve the contact entity, and verify that document management is enabled.
entityResponse = (RetrieveEntityResponse)_serviceProxy.Execute(entityRequest);
contactEntity = entityResponse.EntityMetadata;
if (contactEntity.IsDocumentManagementEnabled.Value == true)
{
Console.WriteLine("Enabled document management for the contact entity.");
}
RevertChanges(promptforRevert);
}
}
// 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()
{
// For this sample, no entities are created.
}
/// <summary>
/// Reverts any changes that were done by this sample.
/// <param name="prompt">Indicates whether to prompt the user
/// to revert the changes done by this sample.</param>
/// </summary>
public void RevertChanges(bool prompt)
{
bool revertChanges = true;
if (prompt)
{
Console.WriteLine("\nDo you want these changes reverted? (y/n) [y]: ");
String answer = Console.ReadLine();
revertChanges = (answer.StartsWith("y") || answer.StartsWith("Y") || answer == String.Empty);
}
if (revertChanges)
{
RetrieveEntityRequest entityRequest = new RetrieveEntityRequest
{
EntityFilters = EntityFilters.All,
LogicalName = Contact.EntityLogicalName,
RetrieveAsIfPublished = false
};
RetrieveEntityResponse entityResponse = (RetrieveEntityResponse)_serviceProxy.Execute(entityRequest);
EntityMetadata contactEntity = entityResponse.EntityMetadata;
// Disable document management for the retrieved entity.
contactEntity.IsDocumentManagementEnabled = false;
UpdateEntityRequest updateRequest = new UpdateEntityRequest
{
Entity = contactEntity
};
_serviceProxy.Execute(updateRequest);
// Publish the customizations to the entity.
PublishAllXmlRequest disableRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(disableRequest);
Console.WriteLine("Changes have been reverted.");
}
}
#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();
EnableDocumentManagement app = new EnableDocumentManagement();
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");
}
}
}
finally
{
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
#endregion Main method
}
}
另請參閱
整合 Microsoft Dynamics CRM 2015 與 SharePoint
啟用實體的文件管理
範例：建立、擷取、更新和刪除 SharePoint 位置記錄
Helper 程式碼：ServerConnection 類別
範例：建立、擷取、更新和刪除 SharePoint 位置記錄
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