sharepoint 2010 记录管理对象模型

首先说一下什么是记录管理：这里有详细的说明

在网站设置-》网站集管理-》网站集功能中启用 “现场记录管理”

启用现场记录管理后在网站管理中多了2个功能“内容管理器设置” 和“内容管理器规则”

选择一个列表的库设置-》记录声明设置：

然后再文档-》项目中会出现申明记录

声明为记录后默认是不能修改和删除，如果要取消声明也需要相应的代码

声明为记录后：

如果我们直接删除会有声明后果了：

其实文档的修改也有类似的情况。为什么会这样了？

让我们定位到网站设置-》网站集管理-》记录声明设置：

1）声明记录和取消声明

声明记录方法： Records.DeclareItemAsRecord(item)

取消声明记录： Records.UndeclareItemAsRecord(item)

这里需要引用一些相关的DLL：

Microsoft.Office.DocumentManagement

Microsoft.Office.Policy

主要代码如下：

 private static void RecordTest(){using (SPSite site = new SPSite(siturl)){SPWeb web = site.RootWeb;SPList list = web.GetList(SharePointListURL);SPFolder folder = web.Folders[SharePointListURL];Stream fileStream = File.Open(filePath, FileMode.Open);SPFile file = list.RootFolder.Files.Add(fileSharePointURL, fileStream);SPListItem item = file.Item;file.Update();Console.WriteLine("In Place Records enabled: " + Records.IsInPlaceRecordsEnabled(site).ToString());//Declare the item as a record
                Records.DeclareItemAsRecord(item);//Make sure it declaredobject dateObject = item[Expiration.ExpirationDateFieldInternalName];if (dateObject == null){Console.WriteLine("Not declared!");}else{DateTime date = (DateTime)dateObject;Console.WriteLine("Declared Expiration Date: " + date.ToShortDateString() + " " + date.ToShortTimeString());//Also show if Record using IsRecordConsole.WriteLine("IsRecord: " + Records.IsRecord(item));//Could also use OnHold to check if on hold
                }//Undeclare the object
                Records.UndeclareItemAsRecord(item);web.Close();}}

2）创建保留计划

如果想在列表上创建一个保留策略，首先要检查列表手否有自定义策略，这个需要Microsoft.Office.RecordsManagement.InformationPolicy.ListPolicySettings对象的ListHasPolicy属性，，返回值表示列表是否具有自定义策略。要想将列表设置为使用一个自定义策略，只需要将UseListPolicy设置为true，然后调用update方法。主要代码如下：

  private static void PolicyList(){using (SPSite site = new SPSite(siturl)){SPWeb web = site.RootWeb;SPList list = web.GetList(SharePointListURL);SPFolder folder = web.Folders[SharePointListURL];SPWeb parentWeb = list.ParentWeb;SPList parentList = parentWeb.Lists[folder.ParentListId];ListPolicySettings listPolicySettings = new ListPolicySettings(parentList);string policyXml = @"<Schedules nextStageId='4' default='false'><Schedule type='Default'><stages><data stageId='1' recur='True' offset='6' unit='months'><formula id='Microsoft.Office.RecordsManagement.PolicyFeatures.Expiration.Formula.BuiltIn'><number>6</number><property>Created</property><period>months</period></formula><action type='action' id='Microsoft.Office.RecordsManagement.PolicyFeatures.Expiration.Action.DeletePreviousVersions' /></data><data stageId='2'><formula id='Microsoft.Office.RecordsManagement.PolicyFeatures.Expiration.Formula.BuiltIn'><number>6</number><property>Modified</property><period>months</period></formula><action type='action' id='Microsoft.Office.RecordsManagement.PolicyFeatures.Expiration.Action.Record' /></data></stages></Schedule><Schedule type='Record'><stages><data stageId='3'><formula id='Microsoft.Office.RecordsManagement.PolicyFeatures.Expiration.Formula.BuiltIn'><number>3</number><property>Created</property><period>years</period></formula><action type='action' id='Microsoft.Office.RecordsManagement.PolicyFeatures.Expiration.Action.Delete' /></data></stages></Schedule></Schedules>";if (!listPolicySettings.UseListPolicy){//Enable Location Based Policy if it isn't enabled listPolicySettings.UseListPolicy = true;listPolicySettings.Update();//Refresh to get the updated ListPolicySettingslistPolicySettings = new ListPolicySettings(parentList);}  listPolicySettings.SetRetentionSchedule(folder.ServerRelativeUrl, policyXml, "My Custom Retention");listPolicySettings.Update();Console.WriteLine(listPolicySettings.GetRetentionSchedule(folder.ServerRelativeUrl));web.Close();}}

这里的保留策略是与列表绑定的，一搬建议与内容类型绑定。

  private static void PolicyContentType(){using (SPSite site = new SPSite(siturl)){SPWeb web = site.RootWeb;SPList list = web.GetList(SharePointListURL);SPFolder folder = web.Folders[SharePointListURL];SPWeb parentWeb = list.ParentWeb;SPList parentList = parentWeb.Lists[folder.ParentListId];ListPolicySettings listPolicySettings = new ListPolicySettings(parentList);string policyXml = @"<Schedules nextStageId='4' default='false'><Schedule type='Default'><stages><data stageId='1' recur='True' offset='6' unit='months'><formula id='Microsoft.Office.RecordsManagement.PolicyFeatures.Expiration.Formula.BuiltIn'><number>6</number><property>Created</property><period>months</period></formula><action type='action' id='Microsoft.Office.RecordsManagement.PolicyFeatures.Expiration.Action.DeletePreviousVersions' /></data><data stageId='2'><formula id='Microsoft.Office.RecordsManagement.PolicyFeatures.Expiration.Formula.BuiltIn'><number>6</number><property>Modified</property><period>months</period></formula><action type='action' id='Microsoft.Office.RecordsManagement.PolicyFeatures.Expiration.Action.Record' /></data></stages></Schedule><Schedule type='Record'><stages><data stageId='3'><formula id='Microsoft.Office.RecordsManagement.PolicyFeatures.Expiration.Formula.BuiltIn'><number>3</number><property>Created</property><period>years</period></formula><action type='action' id='Microsoft.Office.RecordsManagement.PolicyFeatures.Expiration.Action.Delete' /></data></stages></Schedule></Schedules>";SPContentType contentType = web.ContentTypes["文档"];Policy policy = Policy.GetPolicy(contentType);//Check to see if it exists, if not create itif (policy == null){Policy.CreatePolicy(contentType, null);policy = Policy.GetPolicy(contentType);}PolicyItem retentionPolicy = policy.Items[Expiration.PolicyId];//See if a policy already exists, if not create oneif (retentionPolicy == null){policy.Items.Add(Expiration.PolicyId, policyXml);policy.Update();}else{retentionPolicy.CustomData = policyXml;retentionPolicy.Update();}//Return back policy XML to make sure it workedretentionPolicy = policy.Items[Expiration.PolicyId];Console.WriteLine("Policy XML: " + retentionPolicy.CustomData.ToString());web.Close();}}

运行后的结果如下：

首先定位到“网站内容类型” -》文档-》信息管理策略设置：

3）创建组织器规则

必须使用Microsoft.Office.RecordsManagement.RecordsRepository.EcmDocumentRoutingWeb对象。必须在站点功能设置中激活内容组织器功能.

网站操作->管理网站功能:

如果想基于一个唯一的属性实现自动折叠，那么可以使用DocumentRouterAutoFolderSettings类，主要代码如下：

   public static void PolicyTest(){using (SPSite site = new SPSite(siturl)){SPWeb web = site.RootWeb;SPList list = web.GetList(SharePointListURL);SPFolder folder = web.Folders[SharePointListURL];SPWeb parentWeb = list.ParentWeb;EcmDocumentRoutingWeb router = new EcmDocumentRoutingWeb(web);foreach (EcmDocumentRouterRule rule in router.RoutingRuleCollection){string s = "Alias:" + rule.Aliases + " AFP:" + rule.AutoFolderPropertyName + " Cond:" + rule.ConditionsString + " CTS:"+ rule.ContentTypeString + " CR:" + rule.CustomRouter + " PRI:" + rule.Priority + " TP:" + rule.TargetPath+ " Name:" + rule.Name + " Desc:" + rule.Description;DocumentRouterAutoFolderSettings autoFolder = rule.AutoFolderSettings;s += "name Format: " + autoFolder.AutoFolderFolderNameFormat+ " PropID:" + autoFolder.AutoFolderPropertyId.ToString()+ " InternalName:" + autoFolder.AutoFolderPropertyInternalName+ " PropName:" + autoFolder.AutoFolderPropertyName+ " TypeasString:" + autoFolder.AutoFolderPropertyTypeAsString+ " MaxItem:" + autoFolder.MaxFolderItems.ToString()+ " Term:" + autoFolder.TaxTermStoreId.ToString();Console.WriteLine(s);}SPContentType contentType = web.ContentTypes["问题"];string contentString = contentType.Id.ToString() + "|" + contentType.Name;SPField fieldname = contentType.Fields["标题"];string fieldNamestring = fieldname.Id.ToString() + "|" + fieldname.InternalName + "|" + fieldname.Title;  EcmDocumentRouterRule newRule = new EcmDocumentRouterRule(web);newRule.Name = "Custom Category Rule";newRule.Description = "Created by Gavin";newRule.Priority = "5";newRule.ContentTypeString = contentString;newRule.TargetPath = "/SiteCollectionDocuments";newRule.ConditionsString = @"<Conditions><Condition Column='8553196d-ec8d-4564-9861-3dbe931050c8|FileLeafRef|Name' Operator='IsNotEqual' Value='NotEqualTo' /><Condition Column='8553196d-ec8d-4564-9861-3dbe931050c8|FileLeafRef|Name' Operator='GreaterThan' Value='GreaterTha=' /><Condition Column='8553196d-ec8d-4564-9861-3dbe931050c8|FileLeafRef|Name' Operator='LessThan' Value='LessThan' /><Condition Column='8553196d-ec8d-4564-9861-3dbe931050c8|FileLeafRef|Name' Operator='GreaterThanOrEqual' Value='GreaterThanEqual' /><Condition Column='8553196d-ec8d-4564-9861-3dbe931050c8|FileLeafRef|Name' Operator='LessThanOrEqual' Value='LessThanOrEqua=' /><Condition Column='8553196d-ec8d-4564-9861-3dbe931050c8|FileLeafRef|Name' Operator='BeginsWith' Value='BeginsWith' /></Conditions>";SPField customField = contentType.Fields["说明"]; DocumentRouterAutoFolderSettings afaoler = newRule.AutoFolderSettings;afaoler.Enabled = true;afaoler.AutoFolderPropertyInternalName = customField.InternalName;afaoler.AutoFolderPropertyId = customField.Id;afaoler.AutoFolderPropertyName = customField.Title;afaoler.AutoFolderPropertyTypeAsString = customField.TypeAsString;afaoler.AutoFolderFolderNameFormat = "%1-%2";   newRule.Enabled = true;router.RoutingRuleCollection.Add(newRule);}}

运行结果如图：

网站管理 ->内容管理器规则

不知道为什么这里用“问题”内容内型后规则不能编辑，之间用自定义的内容内型是没有问题的。

正过代码需要几个常量定义

public const string siturl="http://center.beauty.com/";

private const string SharePointListURL = "http://center.beauty.com/Documents/";
private const string filePath = @"c:\demo.docx";
private const string fileSharePointURL = "http://center.beauty.com/Documents/demo.docx";

这里也附加一段删除自定义内容内型的代码：

 public static void RemoveContentType(){using (SPSite siteCollection = new SPSite(siturl)){using (SPWeb webSite = siteCollection.OpenWeb()){// Get the obsolete content type.SPContentType obsolete = webSite.ContentTypes["CustomDC"];// We have a content type.if (obsolete != null){IList<SPContentTypeUsage> usages = SPContentTypeUsage.GetUsages(obsolete);// It is in use.if (usages.Count > 0){Console.WriteLine("The content type is in use in the following locations:");foreach (SPContentTypeUsage usage in usages)Console.WriteLine(usage.Url);}// The content type is not in use.else{// Delete it.Console.WriteLine("Deleting content type {0}...", obsolete.Name);webSite.ContentTypes.Delete(obsolete.Id);}}// No content type found.else{Console.WriteLine("The content type does not exist in this site collection.");}}}Console.Write("\nPress ENTER to continue...");Console.ReadLine();}

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