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 declared
object 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 IsRecord
Console.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 ListPolicySettings
listPolicySettings = 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 it
if (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 one
if (retentionPolicy == null)
{
policy.Items.Add(Expiration.PolicyId, policyXml);
policy.Update();
}
else
{
retentionPolicy.CustomData = policyXml;
retentionPolicy.Update();
}

//Return back policy XML to make sure it worked
retentionPolicy = 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();
}