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();
        }