Saturday, 22 June 2013

Changing the name and URL of a document in Sharepoint using c#

Changing a document's name in Sharepoint programatically, particularly in a webpart for example, is not a trivial process.  In theory, we can use the SPListItem.Item("Name") property and update this.  However you may find that non-administrative users can receive  "permission denied" error when they save this back to the database (using a web.Update()).

This is generally because in order to move (rename) a file in Sharepoint, the user must have "delete" permission on list.
Provided the users have enough permission, then the code below works.  The trick here is to use an SPFile object to update the "Name" property, whilst using an SPListItem object to control the files checkin/out status.

Keen readers will see that I am doing a ValidateFormDigest() in order to prevent the "Page Validation" error if this is caused from a form's POST action, but there is also a "web.AllowUnsafeUpdates = true;" command.  I would prefer not to allow unsafe updates and would recommend you keep this line uncommented, but I have left it in in order to give you an option if you find that this still does not work properly in your situation.


 using (SPSite site = new SPSite(SPContext.Current.Web.Url))
 {
     using (SPWeb web = site.OpenWeb())
     {
         try
         {
             SPUtility.ValidateFormDigest();
             SPListItem target = web.GetListItem(fileUrl);  // fileURL should be set to the full path of the document you are changing

             if (target.File.CheckOutType == SPFile.SPCheckOutType.None)
             {
                  //web.AllowUnsafeUpdates = true;         // Shouldn't need this with the validateformDigest
                  try
                  {                      target.File.CheckOut();
                      SPFile filet = web.GetFile(target.Url);
                      filet.Item["Name"] = newName;     // newName is the new name of the file                               
                                            
                      target.Update();                                            
                   }
                   catch (Exception ex)
                   {
                       web.AllowUnsafeUpdates = false;
                       target.File.UndoCheckOut();
                       ShowErrorMessage("Error validating document: " + ex.Message);  // Deal with error
                       return;
                   }
                   target.File.CheckIn("", SPCheckinType.MajorCheckIn);  // Make major version
                                           
                   web.Update();
                   web.AllowUnsafeUpdates = false;

              } 

            catch (Exception ex)
            {
                ShowErrorMessage("Error: " + ex.Message);  //Deal with error
                //throw;
            }
            finally
            {
                web.AllowUnsafeUpdates = false;
            }

        }
    }

Friday, 1 March 2013

Essential free tools that that every Sharepoint developer needs

Sharepoint Manager 

 





Fiddler

 




CAML Query Builder

 


Friday, 19 October 2012

SharePoint workflow - Delay activity never ends, workflow waits forever.

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Developing Sharepoint workflows using the Windows Workflow Foundation and Visual Studio can be pretty painful. 

By far the most painful part I have come across is the dreaded delay activity never waking up problem. This occurs when you place a delayActivity object in your workflow in order to wait for something to happen (for example in a while loop).  This is pretty fundamental stuff in a workflow, so you would expect this to be a basic requiredment, but for some reason SharePoint has a HUGE flaw in this department: when you are developing your workflows, they seem to get stuck in the delay and never wake up!


A WWF DelayActivity in a while loop


Workflow history - it never wakes up after delay :(


After much head scratching, I have found a solution.  The delayActivity passes control to the SharePoint Services Timer (OWSTIMER.EXE), and this gets confused if you redeploy the wrokflow.

To fix, follow these instructions.

First run this command on your farm:
stsadm -o setproperty -pn job-workflow -pv "Every 5 minutes between 0 and 59" -url http://yoursite
(http://technet.microsoft.com/en-us/library/cc424946%28v=office.12%29.aspx)

(note apparently doesn’t like being anything but 5 minutes! )

I rebooted my dev box after this but this is probably not required.


The key part is that now provided I restart the Microsoft Sharepoint Timer service between deploys, it actually completes a delay!  So remember to recycle the "Sharepoint 2010 Timer" service before you depoly a new version of the workflow to the farm.


OWSTIMER service


Note that this was supposedly a bug fixed in 2007 that is back in 2010.  See this hotfix for 2007 systems: http://www.microsoft.com/en-us/download/details.aspx?id=21066



To debug any code that runs after a delay, you have to attach Visual Studio to the timer service (owstimer.exe), not the w3w process.  I do this by switching off "auto retract after debugging" in the "Sharepoint" page of the project's properties file and manually attaching to the OWSTIMER.EXE process.

Friday, 8 June 2012

Unexpected Error when deploying web part pages using Visual Studio solution

It is good practice to wrap any Sharepoint web part pages you develop in a feature, and deploy them as a solution using Visual Studio. There are many walkthroughs on how to do this on the net, including this excellent Microsoft effort so I won't go into the details here.

If you follow this technique, the basic steps to developing a deployable feature are:
  1. Make your web part page in the Sharepoint front end or Sharepoint designer 
  2. Once development complete, export the page to a site solution file 
  3. Copy the appropriate section to your Sharepoint deployment soluting project
At this point you will end up with something like this:



Note that my solution includes much more than just a web part page - it also has a masterpage, many images, CSS and javascript/jQuery - in other words all the things you need to make a nice custom web part page all in one deployable feature.

So everything is fine, but then you deploy the solution, and ARGHH! it throws an error! Worse, it throws an "Unexpected Error". This is the least useful error message you can imagine. So whats the solution?

Well after going through all the XML for my features I found the following:

The highlighted line is:






This is the ID of the web part file WHEN IT WAS EXPORTED.

When you deploy this solution to a site, the ID of the file is whatever the next ID available (it's basically an incremental integer). Therefore by leaving in this piece of declarative XML, we are attempting to force the file to use this ID. This is what is causing the "Unexpected error" on deployment.

Simply comment out this line and your solution will deploy. 


Friday, 25 November 2011

Integration between Word 2003 and SharePoint 2010 using Managed Meta-data

You cannot check out/edit/check in directly from Word 2003 if you are using managed meta-data in the list.  Word 2003 does not seem to integrate properly with managed meta-data columns, and will refuse to check in the document.

This leaves teh document in an unsaved, checked out state if a user attempts to edit it directly from Sharepoint.

My only solution to this has been to create a new content type and remove the managed meta-data from it. 


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Friday, 4 November 2011

C# function to get the Content Type GUID from a Sharepoint list using web services

Simple helper function to get the GUID of a list from Sharepoint web services.

Note that in the code below I have a class level object pointing to the Lists.asmx web service called m_listService already established , but I have left in the code to establish this connection in the comments as an example.

string GetListContentTypeGuid(string listName, string listID, string contentTypeName)
        {
            string defaultGuid = "";
            
            try
            {
                
                //ListsService.Lists listService = new ListsService.Lists();
                //listService.Credentials = System.Net.CredentialCache.DefaultCredentials;

                //XmlNode ndList = listService.GetList(fileInfo.m_listInfo.m_listName);
                //XmlNode ndVersion = ndList.Attributes["Version"];

                XmlNode contentTypes = m_listService.GetListContentTypes(listID, "anything");

                // Loop through the fields
                foreach (XmlNode node in contentTypes)
                {
                    System.Diagnostics.Debug.Print(node.Attributes["Name"].Value.ToString());
                    if (node.Attributes["Name"].Value.ToString() == contentTypeName)
                    {
                        defaultGuid = node.Attributes["ID"].Value.ToString();
                        break;
                    }
                }
                
            }
            catch (Exception ex)
            {

                throw new Exception("ERROR: Reading content types from target site.\r\n"
                    + ex.Message + "\r\nDetails: " + ex.InnerException + "\r\n" +
                    "Check the settings file to ensure that the list settings match the target site.", ex);

            }
            return defaultGuid;
        }

Wednesday, 20 July 2011

Sharepoint 2010 managed meta-data taxonomy field data using web services

Sharepoint 2010 includes a very useful new concept: managed meta-data. This allows you to build taxonomic hierarchies, and provide document routing based on the meta-data.

Unfortunately, it seems that using this field type using a web service call is extremely complicated, and hardly seems to be documented at all (this is so typical of Sharepoint stuff...).  Microsoft have given us a new web service class ("taxonomyclientservice") but there hardly any documentation on it all (http://msdn.microsoft.com/en-us/library/microsoft.sharepoint.taxonomy.webservices.taxonomyclientservice.aspx).



Here is an example that I have managed to get working (after MUCH trial and error) that will hopefully help you to do the following:
  1. opens a list using the Lists web service, 
  2. iterates through the fields in the default content type for the list (you can remove this bit and just iterate through the fields in the list if you like),
  3. if it finds a "TaxonomyFieldType" field, it then gets the "Shared Service ID" (GUID of managed meta-data service) and Term Set ID (GUID of term set defined on this field) required to run the Taxonomy web service call
  4. sets up the CAML to run the Taxonomy web service call,
  5. retrieves the taxonomy data for that field in XML.  
 I do not try to analyse what the taxonomy XML means - that is for another day!

Note that all my web service proxies are called "ListService" and "Taxonomys".

//get list data from webservice
ListService.Lists listService = new ListService.Lists();
// Use your own list name
XmlNode list = listService.GetList("My List Name");

// Let's have a look at it
System.Diagnostics.Debug.Print(list.OuterXml);

// Get the content types for this list
//Get our defined content type (see previous post on how to do this - you need your own values here!)
string contentTypeGuid = GetListContentTypeGuid("My List Name", "{GUID}", "My Content Type");

// Now get content type definition 
XmlNode contentType = m_listService.GetListContentType(mylistinfo.m_listName, contentTypeGuid);

//Get the fields from the content type
XmlNodeList nodes = RunXPathQuery(contentType, "//sp:Field");

// Loop through the fields in the content type
foreach (XmlNode node in nodes)
{
 // This stuff just sets up some variables based on the content type and skips over hidden fields
 string Name = node.Attributes["Name"].Value;
 if (Name == "ContentType") continue;
 
 string ID = node.Attributes["ID"].Value;

 if (string.IsNullOrEmpty(ID) || string.IsNullOrEmpty(Name))
     continue;

 bool hidden = false;
 bool ReadOnly = false;
 try { hidden = Convert.ToBoolean(node.Attributes["Hidden"].Value); }
 catch { }
 try { ReadOnly = Convert.ToBoolean(node.Attributes["ReadOnly"].Value); }
 catch { }

 if (hidden || ReadOnly)
     continue;

 string ShowInFileDlg = "";
 try { ShowInFileDlg = node.Attributes["ShowInFileDlg"].Value; }
 catch { }
 if (ShowInFileDlg == "FALSE") continue;


 string StaticName = node.Attributes["StaticName"].Value;
 string DisplayName = node.Attributes["DisplayName"].Value;

 
 // Now we can check the "Type" attribute
 string FieldType = node.Attributes["Type"].Value;

 if (FieldType == "TaxonomyFieldType")
 {
     // WE HAVE A TAXONOMY FIELD!!!

     // Lets get the shared service ID and the termset ID from teh List schema
     string sharedServiceIds = "";
     string termSetId = ""; 
     // jump a few nodes to get the correct bit of the schema (included for clarity)
     XmlNode childNode =  node.ChildNodes[1];
     XmlNode termNodes = childNode.ChildNodes[0];

     //Loop through these nodes until we find the information we need
     foreach (XmlNode term in termNodes.ChildNodes)
     {
         System.Diagnostics.Debug.Print("term = " + term.ChildNodes[0].InnerText.ToString());
         if (term.ChildNodes.Count > 1)
         {
             System.Diagnostics.Debug.Print("value = " + term.ChildNodes[1].InnerText.ToString());
             if (term.ChildNodes[0].InnerText.ToString() == "SspId")
             {
                 // Get shared services ID from list
                 sharedServiceIds = term.ChildNodes[1].InnerText.ToString();
             }
             if (term.ChildNodes[0].InnerText.ToString() == "TermSetId")
             {
                 // Get Term Set ID from list
                 termSetId = term.ChildNodes[1].InnerText.ToString();
             }
         }
  
     }
     
  
     int lcid = System.Globalization.CultureInfo.CurrentUICulture.LCID;
     string serverTermSetTimeStampXml = "";


     string termStoreIds = "<termStoreIds><termStoreId>" + sharedServiceIds + "</termStoreId></termStoreIds>";
     string termSetIds = "<termSetIds><termSetId>" + termSetId + "</termSetId></termSetIds>";
     //Always set timestamp to this
     string oldtimestamp = "<timeStamps><timeStamp>633992461437070000</timeStamp></timeStamps>";
     //Always set version to 1
     string clientVersion = "<versions><version>1</version></versions>";
     string timeStamp = "";

     // Taxonomy web service!!
     Taxonomys.Taxonomywebservice taxonomy = new Taxonomys.Taxonomywebservice();
     taxonomy.Credentials = System.Net.CredentialCache.DefaultCredentials;
     string resultXML = taxonomy.GetTermSets(termStoreIds, termSetIds, lcid, oldtimestamp, clientVersion, out timeStamp);



     //Loop through the XML
     string termValue = "MHA";
     string termGUID = "";
     string parentID = "";
     XmlDocument termSetXML = new XmlDocument();
     termSetXML.LoadXml(resultXML);
     XmlNodeList terms = termSetXML.GetElementsByTagName("T");
     foreach (XmlNode term in terms)
     {
         string termName = term.FirstChild.FirstChild.Attributes["a32"].Value;
         termGUID = term.Attributes["a9"].Value;
         try
         {
             parentID = term.Attributes["a25"].Value;
         }
         catch (Exception)
         {
             parentID = "";
     
         }
  
         System.Diagnostics.Debug.Print("termName = " + termName + ", termGUID = " + termGUID + ", parentID = " + parentID);   
     }                          
     
 }
}


If you would like to know how to analyse the attribute codes returned in the XML, then take a look at this blog entry: http://blogs.solidq.com/sharepoint/Post.aspx?ID=37&title=SharePoint+2010%2C+Managed+Metadata%2C+TaxonomyClientService+in+depth