Friday, November 1, 2013

How to Programmatically Create Profile in eDOCS DM using .NET

Before you can upload a file into an eDOCS DM library, you need to create a document profile. Profile is metadata of your document. Technically speaking, it's a record in the PROFILE table in the DM database. Of course, we are not going to insert a data record directly into the database. We will be using DM API to let the DOCSFusion application server to execute all necessary business logic (which we do not know much about). However, we are not going to use DM API directly for the reasons explained earlier, but will create a method in our DMApiHelpers library.



To create a profile, we need the following input data:
  • the Profile form name
  • the list of properties and values to be set to our document profile.
  • security settings (or Trustees - more on this next time) for the profile.
The output is the DocNumber (or the profile's ID) and the version ID:
Now here is the CreateProfile method. In the nutshell there is a call to PCDDocObjectClass.Create method:
And now it's time to test what we've created:
Get the full source code of DMApiHelpers from GitHub: https://github.com/dotnetnick/edocs

Next article: Uploading a File into eDOCS DM

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