Trustees - How to Get or Set Access Rights to Documents in eDOCS DM

PCDDocObjectClass of DM API has a few methods to work with a document's trustees - the list of users or groups who have access to the document: FetchTrustees, GetTrustees, SetTrustees, UpdateTrustees, etc. eDOCS DM 5.3.1 DM API Reference Guide.pdf includes corresponding code samples.

Uploading a File into eDOCS DM

Once a document profile is created, a file can be uploaded to DM. On the one hand, it's simple - open a stream and upload the content.

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.

Exception-based Error Reporting for DM API Helpers

As mentioned before, DM API calls are old-styled HRESULT functions, which return 0 (S_OK), to indicate the successful execution, or an error code. On the other hand, .NET developers commonly expect handling an exception, if something has gone wrong, not an error code.

Managed Helper Classes (Library) for eDOCS DM API

OpenText (Hummingbird) eDOCS DM API is ActiveX-based. It looks like it's been written decades ago and it's quite "low-levelish". Error reporting is based on return codes and not on exceptions. And it's syntax is VB6-like that is common for ActiveX components.