Wednesday, January 6, 2016

Tridion Custom Tools Example Projects – Event Handler

In the blogpost series of Tridion Custom Tools Example Projects, this blog covers the Event Handler Extension. The Example Code Project could be found here on GIT. I've also shared the Visual Studio Extension here, If you want to install the project template in visual studio for event handler.

An Event Handler is a piece of functionality that is triggered when a certain type of event happens to a certain Content Manager item, for example when a Component being saved.

In Technical terms, It is a .NET assembly that uses the Event System to hook into events occurring in the Content Manager.The Event System is part of the TOM.NET (.NET Tridion Object Model) API. 


To create an Event Handler, create a class that extends Tridion.ContentManager.Extensibility.TcmExtension. You then need to compile your Event Handler into an assembly (DLL) and register it.

Procedure (Copied From SDL Documentation)

  1. In Visual Studio, create a class that extends Tridion.ContentManager.Extensibility.TcmExtension. This class must have a unique class attribute, say,[TcmExtension("MyUniqueEventHandlerExtension")].
  2. In the constructor of this class, execute code that subscribes to one or more events using the following methods:
SubscribeAsync
Subscribe asynchronously to an event. Select this method if your Event Handler code does not affect the data being handled in the Content Manager. For example, if your Event Handler saves data to a backup system or a log file, you can select this method.
Subscribe
Subscribe synchronously to an event. Select this method if your Event Handler code changes the data being handled. For example, if your Event Handler analyzes a Component and then adds metadata to it, ensure that you select this method.
Both methods have the following signatures:
Subscribe<TSubject, TEvent>(TcmEventHandler<TSubject, TEvent> eventHandler, EventPhases phases, EventSubscriptionOrder order)
SubscribeAsync<TSubject, TEvent>(TcmEventHandler<TSubject, TEvent> eventHandler, EventPhases phases, EventSubscriptionOrder order)
where the parameters mean the following:
TSubject (type parameter)
This is the type(s) of the object you are checking events for. This can be any item of class Tridion.ContentManager.IdentifiableObject or any of its subclasses, which includes any kind of content item (such as Component, Schema or Target Group), organizational item (such as Folder or Structure Group) or system-wide object (such as User or Group).
TEvent (type parameter)
This indicates the type(s) of event that trigger this code if applied to an item of the object type specified in TSubject. This can be any event of classTridion.ContentManager.Extensibility.TcmEventArgs or any of its subclasses.
TcmEventHandler<TSubject, TEvent> eventHandler
The name of the method that contains the code you want to be triggered when the event occurs. This method should be contained in the same class and should have parameters that are the same as the type parameters of this Subscribe or SubscribeAsync method.
EventPhases phases
The exact moment during the event at which the event code should be triggered. Note that this parameter is an enum with FlagsAttribute, meaning that you can select multiple moments, which in turn means that a single event could trigger the same code multiple times.
EventSubscriptionOrder order
This optional parameter specifies when the event code should be executed if the same event triggers multiple Event Handlers.
  1. Now, in the same class, implement your event code in a method with the name specified in the eventHandler parameter of the Subscribe or SubscribeAsync method. In this method, you can perform any action you wish, including any type of querying, modification or other manipulation of items in the Content Manager. Include any namespace you need to access these items.
When you write this code, note the following:
    • You can make changes to the members of the TEvent parameter (the members are different depending on the event type) by exchanging information between Event Handlers.
    • When executed, the code you write may result in other event code being triggered.
    • From your event handling method, you can identify the specific user who triggered the event through the Session property of your first parameter of type <TSubject>. For example, if your method has a signature HandlerForSave(Component subject, SaveEventArgs args, EventPhases phase), get the name of the user by checking subject.Session.User.Title.
  1. Once you are satisfied with your code, shut down the following services on your Content Manager server:
    • IIS
    • Any Tridion-related COM+ services
    • If your code is related to publishing, the Publisher service of SDL Tridion
  2. Compile your class to a .NET assembly.
Note: If your event code contains a bug that raises an exception, it can cause the event that triggered it to hang. Especially if your event code is likely to be triggered very often, this can easily cause the system to freeze. Always test your event code before deploying it.
  1. Open the configuration file called Tridion.ContentManager.config, located in the config/ subfolder of %TRIDION_HOME% (defaults to C:\Program Files (x86)\Tridion\), in a plain-text or XML editor. Find the extensions element in this file. If the element is empty (that is, if it reads <extensions/>), replace it with<extensions></extensions>. Then add a line of the following format:
<add assemblyFileName="C:\Projects\Events\MyCustomEventHandlerExample\bin\Debug\MyCustomEventHandler.dll" />
where MyCustomEventHandler.dll is the full path and name of your compiled class. If the element was empty, the fragment should now read:
<extensions>
  <add assemblyFileName="C:\Projects\Events\MyCustomEventHandlerExample\bin\Debug\MyCustomEventHandler.dll" />
</extensions>
  1. Save and close Tridion.ContentManager.config.
  2. Restart the services you stopped.

Tuesday, January 5, 2016

Tridion Custom Tools Example Projects – Core Service (.NET)

In the series of blog posts for Tridion Custom Tools Example Projects, in this blog I am explaining to set up a simple core service project and sharing the Example Code. Also you can install a visual studio project template for the same, the VSIX file can be found here

The Core Service is a Web service that allows applications to interact with the Content Manager. For example, Content Manager clients such as Experience Manager and Content Manager Explorer interact with the Content Manager through the Core Service, and you can use the Core Service to integrate external systems with SDL Tridion.

Setting up the project (Using the built-in .NET client)

1. Open Visual Studio and create a project (Console or Web according to your need) .

2. Copy the  Tridion.ContentManager.CoreService.Client assembly from bin\client subdirectory of %TRIDION_HOME% (defaults to C:\Program Files (x86)\Tridion\) to a location.

3. Add a reference to the Tridion.ContentManager.CoreService.Client assembly in the project from the copy location.

4. Add references to System.ServiceModel and System.Runtime.Serialization assemblies.

5. In the same folder, find the file Tridion.ContentManager.CoreService.Client.config and copy the WCF endpoint configuration you find in that file into your application's configuration file.

6. Use Tridion.ContentManager.CoreService.Client namespace to create CoreServiceClient object.

Alternatively, one can also create a proxy client creating a service reference in to the project.

Creating the core service client object:

To interact with CM, we need a core service client object and to create it, Endpoints (defined in applications config file) are used. In WCF terms, an Endpoint is simple collection of Address, Binding and Contract.

There are three default bindings:  BasicHttpBinding (SOAP), WSHttpBinding (WCF) and NetTcpBinding (network). These are used to connect to the Core Service from your SOAP, WCF or network client. You can find more about the default bindings here.

Different types of core service clients are listed here, which are used for different purposes. In this code example I am using SessionAwareCoreServiceClient to interect with Tridion Content Manager. 

Once the core service client object is created, it can be used to interact with Tridion CM. Have a look at the example code here.

Monday, January 4, 2016

Tridion Custom Tools Example Projects – Custom Resolver

I noticed many questions on Tridion SE, where new developers face issues with setting up projects for Tridion Custom Tools. So in this series of blog posts I am sharing some code examples and extensions for the same.

To start with, I am explaining to set up the Custom Resolver. I've set up a simple Example Code Project and could be found here , I've also shared the the Visual Studio Extension for it, if anyone wants to install a project template for custom resolver it could be found here.


Setting up the project:


1. Create a library project in Visual studio.

2. Add the following dlls as reference:

  • Tridion.Common
  • Tridion.ContentManager
  • Tridion.ContentManager.Common
  • Tridion.ContentManager.Publishing
3. Create a class say “MyCustomResolver” by extending from interface “IResolver”, which is found in “Tridion.ContentManager.Publishing.Resolving” namespace.

4. Implement the method public void Resolve(IdentifiableObject item, ResolveInstruction instruction, PublishContext context, Tridion.Collections.ISet<ResolvedItem> resolvedItems)

5. Sign the Assembly with a Strong Name.

6. Build and add the assembly to GAC on CMS and Publisher Servers, In case you have a separate publisher server.


Installation Process (To be done on CMS and Publisher Boxes):


1. Copy the assembly “ExampleTridionCustomResolver.dll” in to the server.

2. Add the assembly to the GAC.

3. Open “Tridion.ContentManager.config” file from the path “%TridionInstall% \config”.

4. Locate xml element <add itemType="Tridion.ContentManager.ContentManagement.Component"> inside element <resolving> ---> <mappings>. Since we only want to override resolving behavior for components in this example.

5. Inside the child element <resolvers>, add element <add type=" ExampleTridionCustomResolver.MyCustomResolver" assembly=" ExampleTridionCustomResolver, Version=1.0.0.0, Culture=neutral, PublicKeyToken={PublicKeyToken}" /> as a LAST child.

6. Finally, save and close the Tridion.ContentManager.config file and from your list of Windows Services, restart all Windows services that start with Tridion Content Manager. Also restart IIS and the SDL Tridion Content Manager COM+ application. This applies your changes.