External Storage - Document Attachments

src/Apps/W1/External Storage - Document Attachments/app/README.md

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+# Document Attachments External Storage for Microsoft Dynamics 365 Business Central
+
+## Overview
+
+The External Storage extension provides seamless integration between Microsoft Dynamics 365 Business Central and external storage systems such as Azure Blob Storage, SharePoint, and File Shares. This extension automatically manages document attachments by storing them in external storage systems while maintaining full functionality within Business Central.
+
+## Key Features
+
+### **Automatic Upload**
+- Automatically uploads new document attachments to configured external storage
+- Supports multiple storage connectors via the File Account framework
+- Generates unique file names to prevent collisions
+- Maintains original file metadata and associations
+
+### **Flexible Deletion Policies**
+- **Immediately**: Delete from internal storage right after external upload
+- **1 Day**: Keep internally for 1 day before deletion
+- **7 Days**: Keep internally for 7 days before deletion (default)
+- **14 Days**: Keep internally for 14 days before deletion
+
+### **Bulk Operations**
+- Synchronize multiple files between internal and external storage
+- Bulk upload to external storage
+- Bulk download from external storage
+- Progress tracking with detailed reporting
+
+## Installation & Setup
+
+### Prerequisites
+- Microsoft Dynamics 365 Business Central version 27.0 or later
+- File Account module configured with external storage connector
+- Appropriate permissions for file operations
+
+### Installation Steps
+
+1. **Configure File Account**
+   - Open **File Accounts** page
+   - Create a new File Account with your preferred connector:
+     - Azure Blob Storage
+     - SharePoint
+     - File Share
+   - Assign the account to **External Storage** scenario
+
+2. **Configure External Storage**
+   - Open **File Accounts** page
+   - Select assigned **External Storage** scenario
+   - Open **Additional Scenario Setup**
+   - Configure settings:
+     - **Auto Upload**: Enable automatic upload of new attachments
+     - **Delete After**: Set retention policy for internal storage
+
+### Configuration Options
+
+#### Auto Upload Settings
+- **Enabled**: New document attachments are automatically uploaded to external storage
+- **Disabled**: Manual upload required via actions
+
+## Usage
+
+### Automatic Mode
+When Auto Upload is enabled:
+1. User attaches a document to any Business Central record
+2. System automatically uploads to external storage
+3. File remains accessible through standard attachment functionality
+4. Internal file is deleted based on configured retention policy
+
+### Manual Operations
+
+#### Individual File Operations
+From **Document Attachment - External** page:
+- **Upload to External Storage**: Upload selected file
+- **Download from External Storage**: Download file for viewing
+- **Download to Internal Storage**: Restore file to internal storage
+- **Delete from External Storage**: Remove file from external storage
+- **Delete from Internal Storage**: Remove file from internal storage
+
+#### Bulk Operations
+From **External Storage Synchronize** report:
+- **To External Storage**: Upload multiple files to external storage
+- **From External Storage**: Download multiple files from external storage
+- **Delete Expired Files**: Clean up files based on retention policy
+
+### File Access
+- Files uploaded to external storage remain fully accessible through standard Business Central functionality
+- Document preview, download, and management work seamlessly
+- No change to end-user experience
+
+**© 2025 Microsoft Corporation. All rights reserved.**

src/Apps/W1/External Storage - Document Attachments/app/app.json

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+{
+  "id": "5f2e93a0-6083-4718-b05a-7ac89be5644d",
+  "name": "External Storage - Document Attachments",
+  "publisher": "Microsoft",
+  "version": "27.0.0.0",
+  "brief": "External Storage processor for Business Central document attachments",
+  "description": "Processes document attachments from Business Central and stores them in configured External Storage connectors (Azure Blob, File Share, SharePoint)",
+  "privacyStatement": "https://go.microsoft.com/fwlink/?linkid=724009",
+  "EULA": "https://go.microsoft.com/fwlink/?linkid=2009120",
+  "help": "https://go.microsoft.com/fwlink/?linkid=2134520",
+  "url": "https://go.microsoft.com/fwlink/?linkid=724011",
+  "logo": "ExtensionLogo.png",
+  "application": "27.0.0.0",
+  "platform": "27.0.0.0",
+  "internalsVisibleTo": [
+  ],
+  "dependencies": [],
+  "screenshots": [],
+  "idRanges": [
+    {
+      "from": 8750,
+      "to": 8770
+    }
+  ],
+  "resourceExposurePolicy": {
+    "allowDebugging": true,
+    "allowDownloadingSource": true,
+    "includeSourceInSymbolFile": true
+  },
+  "features": [
+    "TranslationFile"
+  ],
+  "contextSensitiveHelpUrl": "https://go.microsoft.com/fwlink/?linkid=2134520",
+  "target": "Cloud"
+}

src/Apps/W1/External Storage - Document Attachments/app/src/AutomaticSync/DAExternalStorageSync.Report.al

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+// ------------------------------------------------------------------------------------------------
+// Copyright (c) Microsoft Corporation. All rights reserved.
+// Licensed under the MIT License. See License.txt in the project root for license information.
+// ------------------------------------------------------------------------------------------------
+
+namespace Microsoft.ExternalStorage.DocumentAttachments;
+
+using Microsoft.Foundation.Attachment;
+
+/// <summary>
+/// Report for synchronizing document attachments between internal and external storage.
+/// Supports bulk upload, download, and cleanup operations.
+/// </summary>
+report 8752 "DA External Storage Sync"
+{
+    Caption = 'External Storage Synchronization';
+    ProcessingOnly = true;
+    UseRequestPage = true;
+    Extensible = false;
+    UsageCategory = None;
+    Permissions = tabledata "DA External Storage Setup" = r,
+                  tabledata "Document Attachment" = r;
+
+    dataset
+    {
+        dataitem(DocumentAttachment; "Document Attachment")
+        {
+            trigger OnPreDataItem()
+            begin
+                SetFilters();
+                TotalCount := Count();
+
+                if TotalCount = 0 then begin
+                    if GuiAllowed() then
+                        Message(NoRecordsMsg);
+                    CurrReport.Break();
+                end;
+
+                if MaxRecordsToProcess > 0 then
+                    if TotalCount > MaxRecordsToProcess then
+                        TotalCount := MaxRecordsToProcess;
+
+                ProcessedCount := 0;
+                FailedCount := 0;
+                DeleteCount := 0;
+                DeleteFailedCount := 0;
+
+                if GuiAllowed() then
+                    Dialog.Open(ProcessingMsg, TotalCount);
+            end;
+
+            trigger OnAfterGetRecord()
+            begin
+                ProcessedCount += 1;
+
+                if GuiAllowed() then
+                    Dialog.Update(1, ProcessedCount);
+
+                case SyncDirection of
+                    SyncDirection::"To External Storage":
+
+                        if not ExternalStorageProcessor.UploadToExternalStorage(DocumentAttachment) then
+                            FailedCount += 1;
+                    SyncDirection::"From External Storage":
+
+                        if not ExternalStorageProcessor.DownloadFromExternalStorage(DocumentAttachment) then
+                            FailedCount += 1;
+                end;
+                if DeleteExpiredFiles then
+                    if CalcDate('<+' + GetDateFormulaFromExternalStorageSetup() + '>', DocumentAttachment."External Upload Date".Date()) >= Today() then
+                        if ExternalStorageProcessor.DeleteFromInternalStorage(DocumentAttachment) then
+                            DeleteCount += 1
+                        else
+                            DeleteFailedCount += 1;
+
+                if (MaxRecordsToProcess > 0) and (ProcessedCount >= MaxRecordsToProcess) then
+                    CurrReport.Break();
+            end;
+
+            trigger OnPostDataItem()
+            begin
+                if GuiAllowed() then begin
+                    if TotalCount <> 0 then
+                        Dialog.Close();
+                    if DeleteExpiredFiles then
+                        Message(DeletedExpiredFilesMsg, ProcessedCount - FailedCount, FailedCount, DeleteCount)
+                    else
+                        Message(ProcessedMsg, ProcessedCount - FailedCount, FailedCount);
+                end;
+            end;
+        }
+    }
+
+    requestpage
+    {
+        SaveValues = true;
+
+        layout
+        {
+            area(Content)
+            {
+                group(General)
+                {
+                    Caption = 'General';
+                    field(SyncDirectionField; SyncDirection)
+                    {
+                        ApplicationArea = Basic, Suite;
+                        Caption = 'Sync Direction';
+                        OptionCaption = 'To External Storage,From External Storage';
+                        ToolTip = 'Specifies whether to sync to external storage, from external storage, or delete expired files.';
+                    }
+                    field(DeleteExpiredFilesField; DeleteExpiredFiles)
+                    {
+                        ApplicationArea = Basic, Suite;
+                        Caption = 'Delete Expired Files';
+                        ToolTip = 'Specifies whether to delete expired files from internal storage.';
+                    }
+                    field(MaxRecordsToProcessField; MaxRecordsToProcess)
+                    {
+                        ApplicationArea = Basic, Suite;
+                        Caption = 'Maximum Records to Process';
+                        ToolTip = 'Specifies the maximum number of records to process in one run. Leave 0 for unlimited.';
+                        MinValue = 0;
+                    }
+                }
+            }
+        }
+    }
+
+    var
+        ExternalStorageProcessor: Codeunit "DA External Storage Processor";
+        DeleteExpiredFiles: Boolean;
+        Dialog: Dialog;
+        DeleteCount, DeleteFailedCount : Integer;
+        FailedCount: Integer;
+        MaxRecordsToProcess: Integer;
+        ProcessedCount: Integer;
+        TotalCount: Integer;
+        DeletedExpiredFilesMsg: Label 'Processed %1 attachments successfully. %2 failed.//Deleted %3 expired files.', Comment = '%1 - Number of Processed Attachments, %2 - Number of Failed Attachments, %3 - Number of Deleted Expired Files';
+        NoRecordsMsg: Label 'No records found to process.';
+        ProcessedMsg: Label 'Processed %1 attachments successfully. %2 failed.', Comment = '%1 - Number of Processed Attachments, %2 - Number of Failed Attachments';
+        ProcessingMsg: Label 'Processing #1###### attachments...', Comment = '%1 - Total Number of Attachments';
+        SyncDirection: Option "To External Storage","From External Storage";
+
+    local procedure SetFilters()
+    begin
+        case SyncDirection of
+            SyncDirection::"To External Storage":
+                begin
+                    DocumentAttachment.SetRange("Uploaded Externally", false);
+                    if DocumentAttachment.FindSet() then begin
+                        repeat
+                            if not DocumentAttachment."Document Reference ID".HasValue() then
+                                DocumentAttachment.Mark(false)
+                            else
+                                DocumentAttachment.Mark(true);
+                        until DocumentAttachment.Next() = 0;
+                        DocumentAttachment.MarkedOnly(true);
+                    end;
+                end;
+            SyncDirection::"From External Storage":
+
+                DocumentAttachment.SetRange("Uploaded Externally", true);
+        end;
+    end;
+
+    local procedure GetDateFormulaFromExternalStorageSetup(): Text
+    var
+        ExternalStorageSetup: Record "DA External Storage Setup";
+    begin
+        ExternalStorageSetup.Get();
+        exit(Format(ExternalStorageSetup."Delete After".AsInteger()) + 'D');
+    end;
+}

src/Apps/W1/External Storage - Document Attachments/app/src/DAExtStorageDeleteAfter.Enum.al

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+// ------------------------------------------------------------------------------------------------
+// Copyright (c) Microsoft Corporation. All rights reserved.
+// Licensed under the MIT License. See License.txt in the project root for license information.
+// ------------------------------------------------------------------------------------------------
+
+namespace Microsoft.ExternalStorage.DocumentAttachments;
+
+/// <summary>
+/// Defines when attachments should be deleted from internal storage after upload to external storage.
+/// </summary>
+enum 8750 "DA Ext. Storage - Delete After"
+{
+    Extensible = false;
+
+    value(0; "Immediately")
+    {
+        Caption = 'Immediately';
+    }
+    value(1; "1 Day")
+    {
+        Caption = '1 Day';
+    }
+    value(7; "7 Days")
+    {
+        Caption = '7 Days';
+    }
+    value(14; "14 Days")
+    {
+        Caption = '14 Days';
+    }
+}