PowerShell: How to develop interactive logs

In this article we will look for developing a logging mechanism for PowerShell automation components that can provide logs not just in form of a flat file but also as interactive html format. This best part of the story is we can design this html log format using whatever html/Css elements to make as intuitive as possible.

For the sake of clear understanding I am going to explain the complete process in various steps-

We need to download & install the “EnhancedHTML2” module.

In Step 1 we can see the command to download & install the module. We can use this command using PowerShell Console

Or we can download & install this module manually as shown in Step 2 from the PowerShell Gallery

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In Step 3 we have added the code to query for all Lists in SharePoint Site, I keep it simple & straight for this demo

In Step 4 we have added code to build a collection keep list of SharePoint Lists using a PowerShell hash table as shown below-

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In Step 5&6 we can see the implementation of “EnhancedHTML2” module

In Step 5 we will convert the data collection (Row & Column format) to “EnhancedHTMLFragment” by using “ConvertTo-EnhancedHTMLFragment” cmdlet. Similarly we can create any number of HTML Fragments as per our need

This cmdlet uses a switch “PreContent” that allows you to any HTML snippet before the fragment add to the HTML outcome

“-MakeTableDynamic” switch allows the cmdlet to embed basic html plumbing like Search, Pagination and so on to the HTML outcome

In Step 6 we will append all the HTML Fragments to build a single HTML file by using “ConvertTo-EnhancedHTML” cmdlet.

This cmdlet has got “HTMLFragments” parameter that will accept comma separated values of names of the Fragments that you want to include in the HTML document

Another important parameter “CssUri” accept the path of CSS file that will define the styling attributes for the HTML page

“Out-File” parameter defines the path to the save the HTML Log file

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In Step 7 we will call the method to execute above steps

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Step 8 the dlls that we need to include the script to make SharePoint Calls work

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Step 9 shows the CSS file that we referred with “ConvertTo-EnhancedHTML” in Step 6

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Step 10 shows the HTML outcome log file generated after we successfully executed the steps above

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In Step 11 & 12 we can explore the html generated as part of this execution and it is amazing to see how this HTML is structured by adding references to the required JavaScript files and body elements.

It can be clearly noticed the generated html body content is in the form of table structure, this happened since we specified “-As Table” switch with “ConvertTo-EnhancedHTMLFragment” cmdlet in Step 5

Also we can notice the “<h1>” tag in the HTML body, it is the same content that we include to the fragment using “-PreContent” switch with “ConvertTo-EnhancedHTMLFragment” cmdlet in Step 5

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And finally we can see the HTML based interactive logs in Step 13 shown below. This would be feature rich HTML Page and we can even further add more feature as per our needs, thought this would cost additional effort.

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That is all for this demo.

Hope you find it helpful.

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SharePoint Online: Working With List Settings Using PowerShell

In this article we will discuss the configuration of some of the important List Settings for SharePoint Online Lists. Though I have taken only a handful of operations to showcase in this demo, but remember there are lot more to explore.

Operation: How to enable “New Folder” Menu Command

We can see this setting available under “Advanced Settings” for the list as shown below-

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We can play with this setting using PowerShell as described below-

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In Step 1 we will get the object reference to the respective list by calling “GetByTitle” method

In Step 2 we will set “EnableFolderCreation” to True

In Step 3 we will update the list property by calling “Update” method

In Step 4 we will send the batch request to SharePoint Server for processing by calling “ExecuteQuery” method

In Step 5 we will display success message to the Users if Step 4 executes successfully

In Step 6 we will call function that we have explained in Step 1-5

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Once this script executes successfully we can see list setting updated by navigating “Advanced Settings” of the list as shown below-

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Operation: How to disable “List Item Attachments” Option

We can see this setting available under “Advanced Settings” for the list as shown below-

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We can play with this setting using PowerShell as described below-

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In Step 1 we will get the object reference to the respective list by calling “GetByTitle” method

In Step 2 we will set “EnableAttachments” to False

In Step 3 we will update the list property by calling “Update” method

In Step 4 we will send the batch request to SharePoint Server for processing by calling “ExecuteQuery” method

In Step 5 we will display success message to the Users if Step 4 executes successfully

In Step 6 we will call function that we have explained in Step 1-5

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Once this script executes successfully we can see list setting updated by navigating “Advanced Settings” of the list as shown below-

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Operation: How to enable “Quick Launch” Option for List

We can see this setting available under “General Settings” for the list as shown below-

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We can play with this setting using PowerShell as described below-

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In Step 1 we will get the object reference to the respective list by calling “GetByTitle” method

In Step 2 we will set “OnQuickLaunch” to True

In Step 3 we will update the list property by calling “Update” method

In Step 4 we will send the batch request to SharePoint Server for processing by calling “ExecuteQuery” method

In Step 5 we will display success message to the Users if Step 4 executes successfully

In Step 6 we will call function that we have explained in Step 1-5

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Once this script executes successfully we can see list setting updated by navigating “General Settings” of the list as shown below-

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Operation: How to enable “Version History” for List Item Attachments

We can see this setting available under “Versioning Settings” for the list as shown below-

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We can play with this setting using PowerShell as described below-

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In Step 1 we will get the object reference to the respective list by calling “GetByTitle” method

In Step 2 we will set “EnableVersioning” to True

In Step 3 we will update the list property by calling “Update” method

In Step 4 we will send the batch request to SharePoint Server for processing by calling “ExecuteQuery” method

In Step 5 we will display success message to the Users if Step 4 executes successfully

In Step 6 we will call function that we have explained in Step 1-5

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Once this script executes successfully we can see list setting updated by navigating “Versioning Settings” of the list as shown below-

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We may work on additional version settings as well as shown below-

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For example let try to enable Minor Versions for a document library “ProductDesigns” by using PowerShell

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In Step 1 we will get the object reference to the respective list by calling “GetByTitle” method

In Step 2 we will set “EnableMinorVersions” to True

In Step 3 we will update the list property by calling “Update” method

In Step 4 we will send the batch request to SharePoint Server for processing by calling “ExecuteQuery” method

In Step 5 we will display success message to the Users if Step 4 executes successfully

In Step 6 we will call function that we have explained in Step 1-5

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Once this script executes successfully we can see list setting updated by navigating “Versioning Settings” of the list as shown below-

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Operation: How to enable “Require Check Out” Option

We can see this setting available under “Versioning Settings” for the list as shown below-

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We can play with this setting using PowerShell as described below-

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In Step 1 we will get the object reference to the respective list by calling “GetByTitle” method

In Step 2 we will set “ForceCheckOut” to True

In Step 3 we will update the list property by calling “Update” method

In Step 4 we will send the batch request to SharePoint Server for processing by calling “ExecuteQuery” method

In Step 5 we will display success message to the Users if Step 4 executes successfully

In Step 6 we will call function that we have explained in Step 1-5

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Once this script executes successfully we can see list setting updated by navigating “Versioning Settings” of the list as shown below-

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Operation: How to enable “Require Content Approval” Option

We can see this setting available under “Versioning Settings” for the list as shown below-

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We can play with this setting using PowerShell as described below-

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In Step 1 we will get the object reference to the respective list by calling “GetByTitle” method

In Step 2 we will set “EnableModeration” to True

In Step 3 we will update the list property by calling “Update” method

In Step 4 we will send the batch request to SharePoint Server for processing by calling “ExecuteQuery” method

In Step 5 we will display success message to the Users if Step 4 executes successfully

In Step 6 we will call function that we have explained in Step 1-5

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Once this script executes successfully we can see list setting updated by navigating “Versioning Settings” of the list as shown below-

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Operation: How to configure “Draft Item Security” Option

We can see this setting available under “Versioning Settings” for the list as shown below-

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We can play with this setting using PowerShell as described below-

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In Step 1 we will get the object reference to the respective list by calling “GetByTitle” method

In Step 2 we will set “DraftVersionVisibility” to “Approver”. This setting will limit access to the draft items for the Approvers only.

In Step 3 we will update the list property by calling “Update” method

In Step 4 we will send the batch request to SharePoint Server for processing by calling “ExecuteQuery” method

In Step 5 we will display success message to the Users if Step 4 executes successfully

In Step 6 we will call function that we have explained in Step 1-5

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Once this script executes successfully we can see list setting updated by navigating “Versioning Settings” of the list as shown below-

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That is all for this demo.

Hope you find it helpful.

SharePoint Online: Working With List Content Types Using PowerShell

In this article we will discuss the configuration of some of the important operations on Content Type for SharePoint Online Lists. Though I have taken only a handful of operations to showcase in this demo, but remember there are lot more to explore.

Operation: How to enable “Content Types” for List

We can see this setting available under “Advanced Settings” for the list as shown below-

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We can play with this setting using PowerShell as described below-

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In Step 1 we will get the object reference to the respective list by calling “GetByTitle” method

In Step 2 we will set “ContentTypesEnabled” to True

In Step 3 we will update the list property by calling “Update” method

In Step 4 we will send the batch request to SharePoint Server for processing by calling “ExecuteQuery” method

In Step 5 we will display success message to the Users if Step 4 executes successfully

In Step 6 we will call function that we have explained in Step 1-5

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Once this script executes successfully we can see list setting updated by navigating “Advanced Settings” of the list as shown below-

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Operation: How to “Add Existing Content Type To List”

We can see this setting available under “List Settings” for the list as shown below-

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We can play with this setting using PowerShell as described below-

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In Step 1 we will get the object reference to the respective Web

In Step 2 we will get the object reference to the respective list by calling “GetByTitle” method

In Step 3 we will get the object reference to the respective list by calling “GetById” method on Content Types collection

In Step 4 we will send the batch request to SharePoint Server for processing by calling “ExecuteQuery” method

In Step 5 we will display success message to the Users if Step 4 executes successfully

In Step 6 we will call function that we have explained in Step 1-5

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Once this script executes successfully we can see a new content type added by navigating “List Settings” of the list as shown below-

We can notice the new content type added to the List Content Types Collection

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Operation: How to “Get List of All Content Types”

We can see this setting available under “List Settings” for the list as shown below-

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We can play with this setting using PowerShell as described below-

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In Step 1 we will get the object reference to the respective Web in context of which this code is executing

In Step 2 we will get the object reference to the respective list by calling “GetByTitle” method

In Step 3 we will get List Content Types Collection

In Step 4 we call the “Load” function to retrieve List Content Types Collection properties from server

In Step 5 we will send the batch request to SharePoint Server for processing by calling “ExecuteQuery” method

In Step 6 & 7 we will loop through the Content Types Collection and display relevant properties (ex. Name, ID and so on) from the collection

In Step 8 we will call function that we have explained in Step 1-7

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Once this script executes successfully we can see list of content types by navigating “List Settings” of the list as shown below-

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Operation: How to “Delete Existing Content Types” From List

We can see the List of Content Types already added to List under “List Settings” as shown below-

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We can delete any Content Type from list by using PowerShell by using PowerShell as described below-

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In Step 1 we will get the object reference to the respective Web in context of which this code is executing

In Step 2 we will get the object reference to the respective list by calling “GetByTitle” method

In Step 3 we will get List Content Types Collection

In Step 4 we call the “Load” function to retrieve List Content Types Collection properties from server

In Step 5 we will send the batch request to SharePoint Server for processing by calling “ExecuteQuery” method

In Step 6 we will loop through the Content Types Collection

In Step 7 we will look for required content types that are intended to delete. In this example we will compare the Content Type Name to ensure that only intended content type are deleted

In Step 8 we will call “DeleteObject” method to delete the respective content type from Content Types Collection of List

In Step 9 we will send the batch request to SharePoint Server for processing by calling “ExecuteQuery” method

In Step 10 we will display success message after Step 9 got executed successfully

In Step 11 we will call function that we have explained in Step 1-10

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Once this script is executed successfully the respective content type will be deleted from Content Types List and this can we verified from the UI by navigating through “List Settings”

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That is all for this demo.

Hope you find it helpful.

SharePoint Online: Working With List Fields Using PowerShell

In this article we will discuss the operations on List Fields (Columns), which involves Getting All Columns, Adding New Columns, Updating Existing Columns and so on.

To start with this demo we will start with a list called “Products” and perform all operations on this list.

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Operation: How to Add New Columns To List

We can add a new column to the list by making use of the following code.

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In Step 1 we will get the object reference to the current Web using Client Context properties

In Step 2 we will get the object reference to the respective list by calling “GetByTitle” method

In Step 3 we will define the xml of the List Column schema. You can get this XML by prototyping the list using SharePoint UI and then by using SharePoint Client Browser to look for Schema XML for Lists & Fields.

In Step 4 we will call “AddFieldAsXml” method to add field as xml schema to the list

In Step 5 we will send the batch request to SharePoint Server for processing by calling “ExecuteQuery” method

In Step 6 we will display the success message to the users

In Step 7 we will call function that we have explained in Step 1-5

We can see this field added to the list by browsing the list

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We can see the details of the new column (Datatype and others) by browsing List Settings

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Operation: How Get All Columns of List

We can get all columns used in a list by making use of the following code.

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In Step 1 we will get the object reference to the current Web using Client Context properties

In Step 2 we will get the object reference to the respective list by calling “GetByTitle” method

In Step 3 we will get the object reference to Fields collection of the list

In Step 4 we call the “Load” function to retrieve Fields collection properties from server

In Step 5 we will send the batch request to SharePoint Server for processing by calling “ExecuteQuery” method

In Step 6 we will loop through the collection and display Field details to the users

In Step 7 we will call function that we have explained in Step 1-6

We can see the fields collection to the list by browsing the list

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Operation: How to Update column of List

Let’s consider that we have to add little description the field Title, which is blank currently

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We can update an existing column to the list by making use of the following code.

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In Step 1 we will get the object reference to the current Web using Client Context properties

In Step 2 we will get the object reference to the respective list by calling “GetByTitle” method

In Step 3 we will get the object reference to the respective field by calling “GetByTitle” method

In Step 4 we will set the Description property of List object with the required value

In Step 5 we will call “Update” method to save these changes back to SharePoint List

In Step 6 we will call “Load” method to retrieve updated properties (Description) of the field from Server

In Step 7 we will send the batch request to SharePoint Server for processing by calling “ExecuteQuery” method

In Step 8 we will display Field details to the users to the users

In Step 7 we will call function that we have explained in Step 1-8

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We can see description of Title field is update to the list by browsing the field properties under list settings

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Operation: How To Add Existing Site Columns To List

Since we are planning to add an existing Site Column to the list, it is necessary to ensure the existence of Site Column. We can verify this by navigating “Site Settings > Site Columns”.

For this demo I already have added a Site Column “ProductOwner” that we can see under “Custom Columns” group as shown below-

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And we can also verify the list settings to ensure that “ProductOwner” Column is not added to the list earlier

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Now we will look into code to add existing Site Column to the list as explained below-

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In Step 1 we will get the object reference to the current Web using Client Context properties

In Step 2 we will get the object reference to the respective list by calling “GetByTitle” method

In Step 3 we will get the object reference to Fields collection of the Web. It is important to note that Site Columns are the part of Web Fields Collection not List Fields Collection. So we have to make use of Web object reference to look for existing Site Columns.

In Step 4 we call the “Add” function on “Fields” Collection of the list to add the reference of the Site Column from Step 3

In Step 5 we will send the batch request to SharePoint Server for processing by calling “ExecuteQuery” method

In Step 6 we will call function that we have explained in Step 1-5

We can see the field collection to the list by browsing the list settings-

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We can further look into column details by clicking it

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Operation: How Set Default Value For Field

We can set default values to SharePoint List Fields programmatically by using the following code as explained below-

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In Step 1 we will get the object reference to the current Web using Client Context properties

In Step 2 we will get the object reference to the respective list by calling “GetByTitle” method

In Step 3 we will get the object reference to Fields collection of the list

In Step 4 we will call “DefaultValue” property of Field Object and assign it a value of our choice

In Step 5 we will call “Update” method of Field Object, which will update the “DefaultValue” property back into database

In Step 6 we will send the batch request to SharePoint Server for processing by calling “ExecuteQuery” method

In Step 7 we will display the a success message which is informing users about the status of operation

In Step 8 we will call function that we have explained in Step 1-7

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We can see this value shown as default value whenever a new Item has been created (programmatically or using browser) as shown below-

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That is all for this demo.

Hope you find it helpful.

SharePoint Online: Working with Lists Using PowerShell

In this article we will discuss SharePoint List operations using PowerShell for SharePoint Online.

To start with this demo, I have created a demo SharePoint Online Site that I will use to perform SharePoint operations in this and few of the upcoming articles in this series.

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In case you are not aware of on how to start with PowerShell development for SharePoint Online, I would rather recommend you to first go through one of my previous articles. This article will help you to setup development environment and get you started.

SharePoint Online: How To Install SharePoint Online Management Shell

Provide SharePoint Online Site credential when it is asked for

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Operation: How To Get Lists Collection

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In Step 1 we will initialize Web Object using SharePoint Client Context

In Step 2 we initialize SharePoint Lists Collection

In Step 3 we call the “Load” function to retrieve SharePoint List Collection properties from server

In Step 4 we call “ExecuteQuery” method to send the request to SharePoint Server

In Step 5 we iterate the lists collection returned back from the server and display required list properties as output

In Step 6 we call function that we have explained in Step 1-5

And here is the output for this operation

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Operation: How To Add New List

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In Step 1 we will initialize “ListCreationInformation” object which allows to specify the metadata details for this new list

In Step 2 we will specify Title for new list

In Step 3 we will specify Description for new list

In Step 4 we will specify List Template for new list. In this example we will use Custom List Template

In Step 5 we will call “Add” method of “Lists” collection for SharePoint Web

In Step 6 we will call “Load” method, to retrieve the properties of list object from Server

In Step 7 we call “ExecuteQuery” method to send the request to SharePoint Server

In Step 8 we call function that we have explained in Step 1-7

On successful execution of Step 1-7 we will get list added to SharePoint and Internal ID of list as Output

And here is the output for this operation

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We can also see to the SharePoint Site to ensure that a new list has been added

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Operation: How To Update Existing List

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In Step 1 we will initialize “List” object which allows to modify the metadata details for this existing list

In Step 2 we will update the description of the existing list

In Step 3 we will call “Update” function of list object and then call “Load” method, to retrieve the properties of list object from Server

In Step 4 we call “ExecuteQuery” method to send the request to SharePoint Server

In Step 5 we will retrieve the list description to ensure that it is updated successfully

In Step 6 we call function that we have explained in Step 1-6

And here is the output for this operation

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We can also see to the SharePoint Site to ensure that the list description has been updated

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Operation: How To Delete Existing List

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In Step 1 we will initialize “List” object by calling a method “GetByTitle” on the Web Object

In Step 2 we will call “DeleteObject” method on List Object that will delete the reference of respective list from lists collection

In Step 3 we call “ExecuteQuery” method to send the request to SharePoint Server

In Step 4 we will display success message to inform successfully deletion of the list

In Step 5 we call function that we have explained in Step 1-4

And here is the output for this operation

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We can also see to the SharePoint Site to ensure that the list has been deleted successfully from SharePoint

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That is all for this demo.

Stay tuned for the upcoming articles in this series.

Hope you find it helpful.

SharePoint Online/2016/2013: How To Upload Large Files Using PowerShell Automation

Uploading large files to SharePoint On-Premise or Online is an obvious problem during data migration from any external systems like Lotus Notes.

Here is one of such errors which we might encounter while trying to upload a file of size greater than 250 MB-

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In this article I will explain a data upload strategy where we can split a large file into multiple chunks of smaller size.

Solution Architecture Diagram

For better understanding we can refer to the following solution architecture diagram-

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Based on this diagram we can conclude the following facts-
1. This solution can be hosted on multiple servers to launch parallel uploads
2. This solution can consume data from Network File Shares
3. Once data file is retrieved (say of size 300 MB), this solution will split the file (100 MB) automatically based on the pre-configured chunk size (which should not exceed the size limit of 250 MB)
4. Each chunk then appended to the file uploaded in multiple iterations

In order to start with this demo we would need a SharePoint Document Library in SharePoint Online (or On-Premise) Site as shown below-

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Another prerequisite to demo is to have files of various sizes that we can use to upload to the document library.

I made use of following command line utility to generate files of various sizes. This utility takes destination folder path and size of the file in KBs as input.

Here is the usage example of the command line utility-

fsutil file createnew "C:\Prashant\Self Paced Training\Sample Files\2GB.txt" 2147483648

Similarly I have generated other files too as shown below-

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Now let’s dive down into the code to understand the actual implementation.

Step 1: Declare a variables to hold the document library name & folder path. For production use I recommend to have these values in an external configuration file.

Step 2: Reading files from the folder specified in path variable in Step 1

Step 3: Loop through all the files and pass each file to the “UploadLargeFiles” function along with the document library name

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Step 4: Generate unique upload id & get file name of the file to be uploaded

Step 5: Get handle on document library object and load the root folder (or any target folder) with in the document library

Step 6: Calculate the block size to be uploaded and total file size (as shown in the architecture diagram)

Step 7: Read the bytes from the source file and set the read buffer based on the block size

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Step 8: Read the bytes based on the buffer limit that we set in earlier steps

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Step 9: Check if this is the first chunk that is being uploaded, if yes then add a new file to SharePoint Document Library, get the file content based on the buffer size for the chunk and call “StartUpload” function that is defined under “Microsoft.SharePoint.Client.File” class. This will add the file to the document library but with small bunch of content only.

Step 10: Check if this is not the first chunk that is being uploaded, if yes then find the file in document library and get the handle on it

Step 11: If this is another chunk of data which is not the last chunk, this chunk will be appended to the same file by using “ContinueUpload” function that is defined under “Microsoft.SharePoint.Client.File” class. This will append the content to the file identified by Upload Id that we have initialized in earlier steps.

Step 12: If this is last chunk of data, this chunk will be appended to the same file by using “FinishUpload” function that is defined under “Microsoft.SharePoint.Client.File” class. This will append the content to the file identified by Upload Id that we have initialized in earlier steps and commits the changes to the file. Once this function completes successfully the changes will be made persistent to the file.

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Step 13: Perform exception handling and call the “UploadLargeFileToLibrary”

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I recommend to read the documentation on Microsoft.SharePoint.Client.File class and understand functions carefully before using it.

Once we execute this script we can see the following information-

  1. File Name to be uploaded
  2. Chunk size
  3. Total Time taken to upload the files

It is important to note that total time taken to upload the files may vary depending on the hosting environment.

File Size to be uploaded: 10 MB

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File Size to be uploaded: 50 MB

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File Size to be uploaded: 500 MB

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File Size to be uploaded: 2 GB

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Once the script executed successfully we can see the respective files uploaded to the SharePoint Online Site as shown below-

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That is all for this demo.

This article is equally applicable for both SharePoint Online & On-Premise Versions.

Hope you find it helpful.

SharePoint 2016/2013/Online- How to Apply Password Encryption for Component as Service using PowerShell

Recently I have developed a couple of PowerShell based components that will serve as data crawlers for federated data sources like External Web Services, SQL Server Databases, and Excel Workbooks & SharePoint Lists.

In order to authenticate the Service Accounts against all of these sources I had no choice but to embed the User Name and Passwords with in the PowerShell Code in plain text. It gets even worst when few of the Web Services could support only “Basic Authentication”.

Saving passwords in plain text to code files could lead us to the Compliance Issues and could get the solutions rejected eventually.

In order to fix this issue I have implemented a couple of mechanism to deal with each type of Authentication requirements.

In this article I will discuss the mechanism to authenticate the requests to SharePoint Lists.

In order to simplify this demo let’s consider a simple scenario where I am having a list “MyLocations” as shown below and I need to export its metadata using a PowerShell based component.

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To keep the content crisp I will walk you through the specific section from code and skipping all the CSOM specific code which you can refer in my earlier articles if you like.

I have intentionally divided this implementation into two separate code files in order to keep the passwords safe from the developers. Intent is to get the Encryption File generated by the SharePoint Admins and provided these files to developers for so that they can use it in code directly as shown below.

In the following code snippet you can see the commands to encrypt password “12345678” and export it to a text file “BANSALP.txt”

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This file would look like as shown below:

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This way you can store passwords for all required service accounts in different text files without violating Security Compliance.

Now in order to pass this encrypted password to SharePoint for authentication we can make use of “System.Management.Automation.PSCredential” Class as shown below.

Here “Get-Content” Command let is used to read the content from “BANSALP.txt” file and “ConvertTo-SecureString” Command let to get the encrypted password as secure string

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Once credential Object has been created we can assign this credential object to SharePoint Client Context “Credentials” Property

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With this Client Context SharePoint Authenticates the incoming request based on the ACL of the requestor

Following is the outcome of the call that we have send to SharePoint:

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I have exported the metadata to a “csv” file as well that would look like this.

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Hope you find it helpful.