In this blog you will find a CSOM PowerShell code to update Taxonomy field of a file. The script in the Github will recursively go through all the folders in a library and update the taxonomy field. The script update the field to the specific term you mention. To update the taxonomy field you will need the below details

$termValue.Label

$termValue.TermGuid

$termValue.WssId

To find the WSSID of the term you will need to navigate to the Site collection level Hidden Taxonomy List using the URL /Lists/TaxonomyHiddenList/AllItems.aspx. In the list you can find the term and get the Item ID.

In the above screenshot the wssid for the Presentation term is 2

The complete PowerShell below, you can also find in my github

Add-Type -Path ".\CSOM\Microsoft.SharePoint.Client.dll"
Add-Type -Path ".\CSOM\Microsoft.SharePoint.Client.Runtime.dll"
Add-Type -Path ".\CSOM\Microsoft.SharePoint.Client.Taxonomy.dll"

$global:CopiedCount = 0
$username = ""
$password = ""
$securePassword = ConvertTo-SecureString $password -AsPlainText -Force
$credentials = New-Object Microsoft.SharePoint.Client.SharePointOnlineCredentials($username, $securePassword)

$destUrl = ""
$destLibrary = "Documents"
$destinationFolder = "/sites//Shared Documents//"
$termName= "MyTerm"
$termGUID = "TERM GUID HERE"
$termWssId = wssid ## wssid of the term, you can find it from hiddentaxonomy list and the ID of the term in that list /Lists/TaxonomyHiddenList/AllItems.aspx
$libFieldColumnName = "ColumnName"


########
function UpdateFileColumns
{
    param($sourceFileCopy, $fListItem)   
        try{
        $modDate = $fListItem["Modified"]
        $modUser = $fListItem["Editor"]
        
        $termValue = New-Object Microsoft.SharePoint.Client.Taxonomy.TaxonomyFieldValue
        $termValue.Label = $termName #provide the term label here to change
        $termValue.TermGuid = $termGUID # term GUID here
        $termValue.WssId = $termWssId
        $taxField.SetFieldValueByValue($fListItem, $termValue)
        $fListItem["Modified"] = $modDate
        $fListItem["Editor"] = $modUser
        $fListItem.Update()
        $destContext.Load($fListItem)
        $destContext.ExecuteQuery()      
        $global:CopiedCount = $global:CopiedCount +1
        Write-Host "Updated the file. File Count: " $global:CopiedCount -ForegroundColor Cyan       
        }catch{
            $statusRemark = $statusRemark + "Creation error: " + $_.Exception.Message
            Write-Host $statusRemark -ForegroundColor Red
        } 
}

function CreateFolders
{ 
    param (
        [Parameter(Mandatory=$true)] $srcfolder        
        )

    $fileCol = $srcfolder.Files    
    $destContext.Load($fileCol)
    $destContext.ExecuteQuery()
    foreach ($f in $fileCol)
    {                          
        $ListItem = $f.ListItemAllFields                         
        $destContext.Load($f)
        $destContext.Load($ListItem)
        $destContext.ExecuteQuery()
        Write-Host "Updating file : " $f.ServerRelativeUrl                                                 
        UpdateFileColumns $f $ListItem

    } ## end of for each file
    $fL1FolderColl = $srcfolder.Folders
    $destContext.Load($fL1FolderColl);
    $destContext.ExecuteQuery();
    foreach ($myFolder in $fL1FolderColl)
    {
        $destContext.Load($myFolder)
        $destContext.ExecuteQuery()
        CreateFolders $myFolder
    }
} 

$destContext = New-Object Microsoft.SharePoint.Client.ClientContext($destUrl) 
$destContext.Credentials = $credentials
$destContext.RequestTimeout = 1000 * 60 * 10
try
{
    $destWeb = $destContext.Web
    $destList = $destWeb.Lists.GetByTitle($destLibrary)
    $destContext.Load($destWeb)
    $destContext.Load($destList)
    $field = $destList.Fields.GetByInternalNameOrTitle($libFieldColumnName) # column Name here 
    $destContext.Load($field)
    $destContext.ExecuteQuery()
}
catch{
    Write-Host $_.Exception.Message -ForegroundColor Red
    exit
}

$taxField = [Microsoft.SharePoint.Client.ClientContext].GetMethod("CastTo").MakeGenericMethod([Microsoft.SharePoint.Client.Taxonomy.TaxonomyField]).Invoke($destContext, $field)

$folder = $destWeb.GetFolderByServerRelativeUrl($destinationFolder)
$destContext.Load($folder)
$destContext.ExecuteQuery()    
CreateFolders $folder
$destContext.Dispose()
$now=Get-Date -format "dd-MMM-yyyy HH:mm"
Write-Host "Script End : '$($now)'"
##############

CSOM has the rich API to create and manage the Termset and terms within SharePoint. The PowerShell code in the Github uses the sample XML here to create a Termset with hierarchy.

The full PowerShell code below

Add-Type -Path ".\CSOM\Microsoft.SharePoint.Client.dll"
Add-Type -Path ".\CSOM\Microsoft.SharePoint.Client.Runtime.dll"
Add-Type -Path ".\CSOM\Microsoft.SharePoint.Client.Taxonomy.dll"

$now=Get-Date -format "dd-MMM-yy,HH:mm:ss"
Write-Host "Script Start : '$($now)'" -ForegroundColor Yellow

$username = "user name"
$password = ""
$srcUrl = "SITE URL"
$xmlFilePath = "C:\Github\msisgreat\ps\ps\sample\CountriesTerm.xml" # change this to xml path with the termset defined

$securePassword = ConvertTo-SecureString $password -AsPlainText -Force
$credentials = New-Object Microsoft.SharePoint.Client.SharePointOnlineCredentials($username, $securePassword)

function CreateTerm($context, $termSet, $label, $lcid, $termXmlData)
{
  $terms = $termSet.Terms
  $context.Load($terms)
  $context.ExecuteQuery()
  $term = $terms | Where-Object {$_.Name -eq $label}
  if($term)
  {
    Write-Host "Term" $label   "already exists." -foregroundcolor Blue
    $termXmlData.Term | ForEach-Object { CreateTerm $context $term $_.Name $lcid $_ }
  }
  elseif($label)
  {
    Write-Host "Creating term " $label -foregroundcolor yellow
    $term = $termSet.CreateTerm($label, $lcid, [System.Guid]::NewGuid())
    try
    {
      $context.ExecuteQuery()
      Write-Host "Term" $label "Created successfully" -foregroundcolor Green
      $termXmlData.Term | ForEach-Object { CreateTerm $context $term $_.Name $lcid $_ }
    }
    catch
    {
      Write-Host "Error while creating Term" $label $_.Exception.Message -foregroundcolor Red
      return
    }
  }
}

function CreateTermSet($context, $group, $termSetXml, $lcid)
{
  $termSets = $group.TermSets
  $context.Load($termSets)
  $context.ExecuteQuery()
  $termSet = $termSets | Where-Object {$_.Name -eq $termSetXml.Name}  

  if($termSet)
  {
  Write-Host "Termset" $termSetXml.Name   "already exists."   -foregroundcolor Blue
  $termSet = $group.TermSets.GetByName($termSetXml.Name)
  $context.Load($termSet)
  $context.ExecuteQuery()
  }
  else
  {
    Write-Host "Creating term set" $termSetXml.Name -foregroundcolor yellow
    $termSet = $group.CreateTermSet($termSetXml.Name, [System.Guid]::NewGuid(), $lcid)
    try
    {
      $context.ExecuteQuery()
      Write-Host "Term set " $termSetXml.Name "Created successfully" -foregroundcolor Green
    }
    catch
    {
      Write-Host "Error while creating Term set" $termSetXml.Name $_.Exception.Message -foregroundcolor Red
      return
    }
  }
  $termSetXml.Term | ForEach-Object { CreateTerm $context $termSet $_.Name $lcid $_ }
}

function CreateTermSet($context, $group, $termSetXml, $lcid)
{
  $termSets = $group.TermSets
  $context.Load($termSets)
  $context.ExecuteQuery()
  $termSet = $termSets | Where-Object {$_.Name -eq $termSetXml.Name}  

  if($termSet)
  {
  Write-Host "Termset" $termSetXml.Name   "already exists."   -foregroundcolor Cyan
  $termSet = $group.TermSets.GetByName($termSetXml.Name)
  $context.Load($termSet)
  $context.ExecuteQuery()
  }
  else
  {
    Write-Host "Creating term set" $termSetXml.Name -foregroundcolor yellow
    $termSet = $group.CreateTermSet($termSetXml.Name, [System.Guid]::NewGuid(), $lcid)
    try
    {
      $context.ExecuteQuery()
      Write-Host "Term set " $termSetXml.Name "Created successfully" -foregroundcolor Green
    }
    catch
    {
      Write-Host "Error while creating Term set" $termSetXml.Name $_.Exception.Message -foregroundcolor Red
      return
    }
  }
  $termSetXml.Term | ForEach-Object { CreateTerm $context $termSet $_.Name $lcid $_ }
}

function Get-TermStoreInfo
 {
   Write-Host "Loading taxonomy session" -foregroundcolor yellow
   $session = [Microsoft.SharePoint.Client.Taxonomy.TaxonomySession]::GetTaxonomySession($context)
   $session.UpdateCache();
   $context.Load($session)
   $context.ExecuteQuery()
   Write-Host "Loading term stores" -foregroundcolor yellow
   $termStores = $session.TermStores
   $context.Load($termStores)
   try
   {
     $context.ExecuteQuery()
     $termStore = $termStores[0]
     $context.Load($termStore)
     Write-Host "Term store with the following id is loaded:" $termStore.Id -foregroundcolor Green
   }
   catch
   {
     Write-Host "Error detail while getting term store id" $_.Exception.Message -foregroundcolor Red
     return
   }
   return $termStore
 } 

 function CreateMetadata($context)
{

    Write-Host "Loading the terset xml..." -foregroundcolor Green
    [xml]$xmlContent = (Get-Content $xmlFilePath)
    if (-not $xmlContent)
    {
      Write-Host "Error loading the xml." -foregroundcolor Red
      return
    }
    $termStore = Get-TermStoreInfo $context
    Write-Host "Create Taxonomy group if it is not available" -foregroundcolor yellow
    $sitecollectiontaxonomyGroup = $termStore.GetSiteCollectionGroup($context.Site,$true)
    $context.Load($sitecollectiontaxonomyGroup)
    try
    {
      $context.ExecuteQuery()
      Write-Host "Site collection $url taxonomy group  "$sitecollectiontaxonomyGroup.Name" created or retrived successfully " -foregroundcolor Green
    }
    catch
    {
      Write-Host "Error while creating or getting site collection $url taxonomy group" $_.Exception.Message -foregroundcolor Red
      return
    }

    $xmlContent.TermSets.TermSet |
    ForEach-Object { CreateTermSet $context $sitecollectiontaxonomyGroup $_ $termStore.DefaultLanguage }
} 

### The script starts here to run ####
Write-Host "Authenticating ..." -ForegroundColor White
$context = New-Object Microsoft.SharePoint.Client.ClientContext($srcUrl)
$context.Credentials = $credentials
$web = $context.Web
$site = $context.Site
$context.Load($web)
$context.Load($site)
try {
    $context.ExecuteQuery()
}
catch {
    Write-Host "Error" + $_.Exception.Message -ForegroundColor Red
    exit
}

Write-Host "Connected to the web..." -ForegroundColor Cyan
#Provision Site collection taxonomy group, termset and terms based on SiteCollectionTermsets.xml configuration file
Write-Host "Provisioning Site collection terms started" -foregroundcolor yellow
CreateMetadata ($context)
Write-Host "Provisioning Site collection terms Completed" -foregroundcolor green
$context.dispose()

<span id="mce_SELREST_start" style="overflow:hidden;line-height:0;"></span>

Sample XML file for input

Output of the PowerShell

For a SharePoint Administrator managing the changes in the view for a webpart is a very tiresome job. If a single view changes in the library or list then a page which uses the webpart view has to be manually changed. To change the view in the webpart the administrator has to edit the page, modify webpart and save the page. Imagine if you have 5 pages and each page have 5 webparts and a view is changed. You have to open each page in edit mode and the each webpart edit, change view and save one by one.

To effectively change the webpart view in a page, CSOM have an api to get the webpart in a page as a XML. Manipulate the XML and get the webpart name and view name from xml. Usually when a webpart is added to the page the view xml is cached to the page. So when the view is changed in the library / list the updated view will not be reflected in the page. The PowerShell code will get the webpart and update the view xml

The full code is here you can download

#### To change the webpart view
#### Get the webpart from the page. get the WebPart XmlDef and find the View ID
### List has hidden view for the web part added. So get the view from the List and change that view.
### Its all about that hidden View

Add-Type -Path ".\CSOM\Microsoft.SharePoint.Client.dll"
Add-Type -Path ".\CSOM\Microsoft.SharePoint.Client.Runtime.dll"

$now=Get-Date -format "dd-MMM-yy,HH:mm:ss"
$fileFormat = Get-Date -format "dd-MMM-yy_HHmmss"
Write-Host "Script Start : '$($now)'" -ForegroundColor Yellow

$username = ""
$password = ""
$srcUrl = "" # full url like hhtp://my.sharepoint.com/
$sitePath = "/SitePages/"
$srcLibrary = "Documents"
$pagesList = @("Home.aspx") # you can specify many pages to be changed array here
$wepPartChangeList = @{"Documents" = "All Documents" ; } ### dictionary value Key = Web part Title seen on page, Value = View Name from the Library

$securePassword = ConvertTo-SecureString $password -AsPlainText -Force
$credentials = New-Object Microsoft.SharePoint.Client.SharePointOnlineCredentials($username, $securePassword)

Write-Host "Authenticating ..." -ForegroundColor White
$srcContext = New-Object Microsoft.SharePoint.Client.ClientContext($srcUrl)
$srcContext.Credentials = $credentials
$srcWeb = $srcContext.Web
$srcList = $srcWeb.Lists.GetByTitle($srcLibrary)

$srcContext.Load($srcWeb)
$srcContext.Load($srcList)

try{
    $srcContext.ExecuteQuery()
}catch{
    Write-Host $_.Exception.Message -ForegroundColor Red
    exit
}
Write-Host "Connected to the web..." -ForegroundColor Green

foreach($page in $pagesList)
{
    $filePath = $sitePath + $page
    $pageObject = $srcWeb.GetFileByServerRelativeUrl($filePath)
    $srcContext.Load($pageObject)
    $srcContext.ExecuteQuery()
    $WPM = $pageObject.GetLimitedWebPartManager("Shared")

    $webParts = $WPM.WebParts
    $srcContext.Load($WPM)
    $srcContext.Load($webParts)
    $srcContext.ExecuteQuery()

    foreach($wp in $webParts)
    {
        $srcContext.Load($wp.WebPart)
        $srcContext.Load($wp.WebPart.Properties)
        $srcContext.ExecuteQuery()

        if( $wepPartChangeList[$wp.WebPart.Title] -ne $null)
        #if($wp.WebPart.Title.IndexOf("Documents") -gt 0)
        {
            Write-Host "---------- Processing Page  = $($pageObject.Name) Webpart = $($wp.WebPart.Title) ------- " -ForegroundColor Yellow

            $wpXmlContent = $wp.WebPart.Properties["XmlDefinition"]
            $wpXml = New-Object -TypeName XML
            $wpXml.LoadXml($wpXmlContent)
            $viewGUID = $wpXml.View.Name

            $viewName = $null
            $viewName = $wepPartChangeList[$wp.WebPart.Title]
            if($viewName)
            {
                $view = $srcList.Views.GetByTitle($viewName)
                $wpView = $srcList.Views.GetById($viewGUID)
                $srcContext.Load($wpView)
                $srcContext.Load($view)
                $srcContext.ExecuteQuery()
                #$viewXml = New-Object -TypeName XML
                #$viewXml.LoadXml($view.ListViewXml)
                write-host "### WebPart Xml -------Before Xml Change -----" -foreground cyan
                write-host "$($wpView.ListViewXml)"              

                $wpViewFields = $wpView.ViewFields
                $viewFields = $view.ViewFields
                $srcContext.Load($viewFields)
                $srcContext.Load($wpViewFields)
                $srcContext.ExecuteQuery()

                $wpViewFields.RemoveAll()
                foreach($vField in $viewFields)
                {
                    $wpView.ViewFields.Add($vField)
                }

                $wpView.RowLimit = $view.RowLimit
                $wpView.ViewQuery = $view.ViewQuery
                $wpView.Update()
                $srcContext.Load($wpView)
                $srcContext.ExecuteQuery()
                write-host "### WebPart Xml -------After Xml Change -----" -foreground cyan
                write-host "$($wpView.ListViewXml)"
                write-host "*******************************************************************" -foreground cyan
            }
            else
            {
                Write-Host "Unable to fing view for " $wp.WebPart.Title -ForegroundColor Cyan
            }
            #$wp.SaveWebPartChanges()

        }
    }
    #Write-Host "Next Page " 

}
#>

$srcContext.Dispose()
$now=Get-Date -format "dd-MMM-yy,HH:mm:ss"
Write-Host "END : '$($now)'" -ForegroundColor Yellow<span id="mce_SELREST_start" style="overflow:hidden;line-height:0;"></span>

The PowerShell script here will set the permission to the folder inside the document library. The PowerShell script uses the C# code for permission. The C# code will add mandatory Full Control access and break the inheritance. The code uses the lambda function to find the unique permission. Since PowerShell natively does not support lambda expression the C# code is embedded within the PowerShell

The full script is below

$cSharp = @”

using System;

using System.Security;

using System.Linq;

using System.Collections.Generic;

using Microsoft.SharePoint.Client;

namespace SPClient

{

public class Permission

{

private static string username = “”;

private static string password = “”;

private static string srcUrl = “”;

private static string[] groupNames = { “Team Site Members” };

private static string srcFolder = “folder path(/sites/dev/shared documents/folder1)”;

private static string permissionType = “Edit”;

private static string mandatoryGroupName = “Developer Owners”;

public static void ApplyPermission()

{

try

{

var securePassword = new SecureString();

foreach (char c in password)

{

securePassword.AppendChar(c);

}

using (var clientContext = new ClientContext(srcUrl))

{

Console.WriteLine(“Authenticating…” + srcUrl);

clientContext.Credentials = new SharePointOnlineCredentials(username, securePassword);

Web srcWeb = clientContext.Web;

Folder applyFolder = srcWeb.GetFolderByServerRelativeUrl(srcFolder);

clientContext.Load(srcWeb);

clientContext.Load(applyFolder,f=>f.ListItemAllFields.HasUniqueRoleAssignments);

clientContext.ExecuteQuery();

Console.WriteLine(“Connected.”);

Console.WriteLine(“Applying to folder : ” + srcFolder);

GroupCollection groups = srcWeb.SiteGroups;

clientContext.Load(groups);

clientContext.ExecuteQuery();

var myGroups = (from a in groupNames

from w in groups

where a == (w.Title)

select w).ToArray();

Console.WriteLine(“Groups…”);

var coordinator = (from a in groups where a.Title == mandatoryGroupName select a).FirstOrDefault();

RoleDefinitionCollection rdc = srcWeb.RoleDefinitions;

RoleDefinition myRole = rdc.GetByName(permissionType);

RoleDefinition coordinateRole = rdc.GetByName(“Full Control”);

clientContext.Load(rdc);

clientContext.Load(myRole);

clientContext.Load(coordinateRole);

clientContext.ExecuteQuery();

Console.WriteLine(“Role definitions…”);

if (!applyFolder.ListItemAllFields.HasUniqueRoleAssignments)

{

Console.WriteLine(“Breaking inheritance…”);

applyFolder.ListItemAllFields.BreakRoleInheritance(true, false);

}

else

{

Console.WriteLine(“Inheritance broken already…”);

}

var folderRoles = applyFolder.ListItemAllFields.RoleAssignments;

Console.WriteLine(“Applying the role assignments …”);

RoleDefinitionBindingCollection coordinateRdb = new RoleDefinitionBindingCollection(clientContext);

coordinateRdb.Add(coordinateRole);

RoleDefinitionBindingCollection collRdb = new RoleDefinitionBindingCollection(clientContext);

collRdb.Add(myRole);

//clientContext.Load(folderRoles);

//clientContext.ExecuteQuery();

folderRoles.Add(coordinator, coordinateRdb);

foreach (Group eachGroup in myGroups)

{

Console.WriteLine(“Applying Group: ” + eachGroup.Title);

folderRoles.Add(eachGroup, collRdb);

}

applyFolder.Update();

clientContext.ExecuteQuery();

Console.WriteLine(“Successfully applied”);

Console.Read();

}

}

catch(Exception ex)

{

Console.WriteLine(ex.Message);

//Console.Read();

}

}

}

}

“@

$assemblies = @(

“C:\Documents\PS\CSOM\Microsoft.SharePoint.Client.dll”,

“C:\Documents\PS\CSOM\Microsoft.SharePoint.Client.Runtime.dll”,

“System.Core”

)

Add-Type -TypeDefinition $cSharp -ReferencedAssemblies $assemblies

[SPClient.Permission]::ApplyPermission()

 

CSOM library have SPGroups object to get all the groups within sites and site collection. The PowerShell script in this location will export all the groups and users within each group as a .csv file format.

Below is the sample output from the PowerShell window.

Below is the sample CSV format of the exported Group and Users.

The OOB SharePoint List / Document library view allows only flat OR / AND conditions to be applied to the columns. Think of a scenario where you want to get all documents modified on last 10 days from a selected list of people. This condition is difficult to achieve in OOB view creation. In this scenario the custom view with CAML query comes to the rescue. We can create a normal view in SharePoint and using the below PowerShell script we can update the existing view to use the nested condition.

The CAML query used to filter the document is like below

<FieldRef Name="Modified” Ascending=”FALSE” />

<FieldRef Name="Editor” /><Value Type="User“>senthamil<FieldRef Name="Editor” /> <Value Type="User“>venkat<FieldRef Name="Editor” /><Value Type="User“>amanda<FieldRef Name="Editor” /><Value Type="User“>arwen<FieldRef Name="Editor” />

<Value Type="User“>matthew<FieldRef Name="Editor” /><Value Type="User“>mcdonnel<FieldRef Name="Editor” /><Value Type="User“>ravi<FieldRef Name="Modified” /><Value Type="DateTime“><Today OffsetDays="-6” />

 

To achieve this first create a View in the SharePoint document library like a normal view with the name “LatestDocsByUsers”. Once you finished creating the view then download the PowerShell from this location and change the below variables

$username, $password, $srcList, $srcUrl and $view

In this case the $view = “LatestDocsByUsers”

The PowerShell will update the existing view with the above CAML Query.

The condition tree looks like below