Hi, and welcome. This video covers bulk uploads of documents into a document library with managed metadata columns. We will demonstrate how we assign managed metadata values as we upload the content, and we will use a CSV file as our upload method. We will also perform bulk migrations of documents from a file store to SharePoint 2010 as well.
So we'll do both SharePoint 2010 as our data store and document library there, and then we'll use a file share as our data source as well. Let me walk you through the screens of what we'll be working with. Our first example, we have a shared document here in SharePoint 2010. Let's right click and view it in the browser. It's just a pure vanilla document library with a bunch of documents.
We will be uploading these documents using a CSV file to this SharePoint 2010 document library. This document library is also a pure vanilla document library. However, we have added a managed metadata data column to this. So let's walk you through the process. Go to my source document library. Double click. Here's a list of all the documents.
I only have four, you may have 4,000. You can come in here and filter which documents you want to copy across. Highlight the ones you do want to copy across. Make sure your under Home or Quick mode, highlight these documents, and paste them onto your target destination. There is a screen for remapping or reassigning of content types and attributes.
Here's our department, metadata, which is, again a managed metadata column. We're going to leave that empty. And then on the next screen, being on Home or Quick mode ensures that you see this section, which creates a CSV file for uploading. We're going to create a CSV file. This is going to be our SharePointDocUploader. And then we'll generate this file.
So we're going to open this CSV file. Now we have a CSV file with four different items. We can come in here and manipulate the values of what we're going to be bringing across. Department is empty right now, so we can say, this is Finance, this is HR, this is Marketing, and this is HR. So these are the values of the managed metadata column.
We're creating, manipulating that in the CSV file. We just save the CSV file. Now we go to our target document library. We're going to right click, and we're going to say Upload Copy Content Using a CSV file. We're going to point to the CSV file we just created, SharePointDocUploader. You're going to review the information, including where we have added our managed metadata values.
We're going to check all of this. Check the connection, make sure we can connect to the target, and then we'll say Finish. This will now upload these documents from one document library to the target document library using that CSV file, which gave us the ability to manipulate the managed metadata columns.
As well as, we didn't emphasize it here, we could have manipulated the content types and all the other attributes in there. So this has been migrated. Let's go to our departmental documents. Notice we have a lot more documents in here, and all these documents we uploaded now have a department value in there.
One of the ones that we're in there didn't have a value. Another way to tag content or tag attributes to your content is to go directly to it. Switch over to Quick mode. Under Quick mode, you will have the ability to highlight a record in here and say, I want to tag this. And I'm going to specify the following department. In this case, just change the department as a value.
And now we've tagged the content. I could've highlighted everything in here and done the exact same thing.
So the next example we're going to go through is to do the exact same process, but from a file share. So on the Migration Suite interface, expand your connections, navigate to your file share. Again, you could run a filter. In my case, I'm not. I'm just going to highlight these three documents in here. I'm going to drag them again and drop them onto the same document library.
Select Next. Next again, generate CSV file. Click on Finish. That's just one way of doing it. I could just click on Finish and upload the documents. Click on Generate A Script, that will generate a script that I can run to upload the documents. I'm showing you the option of doing it through a CSV file for bulk manipulation of this content and bulk manipulation of the values that we're going to bring into SharePoint.
So this is our file uploader. And then Create, again, a CSV file is created. We can open this up, and then we'll go to the department here, and we'll say this is Finance, HR, Marketing. Title here, will give it some title as well, because it's empty. We'll say this is Domino QEC, and this is Release Notes. I hate to see empty titles.
All right, so we'll save this is well. Close this, and then go back to that same document library, upload using CSV, point to the CSV, and go to the file uploader. Open it up, check everything. Make sure we can select everything in here. And then everything looks good, so we're going to go ahead and click on Finish.
So this is, again the exact same behavior as before, except this is coming from a file share. We'll double click here, we'll see all the items that we've uploaded from a file share now are on the same document library. In this specific scenario, your customer or your users can have an Excel sheet or a CSV file that already maintains that kind of information.
What files we want to migrate where, what should the content types be, things like that. So we can take their files, unite them with the schema generated from this interface, and use the upload using a CSV file to generate the exact same behavior. Also, I've been working with document libraries throughout, but you can perform exact same behavior, exact same bulk uploads, on lists as well.
Just make sure you're on Quick mode, and then you can say, I want to tag the content and get to a screen that you can generate the CSV file from as well, and perform your bulk operations that way as well. This concludes this video. Thanks for tuning in.