Friday 27 May 2016

Update User Profile Properties On SharePoint Online Using CSOM PowerShell


In this article, you will learn how to update SharePoint user profile properties programmatically in different ways using CSOM with PowerShell on SharePoint online - Office 365 sites. The update property option is available only on Office 365 sites as of now and it is not available on on-premise versions.


Steps Involved:


The following prerequisites need to be executed before going for any operations using CSOM PowerShell on SharePoint sites.
  1. Add the references using the Add-Type command with necessary reference paths. The necessary references are Microsoft.SharePoint.Client.dll, Microsoft.SharePoint.Client.Runtime.dll and UserProfile dll. The references should be from 16 folder, since these are latest updates from Microsoft.
    1. Add-Type -Path "C:\Program Files\Common Files\microsoft shared\Web Server Extensions\16\ISAPI\Microsoft.SharePoint.Client.dll"  
    2. Add-Type -Path "C:\Program Files\Common Files\microsoft shared\Web Server Extensions\16\ISAPI\Microsoft.SharePoint.Client.Runtime.dll"  
    3. Add-Type -Path "C:\Program Files\Common Files\microsoft shared\Web Server Extensions\16\ISAPI\Microsoft.SharePoint.Client.UserProfiles.dll"  
  2. Initialize client context object with the site URL.
    1. $siteURL = ""  
    2. $ctx = New-Object Microsoft.SharePoint.Client.ClientContext($siteURL)  
  3. If you are trying to access SharePoint Online site, then you need to setup the site credentials with credentials parameter and get it set to the client context. 
    1. #Setting Credentials for o365 - Start  
    2. $userId = ""  
    3. $pwd = Read-Host -Prompt "Enter password" -AsSecureString  
    4. $creds = New-Object Microsoft.SharePoint.Client.SharePointOnlineCredentials($userId, $pwd)  
    5. $ctx.credentials = $creds  
    6. #Setting Credentials for o365 - End  
  4. There are multiple ways of updating the properties of SharePoint user profile. There will be properties with just a value or line of text and properties with collection of values. Two different methods are used to update those properties. Following tells us with examples. 
    • Single Value properties - WorkPhone, Mobile, FirstName, LastName, etc. 
    • Multi Valued properties - Ask Me About, Skills, Interests, etc. 


Update Single Value Properties:

  • Initialize the people manager object with the context to get the user profile data.
  • Using SetSingleValueProfileProperty method set the property for any target user.
  • Load the object and execute query to get the data.
    1. # Update User Profile property (office 365)  
    2. function SetSingleValueProperty(){  
    3.     try{  
    4.         $peopleManager = New-Object Microsoft.SharePoint.Client.UserProfiles.PeopleManager($ctx)                  
    5.         $peopleManager.SetSingleValueProfileProperty("i:0#.f|membership|abc@abc.onmicrosoft.com""AboutMe""Your description")  
    6.         $ctx.Load($peopleManager)  
    7.         $ctx.ExecuteQuery()  
    8.         Write-Host "Property updated"  
    9.     }  
    10.     catch{  
    11.         Write-Host "$($_.Exception.Message)" -foregroundcolor Red  
    12.     }  
    13. }  
You can update as many properties as possible. 
  1. $peopleManager = New-Object Microsoft.SharePoint.Client.UserProfiles.PeopleManager($ctx)                  
  2. $peopleManager.SetSingleValueProfileProperty("i:0#.f|membership|abc@abc.onmicrosoft.com""AboutMe""Your description")  
  3. $peopleManager.SetSingleValueProfileProperty("i:0#.f|membership|abc@abc.onmicrosoft.com""SPS-Location""Bangalore")  
  4. $ctx.Load($peopleManager)  
  5. $ctx.ExecuteQuery()  
  6. Write-Host "Properties updated"   


Update Multi Valued Properties:

In the above section, we have seen how we can set the single value profile properties for target user. Now we will see how we can set user profile multi valued properties for target user.
  • Initialize the people manager object with the context to get the user profile data.
  • Then initialize the list collection object and set the values in the collection variable.
  • Using SetMultiValuedProfileProperty method, set the multi valued property for any target user. (Here updated ask me about - Responsibility field).
  • Load the object and execute query to get the data.
    1. # Update User Profile Multi Valued properties (office 365)  
    2. function SetMultiValuedProperty(){  
    3.     try{  
    4.         $peopleManager = New-Object Microsoft.SharePoint.Client.UserProfiles.PeopleManager($ctx)                  
    5.         $propertyValues =New-Object "System.Collections.Generic.List``1[System.string]"  
    6.         # My responsibilities  
    7.         $propertyValues.Add("SharePoint")  
    8.         $propertyValues.Add("Project1")          
    9.         $propertyValues.Add("Project2")          
    10.         #update value  
    11.         $peopleManager.SetMultiValuedProfileProperty("i:0#.f|membership|abc@abc.onmicrosoft.com""SPS-Responsibility", $propertyValues)  
    12.         $ctx.Load($peopleManager)  
    13.         $ctx.ExecuteQuery()  
    14.     }  
    15.     catch{  
    16.         Write-Host "$($_.Exception.Message)" -foregroundcolor Red  
    17.     }  
    18. }  
The above operation will override (set) the existing property values. If you want to update the existing property values, you need to retrieve the existing value using get operation and then set the properties along with new values.

Note: The above set of operations needs to be called to get it executed.
  1. SetSingleValueProperty # Update User Profile properties (office 365)  
  2. SetMultiValuedProperty # Update User Profile Multi Valued properties (office 365)   

Tuesday 24 May 2016

Working With SharePoint Web Scope Features Using CSOM PowerShell


In this article, you will learn how retrieve, enable or disable the site level features (web scope) programmatically using CSOM with PowerShell on SharePoint 2013 / SharePoint 2016 / SharePoint online. This article applies to features present on web scope or sub sites level.


Steps Involved:


The following prerequisites need to be executed before going for any operations using CSOM PowerShell on SharePoint sites.
  1. Add the references using the Add-Type command with necessary reference paths. The necessary references are Microsoft.SharePoint.Client.dll, Microsoft.SharePoint.Client.Runtime.dll.
    1. Add-Type -Path "C:\Program Files\Common Files\microsoft shared\Web Server Extensions\16\ISAPI\Microsoft.SharePoint.Client.dll"   
    2. Add-Type -Path "C:\Program Files\Common Files\microsoft shared\Web Server Extensions\16\ISAPI\Microsoft.SharePoint.Client.Runtime.dll"   
  2. Initialize client context object with the site URL.
    1. $siteURL = ""    
    2. $ctx = New-Object Microsoft.SharePoint.Client.ClientContext($siteURL)  
  3. If you are trying to access SharePoint Online site, then you need to setup the site credentials with credentials parameter and get it set to the client context.
    1. #Not required for on premise site - Start    
    2. $userId = ""    
    3. $pwd = Read-Host -Prompt "Enter password" -AsSecureString    
    4. $creds = New-Object Microsoft.SharePoint.Client.SharePointOnlineCredentials($userId, $pwd)    
    5. $ctx.credentials = $creds    
    6. #Not required for on premise site - End   
  4. If you are trying to access the SharePoint on premise site, then the credentials parameter is not required to be set to the context. But you need to run the code on the respective SharePoint server or you need to pass the network credentials and set the context.
    1. #Credentials for on premise site - Start    
    2. $pwd = Read-Host -Prompt "Enter password" -AsSecureString    
    3. $creds = New-Object System.Net.NetworkCredential("", $pwd)    
    4. $ctx.Credentials = $creds    
    5. #Credentials for on premise site - End   



Get Active Site Level Features (Web Scope):

  • Initialize the web object and get the web property.
  • Get the features from web object using features property.
  • Load the objects and execute query to get the data.
  • Get the feature details individually using for each loop.

    • For each web feature, use the retrieve method to get the appropriate property value. In this case, feature display name will be retrieved.
    • Load the web feature object and execute the query. Then access the feature properties. The feature properties retrieved are feature id and feature name.
      1. function GetWebFeatures(){      
      2.     # Access the web      
      3.     $web = $ctx.Site.OpenWeb("/SharePoint")      
      4.     # Get the features      
      5.     $webFeatures = $web.Features      
      6.     $ctx.Load($web)      
      7.     $ctx.Load($webFeatures)      
      8.     $ctx.ExecuteQuery()          
      9.           
      10.     foreach($webFeature in $webFeatures){      
      11.         # Set the property name to retrieve the value      
      12.         $webFeature.Retrieve("DisplayName")      
      13.         $ctx.Load($webFeature)      
      14.         $ctx.ExecuteQuery()      
      15.         Write-Host $webFeature.DefinitionId      
      16.         Write-Host $webFeature.DisplayName      
      17.     }      
      18. }   



Get/Check Site level Feature Properties/Status (Web Scope):

Here we will see how we can get the particular feature and check whether the site feature (web scope) is active or not.
  • Get the feature id from the Microsoft site. The scope of the feature should be web.
  • Get the feature using GetById method with feature id.
  • Use the retrieve method to get the appropriate property value.
  • Load the feature and execute the query.
  • Using if else condition, identify whether the site feature is active. If the feature id or name exists from the above object, then the feature is in active mode.
    1. function GetWebFeature(){      
    2.     # Set Feature ID          
    3.     $web = $ctx.Site.OpenWeb("/SharePoint")    
    4.     $checkFeature = $web.Features.GetById($webFeatureId)      
    5.     $checkFeature.Retrieve("DisplayName")      
    6.     $ctx.Load($checkFeature)      
    7.     $ctx.ExecuteQuery()      
    8.           
    9.     if($checkFeature.DefinitionId -eq $null){      
    10.         Write-Host "Web Scope Feature is not active"      
    11.     }      
    12.     else{      
    13.         Write-Host $checkFeature.DisplayName "Web Scope Feature is active"      
    14.     }      
    15. }   



Activate the site level feature (Web Scope):

In the above section, we have seen how we can check the status of the site level feature. Here we will see how we can activate the feature which is already installed on the site.
  • To activate the web feature, use the add method method to the features collection. The necessary parameters are feature id, boolean value to force enable the feature and the scope. The scope here will be none, since we are already adding the feature to web object. Boolean value is true to force enable the feature.
  • Use the retrieve method to get the appropriate property value.
  • Load the feature object and execute the query.
  • Check the definition id, if definition id is not null then the site collection feature is activated.
    1. # Activate the site level feature (Web Scope)    
    2. function EnableWebFeature(){      
    3.     try{      
    4.         $web = $ctx.Site.OpenWeb("/SharePoint")            
    5.         # Add the feature using feature id and scope.      
    6.         $newWebFeature = $web.Features.Add($webFeatureId, $true, [Microsoft.SharePoint.Client.FeatureDefinitionScope]::None)      
    7.         $newWebFeature.Retrieve("DisplayName")      
    8.         $ctx.Load($newWebFeature)      
    9.         $ctx.ExecuteQuery()      
    10.         if($newWebFeature.DefinitionId -ne $null){      
    11.             Write-Host $newWebFeature.DisplayName "Web scoped Feature activated"      
    12.         }              
    13.     }      
    14.     catch{      
    15.         Write-Host "Error in activating web scoped feature : $($_.Exception.Message)" -ForegroundColor Red      
    16.     }      
    17. }   



Deactivate the Site level feature (Web Scope):

In the above section, we have seen how we can activate the site level feature. Now we will see how we can deactivate the site level feature.
  • To de-activate the site level (web) feature, use the remove method to the features collection. The necessary parameters are feature id, boolean value to force enable the feature. The feature id can be identified from the microsoft blog site (mentioned above). Boolean value is true to force disable the feature.
  • Load the web object and execute the query.
    1. # Deactivate the site level feature (Web Scope)    
    2. function DisableWebFeature(){      
    3.     try{      
    4.         $web = $ctx.Site.OpenWeb("/SharePoint")      
    5.         $web.Features.Remove($webFeatureId, $true)      
    6.         $ctx.Load($web)      
    7.         $ctx.ExecuteQuery()      
    8.         Write-Host "Web Feature deactivated"      
    9.     }      
    10.     catch{      
    11.         Write-Host "Error in deactivating web scoped feature : $($_.Exception.Message)"-ForegroundColor Red      
    12.     }      
    13. }    


Note:
 The above set of operations needs to be called to get it executed.
    1. # Feature to be activated    
    2. $webFeatureId = "94c94ca6-b32f-4da9-a9e3-1f3d343d7ecb" # SharePoint Server Publishing    
    3.     
    4. GetWebFeatures # Gets all the features from web scope.    
    5. GetWebFeature # Gets a feature using feature id at web scope.    
    6. EnableWebFeature # Adds web feature.    
    7. DisableWebFeature # Removes web feature.