DocMetaMan lets the user select a root folder and upload the documents to any document library in SharePoint 2010. The GUI prompts the user to select the metadata/Taxonomy to be associated with the documents before uploading them to SharePoint.
The tool works in two modes...
By default, the user can select the library and the root folder where the documents are located. The tool then pings the document library and shows the metadata associated with the library. User can select the taxonomy for the documents and once done
upload the documents.
For large number of documents, selecting the taxonomy can be taxing on time. In that case, the user would like to set the metadata over a period of time with different iterations before uploading the docs to SharePoint. Also, there can be cases
when the user does not want to be on the Server all this while.
In these case the tool lets you work in a disconnected/multiple iterative mode. Following is the sequence of events for this:
Note that step 1 and 4 needs to be executed on a MOSS server but 2 and 3 can be executed on a non Moss Machine, as long as the .Net framework is 3.5
Step 1: Create Property Map.
Click on File > Save Property Map file
and follow the instructions on the GUI. This creates a Property Map file. This file stores all the information regarding the Website, document library and Metadatacolumns etc..
Step 2: Load the Property Map
User can copy this Property map file and run the tool on a non SharePoint machine. User Loads the property map file and selects the root folder. The file can be loaded by Selecting Load >Property
Step 3: Save Property Value file
Once the root folder is selected in step 2, the GUI shows all the taxonomy associated with the fields. User sets the taxonomy for all the documents. To save the file select File>Save Property Value file
Step 4: Load Property Value file
User now takes the property value file on the server and loads it again. Once the file is loaded , press Upload to start uploading the documents.
Bulk Metadata Updates
DocMetaMan supports bulk metadata updates for the documents. If the docs have the same metadata for each column/row this option is quite handy.
Bulk Column Update
Set the value of the Column metadata for the first documnet. After this, click on the Column Header. This will set the same metadata property value for all the documents.
Row Column Update
On clicking Row header, all the docs will be set with exactly the same metadata as that of the first document. This is done for all the metadata columns.
Property Value File
By default a new property value is cre fileated every time documents are uploaded to SharePoint ( i.e. on click of Upload button ). In case of a crash/exception the selected taxonomy can be retrieved by using the last PropertyValue file created.
Every unsuccessful file upload is documented with timestamp in the Log file created at the working folder. In case tool was not able to upload /set metadata for the document, the exception is written oi the log files.