List Metadata Collator


List Metadata Collator tool helps you generate a full inventory of library / list items' in a given SharePoint Library or List along with their columns and corresponding values and export this information to a CSV file. This tool will be extremely useful when you would like to clean-up your existing metadata or fill-up missing metadata and input new metadata (re-organize metadata) during content migration to a new SharePoint server.

1.

Select List Metadata Collator from Tools menu.

 

2.

The List Metadata Collator dialog appears as shown below:

Specify a valid SharePoint Library / List URL in the  URL textbox. You can specify a SharePoint library/list/folder Location in the textbox (e.g., http://sharepoint.local/demo/lists/sports). You can also specify a SharePoint online (Office 365) library/list/folder URL.

3.

Specify the Authentication type and user credentials to connect to the SharePoint URL using the options given below :  

 a. Specify the Authentication Type
  • Windows
  • Forms
  • Office 365 Cloud Identity
  • Federated Identity

 b. Specify the user credentials

      Connect to SharePoint URL using the user context stored in the user profile (OR) enter the user name in any ONE of the following formats: <DOMAIN NAME>\<USER NAME>, UserName@DomainName, UserName and its corresponding password. Click Connect button to proceed.

       Connect to a SharePoint site (SharePoint On-premise or SharePoint Online) using federated identity configured using ADFS. Also, select this option to connect to Office 365 SharePoint Online configured using federated identity provider.

To connect to Office 365's SharePoint Online environment, you can use Web Single Sign-on option for both Cloud Identity (Office 365 Online User Credential e.g., johndoe@vyapin.onmicrosoft.com) and Federated Identity (configured via ADFS e.g., johndoe@vyapin.com).

 
Upon clicking Connect button, you will be prompted for login credentials (username and password) as shown below:

 

  

Provide User ID and Password in the respective textboxes and click Sign in button to proceed.

4.

Select desired columns from the available columns list. The column value will be exported along with the list item URL to the metadata file.



5.

Export Options: Select any one of the following options to generate the URL for the list items:

a.     Export absolute URL of the items - Generate the absolute URL of the items with specified column value.

b.    Export base URL of the items - Generate URL of the items parent URL with specified column value.

6.

Traversal Options: Select any one of the list traversal options as given below: 

a.     All items and folders - Generate the URL list for all items and folders in the specified location.

b.    All items only - Generate the URL list for all items only, but not folders.

c.     All folders only - Generate the URL list for all folders, but not the items.

d.    Items in current level - Generate URL for all items and folders in the current / top level.

7.

Version Options: Select any one of the list Version options as given below: 

a.     Latest Version - Generate the URL list for all item's latest version in the specified location.

b.    All Versions - Generate the URL list for all versions of the items.

8.

In Export Location: Specify valid export path (or) Click (...) button to specify the export file Location. A Browse For Folder dialog appears as shown below:

 

9. In Metadata filename: Specify a valid file name, specify the format in which the file to be saved (CSV / XLSX) under Filetype section.

10.

Select option Open metadata file once export is complete to open the metadata file automatically after completing the export process.

11.

Click Start Export... button to start the export process.

12.

After clicking Start Export... button, a dialog appears as shown below:

 

If you want to stop export click Stop export... button.

13.

Click Close button to close the List Metadata Collator dialog.