• Overview
  • Features
  • Resources

The application enables organizations to make optimum use of the capabilities of the SharePoint platform and it improves user productivity and adoption. Using metadata in SharePoint columns allows for filtering, sorting, grouping and powerful searches. For example, it is possible to search using the same syntax as in Outlook:
from:Microsoft subject:SharePoint

Manage metadata in bulk

Select documents using CAML

Use CAML query to select documents for processing.

Extract properties from documents

Extract the relevant properties from the documents

Upload metadata to SharePoint

Upload the extract properties as metadata to SharePoint

Product Features

View all features in a single overview

See all features below

Check out how BulkMetadataManager extends standard SharePoint functionality
FunctionalityBulkMetadataManager
Extract metadata from emails (msg and eml) stored in SharePoint
Select emails using CAML
PerformanceTypically 10 documents per second
Support for large lists
Caters for SharePoint throttling
WhatIf support
Logging
Scalable
Extensible✓ (e.g., pdf, jpg, docx, ...)

Leverage metadata

BulkMetadataManager offers unique functionality to harvest metadata stored in SharePoint documents and capture the values as SharePoint metadata.
Request a demo

Overview

BulkMetadata is a node.js application that runs on a separate computer system. It extracts properties present within SharePoint documents (e.g., extract the sent date, subject, … from emails) and uploads the extracted values into SharePoint columns.

The application enables organizations to make optimum use of the SharePoint platform and improve productivity and user adoption. Using metadata in SharePoint columns allows for filtering, sorting, grouping and powerful searches. For example, it is possible to search using the same syntax as in Outlook:
from:Microsoft subject:SharePoint

Basically, the application:
– downloads documents based on the provided CAML query
– extracts the document properties
– uploads the metadata to SharePoint columns.

Common use cases:
– add metadata to emails stored in SharePoint
– extract geolocation details from images stored in SharePoint
– extract customer / project details from pdf’s
– …

BulkMetadataManager in-depth

The following figures show the document details before and after running the application.
Before:

After:

Metadata
The following properties can be extracted from emails stored in SharePoint:
Subject
From
From address
To
To address
CC
CC address
BCC
BCC address
Message ID
Sent Date
Received Date
Conversation
has Attachment
Importance
Sensitivity
Categories

Logging
The application generates multiple log files: the summary log file holds high level details and there is a detailed log file with the results for the individual documents.

Performance
The application is optimized for performance by using parallel processes for downloading documents and setting metadata, caching, and other optimization techniques. Under optimized conditions the application can process 10 documents per second. The application is build to handle very large number of documents (100000’s and more). In addition, the application architecture allows for scaling out by using separate computer systems.

BulkMetadataManager can handle throttling by SharePoint Online and will automatically resume after the retry-after period has expired. The application also supports large lists exceeding the list view threshold (5000 items).

WhatIf
The WhatIf option allows for assessing the application and the configuration without uploading the metadata to SharePoint. The extracted document properties are saved to a separate csv file for further analysis.

Deployment
Install BulkMetadataManager and node.js and the application on a separate computer. Configure the metadata mapping using tenant properties or static properties file.

Supported environments
BulkMetadataManager supports emails (msg and eml) stored in SharePoint Online. Contact us if you have specific requirements.

Enhancements
The following enhancements will be implemented in near future releases:
– support for other file formats such as pdf, jpg, Office files (docx, xlsx and pptx), …
– support for importing metadata from csv files (to complement the extracted document properties)
– support for on-premises SharePoint versions

The target audience for running the application is SharePoint administrators and site collection administrators. It is not intended for use by end-users.

Additional information

For further information check out the following sources:

In short: BulkMetadataManager offers unique functionality to manage metadata of your SharePoint documents