Automated Steps

This option involves using PowerShell and should be executed by someone who is comfortable using scripts and has appropriate access to the SharePoint site.

Note: we strongly recommend that you test these scripts in a development environment before running in production

Create Site Columns

1. 1. 1. Start PowerShell run the below script

function Set-SPOKEFields {
  param (
    [Parameter(Mandatory=$true,Position=1)]
    [string[]]$Fields
  )
  try {
    $oFields = Get-PnPField
    foreach($field in $Fields) {
      $newField = $oFields | where {$_.InternalName -eq $field}
      if($newField -ne $NULL) {
        Write-host "Site Column $ColumnName already exists!" -f Yellow
      }
      else
      {
        if($field -eq "EmDate") {
          $displayName = $field -replace "Em","Email "
          $guid = Get-FieldID -FieldName $field
          $FieldSchema = ""
          Add-PnPFieldFromXml -FieldXml $FieldSchema
        }
        elseif(($field -eq "EmFrom") -or ($field -eq "EmAttachmentCount") -or ($field -eq "EmSensitivity") -or ($field -eq "EmTransferAction")) {
          $displayName = $field -replace "Em","Email "
          $guid = Get-FieldID -FieldName $field
          $FieldSchema = ""
          Add-PnPFieldFromXml -FieldXml $FieldSchema
        }
        else {
          $displayName = $field -replace "Em","Email "
          $guid = Get-FieldID -FieldName $field
          $FieldSchema = ""
          Add-PnPFieldFromXml -FieldXml $FieldSchema
        }
        Write-host "Site Column Created Successfully!" -ForegroundColor Green 
      }
    }
  }
  catch [Net.WebException] {     
    Write-Host $Url " failed to connect to the site" $_.Exception.Message.ToString() -ForegroundColor Red
  }
}

function Get-FieldID {
  param (
    [Parameter(Mandatory=$true,Position=1)]
    [string]$FieldName
  )
  $guid = switch ($FieldName) {
    "EmDate"               {"b1f75b72-daed-4963-a8b0-99b598205eb0"; break}
    "EmTo"                 {"1abc7201-880b-4802-912a-32669f4cda6e"; break}
    "EmFrom"               {"5797777c-2cfe-4b9e-8638-298c36f1a3d4"; break}
    "EmCC"                 {"31399494-ca4d-4da9-bdb6-f452e56c4b12"; break}
    "EmBCC"                {"88511fc1-04be-4a08-bc4d-122c43541447"; break}
    "EmSubject"            {"2dde6173-4ffc-430d-a8bd-97de57cb432b"; break}
    "EmBody"               {"c6c37ebd-bae0-4c89-b6ef-5d93dd917d8f"; break}
    "EmConversationTopic"  {"0443e054-e14a-40c1-89cc-fcd1e63d6286"; break}
    "EmConversationIndex"  {"9bf6a98c-bae4-40d5-ad9c-722870d25e6d"; break}
    "EmAttachmentCount"    {"d48beaf0-2cac-4628-8dd4-924129914886"; break}
    "EmAttachment"         {"8bd27213-794b-40ac-8542-277cdb016985"; break}
    "EmSensitivity"        {"b2ca25c8-6704-4591-b363-c5fd6dbd45b9"; break}
    "EmTransferAction"     {"ba53ff39-2fc3-4b20-8a1e-2005a5e580d2"; break}
    "EmURLs"               {"a458d01f-2bd7-4776-9f49-3b3180b446d5"; break}
    "EmKeywords"           {"bc7d058f-ead1-41d2-83a9-a7f7178d6cc8"; break}
    default                {""; break}
  }
  return $guid
}

function Add-FieldToLists {
  param (
    [Parameter(Mandatory=$true,Position=1)]
    [string[]]$Fields
  )  
  $docLibraries = Get-PnPList | Where-Object {$_.BaseTemplate -eq 101 -and $_.Hidden -eq $false}  
  foreach($docLibrary in $docLibraries) {
    $confirm = Read-Host "Do you want to add fields to " $docLibrary.Title "? (y/n)"
    if($confirm -eq "y") {
      foreach($field in $Fields) {
        $oFields = Get-PnPField -List $docLibrary.Title
        $oField = $oFields | where {$_.InternalName -eq $field}
        if($oField -ne $NULL) {
          Write-host "Field $ColumnName already exists!" -f Yellow
        }
        else {
          Write-host "Adding Fields to "$docLibrary.Title -f Yellow
          Add-PnPField -List $docLibrary.Title -Field $field
          Write-host "Fields added to "$docLibrary.Title"!" -ForegroundColor Green
        }
      }
    }
  }
}

function Add-FieldToContentTypes {
  param (
    [Parameter(Mandatory=$true,Position=1)]
    [string[]]$Fields,
    [Parameter(Mandatory=$true,Position=2)]
    [string[]]$ContentTypes
  )  
  foreach($ContentType in $ContentTypes) {
    Get-PnPContentType -Identity $ContentType
    $confirm = Read-Host "Do you want to add fields to " $ContentType "? (y/n)"
    if($confirm -eq "y") {
      foreach($field in $Fields) {
        $oFields = Get-PnPField -List $docLibrary.Title
        $oField = $oFields | where {$_.InternalName -eq $field}
        if($oField -ne $NULL) {
          Write-host "Field $ColumnName already exists!" -f Yellow
        }
        else {
          Write-host "Adding Fields to "$docLibrary.Title -f Yellow
          Add-PnPField -List $docLibrary.Title -Field $field
          Write-host "Fields added to "$docLibrary.Title"!" -ForegroundColor Green
        }
      }
    }
  }
}

Install-PackageProvider -Name NuGet -Force -Scope CurrentUser
Install-Module PnP.PowerShell -Scope CurrentUser -Verbose -Force
Import-Module PnP.PowerShell -Scope Local -WarningAction SilentlyContinue

# Insert URL of the SharePoint site collection (Root Site)
$Url = "https://tenent-name.sharepoint.com/sites/site-name"
$fields = "EmDate","EmTo","EmFrom","EmCC","EmSubject","EmBody","EmConversationTopic","EmConversationIndex","EmAttachmentCount","EmAttachment","EmBCC","EmSensitivity","EmTransferAction"
$contentTypes = "Document","Document Set"

Connect-PnPOnline -Url $Url -Credentials (Get-Credential)
Set-SPOKEFields -Fields $fields

Add Columns to Content Types

Skip this step if you do NOT use content types on the SharePoint site.

1. 1. 1. Update the “$contentTypes” variable with the names of content types and run the below code

  $contentTypes = "Document","Email Document"
  Add-FieldToContentTypes -Field $fields -ContentTypes $contentTypes

Add Columns to Document Library

Skip this step if you have added the Konnect eMail fields to content types directly in the above steps.

1. 1. 1. Run the below code

Add-FieldToLists -Field $fields