Provision Site Collection termsets and terms in office 365 using Powershell and CSOM

Provision Site Collection termsets and terms.ps1

#Credentials to connect to office 365 site collection url 
$url ="https://velegandla.sharepoint.com/sites/training"
$username="[email protected]"
$password="yourpassword"
$Password = $password |ConvertTo-SecureString -AsPlainText -force
Write-Host "Load CSOM libraries" -foregroundcolor black -backgroundcolor yellow
Set-Location $PSScriptRoot
Add-Type -Path (Resolve-Path "Microsoft.SharePoint.Client.dll")
Add-Type -Path (Resolve-Path "Microsoft.SharePoint.Client.Runtime.dll")
Add-Type -Path (Resolve-Path "Microsoft.Online.SharePoint.Client.Tenant.dll")
Add-Type -Path (Resolve-Path "Microsoft.SharePoint.Client.Taxonomy.dll")
Write-Host "CSOM libraries loaded successfully" -foregroundcolor black -backgroundcolor Green 

Write-Host "authenticate to SharePoint Online Tenant site $url and get ClientContext object" -foregroundcolor black -backgroundcolor yellow  
$Context = New-Object Microsoft.SharePoint.Client.ClientContext($url) 
$credentials = New-Object Microsoft.SharePoint.Client.SharePointOnlineCredentials($username, $password) 
$Context.Credentials = $credentials 
$context.RequestTimeOut = 5000 * 60 * 10;
$web = $context.Web
$site = $context.Site 
$context.Load($web)
$context.Load($site)
try
{
  $context.ExecuteQuery()
  Write-Host "authenticateed to SharePoint Online Tenant site $url and get ClientContext object succeefully" -foregroundcolor black -backgroundcolor Green
}
catch
{
  Write-Host "Not able to authenticateed to SharePoint Online $_.Exception.Message" -foregroundcolor black -backgroundcolor Red
  return
}
function provision-Term($context, $termSet, $label, $lcid)
{
  $terms = $termSet.Terms
  $context.Load($terms)
  $context.ExecuteQuery()
  $term = $terms | Where-Object {$_.Name -eq $label}  
  if($term)
  {
   Write-Host "Term" $label   "already exists." -foregroundcolor black -backgroundcolor Blue  
  }
  else
  {
    Write-Host "Creating term " $label -foregroundcolor black -backgroundcolor yellow
    $term = $termSet.CreateTerm($label, $lcid, [System.Guid]::NewGuid())
    try
    {
      $context.ExecuteQuery()
      Write-Host "Term" $label "Created successfully" -foregroundcolor black -backgroundcolor Green
    }
    catch
    {
      Write-Host "Error while creating Term" $label $_.Exception.Message -foregroundcolor black -backgroundcolor Red
      return
    }  
  }
}
function provision-TermSet($context, $group, $termSetXml, $lcid)
{
  $termSets = $group.TermSets
  $context.Load($termSets)
  $context.ExecuteQuery()
  $termSet = $termSets | Where-Object {$_.Name -eq $termSetXml.Name}  

  if($termSet)
  {
  Write-Host "Termset" $termSetXml.Name   "already exists."   -foregroundcolor black -backgroundcolor Blue
  $termSet = $group.TermSets.GetByName($termSetXml.Name)
  $context.Load($termSet)
  $context.ExecuteQuery()
  }
  else
  {
    Write-Host "Creating term set" $termSetXml.Name -foregroundcolor black -backgroundcolor yellow
    $termSet = $group.CreateTermSet($termSetXml.Name, [System.Guid]::NewGuid(), $lcid)
    try
    {
      $context.ExecuteQuery()
      Write-Host "Term set " $termSetXml.Name "Created successfully" -foregroundcolor black -backgroundcolor Green
    }
    catch
    {
      Write-Host "Error while creating Term set" $termSetXml.Name $_.Exception.Message -foregroundcolor black -backgroundcolor Red
      return
    }  
  }
  $termSetXml.Term | ForEach-Object { provision-Term $context $termSet $_.Name $lcid }
}

#Getting Term store Information
function Get-TermStoreInfo
{
  Write-Host "Loading taxonomy session" -foregroundcolor black -backgroundcolor yellow
  $session = [Microsoft.SharePoint.Client.Taxonomy.TaxonomySession]::GetTaxonomySession($context)
  $session.UpdateCache();
  $context.Load($session)
  $context.ExecuteQuery()
  Write-Host "Loading term stores" -foregroundcolor black -backgroundcolor yellow
  $termStores = $session.TermStores
  $context.Load($termStores)
  try
  {
    $context.ExecuteQuery()
    $termStore = $termStores[0]
    $context.Load($termStore)
    Write-Host "Term store with the following id is loaded:" $termStore.Id -foregroundcolor black -backgroundcolor Green
  }
  catch
  {
    Write-Host "Error detail while getting term store id" $_.Exception.Message -foregroundcolor black -backgroundcolor Red
    return
  }
  return $termStore
}

#Provisioning the site collection Terms 
function Provision-managedmetadata($context)
{
# Redaing Data from manage metadata.xml file
$xmlFilePath = "$PSScriptRoot\SiteCollectionTermsets.xml" 
Write-Host "Load SiteCollectionTermsets.xml file for creating terms" -foregroundcolor Green
[xml]$xmlContent = (Get-Content $xmlFilePath)
if (-not $xmlContent)
{
  Write-Host "SiteCollectionTermsets.xml was not loaded successfully." -foregroundcolor Red
  return
}  
$termStore = Get-TermStoreInfo $context  
Write-Host "Create Taxonomy group if it is not available" -foregroundcolor black -backgroundcolor yellow
$sitecollectiontaxonomyGroup = $termStore.GetSiteCollectionGroup($context.Site,$true)
$context.Load($sitecollectiontaxonomyGroup)
try
{
  $context.ExecuteQuery()
  Write-Host "Site collection $url taxonomy group  "$sitecollectiontaxonomyGroup.Name" created or retrived successfully " -foregroundcolor black -backgroundcolor Green
}
catch
{
  Write-Host "Error while creating or getting site collection $url taxonomy group" $_.Exception.Message -foregroundcolor black -backgroundcolor Red
  return
}

$xmlContent.TermSets.TermSet |
ForEach-Object { provision-TermSet $context $sitecollectiontaxonomyGroup $_ $termStore.DefaultLanguage }
} 

#Provision Site collection taxonomy group, termset and terms based on SiteCollectionTermsets.xml configuration file
Write-Host "Provisioning Site collection terms started" -foregroundcolor black -backgroundcolor yellow
Provision-managedmetadata ($context)
Write-Host "Provisioning Site collection terms Completed" -foregroundcolor black -backgroundcolor green