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SharePoint 2013 Catalog Sites

Brian Culver

Build a SharePoint 2013 Search Driven Application

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Welcome to SharePoint Saturday Houston

• Please turn off all electronic devices or set them to vibrate• If you must take a phone call, please do so in the hall so as not

to disturb others• Special thanks to our Title Sponsor, ProSymmetry

Thank you for being a part of the

5th Annual SharePoint Saturday

for the greater Houston area!

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Thanks to all our Sponsors!

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Information• Speaker presentation slides should be available

from the SPSHOU website within a week or so

• The Houston SharePoint User Group will be having it’s next meeting Wednesday April 15th. Please join us at www.h-spug.org

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About Brian Culver

– SharePoint Solutions Architect for Expert Point Solutions– Based in Houston, TX– Author

• ProveIT!• SharePoint 2010 Unleashed• Various White Papers

– Speaker and Blogger

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Session Agenda

• What is a Search Driven site?• Search Driven Publishing Model– Catalog Architecture– Managed Navigation – Content By Search Web Part– Display Templates– Query Builder– Query Rules

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What is a Search Driven Site?

A site driven by search … right? • Sounds complicated until you see it.• Examples:

– Best Buy– Amazon

Core Concepts• Navigation Driven by metadata• Published Content is the focus• Site Structure very simple

Implementation• Two Publishing Pages• Friendly URLs• Content can be anywhere

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What is a Search Driven Site?

A site driven by search … right? • Sounds complicated until you see it.• Examples:

– Best Buy– Amazon

Core Concepts• Navigation Driven by metadata• Published Content is the focus• Site Structure very simple

Implementation• Two Publishing Pages• Friendly URLs• Content can be anywhere

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The Search Driven Publishing Model

The Product Catalog site• Used for content storage• Product Content Type• Taxonomy

The Publishing site• Presentation Layer• Display Templates• Content By Search Webpart

The Publishing site consumes the catalog data and presents it to the end user.

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Advantages of a Search Driven Publishing Model

Breakdown site collection boundaries

Eliminate large list thresholds

Allows for flexible & dynamic publishing

Separate presentation from storage

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The Blocks of the Search Driven Publishing Model?

Product Catalog Site

Content Catalogs

Managed Navigation

Content Types

Publishing Site

Query Builder

Query Rules

Display Templates

Content Search

Web Parts

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Product Catalog Architecture - Site Template

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Product Catalog Architecture - Content Types & Site Columns

• Content Types

• Site Columns

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Product Catalog Architecture

The “Product” Content Type

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Product Catalog Architecture - Products List

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Build your Navigation Term Set

• Product Hierarchy

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Term Set Settings

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Term Set Navigation

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Product Catalog Page Architecture

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AudioCamerasComputersHome appliancesPhonesTV and video

Adaptive experiences empower web developers to create portals based on managed navigation and a few dynamic pages

AudioCamerasComputersHome appliancesPhonesTV and video

Friendly URLhttp://contoso.com/cameras

Use pagemaincategory.aspx

Search

Product Catalog

CONTENT SEARCH WEB PART

TERM STORE NAVIGATION TAXONOMY

Filter query byCATEGORY: Cameras

Product Catalog Page Architecture

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AudioCamerasComputersHome appliancesPhonesTV and video

TERM STORE NAVIGATION TAXONOMY

Friendly URLhttp://contoso.com/computers

Use pagemaincategory.aspx

Adaptive experiences empower web developers to create portals based on managed navigation and a few dynamic pages

Search

Product Catalog

CONTENT SEARCH WEB PART

Filter query byCATEGORY: Computers

Product Catalog Page Architecture

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Content Search Web Part

Content Search Web Parts

CBQ

without

borders

nicely

themed

Indexing

Latency

Simple

to AddSimple

to Edit

Super

Flexible

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Content Search Web Part

Content Search Web Parts

CBQ

without

borders

nicely

themed

Indexing

Latency

Simple

to AddSimple

to Edit

Super

Flexible

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Search Driven Content Web Parts

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Display Templates

• Many options OOTB• Create your own

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Display Templates

Make your own in HTML & JavaScriptMany ship Out-of the-Box

Display Templates

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Query Builder

IW focusedUI based

Allows “advanced

mode”

Provides Test &

Preview

Add Refiners

Query Builder

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Query Rules

IW focused

Manipulate Search Results

UI based

Query Rules

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Catalog Settings..

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Catalog Settings..

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Catalog Enabling Catalog Connection

Catalog Publishing

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Managed Navigation

New Nav Provider

Friendly URLSProduct Catalog

integration

Terms can be site

structures

1:1 binding of Site

Collection to Term Set

Managed Navigation

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Managed navigation

• Drive your navigation and URLs based on Term Store hierarchies

• Clean URLs for actual end users– www.contoso.com/careers– www.contoso.com/aboutus

• Define settings for navigation in terms store manager

• Provides also dynamic topicpages capability for minimizingamount of physical pages for catalog type sites

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Refiners and faceted navigation

• Define refiners for catalog content drill down in catalog drive scenarios

• Provides easy filtering capabilities for catalog information

• Content editors can define which managed properties are available as refinements

• UI rending can be customized for each refiner

• Different data types have different rendering options

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Cross Site Publishing

“Create content in an Authoring environment and use it in any one of your SharePoint publishing environments.”

Cross Site Publishing

URL manipulation

Multi-branding Authoring and Production tiers

Multilingual

Things to know:1. This is not

content deployment

2. Requires the Publishing feature

3. Requires a Catalog

Flexibility in Page Content

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Cross Site Publishing

Why XSP?:1. Need to Publish >1

location2. Need a multilingual site3. Need to separate

authoring and publishing

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Steps for Configure a Catalog Site

1.Create site collections for cross-site publishing.• Product Catalog Site• Publishing Site

2.Import/Build (Products) list content into the Product Catalog Site.3.How to enable a list as a catalog.4.Set up search and enable crawling of your catalog content.5.Connect Catalog in your Publishing site.6.Upload and apply a new master page to a publishing site7.Upload page layouts and create new pages in a publishing site8.Assign a category page and a catalog item page to a term9.Configure the query in a Content Search Web Part on a category page10.Configure the query in a Content Search Web Part on a catalog item page11.Upload and apply display templates to the Content Search Web Part12.Plan and Configure to use refiners for faceted navigation13.Add refiners for faceted navigation to a publishing site14.Add a Taxonomy Refinement Panel Web Part to a publishing site

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Product Catalog Demo

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New Site Search Admin Tasks

Just to summarize, here are things site admins can do to manage search themselves:

Task Site Collection

Admin

Site Admin

Create and/or override Query Rules, including Promoted Results

Create and/or override Result types and display templates

Create and/or override Result Sources, either for remote locations or as a custom search “vertical”

Create managed properties

Create refiners

Start a local crawl – can even be done down to the list level

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Useful Links and Resources

• Technet Import Scripts– http://gallery.technet.microsoft.com/Import-list-content-to-f735d7fb

• Check for the Latest Slide Deck– http://www.slideshare.net/bculver

• Videos for Search Driven Sites– https://www.youtube.com/watch?v=xTVW5fqafy4– https://www.youtube.com/watch?v=-dJ9k2hu11o

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Please Leave Feedback During Q&ASpeakers: If you want to get feedback on your talk, put the shortened link and the QR code on this page. Instructions on how to get your link and QR code are at: bit.ly/spshou2015decktemplate

Also, please upload your completed deck to our Onedrive folder: bit.ly/spshou2015deckuploads

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Constructive Feedback Is Appreciated

Great information, but would like to have learned more about [Insert Topic]

Brian – Your presentation was …

Good Demos!

Thanks!

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Thank you!

Brian Culver, MCMTwitter: @spbrianculver

E-mail:brian.culver@expertpointsolutions.com

Blog:http://blog.expertpointsolutions.com/

Slides:http://www.slideshare.net/bculver