sharepoint saturday utah – 19 jan 2013 owen allen v.p. solutions pingar

SHAREPOINT METADATA AND SEARCH REFINERSSharePoint Saturday Utah – 19 Jan 2013

Owen Allen

V.P. Solutions

Pingar

METADATA Painful

Who has a beautiful (non-painful) metadata story to share?

Document Library and List Columns

Site Columns

Content Types

ADVANCED METADATA – THE TERM STORE

Term Store Term Groups

Term Sets

REFINERS Sugar?

Oil?

When and where?

BEFORE YOU RUN, YOU MUST WALK… BEFORE WALK, YOU MUST CRAWL. Before a document column can be used in a search results page, a crawl is

necessary.

Crawled Properties

Managed Properties

WHAT’S IN A NAME? Names make columns simpler to use.

Sometimes, too simple can add difficulty.

Spaces in Column Names “ProductName” vs. “Product_Name” vs. “Product Name”

Look for the property named:ows_{YourColumnName}({YourColumnType})

i.e. ows_CompanyRegion(Text)

Or

ows_Company_x0020_Region(Text)

SEARCH RESULTS. HOW MANY? Difference between SearchCenter and SearchResults

Is Site included?

Search Center site template

Search Results in Team Site template

MODIFY THE SEARCH RESULTS PAGE Search Core Results web part

Edit the Fetched Properties property

Search Refinement Panel web part May need a text editor for this one! This is a series of <Categories> in an XML file. Order of Categories is determined by placement in this file.

THE BUILD STEPS 1. Define your Library Column

“Company Region” Choice: ‘Western Region’, ‘NorthEast Region’, SouthEast Region’, etc.

2. Crawl

3. Create a new Managed property Central Admin -> Application Management -> Manage Service Apps -> Server

Service Application -> Metadata properties

4. Edit Search Results Page web parts A. Core Search Results B. Refinement Panel

5. Crawl

DEFINE YOUR LIBRARY COLUMN

CRAWL, BABY, CRAWL!

CREATE A NEW MANAGED PROPERTY

EDIT SEARCH CORE RESULTS WEB PART

EDIT REFINEMENT PANEL WEB PART

CRAWL, BABY, CRAWL!

CREDIT TO SHAREBlogs

ThreeWill.com – Will Holland

SharePointAnalystHQ.com – Michal Pisarek

THANK YOUOwen Allen

Pingar

Email: Owen.Allen@Pingar.comTwitter: @owenallen