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Building an FAQ for End UsersAn Evolution of an idea
Paul HuntJuly 11th, 2015
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Thanks to our Sponsors
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Who Am I?
• SharePoint Architect for Trustmarque
• Co-organiser of SUGUK London Region
• Member of the SharePoint community since 2007
• In my spare time I’m a woodturner, making Pots, Pens and artistic pieces!
• Paul Hunt• Twitter: @Cimares• www.myfatblog.co.uk• www.trinityservice.co
.uk
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Who Am I?
• SharePoint Architect for Trustmarque
• Co-organiser of SUGUK London Region
• Member of the SharePoint community since 2007
• In my spare time I’m a woodturner, making Pots, Pens and artistic pieces!
• Paul Hunt• Twitter: @Cimares• www.myfatblog.co.uk• www.trinityservice.co
.uk
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FAQ – Basic Evolution End Users
FAQ – Intermediate Evolution End Users/Power Users
FAQ – Advanced Evolution Power Users IT Pros/Devs
Who is this session for?
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Agenda – Part 1
• Building an FAQ Foundations
Site Columns/Content Types Metadata
Basic Configuration Single site/Single list
Intermediate Configuration Integrated search Configuring Search Centre
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Agenda – Part 1
• Building an FAQ Advanced (This needs some code!)
Transforming the List view Transforming the integrated search Adding expert search Transforming the Search Centre experience
• #SPCSR Help from the community
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Room Survey – Skill Levels
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Foundations
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Service Applications
Managed Metadata• Provides a central
repository of terms for classification of data.
User Profiles• Stores detailed
information about a user.
• Commonly integrated with one or more identity stores.
• Can be extended
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Service Applications
Enterprise Search• Allows us to find
information using simple or complex queries.
• Work across site collection boundaries.
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Site Columns
Column Name Type
FAQ Subject Managed Metadata
Answer Summary Single line of text
Answer Publishing HTML**
FAQ Answer Type Choice
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Content Type(s)
Content Type Name Columns
SPFAQ Title
FAQ Subject
Summary Answer
Answer
FAQ Answer Type
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Content Type(s)
http://contoso.sharepoint.com
http://contoso.sharepoint.com/sites/hr
http://contoso.sharepoint.com/sites/sales
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Content Type Publishing
Don’t do it manually!
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Content Type Publishing
On-Premises• Needs to be set-up!
Configure Feature Tell MMS where it is Given it’s own Site Collection
Office 365• Already configured!
Content Type Hub
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• Wait up to 60 minutes! – Hourly timer job
Content Type Publishing
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Internal Name Pain
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Internal Name Pain!
The_x0020_number_x0020_of_x0020_
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Internal Name Pain!
• Internal names get encoded once, then URL encoded when displayed in the browser adding to the confusion!
• The internal name of The_x0020_number_x0020_of_x0020_• Is actually displayed in the browser as :- The%5Fx0020%5Fnumber%5Fx0020%5Fof%5Fx0020%5F
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Internal Name Pain!
• Multiple long field names lose meaning
The_x0020_number_x0020_of_x0020_0
The_x0020_number_x0020_of_x0020_
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Internal Name Pain!
• Creating your fields carefully will save you this pain!
Create
Rename
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• SharePoint 2013 introduces some new pain with the quick edit list functionality.
Internal Name Pain!
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I’m not a dev!
• Why should I care?
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I’m not a dev!
• Your developers (if you have them) will love you!
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FAQ Basic
• Building the foundations Site Columns & Content Types
• Build using the Custom List template Add our Content Type Configure Metadata Navigation Configure Ratings Configure list view
• Additional option Versioning/Content Approval
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DEMO – FAQ Basic
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FAQ Intermediate
• Expanding on the Basic configuration Enhance the item page using linked search
Content By Search Web Part **
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FAQ Intermediate
• Expanding on the Basic configuration Improving the Search Centre experience
Enabling Metadata Refinement Enhancing visibility of results
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DEMO – FAQ Intermediate
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FAQ Advanced
• Building further functionality Enhancing the User Experience
List view web part display templates Search Display templates for the linked search Search Display templates for the Search centre Adding value using People search
Configuring SME selector in Profile Adding the Managed Property
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FAQ Advanced
• The List View Display Template
Allows us to control look and behaviour
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FAQ Advanced
• Columns MUST be in the view to be used!
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FAQ Advanced
• Display in a modal Dialog
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FAQ Advanced
• Display a relevant Icon
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FAQ Advanced
• Display a fixed rating image
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FAQ Advanced
• Search Display Templates for the linked search
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FAQ Advanced
• Search Display Templates – Key Pointers Don’t forget to include your Managed Properties!
Use Include CSS to use style sheets
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FAQ Advanced
• Adding value using People Search Enhancing the user profile with a new field Values taken from FAQ MMS values
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FAQ Advanced
• Adding value using People Search New User profile column is added to search
Allows us to Search for FAQSME:SharePoint
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FAQ Advanced
• Adding value using People Search Enhance the FAQ entry with related experts view
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DEMO – FAQ Advanced
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In Summary
• Basic and Intermediate demos built using configuration only
• Advanced demo built using low skill techniques
• Future enhancements Versioning/Content Approvals for control Cross site collection usage Document based FAQ lists Combined List Items/Document FAQ lists using search
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#SPCSR
www.facebook.com/hashspcsrhttps://github.com/spcsr
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Related Sessions1:15 PM – Starting out with Client Side Rendering for list views
Iain Wyatt3:45 PM – Search Display Templates – Tips and Tricks
Elio StruyfLast Session – Me again – List View Templates for IT Pros
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Questions?
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Thanks to our Sponsors
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Don’t forget the SharePint
Sponsored by
Imperial College Union Bar6pm - 8pm Beit Quadrangle, Prince Consort RoadOne street up from SPS London
Don’t forget to get Beer Tokens….
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Don’t forget SharePint!
• SHARE·PINT: [SHAIR-PAHYNT]Noun1. An assembly or meeting in relation to Microsoft SharePoint, accompanied with an alcoholic beverage.