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www.expertpointsolutions.com SharePoint 2013 Catalog Sites Brian Culver San Antonio SharePoint User Group January 2015 Build a SharePoint 2013 Search Driven Application

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Page 1: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

www.expertpointsolutions.com

SharePoint 2013 Catalog Sites

Brian Culver ● San Antonio SharePoint User Group ● January 2015

Build a SharePoint 2013 Search Driven Application

Page 2: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

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

Page 3: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

About Brian Culver

• Dad to 2 more girls

Page 4: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

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

Page 5: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

• 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

What is a Search Driven Site?

Page 6: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

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

What is a Search Driven Site?

Page 7: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

The Product Catalog site

• Used for content storage

• Product Content Type

• Taxonomy

The Publishing site

• Presentation Layer

• Display Templates

• Content By Search Webpart

The Search Driven Publishing Model

The Publishing site consumes the catalog

data and presents it to the end user.

Page 8: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Advantages of a Search Driven Publishing Model

Breakdown site collection boundaries

Eliminate large list thresholds

Allows for flexible & dynamic publishing

Separate presentation from storage

Page 9: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

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

Page 10: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Product Catalog Architecture - Site Template

Page 11: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Product Catalog Architecture - Content Types & Site Columns

• Content Types

• Site Columns

Page 12: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Product Catalog Architecture

The “Product” Content Type

Page 13: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Product Catalog Architecture - Products List

Page 14: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Build your Navigation Term Set

• Product Hierarchy

Page 15: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Term Set Settings

Page 16: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Term Set Navigation

Page 17: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Product Catalog Page Architecture

Page 18: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Audio

Cameras

Computers

Home appliances

Phones

TV and video

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

Audio

Cameras

Computers

Home appliances

Phones

TV and video

Friendly URL

http://contoso.com/cameras

Use page

maincategory.asp

x

Microsoft Confidential

Search

CONTENT SEARCH WEB

PART

TERM STORE

NAVIGATION

TAXONOMY

Filter query by

CATEGORY: Cameras

Product Catalog Page Architecture

Page 19: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Audio

Cameras

Computers

Home appliances

Phones

TV and video

TERM STORE

NAVIGATION

TAXONOMY

Friendly URL

http://contoso.com/computers

Use page

maincategory.asp

x

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

Microsoft Confidential

Search

CONTENT SEARCH WEB

PART

Filter query by

CATEGORY: Computers

Product Catalog Page Architecture

Page 20: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Content Search Web Part

Content Search Web Parts

Page 21: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Content Search Web Part

Content Search Web Parts

Page 22: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Search Driven Content Web Parts

Page 23: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Display Templates

• Many options OOTB

• Create your own

Page 24: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Display Templates

Make your own in HTML & JavaScript

Many ship Out-of the-Box

Display Templates

Page 25: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Query Builder

IW focusedUI based

Allows “advanced

mode”

Provides Test &

Preview

Add Refiners

Query Builder

Page 26: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Query Rules

IW focused

Manipulate Search Results

UI based

Query Rules

Page 27: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Catalog Settings..

Page 28: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Catalog Settings..

Page 29: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Catalog Enabling Catalog Connection

Catalog Publishing

Page 30: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Managed Navigation

New NavProvider

Friendly URLSProduct Catalog

integration

Terms can be site

structures

1:1 binding of Site

Collection to Term Set

Managed Navigation

Page 31: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

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 topic

pages capability for minimizing

amount of physical pages for catalog

type sites

Page 32: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

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

Page 33: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

“Create content in an Authoring environment and use it in any one of your

SharePoint publishing environments.”

Cross Site Publishing

URL manipulation

Multi-brandingAuthoring 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

Cross Site Publishing

Page 34: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Cross Site Publishing

Why XSP?:1. Need to Publish >1 location

2. Need a multilingual site

3. Need to separate authoring and publishing

Page 35: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

1. Create site collections for cross-site publishing.

2. Import list content into the Product Catalog Site Collection.

3. How to enable a list as a catalog.

4. Set up search and enable crawling of your catalog content.

5. Connect your publishing site to a catalog.

6. Upload and apply a new master page to a publishing site

7. Upload page layouts and create new pages in a publishing site

8. Assign a category page and a catalog item page to a term

9. Configure the query in a Content Search Web Part on a category page

10. Configure the query in a Content Search Web Part on a catalog item page

11. Upload and apply display templates to the Content Search Web Part

12. Plan and Configure to use refiners for faceted navigation

13. Add refiners for faceted navigation to a publishing site

14. Add a Taxonomy Refinement Panel Web Part to a publishing site

Steps for Configure a Catalog Site

Page 36: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Product Catalog Demo

Page 37: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

New Site Search Admin Tasks

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

themselves:

TaskSite

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

Page 38: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

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

Page 39: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Questions

??

?

?

Page 40: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Constructive Feedback Is Appreciated

Great information,

but would like to

have learned more

about [Insert Topic]Brian – Your

presentation

was …

Good

Demos!

Thanks!

Page 41: SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

Thank you!

Brian Culver, MCM

Twitter:

@spbrianculver

E-mail:

[email protected]

Blog:

http://blog.expertpointsolutions.com/

Slides:

http://www.slideshare.net/bculver