sharepoint metadata and search refiners spsutah2013 jan 2013
TRANSCRIPT
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
