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

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SHAREPOINT METADATA AND SEARCH REFINERS SharePoint Saturday Utah – 19 Jan 2013 Owen Allen V.P. Solutions Pingar

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Page 1: 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

Page 2: SharePoint 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

Page 3: SharePoint Saturday Utah – 19 Jan 2013 Owen Allen V.P. Solutions Pingar

ADVANCED METADATA – THE TERM STORE

Term Store Term Groups

Term Sets

Page 4: SharePoint Saturday Utah – 19 Jan 2013 Owen Allen V.P. Solutions Pingar

REFINERS Sugar?

Oil?

When and where?

Page 5: SharePoint Saturday Utah – 19 Jan 2013 Owen Allen V.P. Solutions Pingar

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

Page 6: SharePoint Saturday Utah – 19 Jan 2013 Owen Allen V.P. Solutions Pingar

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)

Page 7: SharePoint Saturday Utah – 19 Jan 2013 Owen Allen V.P. Solutions Pingar

SEARCH RESULTS. HOW MANY? Difference between SearchCenter and SearchResults

Is Site included?

Search Center site template

Search Results in Team Site template

Page 8: SharePoint Saturday Utah – 19 Jan 2013 Owen Allen V.P. Solutions Pingar

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.

Page 9: SharePoint Saturday Utah – 19 Jan 2013 Owen Allen V.P. Solutions Pingar

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

Page 10: SharePoint Saturday Utah – 19 Jan 2013 Owen Allen V.P. Solutions Pingar

DEFINE YOUR LIBRARY COLUMN

Page 11: SharePoint Saturday Utah – 19 Jan 2013 Owen Allen V.P. Solutions Pingar

CRAWL, BABY, CRAWL!

Page 12: SharePoint Saturday Utah – 19 Jan 2013 Owen Allen V.P. Solutions Pingar

CREATE A NEW MANAGED PROPERTY

Page 13: SharePoint Saturday Utah – 19 Jan 2013 Owen Allen V.P. Solutions Pingar

EDIT SEARCH CORE RESULTS WEB PART

Page 14: SharePoint Saturday Utah – 19 Jan 2013 Owen Allen V.P. Solutions Pingar

EDIT REFINEMENT PANEL WEB PART

Page 15: SharePoint Saturday Utah – 19 Jan 2013 Owen Allen V.P. Solutions Pingar

CRAWL, BABY, CRAWL!

Page 16: SharePoint Saturday Utah – 19 Jan 2013 Owen Allen V.P. Solutions Pingar

CREDIT TO SHAREBlogs

ThreeWill.com – Will Holland

SharePointAnalystHQ.com – Michal Pisarek

Page 17: SharePoint Saturday Utah – 19 Jan 2013 Owen Allen V.P. Solutions Pingar

THANK YOUOwen Allen

Pingar

Email: [email protected]: @owenallen