src 203 - build a sharepoint 2013 search driven application!

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www.expertpointsolutions.com SharePoint 2013 Catalog Sites Brian Culver SharePoint Fest Chicago October 2013 SRC203 Build a SharePoint 2013 Search Driven Application

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SharePoint 2013 has FAST search built into its core fabric. New site templates and web parts have been added to allow you to build search driven applications. Through these search web parts, we can cross site collection boundaries to surface information, improve navigation and create a seamless experience across the different sites, site collection and web application. We will also demonstrate how to use the catalog connections to expose data across the farm. Attendee Takeaways: 1. Understanding the new native power of SharePoint 2013 search. 2. Learn to configure the content by search web part. 3. Use the content catalog for making data available across the farm. 4. Enable search driven navigation with the term store.

TRANSCRIPT

Page 1: SRC 203 - Build a SharePoint 2013 Search Driven Application!

www.expertpointsolutions.com

SharePoint 2013 Catalog Sites

Brian Culver ● SharePoint Fest Chicago ● October 2013 ● SRC203

Build a SharePoint 2013 Search Driven Application

Page 2: SRC 203 - Build a SharePoint 2013 Search Driven Application!

About Brian Culver

• SharePoint Solutions Architect for Expert Point Solutions

• Based in Houston, TX

• Author• SharePoint 2010 Unleashed

• Various White Papers

• Speaker and Blogger

Page 3: SRC 203 - Build a SharePoint 2013 Search Driven Application!

Session Agenda

• What is a Search Driven site?

• The Components and Building Blocks

• Catalog Architecture

• Content By Search Web Part

• Display Templates

• Query Builder

• Query Rules

• Managed Navigation

Page 4: SRC 203 - Build a SharePoint 2013 Search Driven Application!

A site driven by search … right?

Examples:

• Best Buy

• Amazon

Core Concepts

• Navigation Driven by metadata

• Published Content is the focus

• Site Structure very simple

What is a Search Driven Site?

Page 5: SRC 203 - Build a SharePoint 2013 Search Driven Application!

What makes it “Search Driven”?

Q: “Don’t most web sites

already have Search?”

A: Yes

“It’s not about searching what we have published, it about publishing, republishing and targeting content that we have crawled…”

Page 6: SRC 203 - Build a SharePoint 2013 Search Driven Application!

1. Content is created in libraries and lists that are shared as catalogs in the

authoring site collection.

2. The search system crawls the content and builds the search index.

3. A user views a page on a publishing site, which triggers queries from

Search Web Parts.

4. Results are returned from the search index, and shown in Search Web

Parts on the page.

Cross-Site Publishing

Page 7: SRC 203 - Build a SharePoint 2013 Search Driven Application!

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 8: SRC 203 - Build a SharePoint 2013 Search Driven Application!

The Blocks of the Search Driven Publishing Model?

Content Search Web

Parts

Display Templates

Query Builder

Query RulesContent Catalogs

Managed Navigation

Page 9: SRC 203 - Build a SharePoint 2013 Search Driven Application!

Product Catalog Template

Page 10: SRC 203 - Build a SharePoint 2013 Search Driven Application!

Catalog Architecture

Page 11: SRC 203 - Build a SharePoint 2013 Search Driven Application!

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

Catalog Architecture

Page 12: SRC 203 - Build a SharePoint 2013 Search Driven Application!

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

Catalog Architecture

Page 13: SRC 203 - Build a SharePoint 2013 Search Driven Application!

Content Types & Site Columns

• Content Types

• Site Columns

Page 14: SRC 203 - Build a SharePoint 2013 Search Driven Application!

Product Content Type

Page 15: SRC 203 - Build a SharePoint 2013 Search Driven Application!

Content Search Web Part

Content Search Web Parts

Page 16: SRC 203 - Build a SharePoint 2013 Search Driven Application!

Content Search Web Part

Content Search Web Parts

Page 17: SRC 203 - Build a SharePoint 2013 Search Driven Application!

Search Driven Content Web Parts

Page 18: SRC 203 - Build a SharePoint 2013 Search Driven Application!

Display Templates

• Many options OOTB

• Create your own

Page 19: SRC 203 - Build a SharePoint 2013 Search Driven Application!

Display Templates

Make your own in HTML & JavaScript

Many ship Out-of the-Box

Display Templates

Page 20: SRC 203 - Build a SharePoint 2013 Search Driven Application!

Query Builder

IW focusedUI based

Allows “advanced

mode”

Provides Test &

Preview

Add Refiners

Query Builder

Page 21: SRC 203 - Build a SharePoint 2013 Search Driven Application!

Query Rules

IW focused

Manipulate Search Results

UI based

Query Rules

Page 22: SRC 203 - Build a SharePoint 2013 Search Driven Application!

Content Catalogs

Available across Farms

A settings on a List or Library

Integrated with Search

Product Catalog Site Template

Define URL Format

Select Navstructure

1a. Enable

2. Index 3. Connect

1b. New

Content Catalog

Page 23: SRC 203 - Build a SharePoint 2013 Search Driven Application!

Term Set Settings

Page 24: SRC 203 - Build a SharePoint 2013 Search Driven Application!

Term Set Navigation

Page 25: SRC 203 - Build a SharePoint 2013 Search Driven Application!

Build your Navigation Term Set

• Product Hierarchy

Page 26: SRC 203 - Build a SharePoint 2013 Search Driven Application!

Products List

Page 27: SRC 203 - Build a SharePoint 2013 Search Driven Application!

Catalog Settings..

Page 28: SRC 203 - Build a SharePoint 2013 Search Driven Application!

Catalog Settings..

Page 29: SRC 203 - Build a SharePoint 2013 Search Driven Application!

Catalog Enabling Catalog Connection

Content Catalog

Page 30: SRC 203 - Build a SharePoint 2013 Search Driven Application!

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: SRC 203 - Build a SharePoint 2013 Search Driven Application!

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: SRC 203 - Build a SharePoint 2013 Search Driven Application!

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: SRC 203 - Build a SharePoint 2013 Search Driven Application!

“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 CatalogFlexibility in

Page Content

Cross Site Publishing

Page 34: SRC 203 - Build a SharePoint 2013 Search Driven Application!

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: SRC 203 - Build a SharePoint 2013 Search Driven Application!

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: SRC 203 - Build a SharePoint 2013 Search Driven Application!

Product Catalog Demo

Page 37: SRC 203 - Build a SharePoint 2013 Search Driven Application!

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: SRC 203 - Build a SharePoint 2013 Search Driven Application!

Useful Links and Resources

• Technet Import Scripts

http://gallery.technet.microsoft.com/Import-list-content-to-f735d7fb

Page 39: SRC 203 - Build a SharePoint 2013 Search Driven Application!

Questions

??

?

?

Page 40: SRC 203 - Build a SharePoint 2013 Search Driven Application!

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: SRC 203 - Build a SharePoint 2013 Search Driven Application!

Thank you!

Brian Culver, MCM

Twitter:

@spbrianculver

E-mail:

[email protected]

Blog:

http://blog.expertpointsolutions.com/