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SharePoint 2013 Catalog Sites
Build a SharePoint 2013 Search Driven Application
Brian Culver ● SharePoint Fest Chicago ● October 2013 ● SRC203
About Brian Culver
• SharePoint Solutions Architect for Expert Point Solutions

• Based in Houston, TX
• Author
• SharePoint 2010 Unleashed
• Various White Papers

• Speaker and Blogger
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
What is a Search Driven Site?

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 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…”
Cross-Site Publishing

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.
Advantages of a Search Driven Publishing Model

Breakdown site
collection
boundaries

Eliminate large list
thresholds

Allows for flexible
& dynamic
publishing

Separate
presentation from
storage
The Blocks of the Search Driven Publishing Model?

Content
Search Web
Parts

Display
Templates

Query Builder

Query Rules

Content
Catalogs

Managed
Navigation
Product Catalog Template
Catalog Architecture
Catalog Architecture
Adaptive experiences empower web developers to create portals
based on managed navigation and a few dynamic pages

Friendly URL
http://contoso.com/cameras
TERM STORE
NAVIGATION
TAXONOMY

Audio
Audio
Cameras
Cameras
Computers
Computers
Home appliances
Home appliances
Phones
Phones
TV and video
TV and video

CONTENT SEARCH WEB
PART
Filter query by
CATEGORY: Cameras

Search

Use page
maincategory.asp
x
Microsoft Confidential
Catalog Architecture
Adaptive experiences empower web developers to create portals
based on managed navigation and a few dynamic pages

Friendly URL
http://contoso.com/computers

TERM STORE
NAVIGATION
TAXONOMY

Audio
Cameras
Computers
Home appliances
Phones
TV and video

CONTENT SEARCH WEB
PART
Filter query by
CATEGORY: Computers

Search

Use page
maincategory.asp
x
Microsoft Confidential
Content Types & Site Columns

• Content Types

• Site Columns
Product Content Type
Content Search Web Part
Content Search
Web Parts
Content Search Web Part
Content Search
Web Parts
Search Driven Content Web Parts
Display Templates

• Many options OOTB
• Create your own
Display Templates

Many ship Out-of theBox

Make your own in HTML
& JavaScript

Display Templates
Query Builder

UI based

IW focused

Allows
“advanced
mode”

Add Refiners

Query Builder

Provides
Test &
Preview
Query Rules

Query Rules

UI based

Manipulate
Search
Results

IW focused
Content Catalog

Integrated with
Search

Available across
Farms

Content
Catalogs

Product Catalog
Site Template

1a. Enable

A settings on a
List or Library

2. Index
Define URL
Format

Select Nav
structure

1b. New

3. Connect
Term Set Settings
Term Set Navigation
Build your Navigation Term Set

• Product Hierarchy
Products List
Catalog Settings..
Catalog Settings..
Content Catalog
Catalog Enabling

Catalog Connection
Managed Navigation

New Nav
Provider

Terms can be
site
structures

Managed
Navigation
Friendly URLS

1:1 binding of
Site
Collection to
Term Set

Product
Catalog
integration
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
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
Cross Site Publishing
“Create content in an Authoring environment and use it
in any one of your SharePoint publishing
environments.”

URL
manipulation

Multilingual

Cross Site
Publishing
Multi-branding

Authoring and
Production tiers

Flexibility in
Page Content

Things to know:
1. This is not content
deployment
2. Requires the
Publishing feature
3. Requires a Catalog
Cross Site Publishing

Why XSP?:
1. Need to Publish >1 location
2. Need a multilingual site
3. Need to separate authoring
and publishing
Steps for Configure a Catalog Site

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
Product Catalog Demo
New Site Search Admin Tasks


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

Task
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

Site
Collection
Admin

Site Admin
Useful Links and Resources
• Technet Import Scripts
http://gallery.technet.microsoft.com/Import-list-content-to-f735d7fb
Questions

?
?

?

?
Constructive Feedback Is Appreciated

Brian – Your
presentation
was …
Thanks!

Good
Demos!

Great information,
but would like to
have learned more
about [Insert Topic]
Brian Culver, MCM
Twitter:
@spbrianculver
E-mail:
brian.culver@expertpointsolutions.com
Blog:
http://blog.expertpointsolutions.com/

Thank you!

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SRC 203 - Build a SharePoint 2013 Search Driven Application!

  • 1. www.expertpointsolutions.com SharePoint 2013 Catalog Sites Build a SharePoint 2013 Search Driven Application Brian Culver ● SharePoint Fest Chicago ● October 2013 ● SRC203
  • 2. About Brian Culver • SharePoint Solutions Architect for Expert Point Solutions • Based in Houston, TX • Author • SharePoint 2010 Unleashed • Various White Papers • Speaker and Blogger
  • 3. 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
  • 4. What is a Search Driven Site? 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
  • 5. 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…”
  • 6. Cross-Site Publishing 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.
  • 7. Advantages of a Search Driven Publishing Model Breakdown site collection boundaries Eliminate large list thresholds Allows for flexible & dynamic publishing Separate presentation from storage
  • 8. The Blocks of the Search Driven Publishing Model? Content Search Web Parts Display Templates Query Builder Query Rules Content Catalogs Managed Navigation
  • 11. Catalog Architecture Adaptive experiences empower web developers to create portals based on managed navigation and a few dynamic pages Friendly URL http://contoso.com/cameras TERM STORE NAVIGATION TAXONOMY Audio Audio Cameras Cameras Computers Computers Home appliances Home appliances Phones Phones TV and video TV and video CONTENT SEARCH WEB PART Filter query by CATEGORY: Cameras Search Use page maincategory.asp x Microsoft Confidential
  • 12. Catalog Architecture Adaptive experiences empower web developers to create portals based on managed navigation and a few dynamic pages Friendly URL http://contoso.com/computers TERM STORE NAVIGATION TAXONOMY Audio Cameras Computers Home appliances Phones TV and video CONTENT SEARCH WEB PART Filter query by CATEGORY: Computers Search Use page maincategory.asp x Microsoft Confidential
  • 13. Content Types & Site Columns • Content Types • Site Columns
  • 15. Content Search Web Part Content Search Web Parts
  • 16. Content Search Web Part Content Search Web Parts
  • 18. Display Templates • Many options OOTB • Create your own
  • 19. Display Templates Many ship Out-of theBox Make your own in HTML & JavaScript Display Templates
  • 20. Query Builder UI based IW focused Allows “advanced mode” Add Refiners Query Builder Provides Test & Preview
  • 21. Query Rules Query Rules UI based Manipulate Search Results IW focused
  • 22. Content Catalog Integrated with Search Available across Farms Content Catalogs Product Catalog Site Template 1a. Enable A settings on a List or Library 2. Index Define URL Format Select Nav structure 1b. New 3. Connect
  • 25. Build your Navigation Term Set • Product Hierarchy
  • 30. Managed Navigation New Nav Provider Terms can be site structures Managed Navigation Friendly URLS 1:1 binding of Site Collection to Term Set Product Catalog integration
  • 31. 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
  • 32. 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
  • 33. Cross Site Publishing “Create content in an Authoring environment and use it in any one of your SharePoint publishing environments.” URL manipulation Multilingual Cross Site Publishing Multi-branding Authoring and Production tiers Flexibility in Page Content Things to know: 1. This is not content deployment 2. Requires the Publishing feature 3. Requires a Catalog
  • 34. Cross Site Publishing Why XSP?: 1. Need to Publish >1 location 2. Need a multilingual site 3. Need to separate authoring and publishing
  • 35. Steps for Configure a Catalog Site 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
  • 37. New Site Search Admin Tasks  Just to summarize, here are things site admins can do to manage search themselves: Task 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 Site Collection Admin Site Admin
  • 38. Useful Links and Resources • Technet Import Scripts http://gallery.technet.microsoft.com/Import-list-content-to-f735d7fb
  • 40. Constructive Feedback Is Appreciated Brian – Your presentation was … Thanks! Good Demos! Great information, but would like to have learned more about [Insert Topic]