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Content Web Parts Presentation from SPFest Chicago
 

Content Web Parts Presentation from SPFest Chicago

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Content Web Parts: the sweetest way to view and manage data. An overview of the Content Query Web Part (CQWP) in SharePoint 2010/2013 and the Content Search Web Part (CSWP) in 2013. Examples of ...

Content Web Parts: the sweetest way to view and manage data. An overview of the Content Query Web Part (CQWP) in SharePoint 2010/2013 and the Content Search Web Part (CSWP) in 2013. Examples of each, along with tips and tricks for using each web part.

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  • Beginner class for end users.
  • Who’s here today?New to SharePointExisting Users?Developers?Content Owners?End Users?Decision Makers/PM’s?2010?2007?2003?Here because you love SP?Here because you hate it?
  • Every business has some kind of data
  • And most companies have an organized chaos situation
  • A smart person talked you into organizing you date into a site collectionYou organize that data into a meaningful way for your usersBut what if you need to get data out of this site collection…Sure it could take a few minutes to get information out of each site….but what if….
  • The CQWP allows you to collect data from each of your sites and put them all together in a meaningful and often visually appealing way…out of the box
  • Multiple on one pageYou can have multiple dispensers on one page
  • Custom CQWPOr customize it to make it look really cool. Customizations are outside the scope of this presentation.
  • User Profile Tokens – You can display information about a user much easier
  • This is a perfect example of how you can make the same concept in two different ways in SharePointThis can be a mix of some CQWP and some manual editing, or it could easily be all CQWP’s with you add image library and links list Lobbyist
  • This example shows a smaller firm that has one person managing content. Instead of having 4 different lists to manage, there are 5 different CQWP ‘s that all feed from the same list, but are filtered on different criteria
  • One Links list for all linksDiscussions displays private and public discussions that you have access to – security trimmed
  • There were over 400 pages and documents that did not have a published version just two weeks before go live
  • There were over 300 items with “-“, an incomplete description or a duplicate description in the summary field that is displayed in our custom web part and search results.Validation or unique values were not viable options in this case.
  • Pay attention to the new fields availablein 2010. Use the question mark next to the “Additional Filters“ label to see the exact wording and how to use it.PageFieldValue – uses the current value of a field on the current page.PageQueryString – allows you to grab the value of a query string in the URL. – this can be used to create a dynamic filter for CQWP, i.e.PageQueryString: fieldnameCould use summary links web part to show categories of items and when click on summary link, the page changes the filter: Good Example/Explanation of this: http://blog.wortell.nl/wortell/faq-with-out-of-the-box-cqwp-in-sharepoint-2010/
  • Slot = variable declared in XSLT fileSlots are the new way of binding data to the Item Style in the CQWP which is pretty convenient since it saves you from editing hidden CQWP properties like CommonViewFields and DataColumnRenames like you had to in MOSS 2007 in order to include custom fields in your content aggregation.Show example of each styleGroup Styles: Large Text, Small Text, Banded, Centered, Separator, WhitespaceItem Style: Image on Left, Title & Description, Title Only, Title with Background, Bulleted Title, Image on Right; Image on Top; Image on top, Centered; Large title; Image only, clickable; Image only, not clickable; Fixed image size; Title, description and document iconNOTE: Can only group by one and show 3 fields OOB, which is why we customize.
  • If you have two fields that “appear” the same, look at the drop down.
  • Allow Connections means that data can be passed between the Web Part in question and other Web Parts on the pageExport Mode: Choosing Non-sensitive data only will strip out any data marked as sensitive, and package the rest for the exportExport Options: - Do Not Allow - Non-Sensitive Information - All DataTitle URL: link to anywhereThe Description input field corresponds directly to the Title in that the text you enter here will also appear upon title mouseover. Textyou enter into this description field are searchableHelp URL: link to help documentationMenu options available in the dropdown are Modeless (the default), Modal, and Navigate: Modeless opens a popup window that allows users to continue working "behind" the popup in other windows while the popup remains open. Modal opens a popup window that users must manually close before they're able to continue working. Navigate doesn't open a popup at all, but navigates directly to the help content by refreshing within the already open window. Catalog Icon Image URL allows you to include a small image (with a maximum size of 16x16 pixels) by including the path to the desired image file in this input field.Title Icon Image URL allows you to add an icon (with the same 16x16-pixel limitation) to the title bar of the Web Part by including the path to the desired image file in this input field.Import Error Message is the message that will be displayed to users if the Web Part fails to render. The default error message, as you can see, is "Cannot import this Web Part," but this input field gives you the ability to customize the error message to suit your needs.The Target Audiences input allows to specify the audience for whom the Web Part will display. NOTE: if the CQWP is embedded in the Page Layout, users will not be able to interact with some of these options
  • DEFAULT IS RECENTLY CHANGED ITEMS
  • Don’t restrict results by app = all items available to search – use this carefully.
  • Site Feature – Office SharePoint Server Publishing if not using Publishing template
  • Cannot filter by multi-select MMDOnly allow “is equal to”
  • Found onhttp://blogs.sharepointguys.com/brendon/sharepoint-2007/programming/connecting-the-cqwp-without-changing-itemstyle-xsl/ Cannot import this Web Part.Custom XSLT Style Content Query WebPartAdds other templates to the ItemStyle.xsl/Style Library/XSL Style Sheets/DevCowItemStyle.xsl
  • Open your mapped network drive to the Master Page Gallery.Open one of the four folders in the Display Templates folder.Note: The folder you choose depends on the type of display template you want to use. For example, if your site uses cross-site publishing, copy a display template from the Content Web Parts folder. For more information, see Display template reference in SharePoint Server 2013.Copy the HTML file for an existing display template that's similar to what you want. The exact location that you copy the file to does not matter, as long as it is in the Master Page Gallery.Open and modify your copy in an HTML editor.
  • Author:”John Smith” returns content authored by John SmithAuthor: “John Smith”; Author :”John Smith” ; Author : “john smith” all return items containing John Smith and the term author. Filetype:docxFilename:budget.xlsx from Keyword Query Language (KQL) syntax reference
  • This error message usually means that you are querying items other than pages. Delete the “URL Path” in the Link field. Sharepoint will automatically generate a new link for you.
  • “CommonViewFields” – If you need to show more fields, export web part, add more fields here, then uploadWe look for the property called "CommonViewFields". This property makes the web part request additional fields, on top of the "base" ones it asks for out of the box. We can edit this property and specify one additional field to ask for, namely the Body field.Body_x0020_content, RichHTMLThere's a few ways you can configure this property but the most common one is "Internal name of field", followed by a comma, followed by the type of the field. If you want more than one, add a semicolon between each pair. Note:OOB Additional Filters does not include “Page Content or “Page Layout” but you can group by them.
  • A quick way to do show rich text in a field would be to search the file for the text Add disable-output-escaping="yes"inside the tag, so that the end result is:
  • Checks to see if there are any items after the current item, if yes, sets div class to allow us to target with css, Otherwise, if it is the last one, display a button

Content Web Parts Presentation from SPFest Chicago Content Web Parts Presentation from SPFest Chicago Presentation Transcript

  • INTRODUCTION TO CONTENT WEB PARTS FOR POWER USERS The sweetest way to manage your content in SharePoint Kim Frehe @KimFrehe kfrehe@rightpoint.com
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 2 AGENDA •What are Content Web Parts •Using Content Web Parts •Requirements & Recommendations •Tips & Tricks
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 3 ABOUT ME • SharePoint Power User since 2001 • Huge Gator Fan • Graduated with BS in Advertising from University of Florida • Consultant at • Twitter @KimFrehe • Microsoft Certified: Passionate about SharePoint
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 4 DATA, DATA EVERYWHERE
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 5 HOW DO USERS FIND DATA?
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 6 ORGANIZE
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 7 FIND
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 8 CONTENT QUERY VS. CONTENT SEARCH
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 9 CONTENT QUERY VS. CONTENT SEARCH
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 10 DISPLAY
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 11 MAKE IT PRETTY CSS MAGIC
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 12 COMPARING CQWP AND CSWP CQWP • 2007, 2010, 2013, 0365 • Unsearched Content • Single Site Collection Display any version that you have access to Grouping / Audience Targeting CSWP • 2013 On Premise Enterprise Only • Dependent on Search • Multiple Site Collections • Display Major Published versions only • User Profile Tokens
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 13
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 14
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 15
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 16
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 17
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 18
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 19 CQWP - FILTER BY VERSION < 1
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 20
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 21
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 22
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 23
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 24 AGENDA •What are Content Web Parts? •Using Content Web Parts •Requirements & Recommendations •Tips & Tricks
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 25 ADD A CONTENT QUERY WEB PART
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 26 EDIT THE WEB PART
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 27 YOUR WEB PART
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 28 SOURCE • Display information from all sites in site collection, • One “parent” with children or just one site • Can display based on list just one list
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 29 CQWP
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 30 CQWP
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 31 CQWP
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 32
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 33
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 34 ADD A CONTENT SEARCH WEB PART
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 35 CSWP PROPERTIES
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 36 SELECT A QUERY CSWP
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 37 SELECT A SOURCE CSWP
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 38 SOURCE CSWP
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 39 RESTRICT BY CONTENT TYPE CSWP
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 40 BASIC QUERY – ADD ADDITIONAL FILTERS CSWP
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 41 CSWP FILTER OPTIONS
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 42 BUILD A QUERY •To specify a property restriction for a crawled property value, you must first map the property in Search. •Must be queryable and retrievable •You can create a search query as a site owner…but it’s only for a site.
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 43 LEVELS AND PERMISSIONS FOR QUERY RULES When you create a query rule at this level You must have this permission The query rule can be used in Search service application Search service application administrator All site collections in web applications that consume the Search service application Site collection Site collection administrator All sites in the site collection Site Site owner The site
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 44 ADVANCED QUERY CSWP
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 45 ADVANCED FILTER - KEYWORDS CSWP
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 46 BUILD YOUR QUERY - REFINERS
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 47 BUILD YOUR QUERY - SETTINGS
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 48 DISPLAY TEMPLATES - CONTROL
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 49 DISPLAY TEMPLATE - ITEM
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 50 AGENDA •What are Content Web Parts? •Using of a Content Web Part •Requirements & Recommendations •Tips & Tricks
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 51 REQUIREMENT •Site Collection Feature: •Access Level:
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 52 RECOMMENDATION •Content Types •Managed Metadata
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 53 CQWP – WHERE TO FIND THE STYLE SHEET
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 54 COPYING STYLES •Always copy a style and then make edits to it. •Never edit an out of the box SharePoint file
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 55 CQWP - CHANGE STYLE SHEET WEB PART USES 1. Copy OOB Style Sheet and name 2. Export CQWP to desktop 3. Open file in NotePad 4. Replace itemstyle.xls with <newname>.xls 5. Add the following property: <data> <properties> <property name="Title" type="string">Custom XSLT Style Content Query WebPart</property> <property name="Description" type="string">Adds other templates to the ItemStyle.xsl</property> <property name="ItemXslLink" type="string">/Style Library/XSL Style Sheets/<newname>.xsl</property> </properties> </data> 6. Import into SharePoint
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 56 CQWP - CREATE CUSTOM ITEM STYLE TEMPLATE 1. Copy all text in one template from <xsl:template name="Default" match="*" mode="itemstyle"> To </xsl:template> 2. Rename your new template
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 57 CQWP - CREATE CUSTOM ITEM STYLE TEMPLATE 3. Look for Description and add new slots 4. Add custom slot: <div class=“item”> <xsl:value-of select=“@fieldname”/> </div>
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 58 CUSTOM DISPLAY TEMPLATE • Open Design Manager • Map Network Drive
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 59 CUSTOM DISPLAY TEMPLATE • Open Display Templates Folder • Content Web Parts Folder
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 60 CUSTOM DISPLAY TEMPLATE • Copy HTML file • A .js file will be created for you when you save itit NEVER CHANGE THE JS FILE!!!!
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 61 AGENDA •What is CQWP? •Using CQWP •Requirements & Recommendations •Tips & Tricks
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 62 CSWP: BUILDING A QUERY •Queries: •You can use a Word or a Phrase •Words: can use wildcard * at the end •Phrase: Must use double quotes – can use wildcard at the end only
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 63 CSWP: BUILDING A QUERY • Property Restriction: Author, date, subject, etc. • No Spaces! Author:”John Smith” Author: “John Smith”; Author :”John Smith” ; Author : “john smith” Filetype:docx Filename:budget.xlsx from Keyword Query Language (KQL) syntax reference
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 64 CQWP TIP •Error Message •Versioning
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 65 CQWP TIP •If “Due Date” does not work, try “Due Date [Core Task and Issue Columns]” •Expiration date: _dlc.ExpireDate
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 66 CQWP TIP •Format Date: At the top: xmlns:ddwrt=“http://schemas.microsoft.com/WebParts/v2/DataView/runtime” In the Template: <xsl:value-of select="ddwrt:FormatDate(@DueDate, 1033, 1)"/>
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 67 CQWP TIP •Show Rich Text: disable-output-escaping="yes" Example: <xsl:value-of select="@Description“ disable-output-escaping="yes" />
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 68 CQWP TIP Separator in between or button after the last: • Separator: <xsl:if test="count(following-sibling::*)!=0"> <div class="BulletinBoardSeparator" /> </xsl:if> • Button: <xsl:if test="count(following-sibling::*)=0"> <div class="BulletinBoardSeeAllLink"> <a href="../Lists/Bulletin%20Board/AllItems.aspx"> <img alt="See All Postings" border="0" src="/_layouts/Site/images/SeeAllPost.png"></img> </xsl:if>
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 69 CSWP - TIPS • If you want to display pictures – they must be published versions
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 70 CSWP - TIP •Get to know Search! •Field Names: –2010 wants display names –2013 wants internal names
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 71 CSWP TIP •If the = sign doesn’t work, try : •For example, instead of Content Type = <Content Type ID> •Try “ContentTypeID:”
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 72 SAMPLE QUERY I want to display All items that are a certain content type and it’s children, but not one of them, and where Resource Type does not equal X, Y or Z, AND the item is tagged with the MMD term of “This Page”
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 73 SAMPLE QUERY (ContentTypeId:0x010100CBAB45992FA95943A9CF0BB57B5A949E01 * OR ContentTypeId:0x010100C568DB52D9D0A14D9B2FDCC96666E9F200 7948130EC3DB064584E219954237AF3900868DD2BF7DEDDB4F9765 4BFE4D76248B02) - ContentTypeID:0x010100C568DB52D9D0A14D9B2FDCC96666E9F200 7948130EC3DB064584E219954237AF3900868DD2BF7DEDDB4F9765 4BFE4D76248B0203* -owstaxIdResourceType:Policy - owstaxIdResourceType:Guidelines -owstaxIdResourceType:Forms - owstaxIdResourceType:Templates owstaxIdTopic:{Term.Id}
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 74 BREAKING IT DOWN: •Group “And” and “or’s in parenthises: • (ContentTypeId:0x010100CBAB….* OR ContentTypeId:0x010100C568…*) • -ContentTypeID:0x010100C568… • -owstaxIdResourceType:Policy • -owstaxIdResourceType:Guidelines • -owstaxIdResourceType:Forms • -owstaxIdResourceType:Templates • owstaxIdTopic:{Term.Id}
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 75 BREAKING IT DOWN •Use a “-” in front of what not to use • (ContentTypeId:0x010100CBAB….* OR ContentTypeId:0x010100C568…*) •-ContentTypeID:0x010100C568… • owstaxIdResourceType:Policy • owstaxIdResourceType:Guidelines • -owstaxIdResourceType:Forms • -owstaxIdResourceType:Templates • owstaxIdTopic:{Term.Id}
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 76 BREAKING IT DOWN •Use a “:” for = • (ContentTypeId:0x010100CBAB….* OR ContentTypeId:0x010100C568…*) • -ContentTypeID:0x010100C568… •owstaxIdResourceType:Policy •owstaxIdResourceType:Guidelines • -owstaxIdResourceType:Forms • -owstaxIdResourceType:Templates • owstaxIdTopic:{Term.Id}
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 77 BREAKING IT DOWN This page’s metadata term • (ContentTypeId:0x010100CBAB….* OR ContentTypeId:0x010100C568…*) • -ContentTypeID:0x010100C568… • owstaxIdResourceType:Policy • owstaxIdResourceType:Guidelines • -owstaxIdResourceType:Forms • -owstaxIdResourceType:Templates •owstaxIdTopic:{Term.Id}
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 78 RESOURCES • Keyword Query Language (KQL) syntax reference: http://msdn.microsoft.com/en- us/library/ee558911.aspx • Developing a Custom Content Search Web Part, Part 1: Requirements and Architecture: http://www.rightpoint.com/community/blogs/viewpoint/archive/2013/07/10/developing- a-custom-content-search-web-part-part-1-requirements-and-architecture.aspx • Developing a Custom Content Search Web Part, Part 2: Search and Building a Query: http://www.rightpoint.com/community/blogs/viewpoint/archive/2013/07/17/developing- a-custom-content-search-web-part-part-2-the-search.aspx
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 79 RESOURCES • Building search queries in SharePoint 2013: • http://msdn.microsoft.com/en-us/library/jj163973.aspx • SharePoint Search 2013 - Changing the default search operator from AND to OR - Part 1 • http://blogs.msdn.com/b/nicolasu/archive/2013/01/08/sharepoint-search-2013- changing-the-default-search-operator-from-and-to-or.aspx • SharePoint 2013 Design Manager display templates • http://msdn.microsoft.com/library/jj945138.aspx
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 80 RESOURCES • SharePoint 2013 Content Search WebPart and Search Results • http://en.share-gate.com/blog/sharepoint-2013-content-search-webpart • Rollup my SharePoint Sub Sites using Search • http://en.share-gate.com/blog/roll-up-sharepoint-2013-sites-using-search • Using Query Rules, Result Types and Display Templates for a Custom Search Sales Report in SharePoint 2013 • http://blogs.technet.com/b/speschka/archive/2012/07/23/using-query-rules-result- types-and-display-templates-for-a-custom-search-sales-report-in-sharepoint- 2013.aspx
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 81 RESOURCES • How To Customize SharePoint 2013 Search Results Using Query Rules and Result Sources • http://blogs.technet.com/b/mspfe/archive/2013/02/01/how-query-rules-and-result- sources-can-be-used-to-customize-search-results.aspx • Display template reference in SharePoint Server 2013 • http://technet.microsoft.com/en-us/library/jj944947.aspx
  • Copyright © 2013 Rightpoint | Proprietary and Confidential 82 CONTACT ME •Kfrehe@rightpoint.com •@KimFrehe