Cross-site publishing & how to Create Product catalogs with SharePoint 2013

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One of the most important additions to WCM features in SharePoint 2013, that of 'Cross-Site Publishing' combines multiple powerful features in SharePoint 2013 promoting separation of content authoring from branding and design, while sharing that content across site collections with great ease.

Join us in this session while we explain all these new concepts and see the technology in action. Essential concepts such as managed navigation, tagging term sets, friendly URLs, content search web parts, category and item detail pages, result sources, and query rules will be covered.

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  • With the release of SharePoint 2013, Microsoft once again re-affirmed the importance of the Search platform for the modern enterprise, and not just because now FAST add-on has become an integral part of the SharePoint 2013 platform. No longer bound by the classical "search box" new search-driven web applications are now used to drive vertical applications within SharePoint 2013 platform. Most of the new and great features into the platform - E-Discovery, Exchange Integration, Work Management (aka My Tasks) and finally even Web Content Management - are all relying on Search-based applications - surfacing information from multiple different sources. Because these all built on top of Search platform can be relatively easily modified, extended and enhanced.
  • With the release of SharePoint 2013, Microsoft once again re-affirmed the importance of the Search platform for the modern enterprise, and not just because now FAST add-on has become an integral part of the SharePoint 2013 platform. No longer bound by the classical "search box" new search-driven web applications are now used to drive vertical applications within SharePoint 2013 platform. Most of the new and great features into the platform - E-Discovery, Exchange Integration, Work Management (aka My Tasks) and finally even Web Content Management - are all relying on Search-based applications - surfacing information from multiple different sources. Because these all built on top of Search platform can be relatively easily modified, extended and enhanced.
  • Cross-site publishing & how to Create Product catalogs with SharePoint 2013

    1. 1. Cross-SitePublishing SharePoint2013OR SEARCH-DRIVEN APPLICATIONS?
    2. 2. Agenda topicsNew & Great in WebContentManagement• Cross-Site Content Publishing(XPS), Product Catalogs, Catalogtemplates, Catalog Items• Content Types, Site Columns, Managed metadata, Term-Sets• Metadata Driven and/or Faceted Navigation, Refiner-Enabledmanaged propertiesSearch-DrivenContent Applications• NEW Web Parts (Content Search, Refinement Panel)• Content by Search vs. Content by Query• Results sources & Display TemplatesUser Segmentationand Adaptive UserInterface• Filter results based on user properties
    3. 3. New and Great in Web ContentmanagementEasy content authoring and management•Variations and automatic content translationusing Machine Translation Service (NEW)•Support for automated or manual translations invariations•Supports both content (pages, documents etc.)and terms in term set•You can manually export the XLIFF file or sendcloud based machine translation service forautomated translations•Rich Text Editing Usability especially whencleaning during Copy/Paste operationsCross-site Publishing•Author content in multiple site collections andaggregate that using content by search web partacross site collections, web applications, or evenfarms•Different than traditional content deploymentapproach, instead it uses Search as opposed toexport-import methods, works with non-publishing content as well•Driven by managed metadata – tagging of contentenables reuse through search•Requires planning ahead•Location of authoring & publishing sites, assetlibraries•Search settings, Security & permissions, managedmetadata etc.Catalog enabled libraries•Requires (relies on) cross-site collectionpublishing feature•Enabled by default on the product catalog sitetemplate•Can be turned on using PowerShell on other sitetemplates•Can be created from pages libraries, documentlibraries, asset libraries, or lists•Requires at least one single-valued managedmetadata column•Only HTML & text content is indexed bydefault, documents-images-videos areconsidered as BLOBs•New result source is added with the queryisolating items from the catalog•Catalog connection is link to search index basedon managed metadata indexed terms•Use CSWP or managed navigation to reusecontent from catalogs
    4. 4. Enterprise SearchArchitectural improvements (FAST is native)Vertical applications now possible◦ Support for complex scenarios, such as Product Catalogs (Knowledge base applications, News, Servicecatalogs), Faceted navigation, dynamic search-driven content pages, Search-Engine Optimization ()Better integration across the board◦ E-Discovery, Exchange Integration, Work management (aka My Tasks), Web Content Management(WCM) – all relying on Search for surfacing data from multiple data sourcesNew web parts◦ Content by Search Web part – Wizard based search based aggregation web part (enable content rollupacross-site collections, applications & farms) – very powerful compared with CQWP◦ Catalog Item Reuse Web Parts (CIRWP)◦ Graphical refiners (e.g. range slide selector) & Refinement panel web part – no more XML manipulationto configure filters – automatically connects to a CBSWP available on the page
    5. 5. Cross-Site PublishingGods[Catalog]Heroes, Kings & Villains[Catalog]Content SearchWeb PartManaged PropertiesContent SearchWeb PartE.g. Show all Primeval Goddesses(Category= Gods & Gender= Female )E.g. Show all Trojan Heroes(Category= Heroes & Topic= Trojan War )Content by Search Web Part1 2 3Goddess of love, beauty, desire, and pleasure. Shewas depicted as a beautiful woman and of all thegoddesses most likely to appear nude or seminude.Poets praise the radiance of her smile and her laughter.Her symbols include roses and other flowers, thescallop shell, and myrtle wreath.Virgin goddess of the hunt, wilderness, animals,young girls, childbirth and plague. In later times shebecame associated with the moon. She is the daughterof Zeus and Leto, and twin sister of Apollo.Legendary Creatures[Catalog]News[Catalog]Crawled PropertiesEnables content authoring inmultiple site collections andaggregate catalog data usingContent by Search web part acrosssite collections, web applications, oreven farms1. Create, configure and Publishcatalogs2. Search Index - Content getsindexed, crawl properties arecreated for each sitecolumn, crawled propertieswith data get automaticallymapped to ManagedProperties3. Content by Search Web partsexpose dynamic data in PageTemplates (in Published sitecollections)
    6. 6. Walkthrough Information Architecture(Master data planning)Create Authoring site collection(using Product Catalog sitecollection or activate usingPowerShell required features)Deploy the IA (create sitecolumns - aka productattributes/metadata)•Create site Columns (at least 1 Managedmetadata - hierarchical Term Set•Create Content typeAdd data to lists and run a Full-Crawl (*)Enable metadata basednavigation > apply term-driven, configure friendly-URLs, dynamic page creationConfigure dynamic facetednavigation - based on productposition in the cataloghierarchyDeploy dynamic search-drivenpages with Content by SearchWPCreate, deploy and applydisplay Result Templates forboth the Category and Itemlevel pagesPublish Catalog using theCross-Site Publishing (XSP)Steps to create your first catalog1. Information architecture, data planning2. Plan authoring and publishing sites3. Deploy Information Architecture (SiteColumns, Site Content Types)4. Create “Product Hierarchy” in the TermStore - with navigation in mind5. Add Content to Catalog lists6. Enable term-driven navigation, friendURLs7. Configure dynamic faceted navigation –based on positioning8. Deploy and Configure Content byQuery web-part and Refinement panelweb-part9. Create and apply Result templatesdynamically (Category, Item page)10. Publish your catalog using XSP
    7. 7. Master data planningand deploymentNews Announcements Classifieds EventsTitle Title Title TitleStart Date Start Date Start Date Start DateDescription Description Description DescriptionCategory (Science,Technology, Sports, )Category Category (Automotive, Real-Estate, Carrier, Pets, )CategoryExpiry Date Expiry Date End DateScope(Local, Regional,Global)Scope Scope ScopeAccessibility (Private, Public,Team, Project, Department, )Accessibility Accessibility AccessibilityTypeHire, Retirement, PolicyTypeReal-Estate > Buy, Sell, Rent,Professional ServicesType (Meeting, Holidays, )Define the shape of the data to be used• Map the data, identify Entity specificattributes• Define Content types - a ”Productwith Image” provided with default“Product Catalog” list• Reuse shared site columns• At least one column must beManaged Metadata (Item Category -by default already mapped to“Product Hierarchy”) – used to defineNavigationTips• Create your own base CT to inherit from allothers sharing same common base• When creating columns useSingleWordNamesWithNoSpaces ( or specialCharacters – this will become Internal name(fixed) – rename to update Display Name• By default Approval is ON – either approveitems or disable it prior to Full Crawl – itemsis ignored otherwise.Televisions Laptops CamerasTitle Title TitleBrand Brand BrandDescription Description DescriptionPrice Price PriceItem Number Item Number Item NumberTechnology (LED; LCD, Plasma) CPU Type(DSLR, Bridge, etc.)Max- Resolution(720P, 1080i, 1080P) Screen Size Optical ZoomScreen-Size (40,42, 50, 60) Hard Drive Lens Type
    8. 8. Site columns > Crawled properties >Managed PropertiesTelevisions[Catalog]Cameras[Catalog]Computers[Catalog]Site ColumnTitleBrandDeviceScreenSizeSite Column TypeSingle lineof textManaged MetadataChoice1Search IndexManaged PropertiesTitleows_q_TEXT_ProductCatalogItemNumberows_q_TEXT_ProductCatalogGroupNumberows_taxId_ProductCatalogItemCategoryows_r_IMGE_PublishingRollupImageows_q_CHCS_DeviceScreenSizeCrawled Properties2 3TitleProductCatalogItemNumberOWSTEXTProductCatalogGroupNumberOWSTEXTowstaxIdProductCatalogItemCategoryPublishingImageDeviceScreenSizeOWSCHCSContent SearchWeb PartContent SearchWeb PartContent SearchWeb PartContent SearchWeb Part
    9. 9. Configure hierarchicalTerm-Store- At least 1 required – used fornavigation. Terms will map with thelocation in the hierarchy later forrefining position-based items toview Add needed Term Sets for otherManaged metadata properties Enable Term-Set usage for SiteNavigation & Refiners(activates Navigation tab oneach Term) Next steps Configure on the Navigation settings Term-Driven Pages tab Faceted Navigation tab
    10. 10. Configure hierarchicalTerm-Store >Navigation- At least 1 required – used fornavigation. Terms will map with thelocation in the hierarchy later forrefining position-based items to view Add needed Term Sets for otherManaged metadata properties Enable Term-Set usage for SiteNavigation & Refiners(activates Navigation tab on each Term) Via Navigation tab Update node Title(if different than Term label) Configure Navigation settings(on each note via Navigation Tab) Configure Visibility in menusGlobal, Current or both Map to appropriate Navigation NodeType – used for friendly URLs Via Term-Driven Pages tab Via Faceted Navigation tab
    11. 11. Configure hierarchicalTerm-Store > Term-Driven Pages Configure Friendly URLs Category Image Update dynamic templates Template to use for this category Template to use for child terms
    12. 12. 2.3 Configurehierarchical Term-Store> Faceted Navigation- At least 1 required – used fornavigation. Terms will be map with thelocation in the hierarchy later forrefining position-based items to view Add needed Term Sets for otherManaged metadata properties Enable Term-Set usage for SiteNavigation & Refiners(activates Navigation tab on each Term) Via Navigation tab Update node Title(if different than Term label) Configure Navigation settings(on each note via Navigation Tab) Configure Visibility in menusGlobal, Current or both Map to appropriate Navigation NodeType – used for friendly URLs Via Term-Driven Pages tab Via Faceted Navigation tab
    13. 13. Fill Catalogs with data& start Full-Crawl- Make sure every propertyintended to be used inRefiners, Metadata navigation, etc.– has values – won’t be mapped toManaged Property otherwise• Configure each Crawledproperty mapped to a ManagedProperty configure Refinable (Yes-Active | Yes- Latent) Sortable
    14. 14. Configure Catalogconnection on thePublishing SiteConnect the destination Publishingsite to the source CatalogBy default Publishing site has“Managed Metadata enabled”When connecting the actual“Category” (Hierarchical Term-Set)drives the navigation on the newsite.
    15. 15. Understanding DisplayTemplates• Control how content (the actualSearch Results) should bedisplayed in a Content SearchWeb Part (CSWP) - customizinga display template =customizing how search resultsshould be displayed in the WebPart.• Each display template consistsof two files:• An HTML file that you can edit in anHTML editor of your choice• A JavaScript file1) Content Search Web part2) Control template3) Item Template

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