Designing Corporate News Application Using SharePoint 2013 Web Content Management Platform

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  • using this approach is it possible to add comments to an news story? i have seen other methods that use the blog approach and that is one of the features i like about using the blog.
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  • Really useful overview, thanks Nik.
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  • 1. About Me Nik Patel • • • Lead Solutions Architect, Slalom Consulting, Chicago Working with SharePoint since 2006 Current focus area is SharePoint 2013 and Office 365 Contact Info • • • • • Email – patenik2@yahoo.com Blog – Nik Patel’s SharePoint World - http://nikpatel.net/ Twitter - @nikxpatel LinkedIn - linkedin.com/in/nikspatel Slideshare - slideshare.net/patenik2 2
  • 2. Introducing Case Study – Niks Sports Corporate News Center Introducing Niks Sports Corporation Fictitious Cricket Equipment Manufacturing Company situated in Melbourne, Australia Biggest Supplier of Cricket Goods in Australia, South Asia, and Indian Subcontinents Premier Sponsor of Cricket Australia Team and Events Introducing Corporate News Application Intranet News Application for Corporate Employees One-stop place for Employees for Corporate Events, Leadership Messages, Corporate Communication, and Public Press Releases News Authors should have authoring & approval framework for News Articles News Marked as Featured Articles showcase on News Center Home Page Users should be able to find & filter News Articles 5
  • 3. ECM, WCM, and Search Features in SharePoint 2007 and SharePoint 2010
  • 4. Cross-Site Publishing ECM, WCM, Search Features Introduced in SharePoint 2013
  • 5. ECM, WCM, Search features in used in Corporate News Application
  • 6. Let’s Learn the Basics: Cross-Site Publishing Overview Cross-Site Publishing is a Concept, It’s collection of features from WCM, ECM, and Search workloads Author content in one or more site collections and aggregate that using content by search web part across site collections, web applications, or even farms Different than traditional content deployment approach, instead it uses Search as opposed to export-import methods, works with non-publishing content as well Driven by managed metadata – tagging of content enables reuse through search Requires planning – location of authoring & publishing sites, location of asset libraries, search settings, security & permissions, managed metadata etc. Pattern – Authoring.contoso.com (en-us) -> Translate -> Authoring.contoso.com (Fr-fr) -> Search Index Crawl -> Contoso.com shows data using Content By Search web part 1. 2. 3. 4. 5. Content in Authoring Site Collection Publish Articles Library as Catalog Crawl Content Connect to Articles Library Catalog Query Search Results web parts 10
  • 7. SharePoint 2010 Author-In-Place Publishing HR Search Engine Corporate News Center • Master Pages – Look & Feel • Core Search Results Web Part • Custom Web Parts – Search API Based • Full & Incremental Crawl • Crawled and Managed Properties • Search Scopes • Sales & Marketing Search API IT Corporate Communication • Page Layouts • Publishing Pages Library • Content Query Web Part • SharePoint Designer Managed Metadata Service, Enterprise Term Store, Search Service Application How it would have done - Corporate News Application in SharePoint 2010? 11
  • 8. SharePoint 2013 Cross-Site Publishing HR Corporate News Center • Master Pages – Look & Feel • Page Layouts • Topic Pages (Category and Item) Search Engine • Continuous Crawl • Full & Incremental Crawl • Sales & Marketing Crawled and Managed Properties IT • Content By Search Web Part • Display Templates • Result Sources • Managed Metadata Navigation • Query Rules • • Page Layouts Design Manager • • Publishing Pages Library Image Renditions • • Catalog Libraries Clean URLs • Image Renditions • SharePoint Designer Corporate Communication Managed Metadata Service, Enterprise Term Store, Search Service Application Putting it all together - Corporate News Application in SharePoint 2013 12
  • 9. Understand Software & Features Prerequisites Information Architecture – Site and Content Taxonomy Build the Foundational Architecture in Authoring Site Collections Prepare Publishing of News Articles – Catalog Libraries Publish Articles through Search Index Consume Catalog Libraries from News Center Getting away from Out of Box – Customize Look & Feel Building the Home Page – News Carousel Customize the Search Center – Searching News Articles Advanced Features – Recommenda tions & Taxonomy Refiners
  • 10. Understand Software & Features Prerequisites
  • 11. Understand the Pre-requisites Major Services Needs to be Activated Managed Metadata Service Application and Enterprise Content Type Hub Search Service Application SharePoint 2013 On-Premises Enterprise RTM Edition & Office 365 (As of Oct 2013) SharePoint 2013 WCM Features not available in On-Premises Standard Edition For News Article Pages, Publishing Portal or Publishing Feature activated on all Site Collections Office 365 (As of Oct 2013) Foundation On-Premises WCM Analytics No No No Yes WCM Catalog Yes No No Yes WCM Cross-Site Publishing Yes No No Yes No No No Yes WCM Image Renditions Yes No No Yes WCM Topic Pages Yes No No Yes Content Search Web Part Yes No No Yes Key SP2013 WCM Features WCM Faceted Navigation Standard On-Premises Enterprise On-Premises 17
  • 12. Information Architecture – Site and Content Taxonomy
  • 13. Plan & Design Information Architecture Review existing Blogs, Articles, News letters if they are available It may come in wide verities - Email based Newsletters, Past PDF/Word Newsletters, outdated CMS intranet newsletters etc. Define Site Taxonomy Intranet vs. Internet facing Site – Anonymous Users Centralized or Distributed Application - Assets & Blobs Content Ownership, Content Authoring and Approval Process dictates one or another Deliverable Artifact – Site Taxonomy Define Content Matrix & Content Type Hierarchy Identify different types of articles Identify key characteristics of each articles & group them Identify content authors/owners/approvers Identify Site Columns, Site Content Type Hierarchy, Term sets, and Managed Metadata Tagging 19
  • 14. Sample Site Taxonomy Artifact 20
  • 15. Sample Content Type Taxonomy Artifact 21
  • 16. Build the Foundational Architecture in Authoring Site Collections
  • 17. Build Site Taxonomy Niks Sports News Application – Articles Aggregation & Rollup from Different Divisions Decentralized Corporate News Center Claims Based Web Application Build Site Taxonomy Root site collection hosting News Center & divisional site collections for News Authoring Single Claims based Web Application hosting both Authoring divisional site collections & News Center Publishing site collection Divisional Site Collection would host all the Assets All Employees would have read-only permission to all Site Collections Assets library, No permission needed for Article libraries & Divisional site collections Enable "Cross-Site Publishing" feature on the Department Authoring Site Collections Activates Catalog Publishing feature 23
  • 18. Build Content Taxonomy - Term sets You must have at least 1 Term Set for News Categories Define Term Sets for News articles in Term Store Authoring Site collection Article Catalog libraries will reference News Hierarchy term set Same term set will be referenced by Publishing site collection Managed Metadata Navigation Define Term Sets for Departments Terms will be used to tag articles & categorize them by departments Make Local Term Set available to Publishing Site Collections If your term set is configured at local authoring Site Collection level, make it available to publishing site collections 24
  • 19. Build Content Taxonomy – Site Columns and Content Types Define Site columns, Site Content types in Content Type Hub and push them out to all Site Collections Content Type Hub standardize Site Content Types across Site Collections Enable Publishing feature on Content Type Hub Content Type Hierarchy Base Content Type - Article Page Company Article - News Center Category (Managed Metadata), Division (Managed Metadata), Is Featured Article (Yes/No, No is default) Corporate Communication - No custom Columns Leadership Message - Leader Picture (Publishing Image) Corporate Event - Event Start Date (Date and Time), Event End Date (Date and Time), Event Location (Multiple Lines of Text) Corporate Communication Article Page Company Article Company Event Leadership Message 25
  • 20. Prepare News Article Libraries in Authoring Site Collections Design News Article Page Layouts for Authoring Site Collections Page layout is a template for a page - Layout and Structure for the body of News Articles Use SharePoint Designer or Design Manager to create page layouts News Article Page Layouts are based on "Article Left" page layout Design Three Page Layouts & associate them to custom content type - Corporate Communication, Leadership Message, and Corporate Event and add custom fields to the page layout Prepare Pages Library in Authoring Site Collections to host News Articles Add content types to Pages Library Add end-user facing content types - Corporate Communication, Leadership Message, Corporate Event Define the unique column for news articles in pages library - Use this in catalog settings (e.g. ID, Title etc.) Add custom or update default view for pages library - add content type site columns in default view 26
  • 21. Prepare Asset Libraries and Image Renditions Host Asset Libraries in Authoring Site Collections BLOBs like Images, Videos, and Documents are NOT available through Search Index Asset Libraries can be either in Authoring Site collections (Intranet) or Dedicated or Publishing site collections (Extranet or Internet) Asset Libraries will host News Article Images based on Image Renditions Create new Image Rendition for Home Page News Rotator - Niks News Carousel Image: Width - 650px, Height - 300px What is Image Renditions? Image transformation dynamically in SharePoint, great for large images to optimize page load for internet or mobile applications OOB four image rendition templates available, every image has 4 renditions by default Takes advantage of blob caching, blob cache configuration is required at the web application level While adding images on WCM publishing pages, you can reference image renditions using ID or Width & Height 27
  • 22. Prepare Publishing of News Articles – Catalog Libraries
  • 23. What are Catalog Libraries? Requires cross-site collection publishing feature – enabled by default on the product catalog site template, can be turned on using PowerShell on other site templates Can be created from pages libraries, document libraries, asset libraries, or lists Requires at least one single-valued managed metadata column Only HTML & text content is indexed by default, documentsimages-videos are considered as BLOBs Requires an full crawl to be discoverable as a catalog, New result source is added with the query isolating items from the catalog Catalog connection is link to search index based on managed metadata indexed terms Use CSWP or managed navigation to reuse content from catalogs 30
  • 24. Enable Article Pages library as Catalog No need for anonymous for intranet Define Navigation Hierarchy to Managed Metadata field (e.g. NewsCenterCategory) This shows up in the URL Define Catalog item URL fields as unique columns in pages library This shows up in the URL Keep in mind - Consuming Site Collections doesn’t have to use these fields to identify unique record Big question is - Title or ID? Apparently it just doesn't matter. Title contain spaces and ID across multiple news pages libraries for all authoring site collections are not unique. News Center on Publishing Site Collection can’t use any of these fields to identify unique records – News Center will use ListID and ListItemID as composite identifier 31
  • 25. Publish Articles through Search Index
  • 26. Manage Search Crawl & Schema Important Note: Make sure you have news articles before you are crawling the content Trigger the full crawl from central admin or pages library re-indexing feature to create crawled properties & managed properties Configure Continuous Crawl in Production environment for refreshed content SP2013 should automatically create crawled & managed properties for catalogs by default managed properties are NOT refinable & sortable Update OOB behavior of Managed Properties Refinable - News Category & Division Sortable – ArticleStartDateOWSDATE Re-perform full crawl 33
  • 27. Consume Catalog Libraries from News Center
  • 28. Connect News Center Site to News Catalogs Verify Site Navigation settings - Publishing Portal sites uses managed navigation by default From Publishing Site, Connect to all the news catalogs available as news page library Specify Catalog Connections, Managed Metadata Navigation, Catalog & Item Page Settings Connect to First News Catalog Connection Integration - Select “integrate the catalog into my site” - this would allow catalog navigable through terms & managed navigation NewsCenterCategory as Navigation Hierarchy Specify Catalog Item URL behavior and Catalog Item URL format Select “construct a URL format from catalog properties” & specify ListID and ListItemID in the URL Specify Catalog Page and Item Page - Select “create a new page” Connect to Remaining News Catalogs Select “connect but do not integrate the catalog” option as Catalog Connection Integration Everything else should be selected same as first catalog 35
  • 29. Connect News Center Site to News Catalogs At the end of successful connection of catalogs You will have managed metadata navigation on site Two Page layouts - default catalog category and catalog item page in master pages and page layouts gallery (e.g. category-news.aspx and catalogitemnews.aspx) Two pages - create default catalog category and catalog item page in pages library Catalog category has Content By Search and catalog item page has Catalog Item Reuse web parts Term Store Management - Site Navigation is pinned to term store hierarchy Term Store Management – Term-based Navigation configured to the catalog category and catalog item pages Result Sources – Each Catalog would be available as result sources You should be able to browse content by navigating through menu with default page layouts Merge Catalog Result Sources Copy first News Catalog Result Source and create Merge Result Sources Update Query for merge result sources – ListId & SPSiteUrl Update Catalog Category Page’s Content By Search Web Part and Catalog Item Page’s Catalog Item Reuse web part to reference Merged Result Source 36
  • 30. Screenshot of News Center at this stage… 37
  • 31. Getting away from Out of Box – Customize Look & Feel
  • 32. Major areas to consider Apply New Look & Feel – Master Pages and Branding Design Master Pages using Design Manager or Traditional SharePoint 2013 Way To create share for Design Manager, you would need Desktop Experience feature installed on your VM Start out with OOB Oslo or Seattle Master Pages or Minimal Master for clean HTML Apply Branding Upload/Apply News Center master page HTML & design assets using Design Manager If your master page not showing up on Master Page setting, ensure HTML file is applied version "15" and it's been published Optional - Design Custom Catalog Category and Catalog Item Page Layouts & Pages Best Practice: Start with OOB Catalog Category and Catalog Item Pages Design Custom Display Templates & Customize Content By Search Web Parts Best Practice: Start with OOB Display Templates 44
  • 33. What are Catalog Category and Catalog Item Pages? Category pages and catalog item pages are page layouts that you can use to show structured catalog content consistently across a site By default, SharePoint Server 2013 automatically create one category page layout and one catalog item page layout per catalog connection Allows you to avoid creating many individual pages for content that you want to show in the same manner across your site. Often used in combination with managed navigation and Search Web Parts. By default, a page based on the category page layout is added to the Pages library with the name Category-<catalog name> and catalog item page with the name CatalogItem-<catalog name>. Association between catalog category & catalog item pages and a term is configured in the Term Store Management Tool, on the TERM-DRIVEN PAGES tab 45
  • 34. Create Custom Page Layouts for Catalog Pages Use SharePoint Designer or Design Manager to create custom page layouts Associated with Catalog-Item Reuse content type Plan to start with OOB catalog page layouts Create two page layouts - NewsCategoryPageLayout and NewsDetailsPageLayout NewsCategoryPageLayout would be 1 column web part zone layout – Central Zone NewsDetailsPageLayout would be 2 columns web part zone layout – Central Zone & Right Zone Please note that, we are planning to use only 1 category and 1 details page layout for all the terms but you can create different category and item page layouts to display catalog contents for each types of term or each term. This is where things becomes fascinating. You can have different views for different news categories like leadership messages, events etc. 46
  • 35. Apply Custom Catalog Pages to Site Navigation Term Set Create News Category and News Item Details Page based on new page layouts in News center Pages Library Create two pages based on Catalog-Item Reuse content type from New menu NewsCategoryPage.aspx (based on NewsCategoryPageLayout) - 1 column page layout NewsDetailsPage (based on NewsDetailsPageLayout) - 2 columns page layout Assign catalog items and category pages to the terms defined in Site Navigation term set Change Catalog Category and Item Page references to the custom pages in term driven pages tab from Visit News Center Site’s Term Store Management Tool If you try to visit the pages using managed metadata navigation, it should render pages with new category pages but it would be blank (there are no web parts added to the pages) 47
  • 36. Customize Content By Search Web Parts on Catalog Pages Content By Search Web Part Similar to content by query web part but search index based and cross-site collection support New presentation template model for easy content presentation using HTML display templates, not XSLT based Easy editors like query helpers as web part editors for defining planned query and previewing results Often used in combination with managed navigation and category pages and catalog item pages for Cross-Site Publishing Scenario Design Custom Display Templates Each Content By Search Web Part requires two templates - Control & Item display templates This makes total 4 display templates - catalog category control, catalog category item, catalog item control, catalog item item Start out Custom Design Templates from OOB templates - Control_List.html and Item_PictureOnTop.html Publish Display templates with design manager to master pages gallery Add Content By Search Web Parts on Catalog Category and Catalog Item Pages Specify Query against Merged Catalog Result Sources – Apply Filters & Sorting Specify display templates for Control & Category Specify Property Mappings to Search Managed Properties 48
  • 37. Add Content By Search Web Part to Catalog Category Page Query - Order News Article by latest publish date Result source would be combined news result source, restrict by tag - don't restrict by tag, derive additional filter from advanced mode - owstaxIdKnowledgeCenterCategory contains site navigation terms of current page and subpage, Sorting => ArticleStartDateOWSDATE Descending Sample Query: (contentclass:sts_listitem OR IsDocument:True) (SPSiteUrl:http://intranet.niks.local/sites/corpcomp OR SPSiteUrl:http://intranet.niks.local/sites/hr)(ListId:bd661bf4-8af7-4e80-80a8-547f875f4a2c OR ListId:c1ed5c054433-4409-87ff-7990052f5a8f) owstaxIdNewsx0020Centerx0020Category:{Term.IdWithChildren} Number of items to show - 8 Display Templates Control - List-NiksNews, Item - NiksNews Featured Article Property Mappings Select change the mapping of managed properties Select in this order - publishingimage, path, Title, ArticleByLineOWSTEXT, ArticleStartDateOWSDATE 49
  • 38. Add Content By Search Web Part to Catalog Item Page Query Result source should be combined news result source, restrict by tag - don't restrict by any tag, Go to the advanced window - add ListID and ListItemID property and specify they contains value of a token from URL, Specify URL Token 1 for ListItemID (first from the right side of URL) and Token 2 for ListID (second from right side of URL) Sample Query: (contentclass:sts_listitem OR IsDocument:True) (SPSiteUrl:http://intranet.niks.local/sites/corpcomp OR SPSiteUrl:http://intranet.niks.local/sites/hr)(ListId:bd661bf4-8af7-4e80-80a8-547f875f4a2c OR ListId:c1ed5c054433-4409-87ff-7990052f5a8f) ListItemID:{URLToken.1} ListID:{URLToken.2} Number of items to show - 1 Display Template Control - List-NiksNews-Wide, Item - NiksNews Article Detail Template Property Mappings Select change the mapping of managed properties Select in this order - publishingimage, path, Title, ArticleStartDateOWSDATE, PublishingImageContentOWSHTML 50
  • 39. Screenshot of News Center at this stage… Thanks to Microsoft Office Demo VMs – Master Page Source for this demo 51
  • 40. Building the Home Page – News Carousel
  • 41. Configuring Home Page News Rotator Web Part 54
  • 42. Configuring Home Page News Rotator Web Part News Rotator web part consumes Catalog data directly, not driven by Managed Metadata Terms Twitter Bootstrap Carousel - http://getbootstrap.com/2.3.2/customize.html Need full bootstrap JS and only carousel CSS Create two Display Templates - Carousel list & Carousel list item Start out with copying Out of box display templates - Control_List.html and Item_PictureOnTop.html Emit Carousel JavaScript & UI controls through display templates Configure Carousel CBS web part on home page Query - News combined result source, IsFeaturedArticleOWSBOOL contains manual value = 1 Sorting - ArticleStartDateOWSDATE Descending Number of items to display - 5 Display Templates - Control - NiksNews Carousel List, Item - NiksNews Carousel Item Property Mapping - PublishingImage, Path, Title, ArticleByLineOWSTEXT Width - 650 px 55
  • 43. Customize the Search Center – Searching News Articles
  • 44. Customize the Search Center 58
  • 45. Customize the Search Center In Pages library, create page – Search.aspx based on custom or OOB Page Layouts In Search.aspx In Right zone (left side panel) – Add Refinement web part Refiners are based on “refinable” managed properties to quickly browse specific content from the search index Remove all the refiners except - Modified Date Add News Category & Division Managed Properties In central zone - Add Search Box and Search Results web part Change query on search results web part - Items matching a content type, Restrict by Content Type - Company Article Configure the Custom Search Center From Site Collection, Search Settings page, set Results Page URL to custom Search.aspx Validate Search.aspx returns results while searching for data 59
  • 46. Real World Scenarios - Sky is Not Enough Corporate News & Events Center Corporate Forms & Policies Center Corporate Video Channel (e.g. Microsoft Channel 9) Corporate Knowledge Center (e.g. Documents, Pictures, Videos, News) Ecommerce Product Catalog Site 61
  • 47. Additional Resources Scenario: Create SharePoint sites by using cross-site publishing in SharePoint Server 2013 http://technet.microsoft.com/en-us/sharepoint/jj872721.aspx Case Studies Mavention and web content management in SharePoint Server 2013 - http://technet.microsoft.com/enus/library/jj822912(v=office.15) United Airlines and SharePoint Server 2013 - http://technet.microsoft.com/en-us/library/dn423227(office.15) and http://channel9.msdn.com/Events/SharePoint-Conference/2012/SPC060 Bella Engen’s How to set up a product-centric website in SharePoint Server 2013 http://blogs.technet.com/b/tothesharepoint/archive/2013/02/14/how-to-set-up-a-product-centric-web-site-in-sharepoint2013.aspx Community Resources SharePoint MVP Waldek Mastykarz’s Blog - http://blog.mastykarz.nl/ 62
  • 48. © 2012 Slalom, LLC. All rights reserved. The information herein is for informational purposes only and represents the current view of Slalom, LLC. as of the date of this presentation. SLALOM MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.