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SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

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SAN ANTONIO SHAREPOINT USER GROUP JANUARY MEETING
Presenter: Brian Culver, SharePoint Enterprise Architect, Expert Point Solutions

Presentation: Build a SharePoint 2013 Search Driven Application!

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 cross site publishing to leverage multiple content sources. We also discuss several approaches for publishing internet sites.

Bio: Brian Culver is a SharePoint Solutions Architect for Expert Point Solutions in Houston, Texas. Brian is a Microsoft Certified Master (MCM) in SharePoint and a Microsoft Certified Professional Developer (MCPD). He has worked in the Information Technology industry for since 1998 and he has been working with SharePoint since 2005. His deep expertise includes SharePoint, ASP.Net, SQL Server and Project Server. He has been involved in many large SharePoint implementations including Internet and Intranet sites, Partner Portals, Enterprise Content Management and Governance, and much custom application integration and development.

Sponsor: Geekdom

Published in: Technology
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SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

  1. 1. www.expertpointsolutions.com SharePoint 2013 Catalog Sites Brian Culver ● San Antonio SharePoint User Group ● January 2015 Build a SharePoint 2013 Search Driven Application
  2. 2. About Brian Culver • SharePoint Solutions Architect for Expert Point Solutions • Based in Houston, TX • Author • ProveIT! • SharePoint 2010 Unleashed • Various White Papers • Speaker and Blogger
  3. 3. About Brian Culver • Dad to 2 more girls
  4. 4. Session Agenda • What is a Search Driven site? • Search Driven Publishing Model • Catalog Architecture • Managed Navigation • Content By Search Web Part • Display Templates • Query Builder • Query Rules
  5. 5. • Sounds complicated until you see it. • Examples: • Best Buy • Amazon Core Concepts • Navigation Driven by metadata • Published Content is the focus • Site Structure very simple Implementation • Two Publishing Pages • Friendly URLs • Content can be anywhere What is a Search Driven Site?
  6. 6. A site driven by search … right? • Sounds complicated until you see it. • Examples: • Best Buy • Amazon Core Concepts • Navigation Driven by metadata • Published Content is the focus • Site Structure very simple Implementation • Two Publishing Pages • Friendly URLs • Content can be anywhere What is a Search Driven Site?
  7. 7. The Product Catalog site • Used for content storage • Product Content Type • Taxonomy The Publishing site • Presentation Layer • Display Templates • Content By Search Webpart The Search Driven Publishing Model The Publishing site consumes the catalog data and presents it to the end user.
  8. 8. Advantages of a Search Driven Publishing Model Breakdown site collection boundaries Eliminate large list thresholds Allows for flexible & dynamic publishing Separate presentation from storage
  9. 9. The Blocks of the Search Driven Publishing Model? Product Catalog Site Content Catalogs Managed Navigation Content Types Publishing Site Query Builder Query Rules Display Templates Content Search Web Parts
  10. 10. Product Catalog Architecture - Site Template
  11. 11. Product Catalog Architecture - Content Types & Site Columns • Content Types • Site Columns
  12. 12. Product Catalog Architecture The “Product” Content Type
  13. 13. Product Catalog Architecture - Products List
  14. 14. Build your Navigation Term Set • Product Hierarchy
  15. 15. Term Set Settings
  16. 16. Term Set Navigation
  17. 17. Product Catalog Page Architecture
  18. 18. Audio Cameras Computers Home appliances Phones TV and video Adaptive experiences empower web developers to create portals based 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 Product Catalog Page Architecture
  19. 19. 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 portals based on managed navigation and a few dynamic pages Microsoft Confidential Search CONTENT SEARCH WEB PART Filter query by CATEGORY: Computers Product Catalog Page Architecture
  20. 20. Content Search Web Part Content Search Web Parts
  21. 21. Content Search Web Part Content Search Web Parts
  22. 22. Search Driven Content Web Parts
  23. 23. Display Templates • Many options OOTB • Create your own
  24. 24. Display Templates Make your own in HTML & JavaScript Many ship Out-of the- Box Display Templates
  25. 25. Query Builder IW focusedUI based Allows “advanced mode” Provides Test & Preview Add Refiners Query Builder
  26. 26. Query Rules IW focused Manipulate Search Results UI based Query Rules
  27. 27. Catalog Settings..
  28. 28. Catalog Settings..
  29. 29. Catalog Enabling Catalog Connection Catalog Publishing
  30. 30. Managed Navigation New Nav Provider Friendly URLS Product Catalog integration Terms can be site structures 1:1 binding of Site Collection to Term Set Managed Navigation
  31. 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. 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. 33. “Create content in an Authoring environment and use it in any one of your SharePoint publishing environments.” Cross Site Publishing URL manipulation Multi-branding Authoring and Production tiers Multilingual Things to know: 1. This is not content deployment 2. Requires the Publishing feature 3. Requires a Catalog Flexibility in Page Content Cross Site Publishing
  34. 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. 35. 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
  36. 36. Product Catalog Demo
  37. 37. New Site Search Admin Tasks  Just to summarize, here are things site admins can do to manage search themselves: Task Site 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
  38. 38. Useful Links and Resources • Technet Import Scripts • http://gallery.technet.microsoft.com/Import-list-content-to-f735d7fb • Check for the Latest Slide Deck • http://www.slideshare.net/bculver
  39. 39. Questions ?? ? ?
  40. 40. Constructive Feedback Is Appreciated Great information, but would like to have learned more about [Insert Topic]Brian – Your presentation was … Good Demos! Thanks!
  41. 41. Thank you! Brian Culver, MCM Twitter: @spbrianculver E-mail: brian.culver@expertpointsolutions.com Blog: http://blog.expertpointsolutions.com/ Slides: http://www.slideshare.net/bculver

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