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SRC 203 - Build a SharePoint 2013 Search Driven Application!

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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 the catalog connections to expose data across the farm.
Attendee Takeaways:
1. Understanding the new native power of SharePoint 2013 search.
2. Learn to configure the content by search web part.
3. Use the content catalog for making data available across the farm.
4. Enable search driven navigation with the term store.

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SRC 203 - Build a SharePoint 2013 Search Driven Application!

  1. 1. www.expertpointsolutions.com SharePoint 2013 Catalog Sites Build a SharePoint 2013 Search Driven Application Brian Culver ● SharePoint Fest Chicago ● October 2013 ● SRC203
  2. 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. 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. 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. 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. 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. 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. 8. The Blocks of the Search Driven Publishing Model? Content Search Web Parts Display Templates Query Builder Query Rules Content Catalogs Managed Navigation
  9. 9. Product Catalog Template
  10. 10. Catalog Architecture
  11. 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. 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. 13. Content Types & Site Columns • Content Types • Site Columns
  14. 14. Product Content Type
  15. 15. Content Search Web Part Content Search Web Parts
  16. 16. Content Search Web Part Content Search Web Parts
  17. 17. Search Driven Content Web Parts
  18. 18. Display Templates • Many options OOTB • Create your own
  19. 19. Display Templates Many ship Out-of theBox Make your own in HTML & JavaScript Display Templates
  20. 20. Query Builder UI based IW focused Allows “advanced mode” Add Refiners Query Builder Provides Test & Preview
  21. 21. Query Rules Query Rules UI based Manipulate Search Results IW focused
  22. 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
  23. 23. Term Set Settings
  24. 24. Term Set Navigation
  25. 25. Build your Navigation Term Set • Product Hierarchy
  26. 26. Products List
  27. 27. Catalog Settings..
  28. 28. Catalog Settings..
  29. 29. Content Catalog Catalog Enabling Catalog Connection
  30. 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. 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. 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. 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. 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
  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 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. 38. Useful Links and Resources • Technet Import Scripts http://gallery.technet.microsoft.com/Import-list-content-to-f735d7fb
  39. 39. Questions ? ? ? ?
  40. 40. Constructive Feedback Is Appreciated Brian – Your presentation was … Thanks! Good Demos! Great information, but would like to have learned more about [Insert Topic]
  41. 41. Brian Culver, MCM Twitter: @spbrianculver E-mail: brian.culver@expertpointsolutions.com Blog: http://blog.expertpointsolutions.com/ Thank you!

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