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Integrating Search Driven Content in SharePoint 2013/2016/O365

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Learn all about new search driven content strategies in SharePoint 2013/2016/O365, starting with add content, followed by display content throughout your SharePoint site and finishing with a look at refining your search results using query rules and result types

Published in: Education, Technology, Design
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Integrating Search Driven Content in SharePoint 2013/2016/O365

  1. 1. SharePoint Advocate and Enthusiast PixelMill ERIC OVERFIELD | @ericoverfield INTEGRATING SEARCH DRIVEN CONTENT IN SHAREPOINT
  2. 2. ericoverfield.com @ericoverfield Founder and SharePoint Branding/UI Lead, PixelMill Speaker, Teacher, Advocate, Author SharePoint Community Organizer Located in Davis, CA Co-author: “Black Magic Solutions for White Hat SharePoint” (August, 2013) Co-author: “Pro SharePoint 2013 Branding and Responsive Web Development” (Apress – June 12th, 2013) Order Your Copy http://pxml.ly/zsqykd INTRODUCTION ERIC OVERFIELD
  3. 3. WHAT YOU WILL LEARN TODAY 1 2 3 ericoverfield.com @ericoverfield AGGREGATE CONTENT ACROSS SITES CROSS-SITE PUBLISHING FEATURE CREATE CONTENT ROLLUP SOLUTIONS CUSTOM DISPLAY TEMPLATES CUSTOMIZE INDIVIDUAL SEARCH RESULTS RESULT TYPES 4 FINE-TUNE SEARCH QUERIES QUERY RULES
  4. 4. CONTENT AGGREGATION ACROSS SITE(S)
  5. 5. THE OLD WAY ericoverfield.com @ericoverfield Site Collection A Site Collection B SearchSearch Crawl Search Crawl Search Content Query Web Part (CBQ) Site Collection A Site Collection B Content Query Web Part (CBQ)
  6. 6. THE SHAREPOINT ONLINE/2013/2016 WAY ericoverfield.com @ericoverfield Site Collection / Content A Search Search Crawl Content Search Web Part Site Collection C / Aggregator Site Collection / Content B List of articles/documents Recommendations Popular items
  7. 7. DEMO SOLUTION WHAT WE WANT TO BUILD ericoverfield.com @ericoverfield Scenario: Show dynamic content Show potential buyers a rollup of all the Available properties for sale
  8. 8. SOLUTION ericoverfield.com @ericoverfield
  9. 9. IMPORTANT PREREQUISITES  Enterprise License Required (O365 requires >= E3)  For Catalog creation and CBS  Depends on Search Index / Index Freshness  Source site collection feature  Cross-Site Collection Publishing must be activated  On both authoring and display sites ericoverfield.com @ericoverfield
  10. 10. LIMITATIONS OF CROSS-SITE PUBLISHING  Consuming site requires restricted read access on authoring site  Because results can be security trimmed  Cross site publishing only supports pages and lists  Content assets (videos, images, etc.) need to be on assets site  Use Suggested Content Browser Location  REMEMBER - Results based on search index freshness ericoverfield.com @ericoverfield
  11. 11. WHAT ABOUT CONTENT DEPLOYMENT?  Very different approach  On-prem only, no SPO support  Must be across content databases  Not based on search  May be used for similar reasons,  Yet apples to oranges comparison ericoverfield.com @ericoverfield
  12. 12. SOURCE CONTENT  Store it anywhere, across site collections, web applications or farms ericoverfield.com @ericoverfield
  13. 13. CREATE CATALOG ericoverfield.com @ericoverfield
  14. 14. MANAGED PROPERTIES  Required to surface/retrieve site/content columns  Configured in Central Admin or Site Collection  On-prem: Central Admin -> Search Schema  O365: SharePoint Admin -> Search  Content has to have been crawled to create crawled properties  Another full crawl after new managed property(s)  O365 Custom managed properties only Text or Yes/No  Created in Admin Center  Not refinable – must use an existing “Refinable” property w/alias ericoverfield.com @ericoverfield
  15. 15. CREATING MANAGED PROPERTIES ericoverfield.com @ericoverfield
  16. 16. DEMO SHAREPOINT ONLINE MANAGED PROPERTIES
  17. 17. GETTING CONTENT FROM A CATALOG ericoverfield.com @ericoverfield
  18. 18. AGGREGATE CONTENT REVIEW  Prerequisites have been addressed (licenses and features)  We have source content -> catalog, stored anywhere (almost)  Content has been crawled  Managed properties have been created  Content has been crawled - again  Consuming site has been connected to catalog  Ready to display! ericoverfield.com @ericoverfield
  19. 19. CONTENT ROLLUP WITH THE CONTENT SEARCH WEB PART
  20. 20. ericoverfield.com @ericoverfield CONTENT SEARCH WEB PART OVERVIEW Getting the results: Query Builder Showing the results: Display Templates
  21. 21. GET DYNAMIC CONTENT WITH QUERY BUILDER ericoverfield.com @ericoverfield
  22. 22. DEMO CONTENT SEARCH WEB PART
  23. 23. CUSTOMIZE YOUR DISPLAY TEMPLATES
  24. 24. DISPLAY TEAMPLTE OVERVIEW  Control templates  Item templates  HTML and JavaScript  No more XSLT!  Retrieves Managed Properties ericoverfield.com @ericoverfield
  25. 25. CUSTOM DISPLAY TEMPLATES  Add to Master Page Gallery  Copy from an existing display template  Use any editor ericoverfield.com @ericoverfield
  26. 26. IMPLEMENTING CUSTOM DISPLAY TEMPLATES  Must specify all managed properties to surface  May externalize CSS and JS that template needs  Inline JS must appear after the first <div>  Add HTML markup to render results ericoverfield.com @ericoverfield
  27. 27. A LOOK THAT THE CODE ITEM TEMPLATE  Obtain Managed Properties ericoverfield.com @ericoverfield <mso:ManagedPropertyMapping msdt:dt="string"> 'LastModifiedTime':'LastModifiedTime', 'Specter Property Type'{Specter Property Type}:'SpecterPropertyType', 'Picture URL'{Picture URL}:'PublishingImage;PictureURL;PictureThumbnailURL', 'Link URL'{Link URL}:'Path', 'Line 1'{Line 1}:'Title', 'Line 2'{Line 2}:'Description', 'SecondaryFileExtension', 'ContentTypeId' </mso:ManagedPropertyMapping>
  28. 28. A LOOK THAT THE CODE ITEM TEMPLATE  Load Managed Properties into JavaScript Variables ericoverfield.com @ericoverfield var specterPropertyType = $getItemValue(ctx, "Specter Property Type"); var lastModifiedTime = $getItemValue(ctx, "LastModifiedTime");
  29. 29. A LOOK THAT THE CODE ITEM TEMPLATE  Display JavaScript variables with HTML markup ericoverfield.com @ericoverfield <span class="_#= specterPropertyType=#_"> <a href="_#= linkURL =#_" class="thumb"> _#= pictureMarkup =#_ <div class="date"> <div class="d">_#= date=#_</div> <div class="m">_#= month=#_</div> </div> </a> <div class="caption">Property Type: _#= specterPropertyType=#_</div> </span>
  30. 30. DEMO DISPLAY TEMPLATES
  31. 31. FINE TUNE SEARCH RESULTS AND CONTENT ROLLUPS
  32. 32. TARGET INDIVIDUAL RESULT ITEMS
  33. 33. THE PROBLEM  Results all look the same  But all documents / results are not the same  Forces us to search out results ericoverfield.com @ericoverfield
  34. 34. DEMO SOLUTION WHAT WE WANT TO BUILD ericoverfield.com @ericoverfield Scenario: Customize Search Experience When user searches for “floor plans”  Customize floor plans result type as best bets  Promote beachfront properties in the summer
  35. 35. RESULT TYPES  Tailor the look of important types of results ericoverfield.com @ericoverfield One of these things… is not like the other.
  36. 36. RESULT TYPES  Conditions match result properties  Identify a “type” of result  Display Templates can change the look  Of a “type” of result ericoverfield.com @ericoverfield
  37. 37. YOUR OWN RESULT TYPE ericoverfield.com @ericoverfield
  38. 38. QUERY RULES
  39. 39. QUERY RULES  Custom results based on intent  May be created at various levels  Search Service App, Site Collection, inherited  May be deactivated at child levels ericoverfield.com @ericoverfield
  40. 40. YOUR OWN QUERY RULES  Condition: Set of conditions to match to fire rule  One or more conditions per rule  Six types of conditions available  Action: What to do when rule fired  One or more actions per rule  Six types of actions available on-prem. O365 has two  Publishing: When should a rule be active  i.e. only during a certain time span ericoverfield.com @ericoverfield
  41. 41. YOUR OWN QUERY RULE ericoverfield.com @ericoverfield
  42. 42. ericoverfield.com @ericoverfield
  43. 43. ericoverfield.com @ericoverfield
  44. 44. DEMO RESULT TYPES & QUERY RULES
  45. 45. 1 2 3 ericoverfield.com @ericoverfield AGGREGATE CONTENT ACROSS SITES CROSS-SITE PUBLISHING FEATURE CREATE CONTENT ROLLUP SOLUTIONS CUSTOM DISPLAY TEMPLATES CUSTOMIZE INDIVIDUAL SEARCH RESULTS RESULT TYPES 4 FINE-TUNE SEARCH QUERIES QUERY RULES A QUICK REVIEW
  46. 46. RESOURCES ericoverfield.com @ericoverfield Configure cross-site publishing in SharePoint 2013: http://technet.microsoft.com/en-us/library/jj656774.aspx Administer search in SharePoint Server 2013: http://technet.microsoft.com/en-us/library/ee792877.aspx Connect a publishing site to a catalog: http://technet.microsoft.com/en-us/library/jj679901.aspx Customize search result types: http://technet.microsoft.com/en-us/library/dn135239.aspx Content Features in SharePoint Online: http://pxml.ly/1uQbZjl Display template reference in SharePoint Server 2013: http://technet.microsoft.com/en-us/library/jj944947.aspx Create query rules: http://technet.microsoft.com/en-us/library/jj871014.aspx SPO search administration overview: http://pxml.ly/ZA4d1v Manage the search schema in SPO: http://pxml.ly/1yliyyi Manually request crawling and re- indexing of a site, a library or a list: http://pxml.ly/1sSCIHD
  47. 47. INTEGRATING SEARCH DRIVEN CONTENT IN SHAREPOINT THANK YOU QUESTIONS? @ericoverfield http://pxml.ly/EO-Search-Driven Order Your Copy http://pxml.ly/zsqykd “Pro SharePoint 2013 Branding and Responsive Web Development” (Apress – June 12th, 2013)

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