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Leveraging SharePoint Search
In SharePoint 2013
Jameson Bozeman
Session Preview
Why Search
Out of the Box Wins
Queries – Getting your Items
Managed Properties – Getting your Content
Display Templates – Getting your Branding on
Custom Solutions
Why Search
2010 Scenario
Content Query Web parts
Limited Scope
Resource Hog
Hard to Modify Layout with XSLT
Why Search
2013 Scenario
Content Search Web parts
Minimized SQL Load
More control over Queries
Easy Control of Display using Client Side Rendering
Pull from across Site Collections
4 |
Out of the Box
5 |
DEMO
CSWP Concepts
6 |
Query
Get Items
Managed Properties
Usable Columns from Items
Display Templates
Make it Pretty
Queries – KQL Syntax
KQL Syntax Reference - https://msdn.microsoft.com/en-
us/library/office/ee558911.aspx
Token Reference - https://technet.microsoft.com/en-
us/library/jj683123.aspx
7 |
Result Sources
Benefits of Result Sources
Faster Queries
Less Server Load
Simplifies Advanced queries for Power Users
Better Change Control
8 |
Managed Properties
Site Column Name Crawled Property Managed Property
Item Number Ows_q_TEXT_ProductCat
alogItemNumber
ProductCatalogItemNumbe
rOWSText
Group Number Ows_q_TEXT_ProductCat
alogGroupNumber
ProductCatalogGroupNum
berOWSTEXT
Rollup Image ows_r_IMGE_PublishingR
ollupImage
PublishingImage
Language Tag Ows_q_CHCS_ProductCat
alogLanguageTag
ProductCatalogLanguageT
agOWSCHCS
Title Title Title
9 |
Crawled Property: Raw content extracted from crawls
Managed Property: Search web parts use to display content,
consists of 1 or more mapped Crawled Properties
Managed Properties
10 |
How do Managed Properties get created?
Managed Properties automatically created for Site
Columns
Column has Content in SharePoint List/Library
Full Crawl
Site Column Name Crawled Property Managed Property
Title Title Title
Item Number Ows_q_TEXT_Product
CatalogItemNumber
ProductCatalogItemNu
mberOWSText
Group Number Ows_q_TEXT_Product
CatalogGroupNumber
ProductCatalogGroupN
umberOWSTEXT
Rollup Image ows_r_IMGE_Publishin
gRollupImage
PublishingImage
Language Tag Ows_q_CHCS_Product
CatalogLanguageTag
ProductCatalogLanguag
eTagOWSCHCS
Managed Properties
11 |
Managed Properties are now set under Search
Schema in the Central Admin or Site Settings.
Searchable: Includes the content of the property in the
index, making it searchable as a query term alone.
Queryable: Property can be used in queries such as
Property:Value.
Retrievable: Property can be returned to the result set
for display or programmatic usage.
Refinable: Property can be returned in refiners.
Sortable: Properties can be used for sorting.
Continuous Crawl
12 |
Increased Freshness and Managed Property
Creation
Tip: Full Crawl is not required for Managed
Property creation if Reindex List is selected and
continuous crawl is turned on.
Manage Continuous Crawl Interval with Powershell
(default 15 mins)
$ssa = Get-SPEnterpriseSearchServiceApplication
$ssa.SetProperty("ContinuousCrawlInterval",5)
$ssa = Get-SPEnterpriseSearchServiceApplication $ssa.SetProperty("ContinuousCrawlInterval",n)
Display Templates
13 |
Display Templates
14 |
Creating Display Templates
Start with copy of other OOTB HTML display template
Always edit HTML Display Template SharePoint
generates the corresponding JS File automatically
CSWP Licensing
15 |
Content Search web parts are only included in
SharePoint Enterprise or SharePoint Online
Tips: Search Results (in all versions of SharePoint) web
parts can use most CSWP display templates.
Difference: Managed Properties need to be mapped out
in the display template, no easy mapping in Web Part
Settings.
Overriding Queries
16 |
Queries can be overridden for Search Web Parts
using Client Side Code, without reloading page!
Example:
Srch.ScriptApplicationManager.get_current().queryGroups['e77e5f8b-e52f-46d8-a04c-
7f9d83284858'].dataProvider.set_queryTemplate('ContentType:"Document"')
Srch.ScriptApplicationManager.get_current().queryGroups['e77e5f8b-e52f-46d8-a04c-
7f9d83284858'].dataProvider.issueQuery()
DEMO
Search Rest API
Example Rest URI:
http://server/_api/search/query?querytext=’SharePoint’
Retrieve search results in JSON Format:
data.d.query.PrimaryQueryResult.RelevantResults.Table.
Rows.results
17 |
When not to use Search
Pulling from a single location
Complex logic needed for filtering of items
Limited or failing SharePoint hardware
Need freshness of less than 5 minutes
18 |
Any Questions?

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Leveraging SharePoint 2013 Search and CSR

  • 1. Leveraging SharePoint Search In SharePoint 2013 Jameson Bozeman
  • 2. Session Preview Why Search Out of the Box Wins Queries – Getting your Items Managed Properties – Getting your Content Display Templates – Getting your Branding on Custom Solutions
  • 3. Why Search 2010 Scenario Content Query Web parts Limited Scope Resource Hog Hard to Modify Layout with XSLT
  • 4. Why Search 2013 Scenario Content Search Web parts Minimized SQL Load More control over Queries Easy Control of Display using Client Side Rendering Pull from across Site Collections 4 |
  • 5. Out of the Box 5 | DEMO
  • 6. CSWP Concepts 6 | Query Get Items Managed Properties Usable Columns from Items Display Templates Make it Pretty
  • 7. Queries – KQL Syntax KQL Syntax Reference - https://msdn.microsoft.com/en- us/library/office/ee558911.aspx Token Reference - https://technet.microsoft.com/en- us/library/jj683123.aspx 7 |
  • 8. Result Sources Benefits of Result Sources Faster Queries Less Server Load Simplifies Advanced queries for Power Users Better Change Control 8 |
  • 9. Managed Properties Site Column Name Crawled Property Managed Property Item Number Ows_q_TEXT_ProductCat alogItemNumber ProductCatalogItemNumbe rOWSText Group Number Ows_q_TEXT_ProductCat alogGroupNumber ProductCatalogGroupNum berOWSTEXT Rollup Image ows_r_IMGE_PublishingR ollupImage PublishingImage Language Tag Ows_q_CHCS_ProductCat alogLanguageTag ProductCatalogLanguageT agOWSCHCS Title Title Title 9 | Crawled Property: Raw content extracted from crawls Managed Property: Search web parts use to display content, consists of 1 or more mapped Crawled Properties
  • 10. Managed Properties 10 | How do Managed Properties get created? Managed Properties automatically created for Site Columns Column has Content in SharePoint List/Library Full Crawl Site Column Name Crawled Property Managed Property Title Title Title Item Number Ows_q_TEXT_Product CatalogItemNumber ProductCatalogItemNu mberOWSText Group Number Ows_q_TEXT_Product CatalogGroupNumber ProductCatalogGroupN umberOWSTEXT Rollup Image ows_r_IMGE_Publishin gRollupImage PublishingImage Language Tag Ows_q_CHCS_Product CatalogLanguageTag ProductCatalogLanguag eTagOWSCHCS
  • 11. Managed Properties 11 | Managed Properties are now set under Search Schema in the Central Admin or Site Settings. Searchable: Includes the content of the property in the index, making it searchable as a query term alone. Queryable: Property can be used in queries such as Property:Value. Retrievable: Property can be returned to the result set for display or programmatic usage. Refinable: Property can be returned in refiners. Sortable: Properties can be used for sorting.
  • 12. Continuous Crawl 12 | Increased Freshness and Managed Property Creation Tip: Full Crawl is not required for Managed Property creation if Reindex List is selected and continuous crawl is turned on. Manage Continuous Crawl Interval with Powershell (default 15 mins) $ssa = Get-SPEnterpriseSearchServiceApplication $ssa.SetProperty("ContinuousCrawlInterval",5) $ssa = Get-SPEnterpriseSearchServiceApplication $ssa.SetProperty("ContinuousCrawlInterval",n)
  • 14. Display Templates 14 | Creating Display Templates Start with copy of other OOTB HTML display template Always edit HTML Display Template SharePoint generates the corresponding JS File automatically
  • 15. CSWP Licensing 15 | Content Search web parts are only included in SharePoint Enterprise or SharePoint Online Tips: Search Results (in all versions of SharePoint) web parts can use most CSWP display templates. Difference: Managed Properties need to be mapped out in the display template, no easy mapping in Web Part Settings.
  • 16. Overriding Queries 16 | Queries can be overridden for Search Web Parts using Client Side Code, without reloading page! Example: Srch.ScriptApplicationManager.get_current().queryGroups['e77e5f8b-e52f-46d8-a04c- 7f9d83284858'].dataProvider.set_queryTemplate('ContentType:"Document"') Srch.ScriptApplicationManager.get_current().queryGroups['e77e5f8b-e52f-46d8-a04c- 7f9d83284858'].dataProvider.issueQuery() DEMO
  • 17. Search Rest API Example Rest URI: http://server/_api/search/query?querytext=’SharePoint’ Retrieve search results in JSON Format: data.d.query.PrimaryQueryResult.RelevantResults.Table. Rows.results 17 |
  • 18. When not to use Search Pulling from a single location Complex logic needed for filtering of items Limited or failing SharePoint hardware Need freshness of less than 5 minutes 18 |

Editor's Notes

  1. https://spot.sparkhound.com/spdemo/Search/SitePages/CSWP.aspx
  2. https://spot.sparkhound.com/sites/SolutionCenter/SitePages/EA-SOPs.aspx
  3. Very complex conditions or pulling data from an outside source to build a query