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SharePoint Search Center Configuration




           Matthew McDermott
                 Director
               Aptillon, Inc.



          great people, great experience, great passion
Search UI Configuration

Changing the Search Center Look and Feel
Search Refinement
Result Types
Highlighting Specific Content
Presenting Actionable BCS Results
Changes for SharePoint 2013 Search Results




                  great people, great experience, great passion
About Me

7 Time SharePoint Server MVP
Founding Member, Director – Aptillon, Inc.
– http://www.aptillon.com
Owner of AbleBlue, LLC.
– Blog: http://www.ableblue.com/blog
Instructor for Critical Path Training
Blogger, Dog Guy, and Foodie
Twitter: @MatthewMcD
Email: matthew@Aptillon.com



                    great people, great experience, great passion
The Process


                        Identify Content
                          Sources and
                          Connectors




 Review and                                         Identify Content
Customize the                                        Types and need
 Results XSL                                           for iFilters




                           Crawl, Map
                           Properties,
                           Crawl Again




    great people, great experience, great passion
Metadata Matters

Metadata is invisible, how do we find it?
How do we make metadata usable?
How to we make search useful to the business?




                  great people, great experience, great passion
How does metadata get to the index?


           iFilter


 iFilter


                 iFilters             Crawler



                            Crawler


                                             Indexer




                                      great people, great experience, great passion
How does metadata get to the results page?




             great people, great experience, great passion
Search Center Customization

Core Search Results and Columns
Refinement Panel
Tabs
Accessory Web Parts




                 great people, great experience, great passion
demo
TAME THE SEARCH CENTER



            great people, great experience, great passion
Actionable BCS Results

Email Addresses
Phone Numbers
Presence Icon
Icons
Refiners




                  great people, great experience, great passion
demo
BCS SEARCH RESULTS



            great people, great experience, great passion
2013 Results?




great people, great experience, great passion
Result Types

 SharePoint 2013 includes a new framework for presenting
  search results to end users called result types
 Result types have several elements that enable each type to
  be rendered differently:




                    great people, great experience, great passion
Display Templates

 Display templates contain the following characteristics:
     They define the visual layout of a Result Type
     A template is really just HTML
     You can edit it with ANY HTML designer you want
     You add placeholders to your HTML file where managed properties
      should be emitted
 A set of display templates is included OOB
  – /Master Pages/Display Templates/Search folder
   Site collection admins can upload new display templates.




                       great people, great experience, great passion
Result Type with Display Template Example

Customer Display Template




                   great people, great experience, great passion
demo
2013 SEARCH RESULTS



            great people, great experience, great passion
Better Best Bets

 Query Rules
  – Run on one or all Result Sources
  – Rules can be filter by User Segment
  – Rules are very flexible (Keywords, RegEx, etc.)
  Results
  – Promoted Results (like 2010 Best Bets)
  – Result Blocks (think of it as running another query)
  – Change result ranking by changing the query
  Query Rules can be GLOBAL!



                       great people, great experience, great passion
demo
2013 STYLE BEST BETS



             great people, great experience, great passion
A few final thoughts…

Challenge: Can users get what they need from the Search
Results?
Use Refiners…
…just say “No!” to the Advanced Search Page!
If you can’t do XSL upgrade to 2013 and use Notepad++
Consider promoting your best content




                  great people, great experience, great passion

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SharePoint Search Center Configuration by Matthew McDermott - SPTechCon

  • 1. SharePoint Search Center Configuration Matthew McDermott Director Aptillon, Inc. great people, great experience, great passion
  • 2. Search UI Configuration Changing the Search Center Look and Feel Search Refinement Result Types Highlighting Specific Content Presenting Actionable BCS Results Changes for SharePoint 2013 Search Results great people, great experience, great passion
  • 3. About Me 7 Time SharePoint Server MVP Founding Member, Director – Aptillon, Inc. – http://www.aptillon.com Owner of AbleBlue, LLC. – Blog: http://www.ableblue.com/blog Instructor for Critical Path Training Blogger, Dog Guy, and Foodie Twitter: @MatthewMcD Email: matthew@Aptillon.com great people, great experience, great passion
  • 4. The Process Identify Content Sources and Connectors Review and Identify Content Customize the Types and need Results XSL for iFilters Crawl, Map Properties, Crawl Again great people, great experience, great passion
  • 5. Metadata Matters Metadata is invisible, how do we find it? How do we make metadata usable? How to we make search useful to the business? great people, great experience, great passion
  • 6. How does metadata get to the index? iFilter iFilter iFilters Crawler Crawler Indexer great people, great experience, great passion
  • 7. How does metadata get to the results page? great people, great experience, great passion
  • 8. Search Center Customization Core Search Results and Columns Refinement Panel Tabs Accessory Web Parts great people, great experience, great passion
  • 9. demo TAME THE SEARCH CENTER great people, great experience, great passion
  • 10. Actionable BCS Results Email Addresses Phone Numbers Presence Icon Icons Refiners great people, great experience, great passion
  • 11. demo BCS SEARCH RESULTS great people, great experience, great passion
  • 12. 2013 Results? great people, great experience, great passion
  • 13. Result Types  SharePoint 2013 includes a new framework for presenting search results to end users called result types  Result types have several elements that enable each type to be rendered differently: great people, great experience, great passion
  • 14. Display Templates  Display templates contain the following characteristics:  They define the visual layout of a Result Type  A template is really just HTML  You can edit it with ANY HTML designer you want  You add placeholders to your HTML file where managed properties should be emitted  A set of display templates is included OOB – /Master Pages/Display Templates/Search folder  Site collection admins can upload new display templates. great people, great experience, great passion
  • 15. Result Type with Display Template Example Customer Display Template great people, great experience, great passion
  • 16. demo 2013 SEARCH RESULTS great people, great experience, great passion
  • 17. Better Best Bets  Query Rules – Run on one or all Result Sources – Rules can be filter by User Segment – Rules are very flexible (Keywords, RegEx, etc.) Results – Promoted Results (like 2010 Best Bets) – Result Blocks (think of it as running another query) – Change result ranking by changing the query Query Rules can be GLOBAL! great people, great experience, great passion
  • 18. demo 2013 STYLE BEST BETS great people, great experience, great passion
  • 19. A few final thoughts… Challenge: Can users get what they need from the Search Results? Use Refiners… …just say “No!” to the Advanced Search Page! If you can’t do XSL upgrade to 2013 and use Notepad++ Consider promoting your best content great people, great experience, great passion
  • 20. Links and Resources My Blog – http://www.ableblue.com/blog Basic Search Center Editing – http://bit.ly/pCHMaW XML Test Results Page – http://bit.ly/pyIb0X great people, great experience, great passion