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Dynamic Content using SharePoint Search

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Michael Oryszak
Michael Oryszak

Overview on SharePoint 2013's querying and new content roll-up capabilities that leverage the search infrastructure to display rich, dynamic content.

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SPSBermuda 2013 Dynamic Content using SharePoint Search SHAREPOINT SATURDAY BERMUDA– AUGUST 10, 2013 MIKE ORYSZAK BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
SPSBermuda 2013 About Me Senior SharePoint Solution Architect w/ B&R Solutions Microsoft SharePoint Server MVP Leader for Triangle SharePoint User Group (TriSPUG) Dev and Architect with MS stack since 1996 Working with SharePoint since 2002 Raleigh-Durham, NC BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 2
SPSBermuda 2013 Thank you Sponsors! BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 3
SPSBermuda 2013 Session Overview Search Basics Differences Between 2010 and 2013 Understanding Queries Showing Dynamic Content Closeout Target Audience: Site Administrators and Power Users looking to maximize the effectiveness of their site. BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 4
SPSBermuda 2013 Search Basics DYNAMIC CONTENT USING SHAREPOINT SEARCH BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 5
SPSBermuda 2013 Search Basics Crawling A scheduled activity that evaluates the content, meta-data and security. Index Processed info that describes the crawled content Extremely fast compared to querying source content Security Only items the user has access to will be returned Referred to as “Security Trimming” BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 6
SPSBermuda 2013 Search Basics Managed Properties Can be used to query against a specific attribute Examples: Author ContentType CreatedBy LastModifiedTime FirstName Version Differences: In 2010 and before, these have to be managed in the Search Service Application In 2013, these are automatically added when content is crawled BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 7
SPSBermuda 2013 Search Basics Scopes and Query Rules Overview Pre-set rules for filtering content Can be defined and testing globally or at Site Collection level Feature typically under utilized in most environments Version Differences: In 2010 Referred to as Scopes Default scopes include: All Sites, People, This Site In 2013 Referred to as Query Rules Added ability to test the Query Rules Added ability to target the Query Rules to content and audiences BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 8
SPSBermuda 2013 Search Basics Content Classification ContentClass Overview Not all content is the same ContentClass property helps to segment content by its fundamental type Examples: SPSPeople – User Profiles STS_Site – Site Collection STS_Web – Site/Web STS_list_[doccumentlibrary] * – List STS_listitem_[documentlibrary] * – List Item * Note name in brackets can be replaced with template name BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 9
SPSBermuda 2013 Understanding Queries DYNAMIC CONTENT USING SHAREPOINT SEARCH BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 10
SPSBermuda 2013 Understanding Queries Query Formatting Limit – 255 characters Content Classes - ContentClass:Value Managed Properties - Property:Value Logical Operators - AND, OR, NOT, +, - Relational Operators - <, >, <=, >=, <> Filename – filename:”name” File Type – filetype:value Wildcards – Property:Partial Value BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 11
SPSBermuda 2013 Understanding Queries Simple Query Examples ContentClass:STS_Site Uses the content classes specification to return all of the Site Collections Department:”IT” Would return all of the people with a value of IT in the Department user profile property Filetype:PDF Would return all PDF documents BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 12
SPSBermuda 2013 Understanding Queries Compound Query Examples ContentType:”Check Request” AND RequestStatus:”Completed” Returns results for items with a ContentType set to “Check Request” and a RequestStatus of “Completed” contentclass:sts_listitem_announcements AND author:“Jane Doe" Would return all announcements authored by Jane Doe ContentType:”Enrollment Form” AND Write>”6/1/2012” AND Filetype:PDF Would return all content classified as an Enrollment form, added or modified after 6/1/2012, and of the filetype PDF. BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 13
SPSBermuda 2013 Showing Dynamic Content DYNAMIC CONTENT USING SHAREPOINT SEARCH BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 16
SPSBermuda 2013 Showing Dynamic Content Out of the Box Web Parts New Web Parts with SharePoint 2013 Much stronger emphasis on using Search to power large, dynamic sites that can display content beyond the site collection Web Part Categories Content Rollup Search-Driven Content Search BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 17
SPSBermuda 2013 Showing Dynamic Content Content Rollup Previous versions relied on the Content Query Web Part (CQWP) Queried source content in sites directly, did not use search Content Search Web Part introduced with 2013 Uses Search to return results Provides interface for configuring and testing your query Provides configuration for 3 views; List, List with Paging, or Slideshow Provides configuration for property mapping (identification) BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 18
SPSBermuda 2013 Showing Dynamic Content Search-Driven Content Search-Driven Content Web Part Category added with 2013 These are extensions of the Content Search web part, providing an initial query to work from Extensively use Result Sources Web Parts include: Recommended Items Recently Changed Items Popular Items Pictures Pages Items Matching Tag Videos Web Pages Wiki Pages BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 19
SPSBermuda 2013 Showing Dynamic Content Search Search Web Part Category Search Results Web Part Available going back to 2001 Updated for 2013 to include the query build/test form Available as part of the Standard CAL BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 20
SPSBermuda 2013 Showing Dynamic Content Demonstration BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 21
SPSBermuda 2013 Closeout DYNAMIC CONTENT USING SHAREPOINT SEARCH BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 22
SPSBermuda 2013 Questions? BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 23
SPSBermuda 2013 Resources Keyword Query Syntax Reference http://technet.microsoft.com/en-us/subscriptions/index/ee558911(v=office.14).aspx Property Restriction Keyword Queries http://technet.microsoft.com/en-us/subscriptions/ff394509.aspx My Search Blog Posts http://mikeoryszak.com/tag/search/ BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 24

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Dynamic Content using SharePoint Search

  • 1. SPSBermuda 2013 Dynamic Content using SharePoint Search SHAREPOINT SATURDAY BERMUDA– AUGUST 10, 2013 MIKE ORYSZAK BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
  • 2. SPSBermuda 2013 About Me Senior SharePoint Solution Architect w/ B&R Solutions Microsoft SharePoint Server MVP Leader for Triangle SharePoint User Group (TriSPUG) Dev and Architect with MS stack since 1996 Working with SharePoint since 2002 Raleigh-Durham, NC BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 2
  • 3. SPSBermuda 2013 Thank you Sponsors! BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 3
  • 4. SPSBermuda 2013 Session Overview Search Basics Differences Between 2010 and 2013 Understanding Queries Showing Dynamic Content Closeout Target Audience: Site Administrators and Power Users looking to maximize the effectiveness of their site. BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 4
  • 5. SPSBermuda 2013 Search Basics DYNAMIC CONTENT USING SHAREPOINT SEARCH BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 5
  • 6. SPSBermuda 2013 Search Basics Crawling A scheduled activity that evaluates the content, meta-data and security. Index Processed info that describes the crawled content Extremely fast compared to querying source content Security Only items the user has access to will be returned Referred to as “Security Trimming” BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 6
  • 7. SPSBermuda 2013 Search Basics Managed Properties Can be used to query against a specific attribute Examples: Author ContentType CreatedBy LastModifiedTime FirstName Version Differences: In 2010 and before, these have to be managed in the Search Service Application In 2013, these are automatically added when content is crawled BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 7
  • 8. SPSBermuda 2013 Search Basics Scopes and Query Rules Overview Pre-set rules for filtering content Can be defined and testing globally or at Site Collection level Feature typically under utilized in most environments Version Differences: In 2010 Referred to as Scopes Default scopes include: All Sites, People, This Site In 2013 Referred to as Query Rules Added ability to test the Query Rules Added ability to target the Query Rules to content and audiences BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 8
  • 9. SPSBermuda 2013 Search Basics Content Classification ContentClass Overview Not all content is the same ContentClass property helps to segment content by its fundamental type Examples: SPSPeople – User Profiles STS_Site – Site Collection STS_Web – Site/Web STS_list_[doccumentlibrary] * – List STS_listitem_[documentlibrary] * – List Item * Note name in brackets can be replaced with template name BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 9
  • 10. SPSBermuda 2013 Understanding Queries DYNAMIC CONTENT USING SHAREPOINT SEARCH BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 10
  • 11. SPSBermuda 2013 Understanding Queries Query Formatting Limit – 255 characters Content Classes - ContentClass:Value Managed Properties - Property:Value Logical Operators - AND, OR, NOT, +, - Relational Operators - <, >, <=, >=, <> Filename – filename:”name” File Type – filetype:value Wildcards – Property:Partial Value BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 11
  • 12. SPSBermuda 2013 Understanding Queries Simple Query Examples ContentClass:STS_Site Uses the content classes specification to return all of the Site Collections Department:”IT” Would return all of the people with a value of IT in the Department user profile property Filetype:PDF Would return all PDF documents BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 12
  • 13. SPSBermuda 2013 Understanding Queries Compound Query Examples ContentType:”Check Request” AND RequestStatus:”Completed” Returns results for items with a ContentType set to “Check Request” and a RequestStatus of “Completed” contentclass:sts_listitem_announcements AND author:“Jane Doe" Would return all announcements authored by Jane Doe ContentType:”Enrollment Form” AND Write>”6/1/2012” AND Filetype:PDF Would return all content classified as an Enrollment form, added or modified after 6/1/2012, and of the filetype PDF. BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 13
  • 14. SPSBermuda 2013 Showing Dynamic Content DYNAMIC CONTENT USING SHAREPOINT SEARCH BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 16
  • 15. SPSBermuda 2013 Showing Dynamic Content Out of the Box Web Parts New Web Parts with SharePoint 2013 Much stronger emphasis on using Search to power large, dynamic sites that can display content beyond the site collection Web Part Categories Content Rollup Search-Driven Content Search BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 17
  • 16. SPSBermuda 2013 Showing Dynamic Content Content Rollup Previous versions relied on the Content Query Web Part (CQWP) Queried source content in sites directly, did not use search Content Search Web Part introduced with 2013 Uses Search to return results Provides interface for configuring and testing your query Provides configuration for 3 views; List, List with Paging, or Slideshow Provides configuration for property mapping (identification) BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 18
  • 17. SPSBermuda 2013 Showing Dynamic Content Search-Driven Content Search-Driven Content Web Part Category added with 2013 These are extensions of the Content Search web part, providing an initial query to work from Extensively use Result Sources Web Parts include: Recommended Items Recently Changed Items Popular Items Pictures Pages Items Matching Tag Videos Web Pages Wiki Pages BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 19
  • 18. SPSBermuda 2013 Showing Dynamic Content Search Search Web Part Category Search Results Web Part Available going back to 2001 Updated for 2013 to include the query build/test form Available as part of the Standard CAL BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 20
  • 19. SPSBermuda 2013 Showing Dynamic Content Demonstration BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 21
  • 20. SPSBermuda 2013 Closeout DYNAMIC CONTENT USING SHAREPOINT SEARCH BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 22
  • 21. SPSBermuda 2013 Questions? BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 23
  • 22. SPSBermuda 2013 Resources Keyword Query Syntax Reference http://technet.microsoft.com/en-us/subscriptions/index/ee558911(v=office.14).aspx Property Restriction Keyword Queries http://technet.microsoft.com/en-us/subscriptions/ff394509.aspx My Search Blog Posts http://mikeoryszak.com/tag/search/ BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 24