The document outlines a presentation by Brian Caauwe on building search-driven applications using SharePoint, covering key topics such as search schema properties, managed vs. crawled properties, and query rules. It includes technical insights into configuring search settings, result sources, and advanced search options, along with references to resources for further information. The document also provides contact information for Brian and links to additional materials related to SharePoint search features.

1. Building Search Driven Applications
Brian Caauwe – Manager, Business Productivity
January 20th, 2018

2. Agenda

3. Who am I?
• Brian Caauwe
• Manager, Consultant, Speaker and new dad of 2
• Email: bcaauwe@avtex.com
• Twitter: @bcaauwe
• Technical Editor
• Professional SharePoint 2013 Administration
• Certifications
• MCM: SharePoint Server 2010
• MCSM: SharePoint

4. Gold Sponsors
SHAREPOINT SATURDAY
ST.LOUIS 2018
Silver Sponsors
Bronze Sponsors

5. SharePoint Environment
Poll
• SharePoint 2007
• SharePoint 2010
• SharePoint 2013
• SharePoint 2016
• SharePoint Online

6. Search Schema

7. Properties Power
the Search Experience

8. Crawled Property
vs.
Managed Property

9. • ALL crawled metadata available into Categories
• Basic
• Business Data
• Document Parser
• Internal
• Mail
• MetadataExtractor
• Notes
• Office
• People
• SharePoint
• Tiff
• Web
• XML
Crawled
Property

10. If it’s not a managed property, you can’t use it in search
• Identify what you can do with it
• Searchable
• Queryable
• Retrievable
• Allow Multiple Values
• Refinable
• Sortable
• Safe for Anonymous
• Map one or many crawled properties
Managed
Property

11. Configuration Options
• Service Application (Central Administration)
• Tenant (SharePoint Online Administration)
• Site Collection (Site Collection Administrators)
• Site (Site Owners)
Managed
Property

12. Search Settings

13. • Predefined starting place
• Think “Scopes” previously
• Settings
• Protocol
• Type
• Query Transform
Result
Source
• Query Examples
• Local SharePoint results (Everything but people)
{?{searchTerms} -ContentClass=urn:content-class:SPSPeople}
• Pictures
{?path:{Scope}} {?owstaxIdMetadataAllTagsInfo:{Tag}}
(ContentTypeId:0x0101009148F5A04DDD49cbA7127AADA5FB792B00AADE34325A8
B49cdA8BB4DB53328F214* OR ContentTypeId:0x010102*)

14. Used in Search web parts
Quick Mode
Advanced Mode
Result
Source

15. Used in Search web parts
Result
Type
• Used to automatically define Display Templates
• Add conditions
• Configurable in Search Results web part

16. Query
Rules
• Think Best Bets
• Context: Bound to Result Sources
• Query Conditions
• Example: ContentTypeId:0x0102* (e.g. Event)

17. • Actions
• Promoted results
• Best Bet
• Visual Best Bet
Query
Rules

18. • Actions
• Result Blocks
• Tune Ranking
• Change sorting (e.g. Promote PDF to top)
Query
Rules

19. Search Patterns

20. • Search Results
• Tuned for use in Search Center
• Paging
• Alerting
• Sorting
• Advanced Search
• Search Preferences
• Promoted Results
• Result Count
• Language Dropdown
Web Parts

21. • Content Search
• Requires Enterprise
• Tuned for use OUTSIDE Search Center
• Override Property Mappings
• Use with MULTIPLE web parts
• Limited set of Display Templates
Web Parts

22. • Query String Parameters
{QueryString.QueryParameter}
• URL Tokens
{URLToken.1}
• User Profile Properties
{User.UserProfilePropertyInternalName}
• Site Properties
{Site.Url}
{Site.PropertyBagProperty}
• Site Collection Properties
{SiteCollection.Url}
{SiteCollection.PropertyBagProperty}
• Page Properties
{Page.InternalFieldName}
TechNet - https://technet.microsoft.com/en-us/library/jj683123.aspx
Query
Variables

23. • Query the SharePoint Index using JavaScript
• Troubleshooting - View results in XML format in browser
REST API

24. • FREE JQuery Plug-in
• Flexible Display & Themeable
• Type ahead search
• Sorting
• Filtering
https://datatables.net/
REST API
+
Datatables

25. Demo
Search Patterns

26. Display Templates

27. • Stored in the Master Page Gallery
• ~sitecollection/_catalogs/masterpage/Display Templates
• Javascript & HTML mockup
• Utilizes Retrievable Managed Properties
• Upload HTML file / generates JS file
• DON’T TOUCH THE JS FILE
• Usage Patterns
• Search Results
• Search Hover Panel
• Content Web Parts
• Refinement
• Search Box
• Custom Locations

28. Control
Template
• Specifies the outer container
• Example
• List with Paging
• Slideshow
• Extensibility
• Grid
• Sharegate Slider

29. Item
Template
Specifies the inner container
• Examples
• Search Results (Item_Picture, Item_PDF)
• Specifies the Hover Panel Template
• Content Search (Item_LargePicture)
• Extensibility
• Change hover panel template
• Add / Change Properties
• Integrate with 3rd party services
• Specify ALL managed properties
needed in Item AND Hover templates

30. Hover
Template
• Specifies the hover container
• Examples
• Item_PDF_HoverPanel
• Item_Person_HoverPanel
• Extensibility
• Add additional properties
• Change Actions

31. Filter
Template
• Specifies the refinement container
• Example
• Filter_Default
• Extensibility
• Add Counts
• Swap text for images
• Display in Dropdown
• MORE

32. Demo
Display Templates

34. How to get ahold of me?
Brian Caauwe
• Email: bcaauwe@avtex.com
• Twitter: @bcaauwe
• SlideShare: https://www.slideshare.net/BrianCaauwe
• Microsoft Tech Community:
https://techcommunity.microsoft.com/t5/user/viewprofilepage/user-id/2831
• MNSPUG: http://www.sharepointmn.com

35. Resources
• Search Schema Overview - https://technet.microsoft.com/en-
us/library/jj219669(office.15).aspx
• Query Variables - https://technet.microsoft.com/en-
us/library/jj683123.aspx
• SharePoint Search REST API - https://msdn.microsoft.com/en-
us/library/office/jj163876.aspx
• DataTables Plug-in - https://datatables.net/
• Sharegate Slider - http://en.share-gate.com/blog/sharepoint-slider-
display-template
• Bing Maps Integration - https://www.bingmapsportal.com/
• Dropdown Search Refiner Control - https://www.eliostruyf.com/part-4-
create-dropdown-search-refiner-control/