Build a Search-Driven Site Understanding Cross-Site Publishing

Benjamin NiaulinSharegate

About this guy! Benjamin Niaulin, MCT, MVP ▪ Sharegate ▪ http://en.share-gate.com ▪ benjamin.niaulin@share-gate.com ▪ Geek that lives in Montreal, Quebec, Canada

Agenda

! Existing SharePoint Pains ! What’s new with Search ! Understanding Crawls ! Crawled and Managed Properties 101 ! Introduction to Cross-Site Publishing ! The Product Catalog not for Products ! Managed Metadata Navigation ! Search-Driven Sites

IS THIS GOING TO BE A DEV SESSION?

BECAUSE I DON’T KNOW HOW TO CODE EITHER!

BUT I HAVE TO DELIVER SOLUTIONS IN SHAREPOINT AND THEY HAVE TO LOOK

GOOD TOO

NO

SO WHAT ARE YOU GOING TO

SHOW US IN SHAREPOINT?

TO FIND AND DISPLAY!

GOOD, BECAUSE I AM HAVING SOME

ISSUES IN SHAREPOINT

2010

Showing data from multiple lists/libraries at the same time

Change the date format in a list/library

Contextual Results

Changing the look of what we are seeing

Accessing information from other Site Collections

10

Previous Solutions

! Content Query Web Part

! Search

! Coding

<xsl:template name="dvt_1.noKeyword"> <span class="srch-description2"> <xsl:choose> <xsl:when test="$IsFixedQuery"> <xsl:value-of select="$NoFixedQuery" /> </xsl:when> <xsl:otherwise> <xsl:value-of select="$NoKeyword" /> </xsl:otherwise> </xsl:choose> </span> </xsl:template> <!-- When empty result set is returned from search --> <xsl:template name="dvt_1.empty"> <div class="srch-results"> <xsl:if test="string-length($SrchRSSLink) &gt; 0 and $ShowActionLinks"> <a type="application/rss+xml" href ="{$SrchRSSLink}" title="{$SrchRSSText}" id="SRCHRSSL" class="srch-ext-action-margin"> <img style="vertical-align: middle;" border="0" src="/_layouts/images/rss.gif" alt=""/> <xsl:text disable-output-escaping="yes">&amp;nbsp;</xsl:text> <xsl:value-of select="$SrchRSSText"/> </a>

Wonderful XSLT

YES! I AM SAYING

THERE IS SOMETHING BETTER OUT

THERE

How do we get here?

Demo

DISPLAY TEMPLATES IN ACTION

Looking at Display Templates used with Search Results Web Part to show content in completely new and different ways. Showing the possibilities of building Search-Driven Sites

DON’T GET TOO

EXCITED

17

Our Objective

FIRST…

What’s CHANGED

in SharePoint

2013?

SEARCH!Best of FAST Search algorithms

Document ThumbnailsQuery Language (FQL)

Architecture

Visual Best Bets User Segmentation

Metadata Extraction

Continuous Crawl

Analytics

Result SourcesResult Types

Query RulesDisplay Templates

Search Web Parts

Cross-Site Publishing

Product Catalog Search-Driven Sites

Content Search

Display Templates

No XSLT

Search Results

Result Sources

Result Types

Refinement

Search Driven Sites

You’ll hear two very often

FAST &

Continuous Crawl

Continuous Crawl

! Only works on SharePoint Content Sources ! By default runs every 15 minutes ! Set-SPEnterpriseSearchCrawlContentSource ! Once indexed, content appears almost right

away… like magic

24

The Real Continuous Crawl

! Lots of added pressure on the server

25

Crawled vs

Managed Properties

Crawled Property: Content & Metadata extracted(document itself, url, Title, etc…)

Managed Property: Includes 1 or multiple mapped Crawled Properties and exists in the Search Index.

Managed Properties are what SharePoint uses to Display Content.

Before anything in Search

POP QUIZ!

If I plan to use a Search-related Web Part

to show my content

What kind of Property should I use?

28

MANAGED PROPERTY

Demo

CRAWLED AND MANAGED PROPERTIES

Taking a look at the Search Schema in the Central Administration and Site Collection Settings to look at Crawled and Managed Properties

31

CROSS-SITE PUBLISHING AND THE PRODUCT

CATALOG

32

33

2

Site Collection Templates

Site Collection Templates working together

36

Site Columns, Content Types, Term Store, Lists

Let’s begin!

Prepare Products Lists

Demo

PREPARING THE PRODUCT LIST

A look at the Site Collection Template and the lists configured to be enabled as Product List for use with a Publishing Site

and so... the journey

begins

Assign Product List as Catalog

Demo

ASSIGNING A LIST AS A CATALOG

Assigning the prepared list as a product catalog for the search to recognize it and make it available in publishing sites. Looking at all the options when turning it on and explain their impacts. Launch a Full Crawl.

Why? What are the benefits?

Let me show you instead

Demo

CONNECTING A PRODUCT CATALOG TO A PUBLISHING SITE

Connecting a product catalog to a Publishing Site and explaining what happened to the site.

45

Category and Item Page

! Pages get created automatically with Content Search customized and configured

! Recommend creating your own ! You can create as many as you want and

change the navigation to point to these new ones

46

Content Search Web Part

Display Templates

HTML CSS JS

NO XSLT

Product

49

Demo

LOOK AND FEEL WITH DISPLAY TEMPLATES

Dive into the pages created and their web parts to explain how the Display Templates are applied and use Managed Properties. Apply Look and Feel

ok so I may have prepared

this before

Good Work

More Info

! Follow me: @bniaulin ! Over 30 helpful links: http://en.share-

gate.com/blog/learn-about-sharepoint-different-topics

! Blog: http://en.share-gate.com/blog

Thank you for attending!

Benjamin Niaulin Sharegate