www.expertpointsolutions.com

SharePoint 2013 Catalog Sites

Brian Culver ● SharePoint Fest Chicago ● December 2014 ● SRC204

Build a SharePoint 2013 Search Driven Application

About Brian Culver

• SharePoint Solutions Architect for Expert Point Solutions

• Based in Houston, TX

• Author• ProveIT! Analytics

• SharePoint 2010 Unleashed

• Various White Papers

• Speaker and Blogger

About Brian Culver

• Dad to 2 more girls (3 months old)

Session Agenda

• What is a Search Driven site?

• Search Driven Publishing Model

• Steps to Configure a Catalog Site

• Product Catalog Architecture

• Search Driven Content Web Parts

• Display Templates

• Working with the Catalog Settings

• Managed Navigation

• Refiners

• Tips

A site driven by search … right?

Core Concepts• Navigation Driven by metadata• Published Content is the focus• Site Structure very simple

Implementation• Two Publishing Pages• Friendly URLs• Content can be anywhere

Sounds complicated until you see it.Examples:

• Best Buy

• Amazon

What is a Search Driven Site?

A site driven by search … right? • Sounds complicated until you see it.• Examples:

• Best Buy

• Amazon

Core Concepts• Navigation Driven by metadata• Published Content is the focus• Site Structure very simple

Implementation• Two Publishing Pages• Friendly URLs• Content can be anywhere

What is a Search Driven Site?

The Search Driven Publishing Model

The Product Catalog site

• Used for content storage

• Product Content Type

• Taxonomy

The Publishing site(s)

• Presentation Layer

• Display Templates

• Content By Search Webpart

Search Driven Publishing Model

Breakdown site collection boundaries

Eliminate large list thresholds

Allows for flexible & dynamic publishing

Separate presentation from storage

Some Advantages:

Product Catalog Demo

Prerequisites

On-premise

• SharePoint 2013 Enterprise License

Office 365

• Enterprise E3 and E4 Plans

• Lots of Manual configuration because Product Catalog Site Collection

template is not available.

Steps to Configure a Catalog Site

1. Create site collections for cross-site publishing.

2. Import list content into the Product Catalog Site Collection.

3. How to enable a list as a catalog.

4. Set up search and enable crawling of your catalog content.

5. Connect your publishing site to a catalog.

6. Upload and apply a new master page to a publishing site

7. Upload page layouts and create new pages in a publishing site

8. Assign a category page and a catalog item page to a term

9. Configure the query in a Content Search Web Part on a category page

10. Configure the query in a Content Search Web Part on a catalog item page

11. Upload and apply display templates to the Content Search Web Part

12. Plan and Configure to use refiners for faceted navigation

13. Add refiners for faceted navigation to a publishing site

14. Add a Taxonomy Refinement Panel Web Part to a publishing site

Steps to Configure a Catalog Site on SP2013

Product Catalog Architecture - Site Template

Product Catalog Architecture - Site Template

Product Catalog Architecture - Content Types & Site Columns

• Content Types

• Site Columns

Product Catalog Architecture - Content Type

The “Product” Content Type

Product Catalog Architecture - Products List

Product Catalog Architecture - Navigation Term Set

• Product Hierarchy

Product Catalog Architecture - Term Set Settings

Product Catalog Architecture - Term Set Navigation

Product Catalog Architecture – Page Levels

Audio

Cameras

Computers

Home appliances

Phones

TV and video

Adaptive experiences empower web developers to create portalsbased on managed navigation and a few dynamic pages

Audio

Cameras

Computers

Home appliances

Phones

TV and video

Friendly URL

http://contoso.com/cameras

Use page

maincategory.asp

x

Microsoft Confidential

Search

CONTENT SEARCH WEB

PART

TERM STORE

NAVIGATION

TAXONOMY

Filter query by

CATEGORY: Cameras

Product Catalog Architecture - Page Architecture

Audio

Cameras

Computers

Home appliances

Phones

TV and video

TERM STORE

NAVIGATION

TAXONOMY

Friendly URL

http://contoso.com/computers

Use page

maincategory.asp

x

Adaptive experiences empower web developers to create portalsbased on managed navigation and a few dynamic pages

Microsoft Confidential

Search

CONTENT SEARCH WEB

PART

Filter query by

CATEGORY: Computers

Product Catalog Architecture - Page Architecture

Search Driven Content Web Parts

Search Driven Content Web Parts

CBQ without borders nicely themed

Simple to Add

Simple to Edit

Super Flexible

Display Templates

• Many options OOTB

• Create your own

Display Templates

Make your own in HTML & JavaScript

Many ship Out-of the-Box

Display Templates

Working with the Catalog Settings

Working with the Catalog Settings

Catalog Enabling

Working with the Catalog Settings

Catalog Connection

Managed Navigation

New NavProvider

Friendly URLSProduct Catalog

integration

Terms can be site

structures

1:1 binding of Site

Collection to Term Set

Managed navigation

• Drive your navigation and URLs

based on Term Store hierarchies

• Clean URLs for actual end users

• www.contoso.com/careers

• www.contoso.com/aboutus

• Define settings for navigation

in terms store manager

• Provides also dynamic topic

pages capability for minimizing

amount of physical pages for catalog

type sites

Managed navigation

Managed navigation & Refiners

• Define refiners for catalog content drill down in catalog drive scenarios

• Provides easy filtering capabilities for catalog information

• Content editors can define which managed properties are available as refinements

• UI rending can be customized for each refiner

• Different data types have different rendering options

TIPS: New Site Search Admin Tasks

Just to summarize, here are things site admins can do to manage search

themselves:

TaskSite

Collection Admin

Site Admin

Create and/or override Query Rules, including Promoted Results

Create and/or override Result types and display templates

Create and/or override Result Sources, either for remote locations or as a custom search “vertical”

Create managed properties

Create refiners

Start a local crawl – can even be done down to the list level

Useful Links and Resources

• Technet Import Scripts

• http://gallery.technet.microsoft.com/Import-list-content-to-f735d7fb

• Check for the Latest Slide Deck

• http://www.slideshare.net/bculver

Questions

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Constructive Feedback Is Appreciated

Great information,

but would like to

have learned more

about [Insert Topic]Brian – Your

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Good

Demos!

Thanks!

Thank you!

Brian Culver, MCM

Twitter:

@spbrianculver

E-mail:

brian.culver@expertpointsolutions.com

Blog:

http://blog.expertpointsolutions.com/

Slides:

http://www.slideshare.net/bculver