Transcript SharePoint 2013 Workflows

www.expertpointsolutions.com
SharePoint 2013 Catalog Sites
Build a SharePoint 2013 Search Driven Application
Brian Culver ● SharePoint Saturday DFW ● March 7, 2015
About Brian Culver
• SharePoint Solutions Architect for Expert Point Solutions
• Based in Houston, TX
• Author
• ProveIT!
• SharePoint 2010 Unleashed
• Various White Papers
• Speaker and Blogger
Session Agenda
• What is a Search Driven site?
• Search Driven Publishing Model
• Catalog Architecture
• Managed Navigation
• Content By Search Web Part
• Display Templates
• Query Builder
• Query Rules
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?
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
The Search Driven Publishing Model
The Product Catalog site
The Publishing site
• Used for content storage
• Product Content Type
• Taxonomy
• Presentation Layer
• Display Templates
• Content By Search Webpart
The Publishing site consumes the catalog
data and presents it to the end user.
Advantages of a Search Driven Publishing Model
Breakdown site collection boundaries
Eliminate large list thresholds
Allows for flexible & dynamic publishing
Separate presentation from storage
The Blocks of the Search Driven Publishing Model?
Product
Catalog Site
Content
Catalogs
Managed
Navigation
Content
Types
Publishing Site
Query
Builder
Query
Rules
Display
Templates
Content
Search
Web Parts
Product Catalog Architecture - Site Template
Product Catalog Architecture - Content Types & Site Columns
• Content Types
• Site Columns
Product Catalog Architecture
The “Product” Content Type
Product Catalog Architecture - Products List
Build your Navigation Term Set
• Product Hierarchy
Term Set Settings
Term Set Navigation
Product Catalog Page Architecture
Product Catalog Page Architecture
Adaptive experiences empower web developers to create portals
based on managed navigation and a few dynamic pages
Friendly URL
http://contoso.com/cameras
TERM STORE
NAVIGATION
TAXONOMY
Audio
Audio
Cameras
Cameras
Computers
Computers
Home
Home appliances
appliances
Phones
Phones
TV
TV and
and video
video
CONTENT SEARCH WEB
PART
Filter query by
CATEGORY: Cameras
Search
Use page
maincategory.asp
x
Microsoft Confidential
Product Catalog Page Architecture
Adaptive experiences empower web developers to create portals
based on managed navigation and a few dynamic pages
Friendly URL
http://contoso.com/computers
TERM STORE
NAVIGATION
TAXONOMY
Audio
Cameras
Computers
Home appliances
Phones
TV and video
CONTENT SEARCH WEB
PART
Filter query by
CATEGORY: Computers
Search
Use page
maincategory.asp
x
Microsoft Confidential
Content Search Web Part
Content Search
Web Parts
Content Search Web Part
Content Search
Web Parts
Search Driven Content Web Parts
Display Templates
• Many options OOTB
• Create your own
Display Templates
Many ship Out-of theBox
Make your own in HTML
& JavaScript
Display Templates
Query Builder
UI based
IW focused
Allows
“advanced
mode”
Add Refiners
Query Builder
Provides
Test &
Preview
Query Rules
Query Rules
UI based
Manipulate
Search
Results
IW focused
Catalog Settings..
Catalog Settings..
Catalog Publishing
Catalog Enabling
Catalog Connection
Managed Navigation
New Nav
Provider
Terms can be
site
structures
Managed
Navigation
Friendly URLS
1:1 binding of
Site
Collection to
Term Set
Product
Catalog
integration
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
Refiners and faceted navigation
• 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
Cross Site Publishing
“Create content in an Authoring environment and use it in any one of your
SharePoint publishing environments.”
URL
manipulation
Multilingual
Cross Site
Publishing
Multi-branding
Authoring and
Production tiers
Things to know:
1. This is not content
deployment
2. Requires the
Publishing feature
3. Requires a Catalog
Flexibility in
Page Content
Cross Site Publishing
Why XSP?:
1. Need to Publish >1 location
2. Need a multilingual site
3. Need to separate authoring
and publishing
Steps for Configure a Catalog Site
1. Create site collections for cross-site publishing.
•
•
Product Catalog Site
Publishing Site
2. Import/Build (Products) list content into the Product Catalog Site.
3. How to enable a list as a catalog.
4. Set up search and enable crawling of your catalog content.
5. Connect Catalog in your Publishing site.
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
Product Catalog Demo
New Site Search Admin Tasks

Just to summarize, here are things site admins can do to manage search
themselves:
Task
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
Site
Collection
Admin
Site Admin
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
• Videos for Search Driven Sites
• https://www.youtube.com/watch?v=xTVW5fqafy4
• https://www.youtube.com/watch?v=-dJ9k2hu11o
Questions
?
?
?
?
Constructive Feedback Is Appreciated
Brian – Your
presentation
was …
Thanks!
Good
Demos!
Great information,
but would like to
have learned more
about [Insert Topic]
Brian Culver, MCM
Twitter:
@spbrianculver
E-mail:
[email protected]
Blog:
http://blog.expertpointsolutions.com/
Slides:
http://www.slideshare.net/bculver
Thank you!