src 203 - build a sharepoint 2013 search driven application!

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SharePoint 2013 Catalog Sites

Brian Culver ● SharePoint Fest Chicago ● October 2013 ● SRC203

Build a SharePoint 2013 Search Driven Application

About Brian Culver

• SharePoint Solutions Architect for Expert Point Solutions

• Based in Houston, TX

• Author• SharePoint 2010 Unleashed

• Various White Papers

• Speaker and Blogger

Session Agenda

• What is a Search Driven site?

• The Components and Building Blocks

• Catalog Architecture

• Content By Search Web Part

• Display Templates

• Query Builder

• Query Rules

• Managed Navigation

A site driven by search … right?

Examples:

• Best Buy

• Amazon

Core Concepts

• Navigation Driven by metadata

• Published Content is the focus

• Site Structure very simple

What is a Search Driven Site?

What makes it “Search Driven”?

Q: “Don’t most web sites

already have Search?”

A: Yes

“It’s not about searching what we have published, it about publishing, republishing and targeting content that we have crawled…”

1. Content is created in libraries and lists that are shared as catalogs in the

authoring site collection.

2. The search system crawls the content and builds the search index.

3. A user views a page on a publishing site, which triggers queries from

Search Web Parts.

4. Results are returned from the search index, and shown in Search Web

Parts on the page.

Cross-Site Publishing

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?

Content Search Web

Parts

Display Templates

Query Builder

Query RulesContent Catalogs

Managed Navigation

Product Catalog Template

Catalog Architecture

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

Catalog 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

Catalog Architecture

Content Types & Site Columns

• Content Types

• Site Columns

Product Content Type

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

Make your own in HTML & JavaScript

Many ship Out-of the-Box

Display Templates

Query Builder

IW focusedUI based

Allows “advanced

mode”

Provides Test &

Preview

Add Refiners

Query Builder

Query Rules

IW focused

Manipulate Search Results

UI based

Query Rules

Content Catalogs

Available across Farms

A settings on a List or Library

Integrated with Search

Product Catalog Site Template

Define URL Format

Select Navstructure

1a. Enable

2. Index 3. Connect

1b. New

Content Catalog

Term Set Settings

Term Set Navigation

Build your Navigation Term Set

• Product Hierarchy

Products List

Catalog Settings..

Catalog Settings..

Catalog Enabling Catalog Connection

Content Catalog

Managed Navigation

New NavProvider

Friendly URLSProduct Catalog

integration

Terms can be site

structures

1:1 binding of Site

Collection to Term Set

Managed Navigation

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

“Create content in an Authoring environment and use it

in any one of your SharePoint publishing

environments.”

Cross Site Publishing

URL manipulation

Multi-brandingAuthoring and

Production tiers

Multilingual

Things to know:

1. This is not content deployment

2. Requires the Publishing feature

3. Requires a CatalogFlexibility in

Page Content

Cross Site Publishing

Cross Site Publishing

Why XSP?:1. Need to Publish >1 location

2. Need a multilingual site

3. Need to separate authoring and publishing

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 for Configure a Catalog Site

Product Catalog Demo

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

Questions

??

?

?

Constructive Feedback Is Appreciated

Great information,

but would like to

have learned more

about [Insert Topic]Brian – Your

presentation

was …

Good

Demos!

Thanks!

Thank you!

Brian Culver, MCM

Twitter:

@spbrianculver

E-mail:

brian.culver@expertpointsolutions.com

Blog:

http://blog.expertpointsolutions.com/