integrating search driven content in sharepoint 2013

Content in SharePoint 2013

Eric OverfieldSharePoint Advocate and Enthusiast

PixelMill

Integrating Search Driven

Introduction – Eric Overfield

Founder and SharePoint Branding/UI Lead,

PixelMill

Speaker, Teacher, Advocate

Author, SharePoint Community Organizer

Located in Davis, CA

ericoverfield.com

@EricOverfield

Order Your Copy http://pxml.ly/zsqykd

Co-author: “Pro SharePoint 2013 Branding and

Responsive Web Development” (Apress – June

12th, 2013)

Co-author: “Black Magic

Solutions for White Hat

SharePoint” (August, 2013)

What You Will Learn

Aggregate Content Across Sitescross-site publishing feature

Create Content Rollup Solutionscustom display templates

Customize Individual Search Results

result types

Fine-tune Search Queriesquery rules

@EricOverfield - pixelmill.com

Aggregate Content

Across Site(s)@EricOverfield - pixelmill.com


Site Collection A

Search

Search Crawl

Content Query Web Part (CBQ)

Site Collection A

The Old Way

Site Collection B

Search

Search Crawl

Content Query Web Part (CBQ)

Site Collection B


Site Collection A

SearchSearch Crawl

Content Search Web Part

Site Collection B

Site Collection C

Site Collection D

List of articles/documentsRecommendationsPopular items

The SharePoint 2013 Way

Demo Solution: What We Want to Build…

Scenario:

Show dynamic content

Show potential buyers

a rollup of all the

available Specter

Group properties for

sale



Solution

Hold On… Important Prerequisites

Enterprise License Required

For Catalog creation and CBS

Depends on Search Indexer


Source site collection feature,

Cross-Site Collection Publishing must be

activated On-prem only – No O365 support yet

And Limitations

Consuming site requires restricted read access on

authoring site

Because results can be security trimmed Cross site publishing only supports pages and lists


Content assets (videos, images, etc.) need to be on

assets site

Use Suggested Content Browser Location Results based on search index freshness

What About Content Deployment?

Very different approach

Must be across content databases


Not based on search

May be used for similar reasons,

but apples to oranges comparison

Push NotificationsLet’s See a ComparisonMy Content


Store it anywhere, across site

collections,

web applications or farms

Create a catalog


Managed Properties

Configured in Central Admin or Site

Collection

Search Schema Content has to have been crawled


Another full crawl after a new managed

property

Required to surface/retrieve new content

columns

Push NotificationsLet’s See a ComparisonCreating Managed Properties


Push NotificationsLet’s See a ComparisonGetting Content from a Catalog


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3

Push NotificationsLet’s See a ComparisonAggregate Content Review


We have source content -> catalog, stored anywhere (almost)Content has been crawled

Managed properties have been created

Prerequisites have been addressed (licenses and features)

Content has been crawled - again

Consuming site has been connected to catalog

Ready to display!

Content Rollup with the

Content Search Web Part



The Content Search Web Part

(CBS)Getting the results:

Query Builder

Showing the results: Display Templates

Push NotificationsLet’s See a ComparisonGet Dynamic Content with Query Builder


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Push NotificationsLet’s See a ComparisonShow Dynamic Content with Display Templates


Customize YourDisplay

Templates!@EricOverfield - pixelmill.com

Push NotificationsLet’s See a ComparisonWhat Makes up a Display Template?


Control template

Item Template

HTML and JS

No more XSLT!

Retrieves Managed Properties

Push NotificationsLet’s See a ComparisonCustom Display Templates


Add to Master

Page Gallery

Copy from an

existing display template

Use any editor

Implementing Custom Display Templates

Must specify all managed properties to surface

May externalize CSS and JS that template

needs


Inline JS must appear after the first <div>

Add HTML markup to render results

Push NotificationsLet’s See a ComparisonA Look at the Code: Item Template


<mso:ManagedPropertyMapping msdt:dt="string"> 'LastModifiedTime':'LastModifiedTime', 'Specter Property Type'{Specter Property Type}:'SpecterPropertyType', 'Picture URL'{Picture URL}:'PublishingImage;PictureURL;PictureThumbnailURL', 'Link URL'{Link URL}:'Path', 'Line 1'{Line 1}:'Title', 'Line 2'{Line 2}:'Description', 'SecondaryFileExtension', 'ContentTypeId'</mso:ManagedPropertyMapping>

Obtain Managed Properties



Load Managed Properties into

JavaScript Variables

var specterPropertyType = $getItemValue(ctx, "SpecterPropertyType");

var lastModifiedTime = $getItemValue(ctx, "LastModifiedTime");



Display JavaScript Variables with

HTML Markup<span class="_#= specterPropertyType=#_"> <a href="_#= linkURL =#_" class="thumb"> _#= pictureMarkup =#_ <div class="date"> <div class="d">_#= date=#_</div> <div class="m">_#= month=#_</div> </div> </a> <div class="caption">Property Type: _#=

specterPropertyType=#_</div></span>


Display Components and Their

MappingsComponent Type File SharePoint Artifacts

Style for the entire result set block and for each search result item

CSS style.cssCSS file in the Master Page Gallery:

/Spectergroup/css/style.css

Structure for the entire block of results

HTML tag: <ul>

Control_List_Specter

Custom Control display template in the Master Page Gallery:

/Display Templates/Content Web Part/Control_List_Specter.html

Display content for each result item

HTML tag: <li>

Item_LargePicture_Specter

Custom Item display template in the Master Page Gallery:

/Display Templates/Content Web Part/Item_LargePicture_Specter.html

Pre-process data for each result item

JavaScriptInline JavaScript in Item_LargePicture_Specter

Custom Item display template in the Master Page Gallery:

/Display Templates/Content Web Part/Item_LargePicture_Specter.html

Push NotificationsLet’s See a ComparisonDisplay Templates Review


Add managed properties to top of display template

Customize with HTML, JavaScript and CSS

Copy an existing display template

That is SharePoint 2013

Content Rollup

in a Nutshell@EricOverfield - pixelmill.com

OK?

Fine Tune Search Results

and Content Rollups


Target IndividualResult Items!


Push NotificationsLet’s See a ComparisonQuick Test


Wait, what, a Test?

Find the PDF

Find Joanna’s Project

The Problem

Results all look the same

But all documents/results are not the

same


Forces us to search our results

Demo Solution: What We Want to Build…

Scenario:

Customize Search

Experience

When user searches for “floor

plans”

Customize floor plans result

type as best bets

Promote beachfront

properties in the summer

Result Types

Tailor the look of important types of

results


One of these things… is not like the other.

Result Types

Conditions match result properties

Identify a “type” of result

Display Templates can change the look

Of a “type” of result


Your Own Result Type


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2


And Thus Styled

Query Rules

Custom results based on intent

May be created at various levels

Search Service App or Site Collection and

inherited


May be deactivate at child levels

Create a Query Rule

Condition: Set of conditions to match to fire

rule

Action: What to do when rule fired


Publishing: When should a rule be active

One or more conditions per rule

Six types of conditions available

One or more actions per rule

Six types of actions available

i.e. only during a certain time span

Your Own Query Rule

Add a Summer Promotion for Beachfront

Properties



And Thus Promoted

Push NotificationsLet’s See a ComparisonResult Types and Query Rules Review


Result Types Match Conditions to Item Display TemplatesQuery Rules Match Conditions with Actions

What You Did Learn

Aggregate Content Across Sitescross-site publishing feature

Create Content Rollup Solutionscustom display templates

Customize Individual Search Results

result types

Fine-tune Search Queriesquery rules


Resources

Configure cross-site publishing in SharePoint 2013:http://technet.microsoft.com/en-us/library/jj656774.aspx

Understanding the display template structure:

http://msdn.microsoft.com/en-us/library/jj945138.aspx#bk_DTstructure

Display template reference in SharePoint Server 2013:

http://technet.microsoft.com/en-us/library/jj944947.aspx

Administer search in SharePoint Server 2013:

http://technet.microsoft.com/en-us/library/ee792877.aspx

Connect a publishing site to a catalog:


Make a query rule inactive:

http://technet.microsoft.com/en-us/library/

jj871014.aspx#BKMK_MakeInactiveCustomize search result types:

http://technet.microsoft.com/en-us/library/dn135239.aspx

Create query rules:



Content in SharePoint 2013

Integrating Search Driven

Thank YouEric Overfield

@EricOverfieldericoverfield.com

[email protected]

integrating search driven content in sharepoint 2013

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