Search-driven publishing for Intranet Portals in SharePoint Online Alex Pope Helge Grenager SolheimSenior SDE Principal PM LeadMicrosoft Microsoft

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Quiz: Which is the CSWP?

Session Objectives And TakeawaysSearch Driven Publishing in SharePoint online Search Driven Publishing (SDP) basics Content Search Web Part (CSWP) Display templates Search Schema Availability of SDP features in SPO Group cache mechanism Best practices for CSWP

CSWP now available in SPO for intranet scenariosA new caching mechanism can improve performance

Content

Search Driven Publishing Model

5

CATALOG

DOCUMENTS ARTICLESASSET LIBRARY

NAVIGATION

Search Usage

Demo

End-user usage of CSWP

Content Search Publishing Portal

Search Driven Publishing (SDP)Dynamic content reuse through search

User Experience

1. Crawl, process, index2. Load page, evaluate query3. Display templates render results.

Search Driven Publishing, more details

Content Search Publishing Portal User Experience

Document libraries

Lists Index

Analytics

Cra

wl &

doc.

pro

cess

ing

Query

pro

cess

ing Content Search WP

(CSWP)

Display Templates

Query

Independent Authoring and Publishing Content can be reused for different purposes

Page creator freedom Which content to show – query builder How to show it – display templates

Power of search Analytics and recommendations Scaling and performance Across site collection boundaries Automatically updated

SDP value proposition

SDP features in SPO vs on-premises

•Content search web part (CSWP aka CBS)•Cross site publishing (XSP)

Available in SPO for auth users

(intranets)

•Taxonomy Refinement Panel Web Part  •Faceted navigation – supports taxonomy refiners•Product catalog site collection template

On-premises only

•Query rules, display templates, rank models, managed navigation, search schema, analytics, Azure, entity extraction, CSOM, KQL, query builder, result sources...

Other features available in SPO

Content search web part (CSWP aka CBS)

Display Templates Basic ones ship out-of the-box Make your own in HTML &

JavaScript

Search Schema

Crawledproperties

Managedproperties

Managed properties

Content Content Processing

Index CSWP

Author(Query, Search, Retrieve, Sort)

Title (Search, Query, Retrieve)

LastModified(Query, Retrieve, Refine, Sort)

Office:2TitlePeople:PreferredNameBasic:displayTitleOws_TitleBasic:10Basic:9

Search SchemaAutomatic creation of propertiesList columns: crawled property onlySite columns: crawled and managed property + mapping

Managed properties

Content Search Publishing Portal User Experience

Document libraries

Lists Index

Analytics

Cra

wl &

doc.

pro

cess

ing

Query

pro

cess

ing Content Search WP

(CSWP)

Display Templates

Query

Schema mapping

Crawled properties

Search Schema in SPO SPO schema limitations What to do?

Farm Level (out of the box)

Tenant 1

Site collection 1-1 … Site collection 1-N

Tenant 2

Site collection 2-1 … Site collection 2-N

Cross Site Publishing:“Create content in an authoring environment and use it in any one of your SharePoint publishing environments.”

Demo

How to actually set up what was demoed before

Features and SKUs roadmapFeature On-premises SPO Intranet Sites

E3/E4/A3/A4/G3/G4/E3 for Nonprofits

SPO Public SitesE3/E4/A3/A4/G3/G4/E3 for Nonprofits

SPO DedicatedE3/E4/Plan 2

Content search web part (CSWP)

SP 2013

Cross site publishing (XSP)

SP 2013

Taxonomy refiners SP 2013

Faceted navigation SP 2013

Product catalog site collection template

SP 2013

October 2013

October 2013

Later

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Feb 2014 *

Feb 2014 *

Feb 2014 *

Feb 2014 *

Feb 2014 *

* SPOD-13-206

Best Practices for Search Driven Publishing in SharePoint Online

SharePoint Online ConsiderationsMicrosoft owns the hardwareFinite query capacity per farmMultitenant environment

Microsoft runs the search serviceContinuous crawl, no crawl schedule configurationMicrosoft is Farm admin, you are tenant adminConstant fixes and new functionality!No managed code: use display templates and SharePoint apps

It’s in the cloudHands off reliabilityNo need to worry about index capacityUser to server latency is typically higher than on-prem

CSWP Group Cache

Search driven is goodHowever queries are slowSolve it with a cache!

Introducing the CSWP Group CacheGreat performanceSpeeds up your search driven intranet pagesMakes complex queries fastDecreases page load times

Use your existing security groupsSelect a group that has access to your contentAll users in that group will use the cache

Demo

CSWP group cache

Group cache – best practicesWhere to useHome pagesPeak load scenariosHigh traffic category pagesComplex queries

Where not to useLow user count tenantsLow traffic pagesPersonalized queriesGranular security scenarios 1 24 47 70 93 116139162185208231254277300323346369392415438461484

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Group Cache - performance

Cache Off Cache On Team Site

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Group cache – limitations

•Must use Active directory groups, not SharePoint groups•Does not support Deny ACLs – content will not be retrievedSecurity

•Only content (re)crawled after Feb 24, 2014 shows up •Consider “reindex list” if you are missing items

Recrawl

•Query is asynchronous and cached, but not with the page

Output Cache

Other Best Practices for Search Driven Publishing in SharePoint Online

Continuous crawl A mechanism to pick up changes in SPO quickly and refresh the index Incremental crawl is less frequent and picks up new libraries

What’s the delay about? Balancing scale vs. growth Crawling is paused during some operational gestures

Is it going to get better? Crawling is top of mind Continuous crawl moving to 5 minutes Internal 1 hour goal: 93.19% (JAN) -> 94.95% (FEB)

Where’s my content?!

•Modifying Out of Box templates prevents us from upgrading those templates•Best Practice is to copy and reference the new one

Prefer copy over modify

•We won’t break you because we would break ourselves•Additional documentation is coming

Feel free to use our JavaScript

functions

•Edit the HTML version and let us convert it to JavaScript •The conversion extracts important properties

Modify the HTML

Display Templates Best Practices

Complex queries

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CSWP Loading Behaviour Use Sync to optimize the most

used data Use Async when the user can

wait for the data Multiple Sync CSWPs can slow

down the entire page: we have to wait for the slowest query!

Demo

CSWP Loading Behavior

BrightStarr & Rugby Football UnionSharePoint intranet

News and information

People directory Communities space Yammer Content Search WP

More info www.brightstarr.co

m

Content by Search or Content by Query?Content Search is good for

Any search results Across site collections Reuse content for multiple

publishing purposes HTML5/JavaScript/CSS Multiple client types (mobile,

desktop, iPads) Recommendations, based on

search analytics

Content Query is good for

Instant results: no index latency

Lists only Smaller data sets (<5000

items) CAML, XSLT

In Review: Session Objectives And TakeawaysSearch Driven Publishing in SharePoint onlineSearch Driven Publishing (SDP) basicsContent Search Web Part (CSWP)Display templatesSearch SchemaAvailability of SDP features in SPOAuthenticated cache mechanismBest practices for CSWP

CSWP now available in SPO for intranet scenariosA new caching mechanism can improve performance

SDP links1) Blog posting: SDP in SPO:http://community.office365.com/en-us/blogs/office_365_community_blog/archive/2013/10/30/search-driven-publishing-features-are-now-available-in-sharepoint-online.aspx

2) Configure CSWP (in SPO):http://office.microsoft.com/en-us/office365-sharepoint-online-enterprise-help/configure-a-content-search-web-part-in-sharepoint-HA104119042.aspx

3) Blog posting: XSP for Contoso On-premiseshttp://blogs.technet.com/b/tothesharepoint/archive/2013/02/14/how-to-set-up-a-product-centric-web-site-in-sharepoint-2013.aspx

4) TechNet Scenario page for XSP:http://technet.microsoft.com/en-us/sharepoint/jj872721

Ask questions at the Sites & Portal booth’s & tables at Asks the Experts WED @6:15!

Session Session Room Time

Trends in Designing Portals for SharePoint 2013 SPC2013 Palazzo M, N Mon 3:45pm

Make your SharePoint portal social in 1-2-3! SPC378 Palazzo M, N Tue 9:00am

Search-driven publishing for Intranet Portals in SharePoint Online SPC337 Murano 3201 Tue 1:45pm

The SharePointConference.com Site: From Sketch to Launch to Live! SPC224 Veronese 2401 Tue 1:45pm

Adjust the perspective with responsive designs for SharePoint SPC203 Palazzo O, P Tue 3:15pm

Branding Internet facing web sites with SharePoint in the cloud SPC290 Delphino 4001 Tue 3:15pm

Building a Modern Portal in 75 Minutes! SCP399 Palazzo M, N Tue 5:00pm

SharePoint 2013 Powering Web Sites and Mobile Apps SPC388 Palazzo M, N

Wed 10:45am

Deliver adaptive and personalized experiences for your SharePoint 2013 sites

SPC228 Marcello 4401 Wed 1:45pm

E-commerce solutions with Dynamics for Retail & SharePoint 2013 SPC359 Veronese 2401 Wed 5:00pm

SharePoint Online Performance – Designing your Pages to be Fast SPC3993 Titian 2201 Thu 9:00am

Azure IaaS and SharePoint 2013 WCM - better together! SPC387 Veronese 2401 Thu 10:30am

The strategy behind building a successful social intranet SPC291 Lando 4204 Thu 12:00pm

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See you at the Search booth’s & Search tables at Asks the Experts WED @6:15!

Session Session Room Time

Develop Advanced Search-Driven SharePoint 2013 Apps SPC402 Palazzo I, J Tue 1:45pm

Best practices for Hybrid Search deployments SPC306 Veronese 2401 Tue 5:00pm

SharePoint 2013 Search Analytics SPC340 Palazzo M, N Wed 9:00am

How to manage and troubleshoot Search: A practical guide SPC375 Veronese 2401

Wed 10:45am

6 Proven Steps to Get the Best Out of Search in SharePoint 2013 SPC265 Delphino 4001 Wed 1:45pm

Best practices for Information Architecture and Enterprise Search SPC207 Veronese 2401 Wed 1:45pm

Search content enrichment and extensibility in SharePoint 2013 SCP414 Palazzo K, L Wed 1:45pm

Customizing Search experiences with Azure Hosted Data and Bing Maps SPC321 Veronese 2401 Wed 3:15pm

Futuristic Search applications using Kinect and Yammer! SPC405 Palazzo M, N Wed 3:15pm

Search architecture and sizing in SharePoint 2013 SPC336 Titian 2201 Wed 5:00pm

Effective Search deployment and operations in SharePoint 2013 SPC360 Veronese 2401 Thu 9:00am

SharePoint 2013 Search display templates and query rules SPC322 Palazzo M, N Thu 9:00am

Managing Search Relevance in SharePoint 2013 and O365 SPC382 Veronese 2401 Thu 12:00pm

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