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1 SharePoint 2013 Catalog Sites Brian Culver Build a SharePoint 2013 Search Driven Application

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Page 1: SharePoint 2013 Search Driven Sites - SPSHOU

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SharePoint 2013 Catalog Sites

Brian Culver

Build a SharePoint 2013 Search Driven Application

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Welcome to SharePoint Saturday Houston

• Please turn off all electronic devices or set them to vibrate

• If you must take a phone call, please do so in the hall so as not to disturb others

• Special thanks to our Title Sponsor, ProSymmetry

Thank you for being a part of the

5th Annual SharePoint Saturday

for the greater Houston area!

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Thanks to all our Sponsors!

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Information

• Speaker presentation slides should be available from the SPSHOU website within a week or so

• The Houston SharePoint User Group will be having it’s next meeting Wednesday April 15th. Please join us at www.h-spug.org

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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

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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

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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

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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

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The Search Driven Publishing Model

The Product Catalog site

• Used for content storage

• Product Content Type

• Taxonomy

The Publishing site

• Presentation Layer

• Display Templates

• Content By Search Webpart

The Publishing site consumes the catalog

data and presents it to the end user.

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Advantages of a Search Driven Publishing Model

Breakdown site collection boundaries

Eliminate large list thresholds

Allows for flexible & dynamic publishing

Separate presentation from storage

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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

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Product Catalog Architecture - Site Template

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Product Catalog Architecture - Content Types & Site Columns

• Content Types

• Site Columns

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Product Catalog Architecture

The “Product” Content Type

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Product Catalog Architecture - Products List

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Build your Navigation Term Set

• Product Hierarchy

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Term Set Settings

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Term Set Navigation

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Product Catalog Page Architecture

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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

Search

CONTENT SEARCH WEB

PART

TERM STORE

NAVIGATION

TAXONOMY

Filter query by

CATEGORY: Cameras

Product Catalog Page Architecture

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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

Search

CONTENT SEARCH WEB

PART

Filter query by

CATEGORY: Computers

Product Catalog Page Architecture

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Content Search Web Part

Content Search Web Parts

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Content Search Web Part

Content Search Web Parts

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Search Driven Content Web Parts

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Display Templates

• Many options OOTB

• Create your own

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Display Templates

Make your own in HTML & JavaScript

Many ship Out-of the-Box

Display Templates

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Query Builder

IW focusedUI based

Allows “advanced

mode”

Provides Test &

Preview

Add Refiners

Query Builder

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Query Rules

IW focused

Manipulate Search Results

UI based

Query Rules

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Catalog Settings..

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Catalog Settings..

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Catalog Enabling Catalog Connection

Catalog Publishing

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Managed Navigation

New NavProvider

Friendly URLSProduct Catalog

integration

Terms can be site

structures

1:1 binding of Site

Collection to Term Set

Managed Navigation

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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 topicpages capability for minimizingamount of physical pages for catalog type sites

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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

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Cross Site Publishing

“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 Catalog

Flexibility in Page Content

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Cross Site Publishing

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

2. Need a multilingual site

3. Need to separate authoring and publishing

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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 site7. Upload page layouts and create new pages in a publishing site8. Assign a category page and a catalog item page to a term9. Configure the query in a Content Search Web Part on a category page10.Configure the query in a Content Search Web Part on a catalog item page11.Upload and apply display templates to the Content Search Web Part12.Plan and Configure to use refiners for faceted navigation13.Add refiners for faceted navigation to a publishing site14.Add a Taxonomy Refinement Panel Web Part to a publishing site

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Product Catalog Demo

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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

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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

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Please Leave Feedback During Q&A

Speakers: If you want to get feedback on your talk, put the shortened link and the QR code on this page. Instructions on how to get your link and QR code are at: bit.ly/spshou2015decktemplate

Also, please upload your completed deck to our Onedrive folder: bit.ly/spshou2015deckuploads

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Constructive Feedback Is Appreciated

Great information,

but would like to

have learned more

about [Insert Topic]Brian – Your

presentation

was …

Good

Demos!

Thanks!

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Questions

??

?

?

Please Leave Feedback

http://xfer.ws/5PYF

Survey Link: WhatsYourAnswer.com?S20154715156

https://www.whatsyouranswer.com/wyasurvey.aspx?sid

=S20154715156

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Thank you!

Brian Culver, MCM

Twitter:

@spbrianculver

E-mail:

[email protected]

Blog:

http://blog.expertpointsolutions.com/

Slides:

http://www.slideshare.net/bculver