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Content in SharePoint 2013 Eric Overfield SharePoint Advocate and Enthusiast PixelMill Integrating Search Driven.

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Presentation on theme: "Content in SharePoint 2013 Eric Overfield SharePoint Advocate and Enthusiast PixelMill Integrating Search Driven."— Presentation transcript:

1 Content in SharePoint 2013 Eric Overfield SharePoint Advocate and Enthusiast PixelMill Integrating Search Driven

2 Introduction – Eric Overfield Founder and SharePoint Branding/UI Lead, PixelMill Speaker, Teacher, Advocate Author, SharePoint Community Organizer Located in Davis, CA Order Your Copy Co-author: Pro SharePoint 2013 Branding and Responsive Web Development (Apress – June 12 th, 2013) Co-author: Black Magic Solutions for White Hat SharePoint (August, 2013)

3 What You Will Learn Aggregate Content Across Sites cross-site publishing feature Create Content Rollup Solutions custom display templates Customize Individual Search Results result types Fine-tune Search Queries query - pixelmill.com

4 Aggregate Content Across - pixelmill.com

5 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

6 @EricOverfield - pixelmill.com Site Collection A Search Search Crawl Content Search Web Part Site Collection B Site Collection C Site Collection D The SharePoint 2013 Way

7 Demo Solution: What We Want to Build… Scenario: Show dynamic content Show potential buyers a rollup of all the available Specter Group properties for - pixelmill.com

8 Solution

9 Hold On… Important Prerequisites Enterprise License Required For Catalog creation and CBS Depends on Search - pixelmill.com Source site collection feature, Cross-Site Collection Publishing must be activated On-prem only – No O365 support yet

10 And Limitations Consuming site requires restricted read access on authoring site Because results can be security trimmed Cross site publishing only supports pages and - pixelmill.com Content assets (videos, images, etc.) need to be on assets site Use Suggested Content Browser Location Results based on search index freshness

11 What About Content Deployment? Very different approach Must be across content - pixelmill.com Not based on search May be used for similar reasons, but apples to oranges comparison

12 Push NotificationsLets See a Comparison My - pixelmill.com Store it anywhere, across site collections, web applications or farms

13 Create a - pixelmill.com

14 Managed Properties Configured in Central Admin or Site Collection Search Schema Content has to have been - pixelmill.com Another full crawl after a new managed property Required to surface/retrieve new content columns

15 Push NotificationsLets See a Comparison Creating Managed - pixelmill.com

16 Push NotificationsLets See a Comparison Getting Content from a - pixelmill.com

17 Push NotificationsLets See a Comparison Aggregate Content - pixelmill.com 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!

18 Content Rollup with the Content Search Web - pixelmill.com

19 The Content Search Web Part (CBS)

20 Push NotificationsLets See a Comparison Get Dynamic Content with Query - pixelmill.com

21 Push NotificationsLets See a Comparison Show Dynamic Content with Display - pixelmill.com

22 Customize Your Display - pixelmill.com

23 Push NotificationsLets See a Comparison What Makes up a Display - pixelmill.com Control template Item Template HTML and JS No more XSLT! Retrieves Managed Properties

24 Push NotificationsLets See a Comparison Custom Display - pixelmill.com Add to Master Page Gallery Copy from an existing display template Use any editor

25 Implementing Custom Display Templates Must specify all managed properties to surface May externalize CSS and JS that template - pixelmill.com Inline JS must appear after the first Add HTML markup to render results

26 Push NotificationsLets See a Comparison A Look at the Code: Item - pixelmill.com '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' Obtain Managed Properties

27 Push NotificationsLets See a Comparison A Look at the Code: Item - pixelmill.com Load Managed Properties into JavaScript Variables var specterPropertyType = $getItemValue(ctx, "SpecterPropertyType"); var lastModifiedTime = $getItemValue(ctx, "LastModifiedTime");

28 Push NotificationsLets See a Comparison A Look at the Code: Item - pixelmill.com Display JavaScript Variables with HTML Markup _#= pictureMarkup =#_ _#= date=#_ _#= month=#_ Property Type: _#= specterPropertyType=#_

29 @EricOverfield - pixelmill.com Display Components and Their Mappings ComponentTypeFileSharePoint Artifacts Style for the entire result set block and for each search result item CSSstyle.css CSS file in the Master Page Gallery: /Spectergroup/css/style.css Structure for the entire block of results HTML tag: 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: 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 JavaScript Inline JavaScript in Item_LargePicture_Specter Custom Item display template in the Master Page Gallery: /Display Templates/Content Web Part/Item_LargePicture_Specter.html

30 Push NotificationsLets See a Comparison Display Templates - pixelmill.com Add managed properties to top of display template Customize with HTML, JavaScript and CSS Copy an existing display template

31 That is SharePoint 2013 Content Rollup in a - pixelmill.com OK?

32 Fine Tune Search Results and Content - pixelmill.com

33 Target Individual Result - pixelmill.com

34 Push NotificationsLets See a Comparison Quick - pixelmill.com Wait, what, a Test? Find the PDF Find Joannas Project

35

36 The Problem Results all look the same But all documents/results are not the - pixelmill.com Forces us to search our results

37 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 Scenario: Customized search experience When users search for "floor plans: Promote beachfront properties in the summer Promote floor plans result type as best bets

38 Result Types Tailor the look of important types of - pixelmill.com One of these things… is not like the other.

39 Result Types Conditions match result properties Identify a type of result Display Templates can change the look Of a type of - pixelmill.com

40 Your Own Result - pixelmill.com

41 And Thus Styled

42 Query Rules Custom results based on intent May be created at various levels Search Service App or Site Collection and - pixelmill.com May be deactivate at child levels

43 Create a Query Rule Condition: Set of conditions to match to fire rule Action: What to do when rule - pixelmill.com 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

44 Your Own Query Rule Add a Summer Promotion for Beachfront - pixelmill.com

45

46

47 And Thus Promoted

48 Push NotificationsLets See a Comparison Result Types and Query Rules - pixelmill.com Result Types Match Conditions to Item Display Templates Query Rules Match Conditions with Actions

49 What You Did Learn Aggregate Content Across Sites cross-site publishing feature Create Content Rollup Solutions custom display templates Customize Individual Search Results result types Fine-tune Search Queries query - pixelmill.com

50 Resources Configure cross-site publishing in SharePoint 2013: Understanding the display template structure: Display template reference in SharePoint Server 2013: Administer search in SharePoint Server 2013: Connect a publishing site to a catalog: Make a query rule inactive: Customize search result types: Create query rules: - pixelmill.com

51 Content in SharePoint 2013 Integrating Search Driven Thank You Eric ericoverfield.com


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