SharePoint 2013 Catalog Sites Brian Culver ● SharePoint Saturday DFW ● March 7, 2015 Build a SharePoint 2013 Search Driven Application

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

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

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 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 What is a Search Driven Site?

The Product Catalog site Used for content storage Product Content Type Taxonomy The Publishing site Presentation Layer Display Templates Content By Search Webpart The Search Driven Publishing Model The Publishing site consumes the catalog data and presents it to the end user.

Advantages of a Search Driven Publishing Model Breakdown site collection boundariesEliminate large list thresholdsAllows for flexible & dynamic publishingSeparate presentation from storage

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

Product Catalog Architecture - Site Template

Product Catalog Architecture - Content Types & Site Columns Content Types Site Columns

Product Catalog Architecture The “Product” Content Type

Product Catalog Architecture - Products List

Build your Navigation Term Set Product Hierarchy

Term Set Settings

Term Set Navigation

Product Catalog Page Architecture

Audio Cameras Computers Home appliances Phones TV and video Adaptive experiences empower web developers to create portals based on managed navigation and a few dynamic pages Audio Cameras Computers Home appliances Phones TV and video Friendly URL Use page maincategory.asp x Microsoft Confidential Search CONTENT SEARCH WEB PART TERM STORE NAVIGATION TAXONOMY Filter query by CATEGORY: Cameras Product Catalog Page Architecture

Audio Cameras Computers Home appliances Phones TV and video TERM STORE NAVIGATION TAXONOMY Friendly URL Use page maincategory.asp x Adaptive experiences empower web developers to create portals based on managed navigation and a few dynamic pages Microsoft Confidential Search CONTENT SEARCH WEB PART Filter query by CATEGORY: Computers Product Catalog Page Architecture

Content Search Web Part Content Search Web Parts CBQ without borders nicely themed Indexing Latency Simple to Add Simple to Edit Super Flexible

Content Search Web Part Content Search Web Parts CBQ without borders nicely themed Indexing Latency Simple to Add Simple to Edit Super Flexible

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 focused UI based Allows “advanced mode” Provides Test & Preview Add Refiners Query Builder

Query Rules IW focused Manipulate Search Results UI based Query Rules

Catalog Settings..

Catalog Enabling Catalog Connection Catalog Publishing

Managed Navigation New Nav Provider Friendly URLS Product 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 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-branding Authoring 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 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. 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 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: Task Site 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 Check for the Latest Slide Deck Videos for Search Driven Sites

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 Blog: Slides: