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SharePoint Saturday Utah – 19 Jan 2013
Owen Allen
V.P. Solutions
Pingar
 Painful
 Who has a beautiful (non-painful) metadata story to share?


 Document Library and List Columns
 Site Columns
 Content Types
 Term Store
    Term Groups
     Term Sets
 Sugar?
 Oil?
 When and where?
 Before a document column can be used in a search results page, a crawl is
 necessary.


 Crawled Properties


 Managed Properties
 Names make columns simpler to use.
 Sometimes, too simple can add difficulty.
 Spaces in Column Names
   “ProductName” vs. “Product_Name” vs. “Product Name”

 Look for the property named:
  ows_{YourColumnName}({YourColumnType})

  i.e.   ows_CompanyRegion(Text)

  Or

         ows_Company_x0020_Region(Text)
 Difference between SearchCenter and SearchResults
   Is Site included?


 Search Center site template


 Search Results in Team Site template
 Search Core Results web part
   Edit the Fetched Properties property

 Search Refinement Panel web part
   May need a text editor for this one!
   This is a series of <Categories> in an XML file.
   Order of Categories is determined by placement in this file.
 1. Define your Library Column
   “Company Region” Choice: „Western Region‟, „NorthEast Region‟, SouthEast Region‟, etc.

 2. Crawl
 3. Create a new Managed property
   Central Admin -> Application Management -> Manage Service Apps -> Server Service
    Application -> Metadata properties
 4. Edit Search Results Page web parts
   A. Core Search Results
   B. Refinement Panel

 5. Crawl
Blogs
 ThreeWill.com – Will Holland
 SharePointAnalystHQ.com – Michal Pisarek
Owen Allen
Pingar


Email:       Owen.Allen@Pingar.com
Twitter:     @owenallen

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SharePoint Metadata and Search Refiners SPSUTAH2013 Jan 2013

  • 1. SharePoint Saturday Utah – 19 Jan 2013 Owen Allen V.P. Solutions Pingar
  • 2.  Painful  Who has a beautiful (non-painful) metadata story to share?  Document Library and List Columns  Site Columns  Content Types
  • 3.  Term Store  Term Groups  Term Sets
  • 4.  Sugar?  Oil?  When and where?
  • 5.  Before a document column can be used in a search results page, a crawl is necessary.  Crawled Properties  Managed Properties
  • 6.  Names make columns simpler to use.  Sometimes, too simple can add difficulty.  Spaces in Column Names  “ProductName” vs. “Product_Name” vs. “Product Name”  Look for the property named: ows_{YourColumnName}({YourColumnType}) i.e. ows_CompanyRegion(Text) Or ows_Company_x0020_Region(Text)
  • 7.  Difference between SearchCenter and SearchResults  Is Site included?  Search Center site template  Search Results in Team Site template
  • 8.  Search Core Results web part  Edit the Fetched Properties property  Search Refinement Panel web part  May need a text editor for this one!  This is a series of <Categories> in an XML file.  Order of Categories is determined by placement in this file.
  • 9.  1. Define your Library Column  “Company Region” Choice: „Western Region‟, „NorthEast Region‟, SouthEast Region‟, etc.  2. Crawl  3. Create a new Managed property  Central Admin -> Application Management -> Manage Service Apps -> Server Service Application -> Metadata properties  4. Edit Search Results Page web parts  A. Core Search Results  B. Refinement Panel  5. Crawl
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16. Blogs  ThreeWill.com – Will Holland  SharePointAnalystHQ.com – Michal Pisarek
  • 17. Owen Allen Pingar Email: Owen.Allen@Pingar.com Twitter: @owenallen