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Cross-Site
Publishing SharePoint
2013
OR SEARCH-DRIVEN APPLICATIONS?
Agenda topics
New & Great in Web
Content
Management
• Cross-Site Content Publishing(XPS), Product Catalogs, Catalog
templates, Catalog Items
• Content Types, Site Columns, Managed metadata, Term-Sets
• Metadata Driven and/or Faceted Navigation, Refiner-Enabled
managed properties
Search-Driven
Content Applications
• NEW Web Parts (Content Search, Refinement Panel)
• Content by Search vs. Content by Query
• Results sources & Display Templates
User Segmentation
and Adaptive User
Interface
• Filter results based on user properties
New and Great in Web Content
management
Easy content authoring and management
•Variations and automatic content translation
using Machine Translation Service (NEW)
•Support for automated or manual translations in
variations
•Supports both content (pages, documents etc.)
and terms in term set
•You can manually export the XLIFF file or send
cloud based machine translation service for
automated translations
•Rich Text Editing Usability especially when
cleaning during Copy/Paste operations
Cross-site Publishing
•Author content in multiple site collections and
aggregate that using content by search web part
across site collections, web applications, or even
farms
•Different than traditional content deployment
approach, instead it uses Search as opposed to
export-import methods, works with non-
publishing content as well
•Driven by managed metadata – tagging of content
enables reuse through search
•Requires planning ahead
•Location of authoring & publishing sites, asset
libraries
•Search settings, Security & permissions, managed
metadata etc.
Catalog enabled libraries
•Requires (relies on) cross-site collection
publishing feature
•Enabled by default on the product catalog site
template
•Can be turned on using PowerShell on other site
templates
•Can be created from pages libraries, document
libraries, asset libraries, or lists
•Requires at least one single-valued managed
metadata column
•Only HTML & text content is indexed by
default, documents-images-videos are
considered as BLOBs
•New result source is added with the query
isolating items from the catalog
•Catalog connection is link to search index based
on managed metadata indexed terms
•Use CSWP or managed navigation to reuse
content from catalogs
Enterprise Search
Architectural improvements (FAST is native)
Vertical applications now possible
◦ Support for complex scenarios, such as Product Catalogs (Knowledge base applications, News, Service
catalogs), Faceted navigation, dynamic search-driven content pages, Search-Engine Optimization ()
Better integration across the board
◦ E-Discovery, Exchange Integration, Work management (aka My Tasks), Web Content Management
(WCM) – all relying on Search for surfacing data from multiple data sources
New web parts
◦ Content by Search Web part – Wizard based search based aggregation web part (enable content rollup
across-site collections, applications & farms) – very powerful compared with CQWP
◦ Catalog Item Reuse Web Parts (CIRWP)
◦ Graphical refiners (e.g. range slide selector) & Refinement panel web part – no more XML manipulation
to configure filters – automatically connects to a CBSWP available on the page
Cross-Site Publishing
Gods
[Catalog]
Heroes, Kings & Villains
[Catalog]
Content Search
Web Part
Managed Properties
Content Search
Web Part
E.g. Show all Primeval Goddesses
(Category= Gods & Gender= Female )
E.g. Show all Trojan Heroes
(Category= Heroes & Topic= Trojan War )
Content by Search Web Part
1 2 3
Goddess of love, beauty, desire, and pleasure. She
was depicted as a beautiful woman and of all the
goddesses most likely to appear nude or seminude.
Poets praise the radiance of her smile and her laughter.
Her symbols include roses and other flowers, the
scallop shell, and myrtle wreath.
Virgin goddess of the hunt, wilderness, animals,
young girls, childbirth and plague. In later times she
became associated with the moon. She is the daughter
of Zeus and Leto, and twin sister of Apollo.
Legendary Creatures
[Catalog]
News
[Catalog]
Crawled Properties
Enables content authoring in
multiple site collections and
aggregate catalog data using
Content by Search web part across
site collections, web applications, or
even farms
1. Create, configure and Publish
catalogs
2. Search Index - Content gets
indexed, crawl properties are
created for each site
column, crawled properties
with data get automatically
mapped to Managed
Properties
3. Content by Search Web parts
expose dynamic data in Page
Templates (in Published site
collections)
Walkthrough Information Architecture
(Master data planning)
Create Authoring site collection
(using Product Catalog site
collection or activate using
PowerShell required features)
Deploy the IA (create site
columns - aka product
attributes/metadata)
•Create site Columns (at least 1 Managed
metadata - hierarchical Term Set
•Create Content type
Add data to lists and run a Full-
Crawl (*)
Enable metadata based
navigation > apply term-
driven, configure friendly-
URLs, dynamic page creation
Configure dynamic faceted
navigation - based on product
position in the catalog
hierarchy
Deploy dynamic search-driven
pages with Content by Search
WP
Create, deploy and apply
display Result Templates for
both the Category and Item
level pages
Publish Catalog using the
Cross-Site Publishing (XSP)
Steps to create your first catalog
1. Information architecture, data planning
2. Plan authoring and publishing sites
3. Deploy Information Architecture (Site
Columns, Site Content Types)
4. Create “Product Hierarchy” in the Term
Store - with navigation in mind
5. Add Content to Catalog lists
6. Enable term-driven navigation, friend
URLs
7. Configure dynamic faceted navigation –
based on positioning
8. Deploy and Configure Content by
Query web-part and Refinement panel
web-part
9. Create and apply Result templates
dynamically (Category, Item page)
10. Publish your catalog using XSP
Master data planning
and deployment
News Announcements Classifieds Events
Title Title Title Title
Start Date Start Date Start Date Start Date
Description Description Description Description
Category (Science,
Technology, Sports, )
Category Category (Automotive, Real-
Estate, Carrier, Pets, )
Category
Expiry Date Expiry Date End Date
Scope(Local, Regional,
Global)
Scope Scope Scope
Accessibility (Private, Public,
Team, Project, Department, )
Accessibility Accessibility Accessibility
Type
Hire, Retirement, Policy
Type
Real-Estate > Buy, Sell, Rent,
Professional Services
Type (Meeting, Holidays, )
Define the shape of the data to be used
• Map the data, identify Entity specific
attributes
• Define Content types - a ”Product
with Image” provided with default
“Product Catalog” list
• Reuse shared site columns
• At least one column must be
Managed Metadata (Item Category -
by default already mapped to
“Product Hierarchy”) – used to define
Navigation
Tips
• Create your own base CT to inherit from all
others sharing same common base
• When creating columns use
SingleWordNamesWithNoSpaces ( or special
Characters – this will become Internal name
(fixed) – rename to update Display Name
• By default Approval is ON – either approve
items or disable it prior to Full Crawl – items
is ignored otherwise.
Televisions Laptops Cameras
Title Title Title
Brand Brand Brand
Description Description Description
Price Price Price
Item Number Item Number Item Number
Technology (LED; LCD, Plasma) CPU Type(DSLR, Bridge, etc.)
Max- Resolution(720P, 1080i, 1080P) Screen Size Optical Zoom
Screen-Size (40,42, 50, 60) Hard Drive Lens Type
Site columns > Crawled properties >
Managed Properties
Televisions
[Catalog]
Cameras
[Catalog]
Computers
[Catalog]
Site Column
Title
Brand
DeviceScreenSize
Site Column Type
Single lineof text
Managed Metadata
Choice
1
Search Index
Managed Properties
Title
ows_q_TEXT_ProductCatalogItemNumber
ows_q_TEXT_ProductCatalogGroupNumber
ows_taxId_ProductCatalogItemCategory
ows_r_IMGE_PublishingRollupImage
ows_q_CHCS_DeviceScreenSize
Crawled Properties
2 3
Title
ProductCatalogItemNumberOWSTEXT
ProductCatalogGroupNumberOWSTEXT
owstaxIdProductCatalogItemCategory
PublishingImage
DeviceScreenSizeOWSCHCS
Content Search
Web Part
Content Search
Web Part
Content Search
Web Part
Content Search
Web Part
Configure hierarchical
Term-Store
- At least 1 required – used for
navigation. Terms will map with the
location in the hierarchy later for
refining position-based items to
view
 Add needed Term Sets for other
Managed metadata properties
 Enable Term-Set usage for Site
Navigation & Refiners
(activates Navigation tab on
each Term)
 Next steps
 Configure on the Navigation settings
 Term-Driven Pages tab
 Faceted Navigation tab
Configure hierarchical
Term-Store >
Navigation
- At least 1 required – used for
navigation. Terms will map with the
location in the hierarchy later for
refining position-based items to view
 Add needed Term Sets for other
Managed metadata properties
 Enable Term-Set usage for Site
Navigation & Refiners
(activates Navigation tab on each Term)
 Via Navigation tab
 Update node Title
(if different than Term label)
 Configure Navigation settings
(on each note via Navigation Tab)
 Configure Visibility in menus
Global, Current or both
 Map to appropriate Navigation Node
Type – used for friendly URLs
 Via Term-Driven Pages tab
 Via Faceted Navigation tab
Configure hierarchical
Term-Store > Term-
Driven Pages
 Configure Friendly URLs
 Category Image
 Update dynamic templates
 Template to use for this category
 Template to use for child terms
2.3 Configure
hierarchical Term-Store
> Faceted Navigation
- At least 1 required – used for
navigation. Terms will be map with the
location in the hierarchy later for
refining position-based items to view
 Add needed Term Sets for other
Managed metadata properties
 Enable Term-Set usage for Site
Navigation & Refiners
(activates Navigation tab on each Term)
 Via Navigation tab
 Update node Title
(if different than Term label)
 Configure Navigation settings
(on each note via Navigation Tab)
 Configure Visibility in menus
Global, Current or both
 Map to appropriate Navigation Node
Type – used for friendly URLs
 Via Term-Driven Pages tab
 Via Faceted Navigation tab
Fill Catalogs with data
& start Full-Crawl
- Make sure every property
intended to be used in
Refiners, Metadata navigation, etc.
– has values – won’t be mapped to
Managed Property otherwise
• Configure each Crawled
property mapped to a Managed
Property configure
 Refinable (Yes-Active | Yes- Latent)
 Sortable
Configure Catalog
connection on the
Publishing Site
Connect the destination Publishing
site to the source Catalog
By default Publishing site has
“Managed Metadata enabled”
When connecting the actual
“Category” (Hierarchical Term-Set)
drives the navigation on the new
site.
Understanding Display
Templates
• Control how content (the actual
Search Results) should be
displayed in a Content Search
Web Part (CSWP) - customizing
a display template =
customizing how search results
should be displayed in the Web
Part.
• Each display template consists
of two files:
• An HTML file that you can edit in an
HTML editor of your choice
• A JavaScript file
1) Content Search Web part
2) Control template
3) Item Template

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Cross-site publishing & how to Create Product catalogs with SharePoint 2013

  • 2. Agenda topics New & Great in Web Content Management • Cross-Site Content Publishing(XPS), Product Catalogs, Catalog templates, Catalog Items • Content Types, Site Columns, Managed metadata, Term-Sets • Metadata Driven and/or Faceted Navigation, Refiner-Enabled managed properties Search-Driven Content Applications • NEW Web Parts (Content Search, Refinement Panel) • Content by Search vs. Content by Query • Results sources & Display Templates User Segmentation and Adaptive User Interface • Filter results based on user properties
  • 3. New and Great in Web Content management Easy content authoring and management •Variations and automatic content translation using Machine Translation Service (NEW) •Support for automated or manual translations in variations •Supports both content (pages, documents etc.) and terms in term set •You can manually export the XLIFF file or send cloud based machine translation service for automated translations •Rich Text Editing Usability especially when cleaning during Copy/Paste operations Cross-site Publishing •Author content in multiple site collections and aggregate that using content by search web part across site collections, web applications, or even farms •Different than traditional content deployment approach, instead it uses Search as opposed to export-import methods, works with non- publishing content as well •Driven by managed metadata – tagging of content enables reuse through search •Requires planning ahead •Location of authoring & publishing sites, asset libraries •Search settings, Security & permissions, managed metadata etc. Catalog enabled libraries •Requires (relies on) cross-site collection publishing feature •Enabled by default on the product catalog site template •Can be turned on using PowerShell on other site templates •Can be created from pages libraries, document libraries, asset libraries, or lists •Requires at least one single-valued managed metadata column •Only HTML & text content is indexed by default, documents-images-videos are considered as BLOBs •New result source is added with the query isolating items from the catalog •Catalog connection is link to search index based on managed metadata indexed terms •Use CSWP or managed navigation to reuse content from catalogs
  • 4. Enterprise Search Architectural improvements (FAST is native) Vertical applications now possible ◦ Support for complex scenarios, such as Product Catalogs (Knowledge base applications, News, Service catalogs), Faceted navigation, dynamic search-driven content pages, Search-Engine Optimization () Better integration across the board ◦ E-Discovery, Exchange Integration, Work management (aka My Tasks), Web Content Management (WCM) – all relying on Search for surfacing data from multiple data sources New web parts ◦ Content by Search Web part – Wizard based search based aggregation web part (enable content rollup across-site collections, applications & farms) – very powerful compared with CQWP ◦ Catalog Item Reuse Web Parts (CIRWP) ◦ Graphical refiners (e.g. range slide selector) & Refinement panel web part – no more XML manipulation to configure filters – automatically connects to a CBSWP available on the page
  • 5. Cross-Site Publishing Gods [Catalog] Heroes, Kings & Villains [Catalog] Content Search Web Part Managed Properties Content Search Web Part E.g. Show all Primeval Goddesses (Category= Gods & Gender= Female ) E.g. Show all Trojan Heroes (Category= Heroes & Topic= Trojan War ) Content by Search Web Part 1 2 3 Goddess of love, beauty, desire, and pleasure. She was depicted as a beautiful woman and of all the goddesses most likely to appear nude or seminude. Poets praise the radiance of her smile and her laughter. Her symbols include roses and other flowers, the scallop shell, and myrtle wreath. Virgin goddess of the hunt, wilderness, animals, young girls, childbirth and plague. In later times she became associated with the moon. She is the daughter of Zeus and Leto, and twin sister of Apollo. Legendary Creatures [Catalog] News [Catalog] Crawled Properties Enables content authoring in multiple site collections and aggregate catalog data using Content by Search web part across site collections, web applications, or even farms 1. Create, configure and Publish catalogs 2. Search Index - Content gets indexed, crawl properties are created for each site column, crawled properties with data get automatically mapped to Managed Properties 3. Content by Search Web parts expose dynamic data in Page Templates (in Published site collections)
  • 6. Walkthrough Information Architecture (Master data planning) Create Authoring site collection (using Product Catalog site collection or activate using PowerShell required features) Deploy the IA (create site columns - aka product attributes/metadata) •Create site Columns (at least 1 Managed metadata - hierarchical Term Set •Create Content type Add data to lists and run a Full- Crawl (*) Enable metadata based navigation > apply term- driven, configure friendly- URLs, dynamic page creation Configure dynamic faceted navigation - based on product position in the catalog hierarchy Deploy dynamic search-driven pages with Content by Search WP Create, deploy and apply display Result Templates for both the Category and Item level pages Publish Catalog using the Cross-Site Publishing (XSP) Steps to create your first catalog 1. Information architecture, data planning 2. Plan authoring and publishing sites 3. Deploy Information Architecture (Site Columns, Site Content Types) 4. Create “Product Hierarchy” in the Term Store - with navigation in mind 5. Add Content to Catalog lists 6. Enable term-driven navigation, friend URLs 7. Configure dynamic faceted navigation – based on positioning 8. Deploy and Configure Content by Query web-part and Refinement panel web-part 9. Create and apply Result templates dynamically (Category, Item page) 10. Publish your catalog using XSP
  • 7. Master data planning and deployment News Announcements Classifieds Events Title Title Title Title Start Date Start Date Start Date Start Date Description Description Description Description Category (Science, Technology, Sports, ) Category Category (Automotive, Real- Estate, Carrier, Pets, ) Category Expiry Date Expiry Date End Date Scope(Local, Regional, Global) Scope Scope Scope Accessibility (Private, Public, Team, Project, Department, ) Accessibility Accessibility Accessibility Type Hire, Retirement, Policy Type Real-Estate > Buy, Sell, Rent, Professional Services Type (Meeting, Holidays, ) Define the shape of the data to be used • Map the data, identify Entity specific attributes • Define Content types - a ”Product with Image” provided with default “Product Catalog” list • Reuse shared site columns • At least one column must be Managed Metadata (Item Category - by default already mapped to “Product Hierarchy”) – used to define Navigation Tips • Create your own base CT to inherit from all others sharing same common base • When creating columns use SingleWordNamesWithNoSpaces ( or special Characters – this will become Internal name (fixed) – rename to update Display Name • By default Approval is ON – either approve items or disable it prior to Full Crawl – items is ignored otherwise. Televisions Laptops Cameras Title Title Title Brand Brand Brand Description Description Description Price Price Price Item Number Item Number Item Number Technology (LED; LCD, Plasma) CPU Type(DSLR, Bridge, etc.) Max- Resolution(720P, 1080i, 1080P) Screen Size Optical Zoom Screen-Size (40,42, 50, 60) Hard Drive Lens Type
  • 8. Site columns > Crawled properties > Managed Properties Televisions [Catalog] Cameras [Catalog] Computers [Catalog] Site Column Title Brand DeviceScreenSize Site Column Type Single lineof text Managed Metadata Choice 1 Search Index Managed Properties Title ows_q_TEXT_ProductCatalogItemNumber ows_q_TEXT_ProductCatalogGroupNumber ows_taxId_ProductCatalogItemCategory ows_r_IMGE_PublishingRollupImage ows_q_CHCS_DeviceScreenSize Crawled Properties 2 3 Title ProductCatalogItemNumberOWSTEXT ProductCatalogGroupNumberOWSTEXT owstaxIdProductCatalogItemCategory PublishingImage DeviceScreenSizeOWSCHCS Content Search Web Part Content Search Web Part Content Search Web Part Content Search Web Part
  • 9. Configure hierarchical Term-Store - At least 1 required – used for navigation. Terms will map with the location in the hierarchy later for refining position-based items to view  Add needed Term Sets for other Managed metadata properties  Enable Term-Set usage for Site Navigation & Refiners (activates Navigation tab on each Term)  Next steps  Configure on the Navigation settings  Term-Driven Pages tab  Faceted Navigation tab
  • 10. Configure hierarchical Term-Store > Navigation - At least 1 required – used for navigation. Terms will map with the location in the hierarchy later for refining position-based items to view  Add needed Term Sets for other Managed metadata properties  Enable Term-Set usage for Site Navigation & Refiners (activates Navigation tab on each Term)  Via Navigation tab  Update node Title (if different than Term label)  Configure Navigation settings (on each note via Navigation Tab)  Configure Visibility in menus Global, Current or both  Map to appropriate Navigation Node Type – used for friendly URLs  Via Term-Driven Pages tab  Via Faceted Navigation tab
  • 11. Configure hierarchical Term-Store > Term- Driven Pages  Configure Friendly URLs  Category Image  Update dynamic templates  Template to use for this category  Template to use for child terms
  • 12. 2.3 Configure hierarchical Term-Store > Faceted Navigation - At least 1 required – used for navigation. Terms will be map with the location in the hierarchy later for refining position-based items to view  Add needed Term Sets for other Managed metadata properties  Enable Term-Set usage for Site Navigation & Refiners (activates Navigation tab on each Term)  Via Navigation tab  Update node Title (if different than Term label)  Configure Navigation settings (on each note via Navigation Tab)  Configure Visibility in menus Global, Current or both  Map to appropriate Navigation Node Type – used for friendly URLs  Via Term-Driven Pages tab  Via Faceted Navigation tab
  • 13. Fill Catalogs with data & start Full-Crawl - Make sure every property intended to be used in Refiners, Metadata navigation, etc. – has values – won’t be mapped to Managed Property otherwise • Configure each Crawled property mapped to a Managed Property configure  Refinable (Yes-Active | Yes- Latent)  Sortable
  • 14. Configure Catalog connection on the Publishing Site Connect the destination Publishing site to the source Catalog By default Publishing site has “Managed Metadata enabled” When connecting the actual “Category” (Hierarchical Term-Set) drives the navigation on the new site.
  • 15. Understanding Display Templates • Control how content (the actual Search Results) should be displayed in a Content Search Web Part (CSWP) - customizing a display template = customizing how search results should be displayed in the Web Part. • Each display template consists of two files: • An HTML file that you can edit in an HTML editor of your choice • A JavaScript file 1) Content Search Web part 2) Control template 3) Item Template

Notes de l'éditeur

  1. With the release of SharePoint 2013, Microsoft once again re-affirmed the importance of the Search platform for the modern enterprise, and not just because now FAST add-on has become an integral part of the SharePoint 2013 platform. No longer bound by the classical "search box" new search-driven web applications are now used to drive vertical applications within SharePoint 2013 platform. Most of the new and great features into the platform - E-Discovery, Exchange Integration, Work Management (aka My Tasks) and finally even Web Content Management - are all relying on Search-based applications - surfacing information from multiple different sources. Because these all built on top of Search platform can be relatively easily modified, extended and enhanced.
  2. With the release of SharePoint 2013, Microsoft once again re-affirmed the importance of the Search platform for the modern enterprise, and not just because now FAST add-on has become an integral part of the SharePoint 2013 platform. No longer bound by the classical "search box" new search-driven web applications are now used to drive vertical applications within SharePoint 2013 platform. Most of the new and great features into the platform - E-Discovery, Exchange Integration, Work Management (aka My Tasks) and finally even Web Content Management - are all relying on Search-based applications - surfacing information from multiple different sources. Because these all built on top of Search platform can be relatively easily modified, extended and enhanced.