One of the most important additions to WCM features in SharePoint 2013, that of 'Cross-Site Publishing' combines multiple powerful features in SharePoint 2013 promoting separation of content authoring from branding and design, while sharing that content across site collections with great ease.
Join us in this session while we explain all these new concepts and see the technology in action. Essential concepts such as managed navigation, tagging term sets, friendly URLs, content search web parts, category and item detail pages, result sources, and query rules will be covered.
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
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.
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.