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SharePoint 2013 Catalog Sites
Brian Culver ● San Antonio SharePoint User Group ● January 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
About Brian Culver
• Dad to 2 more girls
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
• 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 boundaries
Eliminate large list thresholds
Allows for flexible & dynamic publishing
Separate 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
http://contoso.com/cameras
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
http://contoso.com/computers
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
Content Search Web Part
Content Search
Web Parts
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 focusedUI 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 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
• www.contoso.com/careers
• www.contoso.com/aboutus
• 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
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.
2. Import list content into the Product Catalog Site Collection.
3. How to enable a list as a catalog.
4. Set up search and enable crawling of your catalog content.
5. Connect your publishing site to a catalog.
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
• http://gallery.technet.microsoft.com/Import-list-content-to-f735d7fb
• Check for the Latest Slide Deck
• http://www.slideshare.net/bculver
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
Twitter:
@spbrianculver
E-mail:
brian.culver@expertpointsolutions.com
Blog:
http://blog.expertpointsolutions.com/
Slides:
http://www.slideshare.net/bculver

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SASUG Jan 2015 - SharePoint 2013 Search Driven Sites

  • 1. www.expertpointsolutions.com SharePoint 2013 Catalog Sites Brian Culver ● San Antonio SharePoint User Group ● January 2015 Build a SharePoint 2013 Search Driven Application
  • 2. 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
  • 3. About Brian Culver • Dad to 2 more girls
  • 4. 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
  • 5. • 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?
  • 6. 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?
  • 7. 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.
  • 8. Advantages of a Search Driven Publishing Model Breakdown site collection boundaries Eliminate large list thresholds Allows for flexible & dynamic publishing Separate presentation from storage
  • 9. 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
  • 10. Product Catalog Architecture - Site Template
  • 11. Product Catalog Architecture - Content Types & Site Columns • Content Types • Site Columns
  • 12. Product Catalog Architecture The “Product” Content Type
  • 13. Product Catalog Architecture - Products List
  • 14. Build your Navigation Term Set • Product Hierarchy
  • 17. Product Catalog Page Architecture
  • 18. 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 http://contoso.com/cameras 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
  • 19. Audio Cameras Computers Home appliances Phones TV and video TERM STORE NAVIGATION TAXONOMY Friendly URL http://contoso.com/computers 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
  • 20. Content Search Web Part Content Search Web Parts
  • 21. Content Search Web Part Content Search Web Parts
  • 23. Display Templates • Many options OOTB • Create your own
  • 24. Display Templates Make your own in HTML & JavaScript Many ship Out-of the- Box Display Templates
  • 25. Query Builder IW focusedUI based Allows “advanced mode” Provides Test & Preview Add Refiners Query Builder
  • 29. Catalog Enabling Catalog Connection Catalog Publishing
  • 30. 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
  • 31. Managed navigation • Drive your navigation and URLs based on Term Store hierarchies • Clean URLs for actual end users • www.contoso.com/careers • www.contoso.com/aboutus • Define settings for navigation in terms store manager • Provides also dynamic topic pages capability for minimizing amount of physical pages for catalog type sites
  • 32. 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
  • 33. “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
  • 34. Cross Site Publishing Why XSP?: 1. Need to Publish >1 location 2. Need a multilingual site 3. Need to separate authoring and publishing
  • 35. 1. Create site collections for cross-site publishing. 2. Import list content into the Product Catalog Site Collection. 3. How to enable a list as a catalog. 4. Set up search and enable crawling of your catalog content. 5. Connect your publishing site to a catalog. 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
  • 37. 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
  • 38. Useful Links and Resources • Technet Import Scripts • http://gallery.technet.microsoft.com/Import-list-content-to-f735d7fb • Check for the Latest Slide Deck • http://www.slideshare.net/bculver
  • 40. Constructive Feedback Is Appreciated Great information, but would like to have learned more about [Insert Topic]Brian – Your presentation was … Good Demos! Thanks!
  • 41. Thank you! Brian Culver, MCM Twitter: @spbrianculver E-mail: brian.culver@expertpointsolutions.com Blog: http://blog.expertpointsolutions.com/ Slides: http://www.slideshare.net/bculver