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SPS Nashville 2014
Dynamic Content
using SharePoint
Search
SHAREPOINT SATURDAY NASHVILLE– APRIL 5, 2014
MIKE ORYSZAK
BLOG: WWW.MIKEORYSZAK.COM
TWITTER: @NEXT_CONNECT
LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
SPS Nashville 2014
About Me
Senior SharePoint Solution Architect w/ B&R Solutions
Microsoft SharePoint Server MVP (5x 2010-2014)
Leader for Triangle SharePoint User Group (TriSPUG)
Dev and Architect with MS stack since 1996
Working with SharePoint since 2002
Raleigh-Durham, NC
BLOG: WWW.MIKEORYSZAK.COM
TWITTER: @NEXT_CONNECT
LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
2
Feel free to tweet, post to Yammer and blog during sessions.
Remember to follow @SPSNashville and tag #SPSNashville in your posts!
Gold Sponsors
Silver Sponsors
Thank You for being a part of
SharePoint Saturday Nashville!
SPS Nashville 2014
Session
Overview
Search Basics
Differences Between 2010 and 2013
Understanding Queries
Showing Dynamic Content
Closeout
Target Audience:
Site Administrators and Power Users
looking to maximize the effectiveness
of their site.
BLOG: WWW.MIKEORYSZAK.COM
TWITTER: @NEXT_CONNECT
LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
4
SPS Nashville 2014
Search Basics
DYNAMIC CONTENT USING SHAREPOINT SEARCH
BLOG: WWW.MIKEORYSZAK.COM
TWITTER: @NEXT_CONNECT
LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
5
SPS Nashville 2014
Search Basics
Crawling
A scheduled activity that evaluates the content, meta-data and security.
Index
Processed info that describes the crawled content
Extremely fast compared to querying source content
Security
Only items the user has access to will be returned
Referred to as “Security Trimming”
BLOG: WWW.MIKEORYSZAK.COM
TWITTER: @NEXT_CONNECT
LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
6
SPS Nashville 2014
Search Basics
Managed Properties
Can be used to query against a specific attribute
Examples:
Author
ContentType
CreatedBy
LastModifiedTime
FirstName
Version Differences:
In 2010 and before, these have to be managed in the Search Service Application
In 2013, these are automatically added when content is crawled
BLOG: WWW.MIKEORYSZAK.COM
TWITTER: @NEXT_CONNECT
LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
7
SPS Nashville 2014
Search Basics
Scopes and Query Rules
Overview
Pre-set rules for filtering content
Can be defined and testing globally or at Site Collection level
Feature typically under utilized in most environments
Version Differences:
In 2010
Referred to as Scopes
Default scopes include: All Sites, People, This Site
In 2013
Referred to as Query Rules
Added ability to test the Query Rules
Added ability to target the Query Rules to content and audiences
BLOG: WWW.MIKEORYSZAK.COM
TWITTER: @NEXT_CONNECT
LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
8
SPS Nashville 2014
Search Basics
Content Classification
ContentClass Overview
Not all content is the same
ContentClass property helps to segment content by its fundamental type
Examples:
SPSPeople – User Profiles
STS_Site – Site Collection
STS_Web – Site/Web
STS_list_[doccumentlibrary] * – List
STS_listitem_[documentlibrary] * – List Item
* Note name in brackets can be replaced with template name
BLOG: WWW.MIKEORYSZAK.COM
TWITTER: @NEXT_CONNECT
LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
9
SPS Nashville 2014
Understanding
Queries
DYNAMIC CONTENT USING SHAREPOINT SEARCH
BLOG: WWW.MIKEORYSZAK.COM
TWITTER: @NEXT_CONNECT
LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
10
SPS Nashville 2014
Understanding Queries
Query Formatting
Limit – 255 characters
Content Classes - ContentClass:Value
Managed Properties - Property:Value
Logical Operators - AND, OR, NOT, +, -
Relational Operators - <, >, <=, >=, <>
Filename – filename:”name”
File Type – filetype:value
Wildcards – Property:Partial Value
BLOG: WWW.MIKEORYSZAK.COM
TWITTER: @NEXT_CONNECT
LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
11
SPS Nashville 2014
Understanding Queries
Simple Query Examples
ContentClass:STS_Site
Uses the content classes specification to return all of the Site Collections
Department:”IT”
Would return all of the people with a value of IT in the Department user profile property
Filetype:PDF
Would return all PDF documents
BLOG: WWW.MIKEORYSZAK.COM
TWITTER: @NEXT_CONNECT
LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
12
SPS Nashville 2014
Understanding Queries
Compound Query Examples
ContentType:”Check Request” AND RequestStatus:”Completed”
Returns results for items with a ContentType set to “Check Request” and a RequestStatus of “Completed”
contentclass:sts_listitem_announcements AND author:“Jane Doe"
Would return all announcements authored by Jane Doe
ContentType:”Enrollment Form” AND Write>”6/1/2012” AND Filetype:PDF
Would return all content classified as an Enrollment form, added or modified after 6/1/2012, and of the filetype
PDF.
BLOG: WWW.MIKEORYSZAK.COM
TWITTER: @NEXT_CONNECT
LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
13
SPS Nashville 2014
Showing Dynamic
Content
DYNAMIC CONTENT USING SHAREPOINT SEARCH
BLOG: WWW.MIKEORYSZAK.COM
TWITTER: @NEXT_CONNECT
LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
16
SPS Nashville 2014
Showing Dynamic Content
Out of the Box Web Parts
New Web Parts with SharePoint 2013
Much stronger emphasis on using Search to power large, dynamic sites that can display content beyond
the site collection
Web Part Categories
Content Rollup
Search-Driven Content
Search
BLOG: WWW.MIKEORYSZAK.COM
TWITTER: @NEXT_CONNECT
LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
17
SPS Nashville 2014
Showing Dynamic Content
Content Rollup
Previous versions relied on the Content Query Web Part (CQWP)
Queried source content in sites directly, did not use search
Content Search Web Part introduced with 2013
Uses Search to return results
Provides interface for configuring and testing your query
Provides configuration for 3 views; List, List with Paging, or Slideshow
Provides configuration for property mapping (identification)
BLOG: WWW.MIKEORYSZAK.COM
TWITTER: @NEXT_CONNECT
LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
18
SPS Nashville 2014
Showing Dynamic Content
Search-Driven Content
Search-Driven Content Web Part Category added with 2013
These are extensions of the Content Search web part, providing an initial query to work from
Extensively use Result Sources
Web Parts include:
Recommended Items
Recently Changed Items
Popular Items
Pictures
Pages
Items Matching Tag
Videos
Web Pages
Wiki Pages
BLOG: WWW.MIKEORYSZAK.COM
TWITTER: @NEXT_CONNECT
LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
19
SPS Nashville 2014
Showing Dynamic Content
Search
Search Web Part Category
Search Results Web Part
Available going back to 2001
Updated for 2013 to include the query build/test form
Available as part of the Standard CAL
BLOG: WWW.MIKEORYSZAK.COM
TWITTER: @NEXT_CONNECT
LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
20
SPS Nashville 2014
Showing
Dynamic
Content
Demonstration
BLOG: WWW.MIKEORYSZAK.COM
TWITTER: @NEXT_CONNECT
LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
21
SPS Nashville 2014
Closeout
DYNAMIC CONTENT USING SHAREPOINT SEARCH
BLOG: WWW.MIKEORYSZAK.COM
TWITTER: @NEXT_CONNECT
LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
22
SPS Nashville 2014
Questions?
BLOG: WWW.MIKEORYSZAK.COM
TWITTER: @NEXT_CONNECT
LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
23
SPS Nashville 2014
Resources
Keyword Query Syntax Reference
http://technet.microsoft.com/en-us/subscriptions/index/ee558911(v=office.14).aspx
Property Restriction Keyword Queries
http://technet.microsoft.com/en-us/subscriptions/ff394509.aspx
My Search Blog Posts
http://mikeoryszak.com/tag/search/
BLOG: WWW.MIKEORYSZAK.COM
TWITTER: @NEXT_CONNECT
LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
24

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Dynamic Content using Search - SPS Nashville

  • 1. SPS Nashville 2014 Dynamic Content using SharePoint Search SHAREPOINT SATURDAY NASHVILLE– APRIL 5, 2014 MIKE ORYSZAK BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
  • 2. SPS Nashville 2014 About Me Senior SharePoint Solution Architect w/ B&R Solutions Microsoft SharePoint Server MVP (5x 2010-2014) Leader for Triangle SharePoint User Group (TriSPUG) Dev and Architect with MS stack since 1996 Working with SharePoint since 2002 Raleigh-Durham, NC BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 2
  • 3. Feel free to tweet, post to Yammer and blog during sessions. Remember to follow @SPSNashville and tag #SPSNashville in your posts! Gold Sponsors Silver Sponsors Thank You for being a part of SharePoint Saturday Nashville!
  • 4. SPS Nashville 2014 Session Overview Search Basics Differences Between 2010 and 2013 Understanding Queries Showing Dynamic Content Closeout Target Audience: Site Administrators and Power Users looking to maximize the effectiveness of their site. BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 4
  • 5. SPS Nashville 2014 Search Basics DYNAMIC CONTENT USING SHAREPOINT SEARCH BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 5
  • 6. SPS Nashville 2014 Search Basics Crawling A scheduled activity that evaluates the content, meta-data and security. Index Processed info that describes the crawled content Extremely fast compared to querying source content Security Only items the user has access to will be returned Referred to as “Security Trimming” BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 6
  • 7. SPS Nashville 2014 Search Basics Managed Properties Can be used to query against a specific attribute Examples: Author ContentType CreatedBy LastModifiedTime FirstName Version Differences: In 2010 and before, these have to be managed in the Search Service Application In 2013, these are automatically added when content is crawled BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 7
  • 8. SPS Nashville 2014 Search Basics Scopes and Query Rules Overview Pre-set rules for filtering content Can be defined and testing globally or at Site Collection level Feature typically under utilized in most environments Version Differences: In 2010 Referred to as Scopes Default scopes include: All Sites, People, This Site In 2013 Referred to as Query Rules Added ability to test the Query Rules Added ability to target the Query Rules to content and audiences BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 8
  • 9. SPS Nashville 2014 Search Basics Content Classification ContentClass Overview Not all content is the same ContentClass property helps to segment content by its fundamental type Examples: SPSPeople – User Profiles STS_Site – Site Collection STS_Web – Site/Web STS_list_[doccumentlibrary] * – List STS_listitem_[documentlibrary] * – List Item * Note name in brackets can be replaced with template name BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 9
  • 10. SPS Nashville 2014 Understanding Queries DYNAMIC CONTENT USING SHAREPOINT SEARCH BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 10
  • 11. SPS Nashville 2014 Understanding Queries Query Formatting Limit – 255 characters Content Classes - ContentClass:Value Managed Properties - Property:Value Logical Operators - AND, OR, NOT, +, - Relational Operators - <, >, <=, >=, <> Filename – filename:”name” File Type – filetype:value Wildcards – Property:Partial Value BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 11
  • 12. SPS Nashville 2014 Understanding Queries Simple Query Examples ContentClass:STS_Site Uses the content classes specification to return all of the Site Collections Department:”IT” Would return all of the people with a value of IT in the Department user profile property Filetype:PDF Would return all PDF documents BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 12
  • 13. SPS Nashville 2014 Understanding Queries Compound Query Examples ContentType:”Check Request” AND RequestStatus:”Completed” Returns results for items with a ContentType set to “Check Request” and a RequestStatus of “Completed” contentclass:sts_listitem_announcements AND author:“Jane Doe" Would return all announcements authored by Jane Doe ContentType:”Enrollment Form” AND Write>”6/1/2012” AND Filetype:PDF Would return all content classified as an Enrollment form, added or modified after 6/1/2012, and of the filetype PDF. BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 13
  • 14. SPS Nashville 2014 Showing Dynamic Content DYNAMIC CONTENT USING SHAREPOINT SEARCH BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 16
  • 15. SPS Nashville 2014 Showing Dynamic Content Out of the Box Web Parts New Web Parts with SharePoint 2013 Much stronger emphasis on using Search to power large, dynamic sites that can display content beyond the site collection Web Part Categories Content Rollup Search-Driven Content Search BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 17
  • 16. SPS Nashville 2014 Showing Dynamic Content Content Rollup Previous versions relied on the Content Query Web Part (CQWP) Queried source content in sites directly, did not use search Content Search Web Part introduced with 2013 Uses Search to return results Provides interface for configuring and testing your query Provides configuration for 3 views; List, List with Paging, or Slideshow Provides configuration for property mapping (identification) BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 18
  • 17. SPS Nashville 2014 Showing Dynamic Content Search-Driven Content Search-Driven Content Web Part Category added with 2013 These are extensions of the Content Search web part, providing an initial query to work from Extensively use Result Sources Web Parts include: Recommended Items Recently Changed Items Popular Items Pictures Pages Items Matching Tag Videos Web Pages Wiki Pages BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 19
  • 18. SPS Nashville 2014 Showing Dynamic Content Search Search Web Part Category Search Results Web Part Available going back to 2001 Updated for 2013 to include the query build/test form Available as part of the Standard CAL BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 20
  • 19. SPS Nashville 2014 Showing Dynamic Content Demonstration BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 21
  • 20. SPS Nashville 2014 Closeout DYNAMIC CONTENT USING SHAREPOINT SEARCH BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 22
  • 21. SPS Nashville 2014 Questions? BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 23
  • 22. SPS Nashville 2014 Resources Keyword Query Syntax Reference http://technet.microsoft.com/en-us/subscriptions/index/ee558911(v=office.14).aspx Property Restriction Keyword Queries http://technet.microsoft.com/en-us/subscriptions/ff394509.aspx My Search Blog Posts http://mikeoryszak.com/tag/search/ BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 24