Why (and How To) use Cross site publishing in SharePoint 2013 Michael McCabe SharePoint Architect Slalom Consulting michael.mccabe@slalom.com

Agenda What is Cross Site Publishing? Why do I need it? How do I set it up? Wrap up and Q&A

Cross-site publishing is one of the powerful new capabilities in SharePoint 2013.  Separates data entry from display Breaks down the container barriers SharePoint (ex: rolling up information across site collections).  Cross-site publishing is delivered through search new features, including list/library catalogs catalog connections content search web part

Scenarios Multiple Authoring Sites Multiple Published Sites sharing Content Many authoring sites to one publishing site Single authoring site publishing to multiple sites Cross-site publishing is one of the powerful new capabilities in SharePoint 2013.  Separates data entry from display Breaks down the container barriers SharePoint (ex: rolling up information across site collections).  Cross-site publishing is delivered through search new features, including list/library catalogs catalog connections content search web part

Publishing Site Authoring Site Publishing Site Authoring Site

Key aspects Search-driven Consumer-driven Pull from search Not distributed

Managed metadata service Create a Managed Metadata Service in Central Administration Add Administrator Start service Create Term Set for navigation Create Group, Term Set & Terms Managed Metadata Central Admin (CA) > App Mgmt > Manage service application New: Managed Metadata Service Select the service SERVICE APPLICATIONS tab: Administrators Quick Launch: System Settings Start Managed Metadata web service Term Set CA > Manage service applications Click link: Metadata (not connection) Add Group, Term Set, & Terms In GENERAL tab add administrator and save INTENDED USE tab, check box for Site Navigation

Authoring Site Create Site Collection Product Catalog (Authoring site) CA > App Mgmt > Create site collections Title, Description, URL Template: Publishing/Product Catalog Administrator

Authoring Site Create Site Activate XSP Feature Activate XSP Feature Go to the site just created Settings > Site Administration > Site Collection Features Contents (see next section) Products (list) Product Catalog (Document Library of pages)

Authoring Site Product List Open Products list List Settings Add field: Name=Country, Type=metadata, Term set=Country Catalog Settings Enable as a catalog Enable anonymous access Add Country and Item Number to URL fields Nav Hierarchy: Country Add some records Select added records and in the ribbon’s Item tab Approve the added records

Authoring Site Product List Product Catalog Page Catalog Document Library Site Contents Add an app Document library Name: Product Documents List Settings Advanced Settings: Allow management of content types? Yes Content Types: Add from existing site content types: Blank Page Delete “Document” content type Columns Create column “Flag” Managed Metadata type Required Term Set: Country Add New Document: FlagASpecs Click Create Add Text and Delete default web parts Edit Properties (Page tab on the ribbon) Select term: Australia Save Go to library Check in document Enable catalog Library Settings Catalog Settings Enable as catalog Enable anonymous URL fields: Flag, Title Nav Hierarchy: Flag

Consuming Site Create Site Collection Term Store CA > Appl Mgmt > Create Site Collection Title, Desc, URL Template: Publishing/Publishing Portal Add: Administrator Go to “Flags of the World” (Consuming site/Publishing Portal) Site Settings Term Store Management Nav (group) Site Nav (Term Store) Admin Intended Use: for Site Nav Navigation For Global & Current: Managed Navigation Term Set: Site Nav Manage catalog connections Connect: Product Catalog – Products Accept Defaults and click OK Site CONTENTS Open the Pages library Check-in pages as major versions

Consuming site Publishing Website

Authoring Site Adding Content Add more content Approve CA > Search application > Crawl control Incremental crawl (Remember! Cross-site Publishing is dependent upon search.) Return to Publishing Portal (“Flags of the World”) to show the added content

Key Benefit: Optimization Consuming Search engines Experience Performance Content authoring Optimizing the site for Visitors (i.e. not loading anything that they can’t use like Ribbon) Search engine (SEO) Accessibility Performance Content authors

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References SharePoint 2013 WCM Advanced Cookbook, John Chapman (Packt Publishing, 2014) Professional SharePoint 2013 Administration, Shane Young et al. (Wiley, 2013) An introduction to cross-site publishing - SharePoint IT Pro Blog - Site Home - TechNet Blogs http://blogs.technet.com/b/tothesharepoint/archive/2013/02/19/an-introduction-to-cross- site-publishing.aspx Introduction to managed metadata – SharePoint http://office.microsoft.com/en-us/sharepoint-help/introduction-to-managed-metadata- HA102832521.aspx

References – cont’d Cross-site publishing alternatives in SharePoint Online/Office 365 – YouTube https://www.youtube.com/watch?v=chwHhEmIERg