1. Building Search Driven Applications Brian Caauwe
TIMING [01:30 – 01:32]
Portals & Collaboration Manager
January 21st, 2017

2. Session Agenda Search Schema Search Settings Search Patterns
Display Templates

3. Who am I? Brian Caauwe Manager, Consultant, Speaker and new dad
Technical Editor
Professional SharePoint 2013 Administration
Certifications
MCM: SharePoint Server 2010
MCSM: SharePoint

4. Thank You Sponsors for participating in SPS St. Louis 2017!
You can use the hashtag #SPSSTL & follow Gold Sponsors Silver Sponsors

5. Poll SharePoint Work Roles WSS 3.0 / MOSS 2007 SPF / Server 2010
SharePoint Online
Work Roles
Budget Owner
SharePoint Administrator
Search Administrator
Business User
Other

6. Search Schema
TIMING [01:32 – 01:40]

7. Properties Power the Search Experience

8. Crawled Property
vs.
Managed Property

9. Search Schema Crawled Property
ALL crawled metadata available into Categories
Basic
Business Data
Document Parser
Internal
Mail
MetadataExtractor
Notes
Office
People
SharePoint
Tiff
Web
XML
Category Examples
Basic – Basic:16  LastModifiedTime or DAV:contentclass  contentclass
Business Data – Mapped from the BCS … EntityName & EntityNamespace includes fields from ReadList Operations
Document Parser – Author and FileType
Internal – Yet another set of Author properties
Mail – If crawling Exchange
MetadataExtractor – Extractor properties for Title and Author
Notes
Office – Embedded MSFT Office document properties such as Office:2  Title
People – SharePoint User Profile Properties INTERNAL names
SharePoint – ALL list / library columns follow pattern of ows_InternalName
Tiff – N/A out of the box
Web – Used for crawling external web sites
XML – N/A out of the box

10. Search Schema Managed Property
If it’s not a managed property, you can’t use it in search
Identify what you can do with it
Searchable
Queryable
Retrievable
Allow Multiple Values
Refinable
Sortable
Safe for Anonymous
Map one or many crawled properties
Managed Property Settings
Searchable – Add values of this property to the full text index. Can find information on this property without needing to do keyword based searching
Queryable – Do you want to be able to use this property in keyword based searches (e.g. propertyname:”value”)
Retrieveable – Do you want to use this property in Display templates
Allow Multiple Values – Is there a potential that this property may have multiple values
Refinable – Do you want to be able to setup a refiner for this property (if used, also needs to be Queryable)
Sortable – Do you want to be able to sort on this property
Safe for Anonymous – Can this property be used / seen from an anonymous user

11. Search Schema Managed Properties Configuration Options
Service Application (Central Administration)
Tenant (SharePoint Online Administration)
Site Collection (Site Collection Administrators)
Site (Site Owners)
Configuration Options
Service Application – Full control… create, delete change all settings. Changes effect the ENTIRE farm
Tenant – Create new TEXT properties, add alias to existing properties. Changes effect the ENTIRE SharePoint Online Tenant
Site Collection – Create new TEXT properties, add alias to existing properties. Changes effect the site collection and can override the Service Application / Tenant Configuration
Site - Create new TEXT properties, add alias to existing properties. Changes effect the site collection and can override the Site Collection Configuration

12. TIMING [01:40 – 01:50]
Search Settings

13. Search Settings Result Source Predefined starting place Settings
Thing “Scopes” previously
Settings
Protocol
Type
Query Transform
Query Examples
Local SharePoint results (Everything but people)
{?{searchTerms} -ContentClass=urn:content-class:SPSPeople}
Pictures
{?path:{Scope}} {?owstaxIdMetadataAllTagsInfo:{Tag}} (ContentTypeId:0x F5A04DDD49cbA7127AADA5FB792B00AADE34325A8B49cdA8BB4DB53328F214* OR ContentTypeId:0x010102*)

14. Search Settings Result Source Used in Search web parts Quick Mode
Advanced Mode
Quick Mode – Uses result sources that utilize the {Scope} placeholder
Advanced Mode – All other result sources

15. Search Settings Result Type
Used to automatically define Display Templates
Add conditions
Configurable in Search Results web part

16. Search Settings Query Rules Think Best Bets
Context: Bound to Result Sources
Query Conditions
Example: ContentTypeId:0x0102* (e.g. Event)

17. Search Settings Query Rules Actions Promoted results Best Bet
Visual Best Bet

18. Search Settings Query Rules Actions Result Blocks Tune Ranking
Change sorting (e.g. Promote PDF to top

19. TIMING [01:50 – 01:55]
Search Patterns

20. Search Patterns Search Web Parts Search Results
Tuned for use in Search Center
Paging
Alerting
Sorting
Advanced Search
Search Preferences
Promoted Results
Result Count
Language Dropdown

21. Search Patterns Search Web Parts Content Search Requires Enterprise
Tuned for use OUTSIDE Search Center
Override Property Mappings
Use with MULTIPLE web parts
Limited set of Display Templates

22. Search Patterns Query Variables Query String Parameters URL Tokens
{QueryString.QueryParameter}
URL Tokens
{URLToken.1}
User Profile Properties
{User.UserProfilePropertyInternalName}
Site Properties
{Site.Url}
{Site.PropertyBagProperty}
Site Collection Properties
{SiteCollection.Url}
{SiteCollection.PropertyBagProperty}
Page Properties
{Page.InternalFieldName}
TechNet -

23. Search Patterns REST API Query the SharePoint Index using JavaScript
Troubleshooting - View results in XML format in browser

24. Search Patterns REST API + JQuery Datatables FREE JQuery Plug-in
Flexible Display & Themeable
Type ahead search
Sorting
Filtering

25. Search Pattern Demo Demo [TIMING ~01:55 - 02:05]
Content Search web part
Query String Variables
REST API
Show results in the UI
Data Tables
Show the FULL code
Show Stores

26. Display Templates
TIMING [02:05 – 2:15]

27. Display Templates Different Locations
Stored in the Master Page Gallery
~sitecollection/_catalogs/masterpage/Display Templates
Javascript & HTML mockup
Utilizes Retrievable Managed Properties
Upload the HTML file and it generates the JS file
DON’T TOUCH THE JS FILE
Different Usage Patterns
Search Results
Search Hover Panel
Content Web Parts
Refinement
Search Box
Custom

28. Display Templates Control Template Specifies the outer container
Example
List with Paging
Slideshow
Extensibility
Grid
Sharegate Slider

29. Display Templates Item Template Specifies the inner container Examples
Search Results (Item_Picture, Item_PDF)
Specifies the Hover Panel Template
Content Search (Item_LargePicture)
Extensibility
Change hover panel template
Add / Change Properties
Integrate with 3rd party services
Specify ALL managed properties needed in Item AND Hover templates

30. Display Templates Hover Template Specifies the hover container
Examples
Item_PDF_HoverPanel
Item_Person_HoverPanel
Extensibility
Add additional properties
Change Actions

31. Display Templates Filter Template Specifies the refinement container
Example
Filter_Default
Extensibility
Add Counts
Swap text for images
Display in Dropdown
MORE

32. Display Template Demo Demo [TIMING ~02:15 - 02:30] Stores
Store Demographics (Content Search - Simple Item Template)
Bing Maps Integration (Content Search - Complex Item Template)
Store Contacts (Control Template)
Pez
Photo Horizontal (Search Result Item Template)
Photo Hover Panel (Hover Template)
Refiners (Counts, Dropdown, Image Replacement)
General Search
Home Page
People Search (Sorting)
Everything
Result Block (Panel)
Promoted Result
Pez –Simple
Avtex – Visual

33. Questions
TIMING [02:30]

34. Give Me Feedback SPS Events

35. How to get ahold of me? Brian Caauwe

37. Resources
Search Schema Overview -
Query Variables -
SharePoint Search REST API -
DataTables Plug-in -
Sharegate Slider -
Bing Maps Integration -
Dropdown Search Refiner Control -