1. Content in SharePoint 2013 Eric Overfield SharePoint Advocate and Enthusiast PixelMill Integrating Search Driven

2. Introduction – Eric Overfield Founder and SharePoint Branding/UI Lead, PixelMill Speaker, Teacher, Advocate Author, SharePoint Community Organizer Located in Davis, CA ericoverfield.com @EricOverfield Order Your Copy http://pxml.ly/zsqykd Co-author: Pro SharePoint 2013 Branding and Responsive Web Development (Apress – June 12 th, 2013) Co-author: Black Magic Solutions for White Hat SharePoint (August, 2013)

3. What You Will Learn Aggregate Content Across Sites cross-site publishing feature Create Content Rollup Solutions custom display templates Customize Individual Search Results result types Fine-tune Search Queries query rules @EricOverfield - pixelmill.com

4. Aggregate Content Across Site(s) @EricOverfield - pixelmill.com

5. Site Collection A Search Search Crawl Content Query Web Part (CBQ) Site Collection A The Old Way Site Collection B Search Search Crawl Content Query Web Part (CBQ) Site Collection B

6. @EricOverfield - pixelmill.com Site Collection A Search Search Crawl Content Search Web Part Site Collection B Site Collection C Site Collection D The SharePoint 2013 Way

7. Demo Solution: What We Want to Build… Scenario: Show dynamic content Show potential buyers a rollup of all the available Specter Group properties for sale @EricOverfield - pixelmill.com

8. Solution

9. Hold On… Important Prerequisites Enterprise License Required For Catalog creation and CBS Depends on Search Indexer @EricOverfield - pixelmill.com Source site collection feature, Cross-Site Collection Publishing must be activated On-prem only – No O365 support yet

10. And Limitations Consuming site requires restricted read access on authoring site Because results can be security trimmed Cross site publishing only supports pages and lists @EricOverfield - pixelmill.com Content assets (videos, images, etc.) need to be on assets site Use Suggested Content Browser Location Results based on search index freshness

11. What About Content Deployment? Very different approach Must be across content databases @EricOverfield - pixelmill.com Not based on search May be used for similar reasons, but apples to oranges comparison

12. Push NotificationsLets See a Comparison My Content @EricOverfield - pixelmill.com Store it anywhere, across site collections, web applications or farms

13. Create a catalog @EricOverfield - pixelmill.com

14. Managed Properties Configured in Central Admin or Site Collection Search Schema Content has to have been crawled @EricOverfield - pixelmill.com Another full crawl after a new managed property Required to surface/retrieve new content columns

15. Push NotificationsLets See a Comparison Creating Managed Properties @EricOverfield - pixelmill.com

16. Push NotificationsLets See a Comparison Getting Content from a Catalog @EricOverfield - pixelmill.com

17. Push NotificationsLets See a Comparison Aggregate Content Review @EricOverfield - pixelmill.com We have source content -> catalog, stored anywhere (almost) Content has been crawled Managed properties have been created Prerequisites have been addressed (licenses and features) Content has been crawled - again Consuming site has been connected to catalog Ready to display!

18. Content Rollup with the Content Search Web Part @EricOverfield - pixelmill.com

19. The Content Search Web Part (CBS)

20. Push NotificationsLets See a Comparison Get Dynamic Content with Query Builder @EricOverfield - pixelmill.com

21. Push NotificationsLets See a Comparison Show Dynamic Content with Display Templates @EricOverfield - pixelmill.com

22. Customize Your Display Templates! @EricOverfield - pixelmill.com

23. Push NotificationsLets See a Comparison What Makes up a Display Template? @EricOverfield - pixelmill.com Control template Item Template HTML and JS No more XSLT! Retrieves Managed Properties

24. Push NotificationsLets See a Comparison Custom Display Templates @EricOverfield - pixelmill.com Add to Master Page Gallery Copy from an existing display template Use any editor

25. Implementing Custom Display Templates Must specify all managed properties to surface May externalize CSS and JS that template needs @EricOverfield - pixelmill.com Inline JS must appear after the first Add HTML markup to render results

26. Push NotificationsLets See a Comparison A Look at the Code: Item Template @EricOverfield - pixelmill.com 'LastModifiedTime':'LastModifiedTime', 'Specter Property Type'{Specter Property Type}:'SpecterPropertyType', 'Picture URL'{Picture URL}:'PublishingImage;PictureURL;PictureThumbnailURL', 'Link URL'{Link URL}:'Path', 'Line 1'{Line 1}:'Title', 'Line 2'{Line 2}:'Description', 'SecondaryFileExtension', 'ContentTypeId' Obtain Managed Properties

27. Push NotificationsLets See a Comparison A Look at the Code: Item Template @EricOverfield - pixelmill.com Load Managed Properties into JavaScript Variables var specterPropertyType = $getItemValue(ctx, "SpecterPropertyType"); var lastModifiedTime = $getItemValue(ctx, "LastModifiedTime");

28. Push NotificationsLets See a Comparison A Look at the Code: Item Template @EricOverfield - pixelmill.com Display JavaScript Variables with HTML Markup _#= pictureMarkup =#_ _#= date=#_ _#= month=#_ Property Type: _#= specterPropertyType=#_

29. @EricOverfield - pixelmill.com Display Components and Their Mappings ComponentTypeFileSharePoint Artifacts Style for the entire result set block and for each search result item CSSstyle.css CSS file in the Master Page Gallery: /Spectergroup/css/style.css Structure for the entire block of results HTML tag: Control_List_Specter Custom Control display template in the Master Page Gallery: /Display Templates/Content Web Part/Control_List_Specter.html Display content for each result item HTML tag: Item_LargePicture_Specter Custom Item display template in the Master Page Gallery: /Display Templates/Content Web Part/Item_LargePicture_Specter.html Pre-process data for each result item JavaScript Inline JavaScript in Item_LargePicture_Specter Custom Item display template in the Master Page Gallery: /Display Templates/Content Web Part/Item_LargePicture_Specter.html

30. Push NotificationsLets See a Comparison Display Templates Review @EricOverfield - pixelmill.com Add managed properties to top of display template Customize with HTML, JavaScript and CSS Copy an existing display template

31. That is SharePoint 2013 Content Rollup in a Nutshell @EricOverfield - pixelmill.com OK?

32. Fine Tune Search Results and Content Rollups @EricOverfield - pixelmill.com

33. Target Individual Result Items! @EricOverfield - pixelmill.com

34. Push NotificationsLets See a Comparison Quick Test @EricOverfield - pixelmill.com Wait, what, a Test? Find the PDF Find Joannas Project

36. The Problem Results all look the same But all documents/results are not the same @EricOverfield - pixelmill.com Forces us to search our results

37. Demo Solution: What We Want to Build… Scenario: Customize Search Experience When user searches for floor plans Customize floor plans result type as best bets Promote beachfront properties in the summer Scenario: Customized search experience When users search for "floor plans: Promote beachfront properties in the summer Promote floor plans result type as best bets

38. Result Types Tailor the look of important types of results @EricOverfield - pixelmill.com One of these things… is not like the other.

39. Result Types Conditions match result properties Identify a type of result Display Templates can change the look Of a type of result @EricOverfield - pixelmill.com

40. Your Own Result Type @EricOverfield - pixelmill.com

41. And Thus Styled

42. Query Rules Custom results based on intent May be created at various levels Search Service App or Site Collection and inherited @EricOverfield - pixelmill.com May be deactivate at child levels

43. Create a Query Rule Condition: Set of conditions to match to fire rule Action: What to do when rule fired @EricOverfield - pixelmill.com Publishing: When should a rule be active One or more conditions per rule Six types of conditions available One or more actions per rule Six types of actions available i.e. only during a certain time span

44. Your Own Query Rule Add a Summer Promotion for Beachfront Properties @EricOverfield - pixelmill.com

47. And Thus Promoted

48. Push NotificationsLets See a Comparison Result Types and Query Rules Review @EricOverfield - pixelmill.com Result Types Match Conditions to Item Display Templates Query Rules Match Conditions with Actions

49. What You Did Learn Aggregate Content Across Sites cross-site publishing feature Create Content Rollup Solutions custom display templates Customize Individual Search Results result types Fine-tune Search Queries query rules @EricOverfield - pixelmill.com

50. Resources Configure cross-site publishing in SharePoint 2013: http://technet.microsoft.com/en-us/library/jj656774.aspx Understanding the display template structure: http://msdn.microsoft.com/en-us/library/jj945138.aspx#bk_DTstructure Display template reference in SharePoint Server 2013: http://technet.microsoft.com/en-us/library/jj944947.aspx Administer search in SharePoint Server 2013: http://technet.microsoft.com/en-us/library/ee792877.aspx Connect a publishing site to a catalog: http://technet.microsoft.com/en-us/library/jj679901.aspx Make a query rule inactive: http://technet.microsoft.com/en-us/library/jj871014.aspx#BKMK_MakeInactive Customize search result types: http://technet.microsoft.com/en-us/library/dn135239.aspx Create query rules: http://technet.microsoft.com/en-us/library/jj871014.aspx @EricOverfield - pixelmill.com

51. Content in SharePoint 2013 Integrating Search Driven Thank You Eric Overfield @EricOverfield ericoverfield.com eoverfield@pixelmill.com