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Finding a Needle in the Haystack: SharePoint Style SEARCH CONCEPTS: CONTENT QUALITY

Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

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Page 1: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Finding a Needle in the Haystack:

SharePoint StyleSEARCH CONCEPTS: CONTENT QUALITY

Page 2: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

SPSVancouver Sponsors

Page 3: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

David Drever

• SharePoint Services Lead

• Microsoft Office Servers and Services MVP

• SharePoint JoAT (Jack of All Trades)

• Leadership team member Saskatchewan

SharePoint Office365 User Group

(https://www.meetup.com/SKSPOUG/)

Email : [email protected]

Twitter : @DavidMDrever

Website: http://solvera.ca

Blog: http://prairiedeveloper.com

Contact Details:

Solvera Solutions

Page 4: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

@[email protected]://joannecklein.com

Joanne KleinSharePoint/O365 consultant, Microsoft MVP

Speaker , Trainer, Volunteer

Saskatchewan SharePoint/O365 User Group

Page 5: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Agenda

What about Delve?

1

Why we like search

2

Improving Content Quality

3

Search Concepts

4

Page 6: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Agenda

What about Delve?

1

Why we like search

2

Improving Content Quality

3

Search Concepts

4

Page 7: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Agenda

What about Delve?

1

Why we like search

2

Improving Content Quality

3

Search Concepts

4

Page 8: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Agenda

What about Delve?

1

Why we like search

2

Improving Content Quality

3

Search Concepts

4

Page 9: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Disclaimer

High level

discussion of

SharePoint Search

Concepts

Each Concept

could be it’s own

presentation

We won’t be

able to cover

everything you

would like

Page 10: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

What about

Delve?

Page 11: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Do we still

need

traditional

search?

What about

Delve?

Page 12: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

What is Delve? Office Graph

Page 13: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Delve uses Search too!

Page 14: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data
Page 15: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Delve

Page 16: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

What Delve can’t do…

Display Targeted content

Show List items!• Tasks

• Announcements

• Calendar entries

“Show me all Budget Documents for 2016”

“Show me all past Corporate Events”

Page 17: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Do we still need traditional search?

Yes, we do!

Page 18: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Why we like Search

Page 19: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Scope

Document Library

Content Type

Site

Site Collection

Web Application

(SP on-prem)Tenant (SPO)

Page 20: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Security TrimmedSecurity-trimmed

Page 21: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Customizable

Page 22: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data
Page 23: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Customizable

Display Templates• Control how your search results look!

• Search results

• “Supporting” web parts

Page 24: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Customizable Search

Result

Page 25: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Content Search Webpart Search

Webpart

Page 26: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Search

Webparts

Page 27: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Why can’t I find anything in SharePoint?

Page 28: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Why can’t I find anything in SharePoint?

Poor Content

Quality

Page 29: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Improving Content Quality

Page 30: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Improving Content Quality

Title Property

Use Site Columns

and Content

Types

Tag Content

with Corp

Taxonomy

Get rid of old

Content!

Use versioning

or

Co-authoring

Page 31: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Improving Content Quality

Title PropertyUse Site

Columns and

Content Types

Tag Content

with Corp

Taxonomy

Get rid of old Content!

Use versioning

orCo-

authoring

Poor Search

Experience

Page 32: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Title Property

Filename is

not the

Title!

Page 33: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Title Property

Filename is

not the

Title!

Search

results

show Title

Page 34: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Title Property

Filename is

not the

Title!

Search

results

show Title

Title can be many

things!

Page 35: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Where does it get the Title?

SharePoint Search ResultsDelve Card

Page 36: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Title for a Word Document

1. Text with “Title” or “Heading 1” style

2. Large Font text

3. Title property

4. File name

Metadata

ExtractorTitle

“Demystifying titles in SharePoint search & Delve”

Page 37: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Columns versus Site Columns

Columns

• Defined on a list or library

• NOT reusable

• Create once, use once

Site Columns

• Defined independent of list or library

• Reusable

• Create once, use many times!!

If you want to show it in a search

web part, use site columns!

Page 38: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Importance

of Content

Types

Real World

Examples

“Business requires ability to view all approved budget documents

within Corporation”

“Business requires view of all outstanding invoices within

Corporation”

“Need a web part to display list of bugs assigned to ‘ME’ across

all projects”

Page 39: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Importance of Content Types

“Business requires ability to view all approved budget documents

within Corporation”

Page 40: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Importance of Content Types

Create “Budget Status” site column

within CT

Create a “Budget Document”

Content Type at highest level

required

Add Search Web Part to return

Budget Document Content Types with Status = Approved

“Business requires ability to view all approved budget documents

within Corporation”

Page 41: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Corporate

Taxonomy

Managed Metadata

Centrally managed

Hierarchical

Advantages?

** Only

terms in

the boxes

can be

selected.

Page 42: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Information Architecture and Management

•Corporate Portal1•Division Areas2

•Project Sites/Workspaces3•Team/Community Sites4

•Personal Sites5

Structure and

GovernanceCORPORATE TAXONOMY

Page 43: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Announced at Ignite…

SharePoint Server 2016

Feature Pack 1

SharePoint Server 2013

September 2016 CU

SharePoint Hybrid

Taxonomy Feature

“Unified Taxonomy”

Page 44: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Get rid of old content

Include an image only on this page and talk to it.

Delete it! Archive it!

Page 45: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Clean Up Current Data

Bad, but typical… Document Version History

Use SharePoint versioning not versioning built into the name!

Page 46: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Search Concepts

Page 47: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Search Concepts

Content Sources

Page 48: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Content Sources

A content source is quite frankly any entity, container, object, location,

application, etc. that SharePoint can get it’s data from.

Controlled at the farm\tenant level, but can be fine tuned as low as a

sub-site.

Page 49: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

What Can be a Content Source?

Page 50: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

What Can be a Content Source?

Page 51: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

What Can be a Content Source?

Page 52: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

What Can be a Content Source?

Page 53: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

What Can be a Content Source?

Page 54: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

What Can be a Content Source?

Page 55: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

What Can be a Content Source?

Network Drives

Page 56: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

What Can be a Content Source?

Network Drives

Page 57: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

What Can be a Content Source?

Network Drives User Profiles

Page 58: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

What Can be a Content Source?

Network Drives User Profiles

Page 59: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

What Can be a Content Source?

Network Drives User Profiles

Page 60: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

What Can be a Content Source?

Network Drives User Profiles

Page 61: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

What Can be a Content Source?

Network Drives User Profiles

Page 62: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Crawling

Full Crawl

Page 63: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Crawling

Full CrawlIncremental

Crawl

Page 64: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Crawling

Full CrawlIncremental

Crawl

Continuous

Crawl

Page 65: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Crawled & Managed Properties

Page 66: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Managed Properties are King!

Page 67: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Managed Properties

1 2

3

4

5

Page 68: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Site Column: Category *choice

Crawled Property: ows_q_CHCS_Category

Managed Property: CategoryOWSCHCS

Mapped

*

Page 69: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Mapped Crawled Properties

CustomerNum

Address

City

Province

ProductNum

ProductType

CustomerNo

StartDate

ContractNo

EffectiveDate

ExpiryDate

CustNo

Content Sources

CustomerNumber

Managed

Property

Crawled

Properties

*

Page 70: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Search Schema

Crawled property categories

Crawled property to managed property mappings.

Managed property settingsSearch Schema

Service Application or Tenant

Site Collection

Page 71: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Queryable

Searchable

Retrievable

Refinable

Managed Property Schema Settings

Managed Properties

Page 72: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Full Crawl

What requires

one?

http://bit.ly/2fUcFTi

Page 73: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

DEMO (Recorded)INCLUDES:

• CREATING SITE COLUMN

• ADD CONTENT

• FULL CRAWL

• SHOW CRAWLED AND MANAGED PROPERTY

Page 74: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data
Page 75: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

DEMO (LIVE)DEMO INCLUDES:

- ADD A CSWP TO A PAGE, OPEN QUERY BUILDER AND FILTER ON THE

MANAGED PROPERTY FROM THE RECORDED DEMO SHOWN PRIOR TO THIS.

Page 76: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Troubleshooting

SharePoint Search Query Tool

https://sp2013searchtool.codeplex.com/

SharePoint 2013SharePoint

Online

Page 77: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

Thank you! Questions?

Page 78: Finding a Needle in the Haystack: SharePoint Style...A content source is quite frankly any entity, container, object, location, application, etc. that SharePoint can get it’s data

David Drever and Joanne Klein

Thanks for coming out!!

Saskatchewan SharePoint Office365 User Group

(https://www.meetup.com/SKSPOUG/)

Email : [email protected]

Twitter : @DavidMDrever

Blog: prairiedeveloper.com

Email: [email protected]

Twitter: @JoanneCKlein

Blog: JoanneCKlein.com


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