Cross-Site Publishing SharePoint 2013OR SEARCH-DRIVEN APPLICATIONS?

Agenda topics

New & Great in Web Content Management

• Cross-Site Content Publishing(XPS), Product Catalogs, Catalog templates, Catalog Items• Content Types, Site Columns, Managed metadata, Term-Sets• Metadata Driven and/or Faceted Navigation, Refiner-Enabled managed properties

Search-Driven Content Applications

• NEW Web Parts (Content Search, Refinement Panel)• Content by Search vs. Content by Query• Results sources & Display Templates

User Segmentation and Adaptive User Interface

• Filter results based on user properties

New and Great in Web Content management

Easy content authoring and management

• Variations and automatic content translation using Machine Translation Service (NEW)• Support for automated or manual

translations in variations• Supports both content (pages, documents

etc.) and terms in term set• You can manually export the XLIFF file or

send cloud based machine translation service for automated translations

• Rich Text Editing Usability especially when cleaning during Copy/Paste operations

Cross-site Publishing

• Author content in multiple site collections and aggregate that using content by search web part across site collections, web applications, or even farms

• Different than traditional content deployment approach, instead it uses Search as opposed to export-import methods, works with non-publishing content as well

• Driven by managed metadata – tagging of content enables reuse through search

• Requires planning ahead• Location of authoring & publishing sites,

asset libraries • Search settings, Security & permissions,

managed metadata etc.

Catalog enabled libraries

• Requires (relies on) cross-site collection publishing feature• Enabled by default on the product catalog

site template • Can be turned on using PowerShell on

other site templates• Can be created from pages libraries,

document libraries, asset libraries, or lists• Requires at least one single-valued

managed metadata column• Only HTML & text content is indexed by

default, documents-images-videos are considered as BLOBs

• New result source is added with the query isolating items from the catalog

• Catalog connection is link to search index based on managed metadata indexed terms

• Use CSWP or managed navigation to reuse content from catalogs

Enterprise Search Architectural improvements (FAST is native)

Vertical applications now possible◦ Support for complex scenarios, such as Product Catalogs (Knowledge base applications, News, Service

catalogs), Faceted navigation, dynamic search-driven content pages, Search-Engine Optimization ()

Better integration across the board◦ E-Discovery, Exchange Integration, Work management (aka My Tasks), Web Content Management (WCM) –

all relying on Search for surfacing data from multiple data sources

New web parts◦ Content by Search Web part – Wizard based search based aggregation web part (enable content rollup

across-site collections, applications & farms) – very powerful compared with CQWP◦ Catalog Item Reuse Web Parts (CIRWP)◦ Graphical refiners (e.g. range slide selector) & Refinement panel web part – no more XML manipulation to

configure filters – automatically connects to a CBSWP available on the page

Cross-Site Publishing

Gods[Catalog]

Heroes, Kings & Villains[Catalog]

Content Search Web Part

Managed Properties

Content Search Web Part

E.g. ³ Show all Primeval Goddesses´(Category=´Gods´ & Gender=´Female´)

E.g. ³ Show all Trojan Heroes´(Category=´Heroes´ & Topic=´Trojan War´)

Content by Search Web Part

1 2 3

Goddess of love, beauty, desire, and pleasure. She was depicted as a beautiful woman and of all the goddesses most likely to appear nude or seminude. Poets praise the radiance of her smile and her laughter. Her symbols include roses and other flowers, the scallop shell, and myrtle wreath.

Virgin goddess of the hunt, wilderness, animals, young girls, childbirth and plague. In later times she became associated with the moon. She is the daughter of Zeus and Leto, and twin sister of Apollo.

Legendary Creatures[Catalog]

News[Catalog]

Crawled Properties

Enables content authoring in multiple site collections and aggregate catalog data using Content by Search web part across site collections, web applications, or even farms

1. Create, configure and Publish catalogs

2. Search Index - Content gets indexed, crawl properties are created for each site column, crawled properties with data get automatically mapped to Managed Properties

3. Content by Search Web parts expose dynamic data in Page Templates (in Published site collections)

Walkthrough Information Architecture (Master data planning)

Create Authoring site collection (using Product Catalog site collection or activate using

PowerShell required features)

Deploy the IA (create site columns - aka product attributes/metadata)•Create site Columns (at least 1 Managed

metadata - hierarchical Term Set•Create Content type

Add data to lists and run a Full-Crawl (*)

Enable metadata based navigation > apply term-driven,

configure friendly-URLs, dynamic page creation

Configure dynamic faceted navigation - based on product

position in the catalog hierarchy

Deploy dynamic search-driven pages with Content by Search

WP

Create, deploy and apply display Result Templates for both the Category and Item

level pages

Publish Catalog using the Cross-Site Publishing (XSP)

Steps to create your first catalog

1. Information architecture, data planning

2. Plan authoring and publishing sites

3. Deploy Information Architecture (Site Columns, Site Content Types)

4. Create “Product Hierarchy” in the Term Store - with navigation in mind

5. Add Content to Catalog lists

6. Enable term-driven navigation, friend URLs

7. Configure dynamic faceted navigation – based on positioning

8. Deploy and Configure Content by Query web-part and Refinement panel web-part

9. Create and apply Result templates dynamically (Category, Item page)

10. Publish your catalog using XSP

Master data planning and deployment

News Announcements Classifieds Events

Title Title Title Title

Start Date Start Date Start Date Start Date

Description Description Description Description

Category (Science, Technology, Sports, )

Category Category (Automotive, Real-Estate, Carrier, Pets, )

Category

Expiry Date Expiry Date End Date

Scope(Local, Regional, Global)

Scope Scope Scope

Accessibility (Private, Public, Team, Project, Department, )

Accessibility Accessibility Accessibility

TypeHire, Retirement, Policy

TypeReal-Estate > Buy, Sell, Rent, Professional Services

Type (Meeting, Holidays, )

Define the shape of the data to be used

• Map the data, identify Entity specific attributes

• Define Content types - a ”Product with Image” provided with default “Product Catalog” list

• Reuse shared site columns

• At least one column must be Managed Metadata (Item Category - by default already mapped to “Product Hierarchy”) – used to define Navigation

Tips

• Create your own base CT to inherit from all others sharing same common base

• When creating columns use SingleWordNamesWithNoSpaces ( or special Characters – this will become Internal name (fixed) – rename to update Display Name

• By default Approval is ON – either approve items or disable it prior to Full Crawl – items is ignored otherwise.

Televisions Laptops Cameras

Title Title Title

Brand Brand Brand

Description Description Description

Price Price Price

 Item Number Item Number Item Number

Technology (LED; LCD, Plasma) CPU Type(DSLR, Bridge, etc.)

Max- Resolution(720P, 1080i, 1080P) Screen Size Optical Zoom

Screen-Size (40,42, 50, 60) Hard Drive Lens Type

Site columns > Crawled properties > Managed Properties

Televisions[Catalog]

Cameras[Catalog]

Computers[Catalog]

Site Column

Title

Brand

DeviceScreenSize

Site Column Type

Single line of text

Managed Metadata

Choice

1

Search Index

Managed Properties

Title

ows_q_TEXT_ProductCatalogItemNumber

ows_q_TEXT_ProductCatalogGroupNumber

ows_taxId_ProductCatalogItemCategory

ows_r_IMGE_PublishingRollupImage

ows_q_CHCS_DeviceScreenSize

Crawled Properties

2 3

Title

ProductCatalogItemNumberOWSTEXT

ProductCatalogGroupNumberOWSTEXT

owstaxIdProductCatalogItemCategory

PublishingImage

DeviceScreenSizeOWSCHCS

Content Search Web Part

Content Search Web Part

Content Search Web Part

Content Search Web Part

Configure hierarchical Term-Store - At least 1 required – used for navigation. Terms will map with the location in the hierarchy later for refining position-based items to view

Add needed Term Sets for other Managed metadata properties

Enable Term-Set usage for Site Navigation & Refiners (activates Navigation tab on each Term)

Next steps Configure on the Navigation settings Term-Driven Pages tab Faceted Navigation tab

Configure hierarchical Term-Store > Navigation - At least 1 required – used for navigation. Terms will map with the location in the hierarchy later for refining position-based items to view

Add needed Term Sets for other Managed metadata properties

Enable Term-Set usage for Site Navigation & Refiners (activates Navigation tab on each Term)

Via Navigation tab Update node Title

(if different than Term label)

Configure Navigation settings(on each note via Navigation Tab)

Configure Visibility in menusGlobal, Current or both

Map to appropriate Navigation Node Type – used for friendly URLs

Via Term-Driven Pages tab

Via Faceted Navigation tab

Configure hierarchical Term-Store > Term-Driven Pages

Configure Friendly URLs

Category Image

Update dynamic templates Template to use for this category Template to use for child terms

2.3 Configure hierarchical Term-Store > Faceted Navigation - At least 1 required – used for navigation. Terms will be map with the location in the hierarchy later for refining position-based items to view

Add needed Term Sets for other Managed metadata properties

Enable Term-Set usage for Site Navigation & Refiners (activates Navigation tab on each Term)

Via Navigation tab Update node Title

(if different than Term label)

Configure Navigation settings(on each note via Navigation Tab)

Configure Visibility in menusGlobal, Current or both

Map to appropriate Navigation Node Type – used for friendly URLs

Via Term-Driven Pages tab

Via Faceted Navigation tab

Fill Catalogs with data & start Full-Crawl - Make sure every property intended to be used in Refiners, Metadata navigation, etc. – has values – won’t be mapped to Managed Property otherwise

• Configure each Crawled property mapped to a Managed Property configure

Refinable (Yes-Active | Yes- Latent) Sortable

Configure Catalog connection on the Publishing SiteConnect the destination Publishing site to the source Catalog

By default Publishing site has “Managed Metadata enabled”

When connecting the actual “Category” (Hierarchical Term-Set) drives the navigation on the new site.

Understanding Display Templates• Control how content (the

actual Search Results) should be displayed in a Content Search Web Part (CSWP) - customizing a display template = customizing how search results should be displayed in the Web Part.

• Each display template consists of two files:• An HTML file that you can edit in an

HTML editor of your choice

• A JavaScript file

1) Content Search Web part

2) Control template

3) Item Template