Leveraging SharePoint 2013 WCM Features to Build a Dynamic Search Driven Intranet

Jeff Fried – CTO, BA Insight

www.sharepointsummit.org

Microsoft’s go-to ISV for Enterprise Search

Focused on Search and SharePoint since 2004

Longtime Search Nerd

• CTO, BA Insight• Senior PM, Microsoft• VP, FAST• SVP, LingoMotors

Jeff Fried

Passionate About

• Search• SharePoint • Search-driven applications

Technet Column

“A View from the Crawlspace”

Blog: DoMoreWithSearch.com

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Content

Search Driven Publishing Model

CATALOG

DOCUMENTS ARTICLESASSET LIBRARY

NAVIGATION

Search Usage

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Is it me…

or

is Enterprise Search Broken?

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When I say search…you think…

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The Search Immaturity Cycle

Choose a new Search Engine

Try and Index all your content

Users Complain they can’t find

anything

Attempt to Tune Relevancy and

ask users to tag

Determine the problem is the search engine

The problem must be the content is not

indexed(Google Indexes Everything)

RFI/RFP

Frustration

Attempt Fix

(Google has great relevancy)

Request Feedback

The engine might be different, but the results are the same

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Why you can’t build

Revenue50.2 Billion Dollars in 2012

Relevancy3000+ Engineers Tuning Relevancy

Keywords100,000+ keywords managed

OptimizedFor monetization of Relevancy

Google is a specific, targeted implementation of search

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When I think of search…I think of…

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The Objective of this Session

Learn from people who make money from search!

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WCM in SharePoint 2013Dynamic Content, Dynamic Pages

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Content

Search Driven Publishing Model

CATALOG

DOCUMENTS ARTICLESASSET LIBRARY

NAVIGATION

Search Usage

Documents

Catalogs

PagesDigital Assets

SharePoint Content

www

Ext. CMSLOB + more

External Content

Analysis EngineUser Behavior (+custom events)

Content & Authoring Search Publishing Experiences

REST/OData

Managed Navigation

Page Framework

Content Search WP(CSWP)

Display Templates

Devic

e C

hann

els

Vari

ati

ons

Reports

SearchIndex R

eco

mm

end

ati

on

s

Query

Rule

Engin

e

Cra

wle

r

Tem

pla

tes

Query

13

Web Content Management – Key Ingredients

Metadata navigation Topic Pages Clean URLs Content by Search Refinements Recommendations

(item-to-item, popularity)

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Simplified Navigation

AudioCameras

ComputersHome appliances

PhonesTV and video

TERM STORE NAVIGATION TAXONOMY

Friendly URLhttp://contoso.com/

computers

Use pagemaincategory.asp

x

CONTENT SEARCH WEB PART

- Dynamic relevancy- Content re-use- Recommendations

Target content:-Business rules -User context-User Behavior

- Visitor profile- Devices- Location- Referrer

Search Rule Engine User

Context

-Template based-Device Channels-Content Search WP-Renditions

DynamicDelivery

CSWP

CSWP CSWP

CSWP

Contextual & Targeted Experiences

Dynamic & Targeted Content Context & Behavior

Content search web part (CSWP aka CBS)

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Let’s break down an experience

Categorization

Map

Related Content

Results with Metadata and Picture

Best Bets

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Built on SharePoint 2013

ContentSearch

Web Part

Search Parts

Modals

Built on SharePoint 2013

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Break it Down….

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How do you build this?Step by Step

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Create the Product Catalog Site

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Create the Publishing Site

23

Create a Term Driven Page

24

Add Web Parts to Page

25

Configure the Term Store from Site Settings

29

Create Hierarchy

30

Configure Term Driven Pages

31

Define Custom Facets

32

Edit Page Template

33

Customize Refinement and Display Templates

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Result – Minimal Styling

Display Templates

Basic ones ship out-of the-boxMake your own in HTML & JavaScript

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Apply HTML, JavaScript, CSS and you get…

CSWP Loading Behaviour

Use Sync to optimize the most used data

Use Async when the user can wait for the data

Multiple Sync CSWPs can slow down the entire page: we have to wait for the slowest query!

Search Driven Intranet

How to do the same thing on your Intranet!

BrightStarr & Rugby Football Union

SharePoint intranet

News and information People directory Communities space Yammer Content Search WP

More info www.brightstarr.com

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Create the Publishing Site

41

Create a Term Driven Page

42

Add Web Parts to Page

43

Configure the Term Store from Site Settings

44

Tell the Term Store your intended use!

45

Configure Term Driven Pages

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Configure Term Driven Pages

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Configure Faceted Navigation

48

Configure Term Driven Pages

49

Edit the Page Template

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Customize Refinement and Display Templates

SharePoint 2013 Query Tool v2

Rank DetailShow All Properties*Live MonitoringInline PreviewAnonymous LoginPick Result SourceFreshness Boost

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A Simple Dynamic Search Team Site

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Isn’t that better than this?

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Team Site with CSWP Spotlights

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Dynamic Team Site with Search and CSWP

1. Crawl, process, index2. Load page, evaluate query3. Display templates render results.

Search Driven Publishing, Recap

Content Search Publishing Portal User Experience

Document libraries

Lists Index

Analytics

Cra

wl &

doc.

pro

cess

ing

Query

pro

cess

ing Content Search WP

(CSWP)

Display Templates

Query

Taking it One Step Further

Search Driven Applications

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Customer Service

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100% Driven

by Search

59

Rich Refinement

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100% Driven by Searc

h

60

Case Detail Modal

60

100% Driven

by Search

61

Research Portal

Shoebox

Classification

Timeline

100% Driven

by Search

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Research Portal

Systemic Lupus Erythematosus.pdf

Lupus (12)

Erythematosus (9)

0

Rich Previews

100% Driven

by Search

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360° View of a Customer

100% Driven

by Search

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Client / Matter Dashboards

100% Driven

by Search

65

Advertising Team Site (Dynamic)

Experiences

Analytics Engine & Recommendations

Contoso.comContoso.deContoso.fr

…

Contoso Portal

Contoso Tablet App

Contoso Mobile App

Usage Events (Native or REST)

-Clicks-Purchases-Downloads

-Videos-Custom

-etc..

Search Index

Analytics Engine

3rd Party Usage Events

-Recommendations-Update relevancy

-Usage stats

Event Processing via MapReduce

-Insights/Reports-Popular + trending items-item-to-item relationships

CSWP + Query Rules

-Item recs-Personal recs

-Popular/trending-Custom recs

-etc..

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3

4

- Dynamic relevancy- Content re-use

- Recommendations

Target content:-Business rules -User context

-User Behavior

- Visitor profile- Devices- Location- Referrer

Search Rule Engine User

Context

-Template based-Device Channels

-Content Search WP-Renditions

DynamicDelivery

CSWP

CSWP CSWP

CSWP

Contextual & Targeted Experiences

Dynamic & Targeted Content Context & Behavior

There are many great, powerful features in SharePoint 2013 WCM that can be leveraged inside the firewall

Dynamic Search Driven Content Sites are easier to maintain, customize, and provide rich experiences with

Understanding Search Driven Content is the key to being able to deploy “Search Driven Applications”

Conclusion

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We have an EBook on how to do this…

Available on http://www.bainsight.com

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Other EBooks available from BA Insight

Available on http://www.bainsight.com

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Questions

??????

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Jeff.Fried@bainsight.com

http://www.bainsight.com @JeffFried

http://www.linkedin.com/in/jefffried/

Thank You

Thank you for your attention!This presentation will be available on the Toronto

SharePoint Summit web site a few days after the event.

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