SharePoint Metadata and Search Refiners SPSUTAH2013 Jan 2013
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Transcript of SharePoint Metadata and Search Refiners SPSUTAH2013 Jan 2013
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SHAREPOINT METADATA AND SEARCH REFINERSSharePoint Saturday Utah – 19 Jan 2013
Owen Allen
V.P. Solutions
Pingar
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METADATA Painful
Who has a beautiful (non-painful) metadata story to share?
Document Library and List Columns
Site Columns
Content Types
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ADVANCED METADATA – THE TERM STORE
Term Store Term Groups
Term Sets
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REFINERS Sugar?
Oil?
When and where?
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BEFORE YOU RUN, YOU MUST WALK… BEFORE WALK, YOU MUST CRAWL. Before a document column can be used in a search results page, a crawl is
necessary.
Crawled Properties
Managed Properties
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WHAT’S IN A NAME? Names make columns simpler to use.
Sometimes, too simple can add difficulty.
Spaces in Column Names “ProductName” vs. “Product_Name” vs. “Product Name”
Look for the property named:ows_{YourColumnName}({YourColumnType})
i.e. ows_CompanyRegion(Text)
Or
ows_Company_x0020_Region(Text)
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SEARCH RESULTS. HOW MANY? Difference between SearchCenter and SearchResults
Is Site included?
Search Center site template
Search Results in Team Site template
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MODIFY THE SEARCH RESULTS PAGE Search Core Results web part
Edit the Fetched Properties property
Search Refinement Panel web part May need a text editor for this one! This is a series of <Categories> in an XML file. Order of Categories is determined by placement in this file.
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THE BUILD STEPS 1. Define your Library Column
“Company Region” Choice: ‘Western Region’, ‘NorthEast Region’, SouthEast Region’, etc.
2. Crawl
3. Create a new Managed property Central Admin -> Application Management -> Manage Service Apps -> Server
Service Application -> Metadata properties
4. Edit Search Results Page web parts A. Core Search Results B. Refinement Panel
5. Crawl
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DEFINE YOUR LIBRARY COLUMN
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CRAWL, BABY, CRAWL!
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CREATE A NEW MANAGED PROPERTY
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EDIT SEARCH CORE RESULTS WEB PART
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EDIT REFINEMENT PANEL WEB PART
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CRAWL, BABY, CRAWL!
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CREDIT TO SHAREBlogs
ThreeWill.com – Will Holland
SharePointAnalystHQ.com – Michal Pisarek