Finding a Needle in the Haystack: SharePoint Style · David Drever • SharePoint Services Lead •...
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Finding a Needle in the Haystack: SharePoint Style
Transcript of Finding a Needle in the Haystack: SharePoint Style · David Drever • SharePoint Services Lead •...
Finding a Needle in the Haystack:
SharePoint Style
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://prairiedeveloper.com
Contact Details:
Solvera Solutions
SharePoint/O365 ConsultantMCITP, SharePoint 2010 Administration
MCTS, SharePoint 2010 Developer
SharePoint JiOT (Jill of All Trades)Leadership: SK SharePoint/O365 User Group
Twitter: @JoanneCKlein
Email: [email protected]
Blog: JoanneCKlein.com
Things we will help you search out
Why are
Search
results so
bad?
Inner
Workings
Basic
Search
Web parts
Refiners Query Rules Result TypesDisplay
Templates
Why we like
Search
Disclaimer:
Disclaimer:
This is a high level discussion on some key areas of SharePoint Search
Each section we talk about could be its own presentation
Because search is such a huge topic, we are likely not going to cover something you would like to hear more about… we guarantee it.
For the same reason we can’t demo EVERYTHING we talk about today. This is a presentation, not a workshop.
We will be happy to answer any further questions about things we didn’t cover after the presentation.
Why we like Search
ScopeSecurity
TrimmedCustomizable
Why can’t I find anything in SharePoint?
2 main reasons!!
What are the reasons?
#1
Content
Quality
#2
Under-utilized
Search
Features
Improve Content Quality
Fill in Title
Property on
Documents
Use Site Columns
and Content
Types
Tag Content
with Corp
Taxonomy
Get rid of old
Content!
Use versioning
or
Co-authoring
Great Search Features to use…
Search VerticalsPromoted
Results
Display
Templates
Entity Extraction
(on-premises)
Thesaurus
(on-premises)
Inner Workings
Search
ComponentsCrawling
Crawled &
Managed
Properties
On-premises Search Components
Reference: https://technet.microsoft.com/en-us/library/cc263199.aspx
Crawling
Full CrawlIncremental
Crawl
Continuous
Crawl
Crawled & Managed Properties
Search Schema
Crawled property categories
Crawled property to managed property mappings.
Managed property settingsSearch Schema
Service Application or Tenant
Site Collection
Managed Properties
1 2
3
4
5
Managed Properties are King!
Site Column: Category *choice
Crawled Property: ows_q_CHCS_Category
Managed Property: CategoryOWSCHCS
Mapped
*
Mapped Crawled Properties
CustomerNum
Address
City
Province
ProductNum
ProductType
CustomerNo
StartDate
ContractNo
EffectiveDate
ExpiryDate
CustNo
Content Sources
CustomerNumber
Managed
Property
Crawled
Properties
*
Queryable
Searchable
Retrievable
Refinable
Managed Property Schema Settings
Troubleshooting
SharePoint Search Query Tool
https://sp2013searchtool.codeplex.com/
SharePoint 2013SharePoint
Online
Full Crawl
What requires
one?
http://bit.ly/2fUcFTi
**Hybrid Search
DelveDELVE USES SEARCH TOO!
Basic Search Web Parts
SharePoint Search Provides
Powerful, Highly
Configurable OOTB
Web Parts
Create Your Own
Search Pages with
a Single Web Part
Building your own
pages let’s YOU
control the data
returned
What Search Brings to the Table
Basic text box,
just type your
query
Enable Query
Suggestions
Search Box
Web Part
What Search Brings to the Table
Uses your queries
from Search Box
Data sources for
results are
configurable
Search Results
Web Part
Query and Refiners
can be defined
internally (without
user interaction)
What Search Brings to the Table
Allows navigation
to particular
Search Vertical
Directs to separate
page with
customized search
Web Parts
Search
Navigation Web
Part
What Search Brings to the Table
Narrows down or
refines results from
returned query
Not a managed
property? Can’t
refine without
custom code
Refiner Web Part
Utilizes Managed
Properties to refine
the search results
Demo – Basic Search Result Configuration
Refiners
Refiners – Narrow down those results
Improve list of
results by
narrowing search
Refines based on
returned results
not entire index
Three refiners by
default, but
many more can
be added.
Refiner Web Part
Configuring Refiner Web Parts
Only Managed
Properties can be
added as refiners
Non-Managed
Properties are
possible with
custom code
Remember: Crawled
Properties can
become managed
properties!!
Demo – Adding a New Refiner
Query Rules
Query Rules
What are
they?
Why would I
want them?
Use Cases
When anyone uses the search term ‘benefit’ show the HR Benefit
Policy at the top of search results.
When anyone searches for any department name, show the
organizational chart at the top of search results.
How to add a Query Rule
Promoted Results
Result Blocks
ActionsCondition +
STEP 1: Add a Condition
Let’s enhance what happens when people search for ‘budget’…
STEP 2: Add an action
“Promoted Result”
Step 2: Add an action
“Result Block”
Result Types & Display Templates
Defining How Search Results Are
Categorized
A Result type is a
set of rules that
define data type
categories
But wait there’s more!!
Can also define
rules based on
Metadata
Combine file types
and metadata
together in a single
rule
Defining How Search Results Are
Categorized
SharePoint comes
with 31 default
Result Types
One is a default
for when no
other type fits
Can copy from
existing result types
when creating
new ones
Need to define
the attributes to
look for (Result
Conditions)
Then tell the
Result Type
what to do
(Result Action)
Result Type
Controlling How Your Results Are
Displayed
Display Templates
provide a customized
way of displaying
data in search results
and other sources
Method to customize
changed between
SP2010 and
SP2013/2016/O365
Templates allow for
the addition of logic
into result
presentations
Prior to SP2013, XSL
files had to be
modified. More
cumbersome
Controlling How Your Results Are
Displayed
Defined at the Site
Collection level.
Result Item display
templates as a
whole are two
parts
Item Display Template
Hover Panel Template
Display Template Examples
Github Tiles Template
Sharegate Slick Display
Template
http://en.share-gate.com/blog/sharepoint-display-template
https://github.com/SPCSR/DisplayTemplates
Display Template Examples
Item Display Template
Little Documented step: Property Sync
https://technet.microsoft.com/en-us/library/dn794209.aspx
Demo – Display Template
Tips & Tricks
Know what to crawl and what
NOT to crawl
Destroy obsolete content
Add site columns (metadata) for
content you want searchable
Teach users how to use Search
http://icansharepoint.com/infographic-search-sharepoint/
Matt Wade
@thatmattwade
Presentation URLs
Trigger re-index of all Site Collections in SPO
https://github.com/wobba/SPO-Trigger-Reindex
Adjust continuous crawl interval
$ssa = Get-SPEnterpriseSearchServiceApplication
$ssa.SetProperty("ContinuousCrawlInterval",n)
where n is the regular interval in minutes. Minimum is 1.
What requires a full crawl:
https://technet.microsoft.com/en-us/library/jj219667.aspx#Schema_Reindex_Table
Thesaurus Post:
https://joannecklein.com/2016/11/15/sharepoint-thesaurus-a-great-on-boarding-tool/
Thank you! Questions?
David Drever and Joanne Klein
Thanks for coming out!!
Leadership team member Saskatchewan SharePoint Office365 User Group
(https://www.meetup.com/SKSPOUG/)
Email : [email protected]
Twitter : @DavidMDrever
Blog: http://prairiedeveloper.com
Email : [email protected]
Twitter : @JoanneCKlein
Blog: JoanneCKlein.com
