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Leveraging SharePoint 2013 WCM Features to Build a Dynamic Search Driven Intranet
Jeff Fried – CTO, BA Insight
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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
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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
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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
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- 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
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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
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Create a Term Driven Page
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Add Web Parts to Page
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Configure the Term Store from Site Settings
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Create Hierarchy
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Configure Term Driven Pages
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Define Custom Facets
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Edit Page Template
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Customize Refinement and Display Templates
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Result – Minimal Styling
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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…
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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!
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Search Driven Intranet
How to do the same thing on your Intranet!
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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
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Create a Term Driven Page
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Add Web Parts to Page
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Configure the Term Store from Site Settings
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Tell the Term Store your intended use!
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Configure Term Driven Pages
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Configure Term Driven Pages
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Configure Faceted Navigation
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Configure Term Driven Pages
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Edit the Page Template
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Customize Refinement and Display Templates
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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
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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
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Taking it One Step Further
Search Driven Applications
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Customer Service
58
100% Driven
by Search
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Rich Refinement
59
100% Driven by Searc
h
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Case Detail Modal
60
100% Driven
by Search
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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
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Advertising Team Site (Dynamic)
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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..
12
3
4
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- 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
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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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www.sharepointsummit.org
http://www.bainsight.com @JeffFried
http://www.linkedin.com/in/jefffried/
Thank You
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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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Please rate this session!Fill out the survey for a chance to win a Surface