Donald Donais

Breakdown the Walls with SharePoint 2013TechFuse 2013 March 21, 2013

SharePoint Consultant, Avtex

Avtex SharePoint Consultantddonais@avtex.com

Blog – Tales from IT Sidehttp://talesfromitside.wordpress.com

Twitter@dondonais

Donald Donais

Agenda• SharePoint History – Storing and Finding Content• Cross-Site Publishing SharePoint 2013• Tapping into SharePoint Analytics• Finding My Information

Warm-Up Questions• What Version of SharePoint Do You Work With?

• What Role Are You With SharePoint?

SHAREPOINT HISTORYSTORING AND FINDING CONTENT

Cross-Site Publishing HistoryQuestions Needed to be Asked?

Do you need to roll-up information?

Do you need to aggregate information?

Best Practices• SharePoint 2007 & 2010 Suggestion

Single Site Collection Security Related Content

• If Need to Do Multiple Site Collections Search Web Parts Custom Develop or 3rd Party Solutions

• Site Collection Manually Connected Portal Connection Navigation Link in Global Navigation

Content Publishing Within Site Collection• Roll-Up Content Features Included

Content Query Web Parts Calendar Overlays (SharePoint 2010)

• Search Web Parts Not Intuitive Modify Output of Search Web Part - XSLT Adjusting the Refinement Panel Required - XSLT

• Work with SharePoint Farm Admin Create Managed Properties Create Search Scopes

Content Publishing Between Site Collections• Search Web Parts Not Intuitive

Modify Output of Search Web Part - XSLT Adjusting the Refinement Panel Required - XSLT

• Work with SharePoint Farm Admin Create Managed Properties Create Search Scopes

• Search At the Mercy of Scheduled Crawls Intermittent Full

Consistent Navigation Across Site Collections• Site Collections Do Not Allow Consistent

Navigation• Out of the Box

Duplicate Structure In Each Site Collection Manually Any Changes Would Require Multiple Updates

• Coding Effort Central Location for Hierarchy and URL’s Distribute by Baking Control on Master Page

Other Options• 3rd Party Tools

Bamboo Solutions – List Rollup Web Part

• SharePoint Designer 2010 Use SOAP and Dataview Web Parts

CROSS-SITE PUBLISHING SHAREPOINT 2013

What is Cross-Site Publishing?• SharePoint 2013 Tackled Issues Using OOB• Features Include:

Content Search Web Part Term-Driven Pages Navigation Taxonomy Query Rules Query Builder Metadata Navigation Display Templates Friendly URL’s Continuous Crawl

Underlying Architecture• Content Type

Content Wrapper Added to Lists or Libraries Metadata, Document Templates, and Workflow Only Available within Site Collection

• Metadata Tagging Content Searching, Grouping, Filtering, etc.

• Content Type Hub (SharePoint 2010 & 2013) Content Type Syndication Across Site Collections

Content Search Web Part• Similar to Content Query Web Part

Based on Indexed Content

• Show Content Cross Site Collections

• New Presentation Template Model Content Render on Client Side Full Control on Rendering using HTML

Templates

• Easy Editor for Designing Query – Query Builder

Query Builder• UI Based• Information Worker

Focused• Found Within Query

Rules and Content Search Drive Web Parts

• Provides Test & Preview Capabilities

• Allows “Advanced Mode”• Add Refiners

Query Rules• Manipulate Search Results • Help Act Upon on Intent or a

Query• Conditions, Actions, Publishing

Options Match Specific Words Word in a Specific Dictionary Content Source (Videos) File Type

• Replaces Key Words & Best Bets (and much more)

• Refine Query to Promote on Conditions

• Query can trigger multiple resultant sets Documents and People

AudioCamerasComputersHome appliancesPhonesTV and video

AudioCamerasComputersHome appliancesPhonesTV and video

Friendly URLhttp://contoso.com/cameras

Use pagemaincategory.aspx

Search

Product Catalog

CONTENT SEARCH WEB PART

TERM STORE NAVIGATION TAXONOMY

Filter query byCATEGORY: Cameras

Managed Navigation, Search and Topic Pages

• Adaptive experiences empower web developers to create portals based on managed navigation and a few dynamic pages

Display Templates• Many Ship Out of the Box• Make your own HTML & JavaScript

Managed Navigation• Terms can be

Site Structures

• Friendly URL’s• 1:1 Binding of

Site Collection to Term Set

Demo• Content Type, Content Type Hub and Metadata• Content Search Web Part• Display Templates• Query Builder/Rules• Metadata Navigation

TAPPING INTO SHAREPOINT ANALYTICS

Why Analytics?• See Patterns and Trends

What is working? More Importantly – What is not working?

• Adjusting Metadata Include New Terms or Remove Old Terms

• Adjust Query Rules Include New Promoted

Usage/Search Reports• Found within Search Service Application and Site

Collection Admin• Report Information Displayed in Excel

Usage/Search Reports Description Location

Usage Reports – Usage Number of views and unique viewers Search Service Application, Site Collection & Site

Usage Reports – Number of Queries

Number of search queries performed showing trends and high/low activity

Site Collection

Search Reports – Top Queries Broken down into Day and Month and includes most popular search queries

Search Service Application & Site Collection

Search Reports – Abandoned Queries

Broken down into Day and Month and includes queries that received low click-through

Search Service Application & Site Collection

Search Reports – Query Rule Broken down into Day and Month and includes how often a query rule was initiated

Search Service Application & Site Collection

Usage Details Example

Most Popular Items and Popularity Trends• Analytics Available at

Library Level• Most Popular Items

Based On Click a Document Link, View or Open a Document

Options include Most Views, Most Views by Unique Users, and Most Recommendation Clicks

• Option to Download Popularity Trends - Excel

Web Parts to Know• Recommended Items

Content Recommendations Based on Usage

• Popular Items Display Recently Viewed

Content

• Scoped Site Collection, Site,

• Utilizes Search and only found in Enterprise Version

Demo• Usage Reports• Most Popular Items• Popular Items Web Part

FINDING MY INFORMATION

Making Easier to Find Information• Task Aggregation• Following• Offline Content• More Relevant Search• People Search

Personal Task Aggregation• Newsfeed

Tasks• Manage

Personal Tasks SharePoint Project Server MS Outlook

• Requirements Exchange

2013 Outlook 2013 Project Server

2013

Following to Aggregate• Following

People Documents Sites

• Suggestions People Documents Sites

• All based on User’s Behavior Patterns

Take Content Offline

• Sync Libraries or Personal Documents

• Local Access to Libraries• Accessible Offline• Integrated with Office

Document Center• Replaces SharePoint Workspace

Discover more Relevant Results• Search Verticals• Recommendatio

ns based on Search Query

• Re-find Information

• Drill Into Details

People Search• Find People Faster

Query Suggestions Find Experts -

Documents Fuzzy Name Search Social Connections Search Anywhere

• Relevance• Crawl and Content

Drive from User Profile

• Admin Site Managed by

“Search Site” Admin

Demo• Tasks Aggregation• Following• Offline Content• Search

Do You Remember?

What was this presentation about?

Resources• Configuring Cross-Site Publishing in SharePoint 2013

http://technet.microsoft.com/en-us/library/jj656774.aspx

• Find Content About SharePoint Server 2013 http://bit.ly/11fDRkv

• Navigation Using Managed Metadatahttp://bit.ly/16HsFgG

• SharePoint 2013 Web Part: Content Searchhttp://bit.ly/1392kce

• Building Search Queries with SharePoint 2013http://bit.ly/Y0osBz

Q & A

MN SharePoint Users Group Website

• SharePoint Resource Documents• SharePoint Resource links• RSS Feeds • Meeting Schedule• Past User Group Presentations• Past User Group Recordings• Sponsorship Information

• http://sharepointmn.com• Email: sharepoint@sharepointmn.com

Thank you!

Avtex IT Pro Consultantddonais@avtex.com

Blog – Tales from IT Sidehttp://talesfromitside.wordpress.com

Twitter@dondonais