Building Search Driven Applications
- 1. BUILDING SEARCH DRIVEN APPLICATIONS BRIAN CAAUWE PORTALS & COLLABORATION MANAGER January 21st, 2017
- 2. 2 • Search Schema • Search Settings • Search Patterns • Display Templates Session Agenda
- 3. 3 • Brian Caauwe – Manager, Consultant, Speaker and new dad • Email: [email protected] • Twitter: @bcaauwe – Technical Editor • Professional SharePoint 2013 Administration – Certifications • MCM: SharePoint Server 2010 • MCSM: SharePoint Who am I?
- 4. You can use the hashtag #SPSSTL & follow us @SPSStlouis Gold Sponsors Silver Sponsors Thank You Sponsors for participating in SPS St. Louis 2017!
- 6. 7 Properties Power the Search Experience
- 8. 9 Search Schema Crawled Property • ALL crawled metadata available into Categories – Basic – Business Data – Document Parser – Internal – Mail – MetadataExtractor – Notes – Office – People – SharePoint – Tiff – Web – XML
- 9. 10 Search Schema Managed Property If it’s not a managed property, you can’t use it in search • Identify what you can do with it – Searchable – Queryable – Retrievable – Allow Multiple Values – Refinable – Sortable – Safe for Anonymous • Map one or many crawled properties
- 10. 11 Configuration Options • Service Application (Central Administration) • Tenant (SharePoint Online Administration) • Site Collection (Site Collection Administrators) • Site (Site Owners) Search Schema Managed Properties
- 12. 13 • Predefined starting place – Thing “Scopes” previously • Settings – Protocol – Type – Query Transform • Query Examples – Local SharePoint results (Everything but people) {?{searchTerms} -ContentClass=urn:content-class:SPSPeople} – Pictures {?path:{Scope}} {?owstaxIdMetadataAllTagsInfo:{Tag}} (ContentTypeId:0x0101009148F5A04DDD49cbA7127AADA5FB792B00AADE34325A8B49cdA8BB4DB53328F214* OR ContentTypeId:0x010102*) Search Settings Result Source
- 13. 14 Used in Search web parts • Quick Mode • Advanced Mode Search Settings Result Source
- 14. 15 • Used to automatically define Display Templates • Add conditions • Configurable in Search Results web part Search Settings Result Type
- 15. 16 • Think Best Bets • Context: Bound to Result Sources • Query Conditions – Example: ContentTypeId:0x0102* (e.g. Event) Search Settings Query Rules
- 16. 17 • Actions – Promoted results • Best Bet • Visual Best Bet Search Settings Query Rules
- 17. 18 • Actions – Result Blocks – Tune Ranking • Change sorting (e.g. Promote PDF to top Search Settings Query Rules
- 18. Search Patterns
- 19. 20 • Search Results – Tuned for use in Search Center – Paging – Alerting – Sorting – Advanced Search – Search Preferences – Promoted Results – Result Count – Language Dropdown Search Patterns Search Web Parts
- 20. 21 • Content Search – Requires Enterprise – Tuned for use OUTSIDE Search Center – Override Property Mappings – Use with MULTIPLE web parts – Limited set of Display Templates Search Patterns Search Web Parts
- 21. 22 • Query String Parameters {QueryString.QueryParameter} • URL Tokens {URLToken.1} • User Profile Properties {User.UserProfilePropertyInternalName} • Site Properties {Site.Url} {Site.PropertyBagProperty} • Site Collection Properties {SiteCollection.Url} {SiteCollection.PropertyBagProperty} • Page Properties {Page.InternalFieldName} TechNet - https://technet.microsoft.com/en-us/library/jj683123.aspx Search Patterns Query Variables
- 22. 23 • Query the SharePoint Index using JavaScript • Troubleshooting - View results in XML format in browser Search Patterns REST API
- 23. 24 • FREE JQuery Plug-in • Flexible Display & Themeable • Type ahead search • Sorting • Filtering https://datatables.net/ Search Patterns REST API + JQuery Datatables
- 26. 27 • Stored in the Master Page Gallery – ~sitecollection/_catalogs/masterpage/Display Templates • Javascript & HTML mockup – Utilizes Retrievable Managed Properties – Upload the HTML file and it generates the JS file – DON’T TOUCH THE JS FILE • Different Usage Patterns – Search Results – Search Hover Panel – Content Web Parts – Refinement – Search Box – Custom Display Templates Different Locations
- 27. 28 • Specifies the outer container – Example • List with Paging • Slideshow – Extensibility • Grid • Sharegate Slider Display Templates Control Template
- 28. 29 • Specifies the inner container – Examples • Search Results (Item_Picture, Item_PDF) – Specifies the Hover Panel Template • Content Search (Item_LargePicture) – Extensibility • Change hover panel template • Add / Change Properties • Integrate with 3rd party services – Specify ALL managed properties needed in Item AND Hover templates Display Templates Item Template
- 29. 30 • Specifies the hover container – Examples • Item_PDF_HoverPanel • Item_Person_HoverPanel – Extensibility • Add additional properties • Change Actions Display Templates Hover Template
- 30. 31 • Specifies the refinement container – Example • Filter_Default – Extensibility • Add Counts • Swap text for images • Display in Dropdown • MORE Display Templates Filter Template
- 32. 33 Questions
- 34. 35 • Brian Caauwe – Email: [email protected] – Twitter: @bcaauwe How to get ahold of me?
- 36. 37 • Search Schema Overview - https://technet.microsoft.com/en- us/library/jj219669(office.15).aspx • Query Variables - https://technet.microsoft.com/en-us/library/jj683123.aspx • SharePoint Search REST API - https://msdn.microsoft.com/en- us/library/office/jj163876.aspx • DataTables Plug-in - https://datatables.net/ • Sharegate Slider - http://en.share-gate.com/blog/sharepoint-slider-display- template • Bing Maps Integration - https://www.bingmapsportal.com/ • Dropdown Search Refiner Control - https://www.eliostruyf.com/part-4- create-dropdown-search-refiner-control/ Resources
Editor's Notes
- #2: TIMING [01:30 – 01:32]
- #7: TIMING [01:32 – 01:40]
- #10: Category Examples Basic – Basic:16 LastModifiedTime or DAV:contentclass contentclass Business Data – Mapped from the BCS … EntityName & EntityNamespace includes fields from ReadList Operations Document Parser – Author and FileType Internal – Yet another set of Author properties Mail – If crawling Exchange MetadataExtractor – Extractor properties for Title and Author Notes Office – Embedded MSFT Office document properties such as Office:2 Title People – SharePoint User Profile Properties INTERNAL names SharePoint – ALL list / library columns follow pattern of ows_InternalName Tiff – N/A out of the box Web – Used for crawling external web sites XML – N/A out of the box
- #11: Managed Property Settings Searchable – Add values of this property to the full text index. Can find information on this property without needing to do keyword based searching Queryable – Do you want to be able to use this property in keyword based searches (e.g. propertyname:”value”) Retrieveable – Do you want to use this property in Display templates Allow Multiple Values – Is there a potential that this property may have multiple values Refinable – Do you want to be able to setup a refiner for this property (if used, also needs to be Queryable) Sortable – Do you want to be able to sort on this property Safe for Anonymous – Can this property be used / seen from an anonymous user
- #12: Configuration Options Service Application – Full control… create, delete change all settings. Changes effect the ENTIRE farm Tenant – Create new TEXT properties, add alias to existing properties. Changes effect the ENTIRE SharePoint Online Tenant Site Collection – Create new TEXT properties, add alias to existing properties. Changes effect the site collection and can override the Service Application / Tenant Configuration Site - Create new TEXT properties, add alias to existing properties. Changes effect the site collection and can override the Site Collection Configuration
- #13: TIMING [01:40 – 01:50]
- #15: Quick Mode – Uses result sources that utilize the {Scope} placeholder Advanced Mode – All other result sources
- #20: TIMING [01:50 – 01:55]
- #26: Demo [TIMING ~01:55 - 02:05] Content Search web part Query String Variables REST API Show results in the UI Data Tables Show the FULL code Show Stores
- #27: TIMING [02:05 – 2:15]
- #33: Demo [TIMING ~02:15 - 02:30] Stores Store Demographics (Content Search - Simple Item Template) Bing Maps Integration (Content Search - Complex Item Template) Store Contacts (Control Template) Pez Photo Horizontal (Search Result Item Template) Photo Hover Panel (Hover Template) Refiners (Counts, Dropdown, Image Replacement) General Search Home Page People Search (Sorting) Everything Result Block (Panel) Promoted Result Pez –Simple Avtex – Visual
- #34: TIMING [02:30]