Dynamic Content using SharePoint Search

1. Dynamic Content using SharePoint Search Sharepoint Saturday Nashville– April 5, 2014 Mike Oryszak Blog: www.mikeoryszak.com Twitter: @NEXT_CONNECT Linkedin: http://www.linkedin.com/in/michaeloryszak

2. About Me • Senior SharePoint Solution Architect w/ B&R Solutions • Microsoft SharePoint Server MVP (5x 2010-2014) • Leader for Triangle SharePoint User Group (TriSPUG) • Dev and Architect with MS stack since 1996 • Working with SharePoint since 2002 • Raleigh-Durham, NC Blog: www.mikeoryszak.com Twitter: @NEXT_CONNECT Linkedin: http://www.linkedin.com/in/michaeloryszak

3. Thank You for being a part of SharePoint Saturday Nashville! Feel free to tweet, post to Yammer and blog during sessions. Remember to follow @SPSNashville and tag #SPSNashville in your posts! Gold Sponsors Silver Sponsors

4. Session Overview • Search Basics • Differences Between 2010 and 2013 • Understanding Queries • Showing Dynamic Content • Closeout Target Audience: Site Administrators and Power Users looking to maximize the effectiveness of their site. Blog: www.mikeoryszak.com Twitter: @NEXT_CONNECT Linkedin: http://www.linkedin.com/in/michaeloryszak

5. Search Basics Dynamic content using SharePoint Search Blog: www.mikeoryszak.com Twitter: @NEXT_CONNECT Linkedin: http://www.linkedin.com/in/michaeloryszak

6. Search Basics Blog: www.mikeoryszak.com Twitter: @NEXT_CONNECT Linkedin: http://www.linkedin.com/in/michaeloryszak • Crawling • A scheduled activity that evaluates the content, meta-data and security. • Index • Processed info that describes the crawled content • Extremely fast compared to querying source content • Security • Only items the user has access to will be returned • Referred to as “Security Trimming”

7. Search BasicsManaged Properties Blog: www.mikeoryszak.com Twitter: @NEXT_CONNECT Linkedin: http://www.linkedin.com/in/michaeloryszak • Can be used to query against a specific attribute • Examples: • Author • ContentType • CreatedBy • LastModifiedTime • FirstName • Version Differences: • In 2010 and before, these have to be managed in the Search Service Application • In 2013, these are automatically added when content is crawled

8. Search BasicsScopes and Query Rules Blog: www.mikeoryszak.com Twitter: @NEXT_CONNECT Linkedin: http://www.linkedin.com/in/michaeloryszak • Overview • Pre-set rules for filtering content • Can be defined and testing globally or at Site Collection level • Feature typically under utilized in most environments • Version Differences: • In 2010 • Referred to as Scopes • Default scopes include: All Sites, People, This Site • In 2013 • Referred to as Query Rules • Added ability to test the Query Rules • Added ability to target the Query Rules to content and audiences

9. Search BasicsContent Classification Blog: www.mikeoryszak.com Twitter: @NEXT_CONNECT Linkedin: http://www.linkedin.com/in/michaeloryszak • ContentClass Overview • Not all content is the same • ContentClass property helps to segment content by its fundamental type • Examples: • SPSPeople – User Profiles • STS_Site – Site Collection • STS_Web – Site/Web • STS_list_[doccumentlibrary] * – List • STS_listitem_[documentlibrary] * – List Item * Note name in brackets can be replaced with template name

10. Understanding Queries Dynamic content using SharePoint Search Blog: www.mikeoryszak.com Twitter: @NEXT_CONNECT Linkedin: http://www.linkedin.com/in/michaeloryszak

11. Understanding Queries Blog: www.mikeoryszak.com Twitter: @NEXT_CONNECT Linkedin: http://www.linkedin.com/in/michaeloryszak • Query Formatting • Limit – 255 characters • Content Classes - ContentClass:Value • Managed Properties - Property:Value • Logical Operators - AND, OR, NOT, +, - • Relational Operators - <, >, <=, >=, <> • Filename – filename:”name” • File Type – filetype:value • Wildcards – Property:Partial Value

12. Understanding Queries Blog: www.mikeoryszak.com Twitter: @NEXT_CONNECT Linkedin: http://www.linkedin.com/in/michaeloryszak • Simple Query Examples • ContentClass:STS_Site • Uses the content classes specification to return all of the Site Collections • Department:”IT” • Would return all of the people with a value of IT in the Department user profile property • Filetype:PDF • Would return all PDF documents

13. Understanding Queries Blog: www.mikeoryszak.com Twitter: @NEXT_CONNECT Linkedin: http://www.linkedin.com/in/michaeloryszak • Compound Query Examples • ContentType:”Check Request” AND RequestStatus:”Completed” • Returns results for items with a ContentType set to “Check Request” and a RequestStatus of “Completed” • contentclass:sts_listitem_announcementsAND author:“Jane Doe" • Would return all announcements authored by Jane Doe • ContentType:”Enrollment Form” AND Write>”6/1/2012” AND Filetype:PDF • Would return all content classified as an Enrollment form, added or modified after 6/1/2012, and of the filetype PDF.

14. Showing Dynamic Content Dynamic content using SharePoint Search Blog: www.mikeoryszak.com Twitter: @NEXT_CONNECT Linkedin: http://www.linkedin.com/in/michaeloryszak

15. Showing Dynamic ContentOut of the Box Web Parts Blog: www.mikeoryszak.com Twitter: @NEXT_CONNECT Linkedin: http://www.linkedin.com/in/michaeloryszak • New Web Parts with SharePoint 2013 • Much stronger emphasis on using Search to power large, dynamic sites that can display content beyond the site collection • Web Part Categories • Content Rollup • Search-Driven Content • Search

16. Showing Dynamic ContentContent Rollup Blog: www.mikeoryszak.com Twitter: @NEXT_CONNECT Linkedin: http://www.linkedin.com/in/michaeloryszak • Previous versions relied on the Content Query Web Part (CQWP) • Queried source content in sites directly, did not use search • Content Search Web Part introduced with 2013 • Uses Search to return results • Provides interface for configuring and testing your query • Provides configuration for 3 views; List, List with Paging, or Slideshow • Provides configuration for property mapping (identification)

17. Showing Dynamic ContentSearch-Driven Content Blog: www.mikeoryszak.com Twitter: @NEXT_CONNECT Linkedin: http://www.linkedin.com/in/michaeloryszak • Search-Driven Content Web Part Category added with 2013 • These are extensions of the Content Search web part, providing an initial query to work from • Extensively use Result Sources • Web Parts include: • Recommended Items • Recently Changed Items • Popular Items • Pictures • Pages • Items Matching Tag • Videos • Web Pages • Wiki Pages

18. Showing Dynamic ContentSearch Blog: www.mikeoryszak.com Twitter: @NEXT_CONNECT Linkedin: http://www.linkedin.com/in/michaeloryszak • Search Web Part Category • Search Results Web Part • Available going back to 2001 • Updated for 2013 to include the query build/test form • Available as part of the Standard CAL

19. Showing Dynamic Content • Demonstration Blog: www.mikeoryszak.com Twitter: @NEXT_CONNECT Linkedin: http://www.linkedin.com/in/michaeloryszak

20. Closeout Dynamic content using SharePoint Search Blog: www.mikeoryszak.com Twitter: @NEXT_CONNECT Linkedin: http://www.linkedin.com/in/michaeloryszak

21. Questions? Blog: www.mikeoryszak.com Twitter: @NEXT_CONNECT Linkedin: http://www.linkedin.com/in/michaeloryszak

22. Resources Blog: www.mikeoryszak.com Twitter: @NEXT_CONNECT Linkedin: http://www.linkedin.com/in/michaeloryszak • Keyword Query Syntax Reference • http://technet.microsoft.com/en-us/subscriptions/index/ee558911(v=office.14).aspx • Property Restriction Keyword Queries • http://technet.microsoft.com/en-us/subscriptions/ff394509.aspx • My Search Blog Posts • http://mikeoryszak.com/tag/search/