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Customizing Search with Result Types, Resource Sources and Display Templates

Customizing Search with Result Types, Resource Sources and Display Templates. SharePoint 2013 Search. 31 May 2014. Shereen Qumsieh Dynamic Owl Consulting CALSPUG Inc. About Me. Shereen Qumsieh Co-Founder, Dynamic Owl Consulting Principal Architect SharePoint MVP. Session Agenda.

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Customizing Search with Result Types, Resource Sources and Display Templates

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  1. Customizing Search with Result Types, Resource Sources and Display Templates SharePoint 2013 Search 31 May 2014 ShereenQumsieh Dynamic Owl Consulting CALSPUG Inc.

  2. About Me • Shereen Qumsieh • Co-Founder, Dynamic Owl Consulting • Principal Architect • SharePoint MVP

  3. Session Agenda • Search Overview • Result Sources and Result Types • Display Templates and Managed Metadata • Content Search and Search Results • Query Syntax • O365 Gotchas

  4. Search Overview • Configuring Search • Managed Properties • Result Sources and Result Types • Display Templates • Content Search and Search Results • Query Syntax • o365

  5. Configuring Search • Create the Search Service Application • Configure the Crawl Account • Configure Content Sources • Configure and map Managed Properties • This may be automatic under certain conditions • Configure Search Results with Display Templates • Optionally configure Result Sources and Result Types

  6. Managed Properties • Created automatically when content is crawled • FooBar - FooBarOWSTEXT • Do you leverage the auto generated managed properties or roll your own? • o365 you can’t create your own, you have to leverage what’s there • Map to multiple crawled properties • Must be a Site Column • Must contain content

  7. DemoManaged Properties

  8. Result Sources • Can be created at Service App, Site Collection or Site level • When user initiates query, search system associates query with a result source • Result source can specify authentication method • Leverage Query Transform vs Result Source

  9. Query Transform • Variables • User.Name • Site.URL • Today • MAKE SURE YOU HAVE THE RIGHT TYPE! • Configurable • Web part -> Query rule -> Result source • A user query is transformed first by the Web Part, then by any query rules that apply, and finally by the result source

  10. DemoQuery Transform/Result Source

  11. Query Rules • Applied to a Result Source • Processed under given conditions • Keyword Query matches • Topic Category • Promoted Results • Result Blocks

  12. Result Types • Binds to a Result Source • Typically defined by a rule that further refines the data • Applies the selected display template to results that match the rule

  13. Display Templates • Allows us to control the display of the search results • We can leverage managed properties in the display template • Each Display Template has 2 files, one html file and one automatically generated/updated js file. • Requires Publishing Infrastructure • Design Manager is particularly useful

  14. Display Templates • Start with a copy of an existing display template • Use $includeScriptand $includeCSS

  15. Display Templates • JavaScript code should be inside: • <!--#_ <JavaScript Code> _#--> • Use value assigned to variable using: • _#= • <a href="_#=LinkURL=#_"> • AddPostRenderCallback

  16. DemoResult Type/Display Template

  17. Content Search Web Part • Available in non publishing sites • Pulls display templates from Content Web Parts folder • Gives the user the ability to choose which managed properties to display • Less options to configure over Search results • Enterprise version of SharePoint

  18. Search Results Web Part • Allows you to display results by Result type • Managed Properties have to be edited manually in html file • More configuration options including Sort

  19. DemoSearch Results vs Content Search

  20. Query Syntax • Keyword Query Syntax • Preferred method • FAST Query Language • Still available • Examples: • author:”John Smith” • filetype:docx • IsDocument:1 • Train*

  21. O365 Gotchas • Latency is a real problem • You’ll want to leverage a tool like SP 2013 Search Query Tool • Include the CrawlTime as a property • Get comfortable with existing managed properties: • RefineableString00 • Re-indexing a document library or a site

  22. Resources • Automatically created managed properties • Search overview MSDN • Display Template References • Search Query Tool • Office 365 Search Latency • Keyword Query Language

  23. Questions & Answers {Something to say?}

  24. Thanks to Our Sponsors

  25. Special Thanks • SharePoint Training Courses • http://www.neweratechnology.com/courses/sharepoint.aspx CalSPUG Calgary SharePoint User Group

  26. Housekeeping • Join us for SharePint • Time: 4:15 PM – 6:00 PM • Location: TBD

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